AZO vs IBP
AutoZone vs Installed Building Products, Inc. — AI-powered side-by-side comparison
VS
IBP
Installed Building Products, Inc.
57
Watch
| Metric | AZO | IBP |
|---|
| AI Score |
72
|
57
|
| Price |
$3,042.94
|
$249.01
|
| P/E Ratio |
20.40×
|
26.72×
|
| ROE |
-73.2%
|
37.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.8%
|
33.6%
|
| Debt / Equity |
-4.54×
|
1.88×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
51.8
|
66.7
|
| Beta |
0.344
|
1.718
|
| Expected Upside |
+5.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for AZO versus IBP.
AZO leads by 15 points.
AZO scores 72/100 (Buy) versus IBP at 57/100 (Watch).
AZO Committee View
100% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
IBP Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 37.2% shows genuine earnings power backing the valuation — Value
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 25.9 is moderate-to-rich — Value
- Price-to-book of 9.9x prices in significant intangible value — Value
- Price trading above the upper Bollinger Band -- stretched — Technical