Installed Building Products, Inc.

  • Earnings Score
  • Moat Score
  • Safety Score
  • Market Cap $6.00B
  • PE 90
  • Debt $903.80M
  • Cash $406.20M
  • EV $6.50B
  • FCF $57.86M

Earnings

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Sales & Net Margins

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Earnings$66.74M
EBIT$100.38M
ROE9%
ROA5%
FCF$57.86M
Equity$716.40M
Growth Stability100%
PE89.9
PEG15.12
PB8.37
P/FCF103.69
P/S7.26
Price/Cash0.07
Debt/Equity1.26
Debt/FCF15.62
Net Margins9%
Gross Margins35%
Op. Margins12%
Earnings CAGR11%
Sales CAGR4%
FCF CAGR13%
Equity CAGR19%
Earnings Stability0.25
Earnings CAGR 5Y6%
Sales CAGR 5Y-3%
FCF CAGR 5Y2%
Equity CAGR 5Y21%
Earnings CAGR 3Y-3%
Sales CAGR 3Y-3%
FCF CAGR 3Y-8%
Equity CAGR 3Y22%
Market Cap$6.00B
Revenue$826.13M
Dividend Yield1%
Payout Ratio115%
Assets$2.07B
Total Debt$903.80M
Cash$406.20M
Shares Outstanding27.99M
EV6.5B
Earnings Score13%
Moat Score78%
Safety Score72%
Final Score54%
Working Capital748.1M
Current Ratio2.99
Gross Profit$292.21M
Shares Growth 3y-1%
Equity Growth QoQ5%
Equity Growth YoY14%

Assets & ROA

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Stockholders Equity & ROE

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Installed Building Products Inc is an insulation installer serving the residential new construction market. The company operates primarily in the United States. The company installs fiberglass insulation, spray foam insulation, and cellulose insulation. In addition to insulations, the company offers installation services for garage doors, rain gutters, closet shelving, shower doors, mirrors, waterproofing, fire-stopping, fireproofing, window blinds, and other products.

SEC Filings

Direct access to Installed Building Products, Inc. (IBP) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

  • 2024
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2023
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2022
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31

Sector Comparison

How does Installed Building Products, Inc. compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of Installed Building Products, Inc. compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

CAGR 11%
Stability 25%
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Installed Building Products, Inc. Discounted Cash Flow

Fully customizable DCF calculator online for Installed Building Products, Inc..

= $1.5B
012345678910TV
fcf$58M$66M$75M$85M$96M$109M$124M$140M$159M$180M$205M$2B
DCF$60M$62M$64M$66M$68M$70M$72M$74M$77M$79M$789M
Value$1.5B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12/201412/201512/201612/201712/201812/201912/202008/202305/2024TTM
Net Margins-1%4%4%4%4%5%6%--9%
ROA-12%14%10%11%11%14%--5%
ROE-23%25%20%30%27%30%--9%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12/201412/201512/201612/201712/201812/201912/202008/202305/2024TTM
Debt over FCF-18.473.659.827.788.144--15.62
Debt over Equity0.311.171.11.732.622.371.84--1.26
Growth Stability---100%100%100%100%--100%

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12/201412/201512/201612/201712/201812/201912/202008/202305/2024CAGR 5Y
Revenue YoY growth-28%30%31%18%13%9%---3%
Earnings YoY growth--545%45%7%33%24%43%--6%
Equity YoY growth-25%34%37%-13%37%28%--21%
FCF YoY growth--46%539%-20%65%19%102%--2%