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Installed Building Products Inc. (IBP) 12-Month Stock Forecast & Price Target Cone

$220.44 +3.32% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $221.34

Installed Building Products Inc. (IBP) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C+ • HOLD / WATCH Cap $5.67B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on IBP Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is IBP stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $220.44 (+3.32% 1D, market cap $5.67B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1009 tracked Consumer Discretionary issuers, IBP ranks #199 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does IBP compare to ECG and CVCO in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (46/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.24B) and CVCO (Cavco Industries Inc.) posts a B+ grade (80/100 RQD, P/E 22.0x, ROIC 17.6%, cap $4.76B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IBP?
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Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $221.34 (+0.41%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 19/20 (A+) • 10.1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY • 56.4% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510067
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk D+
Cash (19)Whales (9)SEC (16)Macro (7)CEO (16)
Each axis scored 0–20
12M PRICE TARGET CONE+4.1% Base Target
$366 Bull$229 Base$179 Bear
📬 FREE IBP RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IBP)Realized 20D OHLCV Swing Band: ±9.3%
Deterministic 5-Pillar Attribution (67/100 Composite)
🔍 WHY IBP SCORES 67/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+19/20 pts (28% of score)

SEC XBRL FY 2025 (10-K): 10.1% FCF Margin ($300.8M FCF) & 34% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (24% of score)

Altman Z-Score 5.66 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (61.9) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
59
Grade C$180.33+4.2% Next Q
Q2 (-2Q)
62
Grade C+$187.87+6.4% Next Q
Q3 (-1Q)
64
Grade C+$199.90+10.3% Next Q
Current
67
Grade C+$220.44+1.6% Hist 90D α
Trajectory: C (59) → C+ (67)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the IBP Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 67/100 (C+) score, IBP faces multiple-compression risk if 21.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 31.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($204.80) or 200D SMA ($245.86) invalidates the momentum regime and cuts Target Base ($229.37) toward Bear Floor ($178.91).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IBP• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IBP Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 67%NO 33%Trade / Inspect Odds →
INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your IBP Position Size: $10,000

Shares at $220.44: 45.4 sh
$1,000$10,000$25,000$50,000$100,000
12M Bear Case FloorTarget $178.91
$8,116
$-1,884 (-18.8%)
12M Consensus BaseTarget $229.37
$10,405
+$405 (+4.1%)
12M Bull Case BreakoutTarget $366.45
$16,624
+$6,624 (+66.2%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (28 Desks)

Street Historical Accuracy: 64/100
● Strong Buy / Buy: 17● Hold: 9● Sell: 2
Wall Street FirmStance12M Target1Y AccuracyTrack Grade
Morgan StanleyInstitutional Equity DeskHOLD$23974%A
Goldman SachsSector Coverage LeadBUY$34469%B
JP MorganUS Large-Cap ResearchHOLD$20458%C
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (IBP Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
IBP // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -20.42%📐 HORIZONTAL RANGE
2026-11-03O $212.2H $220.4L $212.2C $220.4VOL 279.2K
RES: $290.3SUP: $167.3SMA50: $204.8SMA200: $245.9
$311.8$275.1$238.3$201.5$164.7RES $290.3SUP $167.3$220.42026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IBP Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IBP Butterfly Map → + Track IBP →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
15.0%/yr Implied 5Y Growth

vs. +1.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on IBP today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IBP. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IBP today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IBP)

Consumer Discretionary Rank #199 of 1009 ⚔️ ECG vs IBP Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (IBP vs. ECG, CVCO, SKY, MTH)

Industry: Homebuilding (31 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Installed Building Products Inc. (IBP) ranks #199 by composite RQD confidence (67/100, grade C+) and #245 by equity capitalization ($5.67B). Within this direct 5-issuer industry benchmark cohort, MTH leads on earnings valuation at 9.3x trailing P/E, while ECG leads on capital efficiency and profitability with 30.4% ROIC and 12.1% gross margin. SKY currently holds the highest overall quantitative score in the immediate peer group at 81/100 (A-) compared with IBP at 67/100 (C+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
IBP ACTIVE
Installed Building Products Inc.
C+ 67/100 21.3x 34.0% 24.7% +3.32% $5.67B Benchmark Subject
ECG
Everus Construction Group Inc.
D 46/100 27.3x 12.1% 30.4% +0.35% $5.24B /ecg-vs-ibp →
CVCO
Cavco Industries Inc.
B+ 80/100 22.0x 23.5% 17.6% +7.09% $4.76B /cvco-vs-ibp →
SKY
Champion Homes Inc.
A- 81/100 21.3x 26.4% 20.8% +4.72% $4.60B /sky-vs-ibp →
MTH
Meritage Homes Corporation
C- 59/100 9.3x — 8.0% +7.04% $4.20B /mth-vs-ibp →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001580905 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Installed Building Products Inc. (IBP) reported GAAP revenue of $2.97B (+1.0% vs. FY2024 revenue of $2.94B , and +6.9% cumulative change since FY2023) , GAAP net income of $265.4M, operating cash flow of $371.4M, and free cash flow of $300.8M (+19.6% YoY). On the balance sheet, IBP closed FY2025 with $2.07B in total assets against $850.0M in total debt (Altman Z-Score: 5.66, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.97B $265.4M $371.4M $300.8M $2.07B $850.0M
FY2024 (FY) 2024-12-31 $2.94B $256.6M $340.0M $251.4M $2.06B $842.4M
FY2023 (FY) 2023-12-31 $2.78B $243.7M $340.2M $215.2M $3.33B $780.2M

3. IBP Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IBP stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $220.44 (+3.32% 1D, market cap $5.67B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1009 tracked Consumer Discretionary issuers, IBP ranks #199 in composite RQD confidence.

How does IBP compare to ECG and CVCO in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (46/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.24B) and CVCO (Cavco Industries Inc.) posts a B+ grade (80/100 RQD, P/E 22.0x, ROIC 17.6%, cap $4.76B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for IBP?

Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IBP trading relative to its 50-day, 200-day, and 52-week technical levels?

IBP last traded at $220.44 (+3.32% on volume of 432,788 shares), positioning the stock +7.64% above its 50-day simple moving average ($204.80) and -10.34% below its 200-day simple moving average ($245.86). Across its 52-week range of $176.15 to $349.00, IBP sits at the 25.6% percentile with a 14-day RSI of 61.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.3% ($199.94 to $240.94).

Direct Sub-Reports: IBP RQD Cockpit IBP 12M Forecast IBP Earnings & Move IBP Dividends & DRIP IBP Insiders & 13F IBP Whale Options IBP Profit Sankey IBP News & Why
ROARABLE RATING BRIEF • RQD 67/100 (C+) ✓ SEC XBRL & RQD VERIFIED

IBP — Installed Building Products Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Installed Building Products Inc. (IBP) earns a live Roarable RQD composite score of 67/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $220.44 (+3.32% 1D, market capitalization $5.67B).

  • Fundamental Cash Engine (19/20): Anchored by return on invested capital (ROIC) of 24.7%, gross margin of 34.0%, operating margin of 13.0%, and free cash flow yield of 5.33%.
  • Whale 13F & Options Flow (9/20) + Insider Conviction (16/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (16/20): Incorporates a 1.05x equity beta, Altman Z-Score of 5.66, Piotroski F-Score of 6/9, and Debt/Equity of 1.20x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Installed Building Products Inc. (IBP) is a NYSE-listed issuer classified under Consumer Discretionary, in the Homebuilding industry..6B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Installed Building Products Inc. (IBP) reported $2.97B in annual revenue (up from $2.94B in FY2024, +1.0% YoY) and $265.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.78B revenue, $243.7M net income) through FY2025, IBP scaled operating cash flow to $371.4M and free cash flow to $300.8M, backed by $2.07B in total assets against $850.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C+ • RQD 67/100): Strong cash generator (34.0% gross margin)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 19/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $176.15 – $349.00 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 21.3x trailing P/E and 13.8x EV/EBITDA against 13.0% operating margins and a 1.05x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The supply chain is recorded as "NONE," with no upstream or downstream links and no sector-correlation edges provided. —: specific upstream suppliers, downstream customers, and second-order bottlenecks. The Consumer Discretionary / Homebuilding classification is the only sector context available, and the rating's Macro Regime Fit pillar (7/20, beta 1.05) is the closest available proxy for sector sensitivity.

  • Key Question #1: Can IBP sustain or expand its 13.0% operating margin and 24.7% ROIC against Homebuilding peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.97B and free cash flow of $300.8M, how will capital allocation balance growth reinvestment against $850.0M in total debt?
  • Key Question #3: How sensitive is IBP's 19.8x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.05x)?

IBP Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Installed Building Products Inc. (IBP) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to IBP Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IBP Bull vs. Bear Conversation Board — What's Your Call at $220.44?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IBP 🐻 33% BEARISH CONVICTION
1. Pick Your Side on IBP:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH 🎯 Target: $260.29 (+22.0%)
📌 Pinned Debate

Cash engine is top-tier, with 24.7% ROIC and a 5.33% FCF yield supporting the 19/20 fundamental score.

Picked up a starter position in IBP in my $100K Virtual Cash book at $213.35. Cash engine is top-tier, with 24.7% ROIC and a 5.33% FCF yield supporting the 19/20 fundamental score.. Trading inside a $176.15–$349.00 52-week range with 5.33% FCF yield gives solid downside support if Homebuilding multiples expand this quarter.

EarningsSniper 🐂 BULL

@MultipleCompression Shorting a 9/20 institutional whale-flow stock at $213.35 is dangerous when funds are rotating into Consumer Discretionary.

MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH 🎯 Target: $160.01 (-25.0%)
Spot @ $213.35

Macro regime fit is weak at 7/20 with beta 1.05, and institutional flow is thin at 9/20.

Careful chasing IBP at $213.35. Macro regime fit is weak at 7/20 with beta 1.05, and institutional flow is thin at 9/20.. Gross margin is 34.0%, but operating margin is 13.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $160.01 on multiple compression.

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