IBP · NYSE · STOCK
Installed Building Products (IBP) Stock Analysis
$185.47
52W $178.54 – $349.00
58/100
$5.00B
19.9
1.72
Is IBP Bullish or Bearish?
Mixed.
Innellis AI committee rates Installed Building Products, Inc. (IBP) Watch with a composite score of 58/100
, based on 5 analysts with 60% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +2.10 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -17.90 from today. The band boundary is 45.0, 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
Supporting evidence favours the bullish case. The main limiting factor is sector concentration is already high (hhi 2796.97). 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
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 9.9x prices in significant intangible value — Value
- Price structure making lower highs and lower lows — Technical
- Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
- Weekly RSI at 24 -- oversold on the larger timeframe too — 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 October 10, 2026
Overall Committee Score
58/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 38%
of 178 Consumer Cyclical peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 37.2% shows genuine earnings power backing the valuation
− Price-to-book of 9.9x prices in significant intangible value
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
46
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
61
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 57.8 to 57.9.
- New bearish signals: 1 appeared.
Analyst-level changes:
- Technical Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
31.6
Neutral
MACD Histogram
0.053
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Mixed
Support
$151.65
Resistance
$253.13
Bollinger %B
0.10
Inside Bands
Price vs Moving Averages
EMA 9
$190.55
Below
EMA 21
$198.71
Below
EMA 50
$211.93
Below
EMA 200
$234.93
Below
Fundamental Analysis
Valuation
28
Growth
71
Profitability
69
Financial Health
66
Cash Flow
70
Valuation
P/E Ratio
19.9×
P/B Ratio
7.72×
PEG Ratio
5.98
Dividend Yield
1.80%
52W High
$349.00
52W Low
$178.54
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 19.9 (inexpensive relative to a 15-40x range); Price-to-book of 7.7x; PEG ratio of 6.0 (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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