Financials Installed Building Products, Inc.

Equities

IBP

US45780R1014

Construction & Engineering

Market Closed - Nyse 04:00:01 2024-04-26 pm EDT 5-day change 1st Jan Change
239.7 USD +1.89% Intraday chart for Installed Building Products, Inc. +8.28% +31.09%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 2,057 3,015 4,123 2,435 5,164 6,815 - -
Enterprise Value (EV) 1 2,430 3,354 4,657 3,075 5,654 7,127 6,953 6,656
P/E ratio 30.2 x 31.2 x 34.8 x 11.1 x 21.2 x 23.7 x 21.1 x -
Yield - - 0.86% 2.52% 1.21% 1.02% 0.81% 0.62%
Capitalization / Revenue 1.36 x 1.82 x 2.09 x 0.91 x 1.86 x 2.26 x 2.11 x 1.89 x
EV / Revenue 1.61 x 2.03 x 2.37 x 1.15 x 2.03 x 2.37 x 2.16 x 1.85 x
EV / EBITDA 12.3 x 13.7 x 16.3 x 7 x 11.6 x 13.2 x 11.9 x 10.1 x
EV / FCF 33.3 x 22.8 x 46 x 13.2 x 20.3 x 22.1 x 19.7 x -
FCF Yield 3% 4.39% 2.18% 7.55% 4.93% 4.53% 5.08% -
Price to Book 8.23 x 9.46 x 9.96 x 5.01 x 7.74 x 6.99 x 5.17 x -
Nbr of stocks (in thousands) 29,863 29,583 29,507 28,443 28,245 28,437 - -
Reference price 2 68.87 101.9 139.7 85.60 182.8 239.7 239.7 239.7
Announcement Date 2/27/20 2/24/21 2/24/22 2/22/23 2/22/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 1,512 1,653 1,969 2,670 2,779 3,013 3,223 3,600
EBITDA 1 196.8 245.6 285.4 439.3 485.9 538.5 586.6 656.1
EBIT 1 121.2 161.9 187.9 345.4 369.1 435.4 483 541.5
Operating Margin 8.02% 9.79% 9.54% 12.94% 13.28% 14.45% 14.98% 15.04%
Earnings before Tax (EBT) 1 92.6 131.2 155.5 303.3 333.1 394.4 443.2 508.2
Net income 1 68.16 97.24 118.8 223.4 243.7 287.5 324.5 -
Net margin 4.51% 5.88% 6.03% 8.37% 8.77% 9.54% 10.07% -
EPS 2 2.280 3.270 4.010 7.740 8.610 10.12 11.36 -
Free Cash Flow 1 72.9 147.2 101.3 232.3 278.6 322.7 353.6 -
FCF margin 4.82% 8.9% 5.15% 8.7% 10.03% 10.71% 10.97% -
FCF Conversion (EBITDA) 37.04% 59.94% 35.5% 52.87% 57.34% 59.92% 60.27% -
FCF Conversion (Net income) 106.96% 151.38% 85.33% 103.95% 114.32% 112.22% 108.94% -
Dividend per Share 2 - - 1.200 2.160 2.220 2.440 1.943 1.480
Announcement Date 2/27/20 2/24/21 2/24/22 2/22/23 2/22/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 509.8 533.7 587.5 676.7 719.1 686.5 659.3 692.1 706.5 720.7 683.6 749.1 780.2 803.2 740.4
EBITDA 1 78.15 74.79 84.2 119.5 120.2 115.4 105 122.2 130.5 128.3 109.1 133.4 145.4 146.3 123.4
EBIT 1 54.42 48.76 56.97 92.05 93.91 102.5 76.88 92.33 102.3 97.6 85.5 109.4 121.4 119.1 93.8
Operating Margin 10.67% 9.14% 9.7% 13.6% 13.06% 14.93% 11.66% 13.34% 14.48% 13.54% 12.51% 14.6% 15.56% 14.83% 12.67%
Earnings before Tax (EBT) 1 47.21 38.65 46.22 81.28 83.06 92.75 67.36 82.69 92.8 90.3 74.41 97.11 108.9 108.2 85.85
Net income 1 34.89 29.37 33.82 59.9 60.98 68.72 49.27 61.6 67.99 64.9 54.59 72.46 80.9 81.01 63.54
Net margin 6.84% 5.5% 5.76% 8.85% 8.48% 10.01% 7.47% 8.9% 9.62% 9.01% 7.99% 9.67% 10.37% 10.09% 8.58%
EPS 2 1.180 0.9900 1.140 2.070 2.130 2.420 1.740 2.180 2.400 2.290 1.941 2.526 2.833 2.817 2.187
Dividend per Share - - - - 0.3200 0.3150 0.3300 0.3300 0.3300 0.3300 - - - - -
Announcement Date 11/4/21 2/24/22 5/5/22 8/4/22 11/3/22 2/22/23 5/4/23 8/2/23 11/8/23 2/22/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 373 338 535 640 490 312 138 -
Net Cash position 1 - - - - - - - 159
Leverage (Debt/EBITDA) 1.898 x 1.378 x 1.873 x 1.458 x 1.009 x 0.5793 x 0.2353 x -
Free Cash Flow 1 72.9 147 101 232 279 323 354 -
ROE (net income / shareholders' equity) 45.5% 34.2% 43.8% 56.7% 50% 40.1% 32.7% -
ROA (Net income/ Total Assets) 10.2% 8.5% 11.3% 15.1% 15.5% 16.4% 15.7% -
Assets 1 670.5 1,144 1,048 1,484 1,576 1,753 2,071 -
Book Value Per Share 2 8.370 10.80 14.00 17.10 23.60 34.30 46.30 -
Cash Flow per Share 4.120 6.080 4.670 9.630 12.00 - - -
Capex 1 50.2 33.6 37 45.6 61.6 56.3 58.6 -
Capex / Sales 3.32% 2.03% 1.88% 1.71% 2.22% 1.87% 1.82% -
Announcement Date 2/27/20 2/24/21 2/24/22 2/22/23 2/22/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
239.7 USD
Average target price
251.5 USD
Spread / Average Target
+4.92%
Consensus
  1. Stock Market
  2. Equities
  3. IBP Stock
  4. Financials Installed Building Products, Inc.