Installed Building Products Inc
NYSE:IBP
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Intrinsic Value
The intrinsic value of one IBP stock under the Base Case scenario is 198.97 USD. Compared to the current market price of 209.19 USD, Installed Building Products Inc is Overvalued by 5%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Installed Building Products Inc
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Fundamental Analysis
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Installed Building Products Inc. (IBP) is a leading installer of insulation and building products throughout the United States, catering primarily to the residential and commercial construction sectors. Founded in 1977 and headquartered in Columbus, Ohio, IBP has grown significantly by adopting a focused acquisition strategy, allowing it to build a diverse portfolio of businesses that serve various regional markets. This growth trajectory is not merely reliant on acquisitions; IBP also benefits from a robust demand for energy-efficient building solutions, as homeowners and builders increasingly seek to enhance energy efficiency and comply with stringent environmental regulations. By position...
Installed Building Products Inc. (IBP) is a leading installer of insulation and building products throughout the United States, catering primarily to the residential and commercial construction sectors. Founded in 1977 and headquartered in Columbus, Ohio, IBP has grown significantly by adopting a focused acquisition strategy, allowing it to build a diverse portfolio of businesses that serve various regional markets. This growth trajectory is not merely reliant on acquisitions; IBP also benefits from a robust demand for energy-efficient building solutions, as homeowners and builders increasingly seek to enhance energy efficiency and comply with stringent environmental regulations. By positioning itself as a trusted partner to builders and contractors, IBP leverages its expertise to drive top-line growth while maintaining a commitment to quality and customer satisfaction.
For investors, IBP presents a compelling opportunity characterized by strong financial performance and a scalable business model. The company has demonstrated consistent revenue growth, driven by a resilient construction market and strategic investments in high-demand areas such as insulation, garage doors, and other complementary building products. Its diverse customer base provides stability amid economic fluctuations, while efficient operations enhance profitability. As more emphasis is placed on sustainable construction practices, IBP is well-positioned to capitalize on these trends, further solidifying its role as a key player in the industry's evolution. As a potentially attractive addition to an investment portfolio, Installed Building Products Inc. combines solid fundamentals with growth potential in a dynamic market landscape.
Installed Building Products Inc. (IBP) operates primarily in the construction and building materials sector, focusing on the installation of various building products. The core business segments of IBP are typically organized around the following key areas:
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Insulation: This is one of the largest segments for IBP, comprising both residential and commercial insulation services. The company installs different types of insulation materials, including fiberglass, foam, and cellulose, catering to new constructions and retrofitting projects.
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Other Installations: This segment includes the installation of products such as gutters, shower doors, mirrors, and other specialty building products. This business caters to both the residential and commercial markets.
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Residential: A significant portion of IBP's revenue is derived from the residential market, where they provide installation services primarily for single-family homes, multi-family units, and other residential developments.
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Commercial: IBP also serves the commercial sector, providing insulation and other installation services for office buildings, retail spaces, and industrial facilities, supporting a variety of building styles and purposes.
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Manufacturing and Distribution: While IBP is predominantly focused on installation, they may also have some capabilities tied to manufacturing and distributing the products they install, ensuring control over quality and supply chain efficiency.
These segments allow IBP to leverage its expertise in installation while catering to both new construction and renovation markets, thus addressing a diverse customer base. The company's strategy often emphasizes operational efficiency, customer-centric services, and a focus on safety and sustainability in building practices.
Installed Building Products Inc (IBP) operates in the residential and commercial insulation industry, and it possesses several competitive advantages that distinguish it from its rivals:
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Diverse Product Offering: IBP provides a wide range of insulation products and services, including insulation for residential as well as commercial buildings. This diversified product portfolio allows it to cater to various customer needs and minimizes dependence on a single market segment.
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Strong Geographic Presence: The company has established a significant footprint in both the residential and commercial markets across the United States. This geographic diversification enables IBP to tap into different regional markets and reduce exposure to local economic fluctuations.
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Acquisition Strategy: IBP has a robust acquisition strategy that allows it to steadily grow its market share by acquiring smaller regional companies. This not only enhances its product offerings and expertise but also extends its customer base and operational footprint.
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Scale Efficiency: As one of the larger players in the insulation industry, IBP benefits from economies of scale. Larger operations can lead to lower per-unit costs, improved bargaining power with suppliers, and greater operational efficiency.
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Strong Relationships with Homebuilders and Contractors: IBP has built longstanding relationships with both national and regional homebuilders, which contributes to a reliable stream of business. These relationships often translate to repeat business and a stable revenue base.
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Focus on Customer Service: The company's commitment to customer service and project management helps set it apart. By delivering high-quality service and timely project execution, IBP enhances its reputation and customer loyalty.
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Investment in Technology and Innovation: IBP invests in advanced technology for both production and installation processes, ensuring operational efficiencies and improved product performance. This focus on innovation helps maintain competitive differentiation.
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Skilled Workforce: IBP emphasizes training and development for its workforce, which leads to higher-quality installations and adherence to safety standards. A well-trained workforce can enhance productivity and reduce costs in the long run.
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Sustainability Initiatives: Growing consumer demand for eco-friendly construction products positions IBP favorably, especially with various insulation options that meet energy efficiency standards. The company’s commitment to sustainability resonates well with environmentally-conscious consumers.
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Resilience to Economic Cycles: While the construction industry is cyclical, IBP's involvement in both new housing and renovation markets, as well as its expansive product range, allows it to weather downturns better than more narrowly focused competitors.
IBP’s combination of scale, strong relationships, diversification, and a customer-centric approach provides it with significant competitive advantages over its rivals in the insulation industry.
Installed Building Products Inc. (IBP) operates in the insulation and building materials industry, which presents several risks and challenges that it may face in the near future:
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Economic Sensitivity: IBP is heavily dependent on the construction industry, making it vulnerable to economic downturns. A slowdown in residential or commercial construction can directly impact demand for its products.
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Supply Chain Disruptions: Supply chain issues, as seen during the COVID-19 pandemic, can affect the availability and cost of raw materials. Increased freight costs and delays in shipments can affect profit margins and project timelines.
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Labor Shortages: The construction industry often faces a shortage of skilled labor. This can limit IBP’s ability to complete projects on time and may lead to increased labor costs.
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Regulatory Changes: Changes in building codes, safety regulations, or environmental laws can impose additional costs or operational constraints. Compliance with local, state, and federal regulations is essential, and any shifts can impact profitability.
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Competition: The building products industry is highly competitive with both large corporations and smaller firms. IBP must continue to innovate and differentiate its products to maintain market share.
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Technological Changes: Rapid advancements in building materials and practices can pose a challenge. IBP needs to keep pace with new technologies and materials that could improve efficiency or sustainability.
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Interest Rates: Rising interest rates can dampen demand for new construction as borrowing costs increase for developers and potential homebuyers. This could lead to a decline in refurbishment projects, further affecting revenue.
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Weather Dependency: Weather conditions can significantly impact construction timelines. Severe weather events may lead to project delays and increased costs.
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Acquisition Integration: IBP has a history of growth through acquisitions. Successfully integrating these acquisitions can pose challenges in maintaining operational efficiencies and corporate culture.
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Market Volatility: Fluctuations in commodity prices, such as petroleum and natural gas, can influence the cost of materials used in insulation and building products.
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Sustainability Trends: As consumers and regulators place a greater emphasis on sustainability, IBP will need to adapt its offerings to meet evolving environmental standards and consumer expectations.
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Trade Policies: Changes in trade agreements or tariffs can affect the cost of imported materials, impacting overall expenses and pricing strategies.
Each of these challenges requires proactive management and strategic planning. IBP may need to enhance operational efficiencies, invest in technology, focus on workforce development, and maintain strong supplier relationships to navigate these risks effectively.
Revenue & Expenses Breakdown
Installed Building Products Inc
Balance Sheet Decomposition
Installed Building Products Inc
Current Assets | 1.1B |
Cash & Short-Term Investments | 406.2m |
Receivables | 489.1m |
Other Current Assets | 229.5m |
Non-Current Assets | 947.7m |
PP&E | 253.1m |
Intangibles | 670.9m |
Other Non-Current Assets | 23.7m |
Current Liabilities | 376.7m |
Accounts Payable | 169.4m |
Accrued Liabilities | 117.3m |
Other Current Liabilities | 90m |
Non-Current Liabilities | 979.4m |
Long-Term Debt | 846.8m |
Other Non-Current Liabilities | 132.6m |
Earnings Waterfall
Installed Building Products Inc
Revenue
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2.9B
USD
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Cost of Revenue
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-1.9B
USD
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Gross Profit
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988.4m
USD
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Operating Expenses
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-599.7m
USD
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Operating Income
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388.7m
USD
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Other Expenses
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-134.1m
USD
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Net Income
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254.5m
USD
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Free Cash Flow Analysis
Installed Building Products Inc
USD | |
Free Cash Flow | USD |
IBP Profitability Score
Profitability Due Diligence
Installed Building Products Inc's profitability score is 65/100. The higher the profitability score, the more profitable the company is.
Score
Installed Building Products Inc's profitability score is 65/100. The higher the profitability score, the more profitable the company is.
IBP Solvency Score
Solvency Due Diligence
Installed Building Products Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.
Score
Installed Building Products Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
IBP Price Targets Summary
Installed Building Products Inc
According to Wall Street analysts, the average 1-year price target for IBP is 260.71 USD with a low forecast of 203.01 USD and a high forecast of 310.8 USD.
Dividends
Current shareholder yield for IBP is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
IBP Insider Trading
Buy and sell transactions by insiders
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Profile
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Industry
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Dividend Yield
Description
Installed Building Products, Inc. engages in the business of installing insulation for the residential new construction market. The company is headquartered in Columbus, Ohio and currently employs 9,500 full-time employees. The company went IPO on 2014-02-13. The firm's building products include waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products for residential and commercial builders located in the continental United States. The firm manages all aspects of the installation process for its customers, from direct purchase and receipt of materials from national manufacturers to its supply of materials to job sites and installation. The company offers a range of insulation materials consisting of fiberglass and cellulose insulation and spray foam insulation. The company installs insulation and sealant materials in various areas of a structure, including basement and brawl space, building envelope, attic and acoustic. The company offers a range of waterproofing options, such as bentonite systems, deck coating systems and others.
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Employees
Officers
The intrinsic value of one IBP stock under the Base Case scenario is 198.97 USD.
Compared to the current market price of 209.19 USD, Installed Building Products Inc is Overvalued by 5%.