Nama Insights

Installed Building Products (IBP)

Consumer Cyclical · Residential Construction · NYSE

Installed Building Products (IBP) is a Consumer Cyclical company in the Residential Construction industry. It has a market capitalization of $5.85B, a trailing price-to-earnings ratio of 20.6 and a free-cash-flow yield of 5.0%. Over the most recent reported fiscal year, revenue grew 1.0% and free cash flow per share grew 23.4%. Nama's AI scorecard rates it Hold, 5.3 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.3/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -26.8% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-37.0%
How far the last close sits under the highest price of the past five years.
Market cap$5.85B
Trailing P/E20.6
Price / book9.2
Price / sales2.0
FCF yield5.0%
Dividend yield0.7%
Gross margin33.6%
Operating margin12.4%
Net margin8.5%
Revenue growth (YoY)+1.0%
Revenue growth (3-yr annual)+3.6%
EPS growth (YoY)+3.7%
FCF/share growth (YoY)+23.4%
Beta1.7
ExchangeNYSE
SectorConsumer Cyclical
IndustryResidential Construction

IBP earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $2.42). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $2.76 $2.83 -2.5% —
Q2 2026 Aug 6, 2026 $2.91 $2.56 +13.7% $777.80M
Q1 2026 May 7, 2026 $1.79 $1.96 -8.7% $660.50M
Q4 2025 Feb 26, 2026 $3.24 $2.75 +17.8% $747.50M

IBP analyst price target

Median target $212.50 from 14 analysts, ranging $160.00 – $257.00.

Residential Construction peers

TickerCompanyMarket capP/E
DHI D.R. Horton $41.33B 15.0
PHM PulteGroup $25.24B 13.7
LEN Lennar $21.11B 16.3
NVR NVR $16.66B 17.4
TOL Toll Brothers $14.06B 12.2
SKY Champion Homes $4.91B 26.3
CVCO Cavco Industries $4.87B 27.1
MTH Meritage Homes $4.38B 14.8
Explore live IBP data on Nama Insights →

Recent Congressional trades

Installed Building Products trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
David J. Taylor House Buy $1,001 - $15,000 Sep 17, 2026
David J. Taylor House Buy $1,001 - $15,000 Aug 20, 2026
David J. Taylor House Buy $1,001 - $15,000 Jul 1, 2026
David J. Taylor House Buy $1,001 - $15,000 Apr 2, 2026
David J. Taylor House Buy $1,001 - $15,000 Mar 20, 2026
David J. Taylor House Sell $1,001 - $15,000 Mar 6, 2026
David J. Taylor House Buy $1,001 - $15,000 Feb 2, 2026
David J. Taylor House Sell $1,001 - $15,000 Feb 2, 2026
David J. Taylor House Buy $1,001 - $15,000 Nov 18, 2025
David J. Taylor House Sell $1,001 - $15,000 Sep 2, 2025
David J. Taylor House Sell $1,001 - $15,000 Sep 2, 2025
David J. Taylor House Buy $1,001 - $15,000 Jun 2, 2025

IBP FAQ

Is IBP a buy?
Nama's AI scorecard currently rates Installed Building Products Hold (5.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IBP's P/E ratio?
Installed Building Products trades at a trailing price-to-earnings ratio of 20.6.
When does IBP report earnings?
Installed Building Products's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $2.42.
What is the IBP price target?
The median analyst price target from 14 analysts is $212.50, with a range of $160.00 – $257.00.
Is IBP Shariah compliant?
Nama's AAOIFI-style screen reads Installed Building Products as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does IBP pay a dividend?
Yes — Installed Building Products's dividend yield is 0.7%.