IBP vs SON
Installed Building Products, Inc. vs Sonoco — AI-powered side-by-side comparison
IBP
Installed Building Products, Inc.
57
Watch
VS
| Metric | IBP | SON |
|---|
| AI Score |
57
|
71
|
| Price |
$249.01
|
$57.79
|
| P/E Ratio |
26.72×
|
8.92×
|
| ROE |
37.4%
|
11.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
33.6%
|
20.8%
|
| Debt / Equity |
1.88×
|
1.31×
|
| Dividend Yield |
1.3%
|
3.7%
|
| RSI (14) |
66.7
|
54.1
|
| Beta |
1.718
|
0.353
|
| Expected Upside |
—
|
+1.0%
|
AI Committee View
Current Innellis committee reasoning for IBP versus SON.
SON leads by 14 points.
SON scores 71/100 (Buy) versus IBP at 57/100 (Watch).
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
SON Committee View
80% agreement
5 analysts
The primary driver is p/e of 9.0 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 9.0 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- ROE of 17.8% shows genuine earnings power backing the valuation — Value
Bear Case
- MACD histogram negative -- bearish momentum — Technical