IBP · NYSE · STOCK
Installed Building Products, Inc.
$249.01
52W $193.11 – $349.00
57/100
$6.72B
26.7
1.72
Is IBP Bullish or Bearish?
Mixed.
Innellis AI committee rates Installed Building Products, Inc. (IBP) Watch with a composite score of 57/100
, based on 5 analysts with 60% agreement.
Last updated August 11, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +3.23 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 — -16.77 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
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 & Bear Case
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
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- Beta of 1.69 means this name should amplify a favorable market regime — 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
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 August 11, 2026
Overall Committee Score
57/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 58%
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 25.9 is moderate-to-rich
Growth Analyst
bearish
40
/ 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price trading above the upper Bollinger Band -- stretched
Macro Analyst
bullish
78
/ 100 · Moderate 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
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Technical Analysis
RSI (14)
66.7
Neutral
MACD Histogram
1.547
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$231.36
Resistance
$275.94
Bollinger %B
1.03
Above Upper Band
Price vs Moving Averages
EMA 9
$238.49
Above
EMA 21
$232.95
Above
EMA 50
$231.09
Above
EMA 200
$245.42
Above
Fundamental Analysis
Valuation
18
Profitability
69
Financial Health
66
Cash Flow
70
Valuation
P/E Ratio
26.7×
P/B Ratio
10.39×
PEG Ratio
8.05
Dividend Yield
1.33%
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
[reduced confidence: limited earnings history] P/E ratio of 26.7 (moderate relative to a 15-40x range); Price-to-book of 10.4x; PEG ratio of 8.1 (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); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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