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Upturn AI SWOT - About
IBP 
Installed Building Products Inc (IBP)
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Upturn Advisory Summary
04/01/2025: IBP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 29.77% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.89B USD | Price to earnings Ratio 19.35 | 1Y Target Price 200.17 |
Price to earnings Ratio 19.35 | 1Y Target Price 200.17 | ||
Volume (30-day avg) 453537 | Beta 2.05 | 52 Weeks Range 157.80 - 276.66 | Updated Date 04/2/2025 |
52 Weeks Range 157.80 - 276.66 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.81% | Basic EPS (TTM) 9.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.72% | Operating Margin (TTM) 13.64% |
Management Effectiveness
Return on Assets (TTM) 12.05% | Return on Equity (TTM) 37.31% |
Valuation
Trailing PE 19.35 | Forward PE 15.6 | Enterprise Value 5444039334 | Price to Sales(TTM) 1.66 |
Enterprise Value 5444039334 | Price to Sales(TTM) 1.66 | ||
Enterprise Value to Revenue 1.85 | Enterprise Value to EBITDA 10.51 | Shares Outstanding 27758500 | Shares Floating 23065832 |
Shares Outstanding 27758500 | Shares Floating 23065832 | ||
Percent Insiders 16.97 | Percent Institutions 95.23 |
Analyst Ratings
Rating 3.55 | Target Price 231 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Installed Building Products Inc
Company Overview
History and Background
Installed Building Products, Inc. (IBP) was founded in 1977. It has grown through acquisitions and organic expansion to become a leading installer of insulation and complementary building products in the United States. Initially focused on insulation, it expanded its offerings through various strategic moves.
Core Business Areas
- Insulation: IBP installs insulation products, including fiberglass, spray foam, and cellulose, for residential and commercial buildings. They offer solutions to improve energy efficiency and comfort.
- Complementary Products: Besides insulation, IBP installs a range of complementary building products, such as garage doors, rain gutters, shower doors, closet shelving, and mirrors. This broadens their service offering to customers.
Leadership and Structure
The leadership team is headed by a Chief Executive Officer and includes other key executives in finance, operations, and marketing. The organizational structure involves a network of local branches and regional operations managed centrally.
Top Products and Market Share
Key Offerings
- Fiberglass Insulation: This is a key insulation offering, with significant market share in residential construction. Owens Corning and Johns Manville are major competitors. Revenue associated with fiberglass insulation represents a substantial portion of IBP's overall insulation revenue, contributing significantly to total sales. Market share is estimated to be around 20% within the fiberglass insulation installation sector.
- Spray Foam Insulation: Spray foam provides a high R-value and effective air sealing, gaining popularity. Competitors include Demilec and Icynene. Due to the higher cost and performance characteristics, spray foam constitutes a growing, but smaller percentage of revenue compared to fiberglass. Revenue from spray foam is growing faster than traditional insulation products. Market share is estimated to be around 15% within the spray foam insulation installation sector.
- Garage Doors: IBP installs garage doors. Competitors include Overhead Door and Clopay. While not a primary revenue driver, garage door installations contribute to the company's diversified product offerings and are often bundled with other services, enhancing customer value and increasing project scale. Market share is estimated to be around 5% within the garage doors installation sector.
Market Dynamics
Industry Overview
The building products installation industry is characterized by fragmentation, with a mix of national and local players. Demand is influenced by new construction, renovation activity, and energy efficiency trends.
Positioning
IBP is a leading player, distinguished by its national scale, diverse product offerings, and focus on acquisition-driven growth. This scale provides purchasing power and operational efficiencies. Their national presence and diverse service portfolio are significant competitive advantages.
Total Addressable Market (TAM)
The TAM for residential and commercial building products installation is estimated to be several billions of dollars annually. IBP is well positioned to capture a larger share through organic growth and further acquisitions.
Upturn SWOT Analysis
Strengths
- National Scale and Reach
- Diversified Product Offering
- Acquisition Expertise
- Strong Relationships with Suppliers
- Experienced Management Team
Weaknesses
- Dependence on Housing Market Cycles
- Integration Risks from Acquisitions
- Exposure to Raw Material Price Fluctuations
- Potential Labor Shortages
- Seasonality in demand (weather constraints)
Opportunities
- Further Acquisitions to Expand Market Share
- Increasing Demand for Energy-Efficient Buildings
- Expansion into New Geographic Markets
- Development of New Product Offerings
- Leveraging digital marketing and technology platforms
Threats
- Economic Downturns Affecting Construction Activity
- Increased Competition from National and Local Players
- Rising Interest Rates Impacting Housing Affordability
- Changes in Building Codes and Regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Masco Corporation (MAS)
- Watsco Inc. (WSO)
- Beacon Roofing Supply Inc. (BECN)
Competitive Landscape
IBP's competitive advantages include its national scale, diversified product offering, and acquisition expertise. Disadvantages may include dependence on the housing market and integration risks.
Major Acquisitions
Value Insulation
- Year: 2022
- Acquisition Price (USD millions): 41.4
- Strategic Rationale: Expanding presence in southeast market; increasing insulation offerings.
Alpha Insulation & Waterproofing
- Year: 2021
- Acquisition Price (USD millions): 120
- Strategic Rationale: Expanding presence in commercial insulation market and product offerings.
Growth Trajectory and Initiatives
Historical Growth: IBP has experienced significant growth through acquisitions and organic expansion.
Future Projections: Analysts expect continued growth in revenue and earnings, driven by new construction, renovation activity, and acquisitions.
Recent Initiatives: Recent initiatives include acquisitions of smaller installation businesses, expansion into new product categories, and investments in technology.
Summary
Installed Building Products is a leading installer of insulation and complementary building products, leveraging its national scale and acquisition strategy for growth. The company benefits from increasing demand for energy-efficient buildings, but remains exposed to housing market cycles. Successful integration of acquired companies and management of raw material costs are key to maintaining profitability. Continued focus on strategic acquisitions and diversification will be critical for sustained success.
Similar Companies
ADM
Archer-Daniels-Midland Company
ADM
Archer-Daniels-Midland Company
BECN
Beacon Roofing Supply Inc
BECN
Beacon Roofing Supply Inc
GFF
Griffon Corporation
GFF
Griffon Corporation
MAS
Masco Corporation
MAS
Masco Corporation
WSO
Watsco Inc
WSO
Watsco Inc
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Installed Building Products Inc
Exchange NYSE | Headquaters Columbus, OH, United States | ||
IPO Launch date 2014-02-13 | Chairman, CEO & President Mr. Jeffrey W. Edwards | ||
Sector Consumer Cyclical | Industry Residential Construction | Full time employees 10800 | |
Full time employees 10800 | |||
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and custom designed mirrors, as well as closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation services, as well as other complementary building products. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.
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