Installed Building Products Inc. (IBP) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-03, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $220.44 (+3.32% 1D, market cap $5.67B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1009 tracked Consumer Discretionary issuers, IBP ranks #199 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (46/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.24B) and CVCO (Cavco Industries Inc.) posts a B+ grade (80/100 RQD, P/E 22.0x, ROIC 17.6%, cap $4.76B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).
Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 10.1% FCF Margin ($300.8M FCF) & 34% Gross Margin
Altman Z-Score 5.66 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9
Macro rate sensitivity & RSI-14 (61.9) create a -13 pt regime headwind
Even with a 67/100 (C+) score, IBP faces multiple-compression risk if 21.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 31.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($204.80) or 200D SMA ($245.86) invalidates the momentum regime and cuts Target Base ($229.37) toward Bear Floor ($178.91).
Installed Building Products Inc. (IBP) surged +3.32% to $220.44, trading at 26% of its 52-week range ($176.15 – $349). Solid 34.0% gross margin (25% return on capital), mixed timing at 21x P/E—hold if owned, no rush to chase.
Yahoo! Finance Canada report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Investing.com India report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
The latest update on Installed Building Products trims the fair value estimate from US$220.00 to about US$212.86 per share. Analysts link this adjustment to a more cautious stance around housing related exposure, while s
Installed Building Products (IBP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +1.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on IBP today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for IBP. Explore sector supply chains on /butterfly.
Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Installed Building Products Inc. (IBP) ranks #199 by composite RQD confidence (67/100, grade C+) and #245 by equity capitalization ($5.67B). Within this direct 5-issuer industry benchmark cohort, MTH leads on earnings valuation at 9.3x trailing P/E, while ECG leads on capital efficiency and profitability with 30.4% ROIC and 12.1% gross margin. SKY currently holds the highest overall quantitative score in the immediate peer group at 81/100 (A-) compared with IBP at 67/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| IBP
ACTIVE
Installed Building Products Inc. | C+ | 67/100 | 21.3x | 34.0% | 24.7% | +3.32% | $5.67B | Benchmark Subject |
| ECG Everus Construction Group Inc. | D | 46/100 | 27.3x | 12.1% | 30.4% | +0.35% | $5.24B | /ecg-vs-ibp → |
| CVCO Cavco Industries Inc. | B+ | 80/100 | 22.0x | 23.5% | 17.6% | +7.09% | $4.76B | /cvco-vs-ibp → |
| SKY Champion Homes Inc. | A- | 81/100 | 21.3x | 26.4% | 20.8% | +4.72% | $4.60B | /sky-vs-ibp → |
| MTH Meritage Homes Corporation | C- | 59/100 | 9.3x | — | 8.0% | +7.04% | $4.20B | /mth-vs-ibp → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Installed Building Products Inc. (IBP) reported GAAP revenue of $2.97B (+1.0% vs. FY2024 revenue of $2.94B , and +6.9% cumulative change since FY2023) , GAAP net income of $265.4M, operating cash flow of $371.4M, and free cash flow of $300.8M (+19.6% YoY). On the balance sheet, IBP closed FY2025 with $2.07B in total assets against $850.0M in total debt (Altman Z-Score: 5.66, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $2.97B | $265.4M | $371.4M | $300.8M | $2.07B | $850.0M |
| FY2024 (FY) | 2024-12-31 | $2.94B | $256.6M | $340.0M | $251.4M | $2.06B | $842.4M |
| FY2023 (FY) | 2023-12-31 | $2.78B | $243.7M | $340.2M | $215.2M | $3.33B | $780.2M |
As of 2026-11-03, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $220.44 (+3.32% 1D, market cap $5.67B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1009 tracked Consumer Discretionary issuers, IBP ranks #199 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (46/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.24B) and CVCO (Cavco Industries Inc.) posts a B+ grade (80/100 RQD, P/E 22.0x, ROIC 17.6%, cap $4.76B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).
Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
IBP last traded at $220.44 (+3.32% on volume of 432,788 shares), positioning the stock +7.64% above its 50-day simple moving average ($204.80) and -10.34% below its 200-day simple moving average ($245.86). Across its 52-week range of $176.15 to $349.00, IBP sits at the 25.6% percentile with a 14-day RSI of 61.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.3% ($199.94 to $240.94).
Installed Building Products Inc. (IBP) earns a live Roarable RQD composite score of 67/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $220.44 (+3.32% 1D, market capitalization $5.67B).
Installed Building Products Inc. (IBP) is a NYSE-listed issuer classified under Consumer Discretionary, in the Homebuilding industry..6B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Installed Building Products Inc. (IBP) reported $2.97B in annual revenue (up from $2.94B in FY2024, +1.0% YoY) and $265.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.78B revenue, $243.7M net income) through FY2025, IBP scaled operating cash flow to $371.4M and free cash flow to $300.8M, backed by $2.07B in total assets against $850.0M in total debt.
The supply chain is recorded as "NONE," with no upstream or downstream links and no sector-correlation edges provided. —: specific upstream suppliers, downstream customers, and second-order bottlenecks. The Consumer Discretionary / Homebuilding classification is the only sector context available, and the rating's Macro Regime Fit pillar (7/20, beta 1.05) is the closest available proxy for sector sensitivity.
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Yahoo! Finance Canada report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Investing.com India report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
The latest update on Installed Building Products trims the fair value estimate from US$220.00 to about US$212.86 per share. Analysts link this adjustment to a more cautious stance around housing related exposure, while s
Picked up a starter position in IBP in my $100K Virtual Cash book at $213.35. Cash engine is top-tier, with 24.7% ROIC and a 5.33% FCF yield supporting the 19/20 fundamental score.. Trading inside a $176.15–$349.00 52-week range with 5.33% FCF yield gives solid downside support if Homebuilding multiples expand this quarter.
@MultipleCompression Shorting a 9/20 institutional whale-flow stock at $213.35 is dangerous when funds are rotating into Consumer Discretionary.
Careful chasing IBP at $213.35. Macro regime fit is weak at 7/20 with beta 1.05, and institutional flow is thin at 9/20.. Gross margin is 34.0%, but operating margin is 13.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $160.01 on multiple compression.
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