IBP · NYSE · STOCK
Installed Building Products (IBP) Stock Analysis
$239.20
52W $193.11 – $349.00
63/100
$6.43B
25.5
1.72
Is IBP Bullish or Bearish?
Bullish.
Innellis AI committee rates Installed Building Products, Inc. (IBP) Buy with a composite score of 63/100
, based on 6 analysts with 67% agreement.
Last updated September 06, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +11.72 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -8.28 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 25.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- ROE of 37.2% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.40 across 5 articles, 14d) — News
Bear Case
- P/E of 25.3 is moderate-to-rich — Value
- Price-to-book of 9.9x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 06, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 27%
of 178 Consumer Cyclical peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 37.2% shows genuine earnings power backing the valuation
− P/E of 25.3 is moderate-to-rich
Growth Analyst
bullish
62
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bullish
70
/ 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst
bullish
80
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
70
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 5 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
Investment Thesis Evolution
Committee score moved marginally from 64.4 to 63.3.
- New bearish signals: 1 appeared.
Analyst-level changes:
- Value Analyst: score 55->48 (-7); +1 bearish signal(s).
Comparing 2026-09-05 to 2026-09-06 (1 day apart).
Technical Analysis
RSI (14)
47.4
Neutral
MACD Histogram
-1.560
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$231.36
Resistance
$275.94
Bollinger %B
0.32
Inside Bands
Price vs Moving Averages
EMA 9
$239.98
Below
EMA 21
$239.99
Below
EMA 50
$236.80
Above
EMA 200
$244.95
Below
Fundamental Analysis
Valuation
19
Growth
71
Profitability
69
Financial Health
66
Cash Flow
70
Valuation
P/E Ratio
25.5×
P/B Ratio
9.94×
PEG Ratio
7.70
Dividend Yield
1.39%
52W High
$349.00
52W Low
$193.11
Quality & Growth
ROE
3738.6%
ROA
1283.4%
Gross Margin
3363.4%
Operating Margin
1240.9%
Revenue Growth YoY
—
Debt / Equity
1.88
AI Fundamental Assessment
P/E ratio of 25.5 (moderate relative to a 15-40x range); Price-to-book of 9.9x; PEG ratio of 7.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 37.4%; Return on assets of 12.8%; Net margin of 8.5%; Gross margin of 33.6%; Current ratio of 2.98 (healthy short-term liquidity); Debt-to-equity of 1.88; Free cash flow per share is positive (1.51); Most recent quarter beat estimates by 13.2%; EPS growth accelerating (-44.8% -> +62.6% QoQ); Analyst estimates falling over recent quarters
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