Installed Building Products, Inc

Installed Building Products, Inc(IBP)股票分析

$187.940

+7.931 (+4.22%)收盤時

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最高
190.310
開盤
183.670
成交量加權均價
187.04
成交量
362.31K
市值
5.75B
最低
182.871
成交金額
67.77M
企業價值/稅息折舊攤銷前利潤(TTM)
10.98

Installed Building Products, Inc. is a new residential insulation installer and a diversified installer of complementary building products, including waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products for residential and commercial builders located in the continental United States. The Installation segment is engaged in the installation of various products in residential new construction, repair and remodel and others. The Distribution segment sells insulation, gutters and accessories primarily to installers of these products who operate in multiple end markets. The Manufacturing segment consists of a manufacturing operation which produces cellulose insulation, asphalt and industrial fibers to sell to distributors and installers of these products. It also specializes in mechanical insulation with sales derived from retrofit work between industrial and commercial applications.

AI 分析 of Installed Building Products, Inc (IBP)

持有

Currently, Installed Building Products Inc (IBP) is not a strong buy. The stock is trading at $185.44, significantly below the average analyst price target of $217, indicating potential upside. However, the RSI is at 31.128, suggesting the stock is oversold, but this could also indicate continued weakness. The forward P/E ratio is 17.79, which is reasonable, but the recent 30.66% year-to-date decline raises concerns about future performance. The main risk is the recent downgrade from Truist, which lowered its price target to $160, reflecting expectations of a weak housing market.

分析師評級(8)

上檔空間 +30.66%
買進
7 買進
1 持有
0 賣出
目前: 187.94
最低
203.00
平均
245.57
最高
275.00

Goldman Sachs

2026-10-12

目標價

$257

買進

Truist

2026-10-08

目標價

$160

持有

RBC Capital

2026-10-07

目標價

$208

Sector Perform

Melius Research

2026-10-06

目標價

$217

持有

Evercore ISI

2026-09-25

目標價

$222

In Line

估值指標

Installed Building Products, Inc(IBP)目前預期本益比為 17.79,5 年平均預期本益比為 17.40。

預期本益比

合理
5 年均值 P/E
17.40
目前P/E
17.79
高估
22.59
低估
12.21

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
12.23
目前EV/EBITDA
10.98
高估
16.04
低估
8.42

預期股價營收比

合理
5 年均值 P/S
1.69
目前P/S
1.62
高估
2.21
低估
1.17

Alphio AI 對 IBP 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%IBP

$174.63

情境價格

基

基準

基準 · 50%IBP

$162.98

情境價格

悲

悲觀

悲觀 · 25%IBP

$162.59

情境價格

持有 IBP 的大戶

G

Giverny Capital Inc.

+ 持有IBP

+2.15%

3個月報酬率

L

Leeward Investments, LLC

+ 持有IBP

-0.03%

3個月報酬率

P

Paralel Advisors LLC

+ 持有IBP

-1.30%

3個月報酬率

T

Timucuan Asset Management Inc

+ 持有IBP

-5.34%

3個月報酬率

事件時間軸

2026-08-06 (ET)

08:00:00

IBP Reports Q2 Revenue of $777.8M, Beating Expectations

2026-05-19 (ET)

07:40:00

Installed Building Products Acquires Diamond Energy Systems

2026-05-07 (ET)

07:50:00

Company Reports Q1 Revenue of $660.5M, Below Expectations

資訊

IBP 常見問題 —— 由 Alphio AI 解答

Installed Building Products, Inc. is a new residential insulation installer and a diversified installer of complementary building products, including waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products for residential and commercial builders located in the continental United States. The Installation segment is engaged in the installation of various products in residential new construction, repair and remodel and others. The Distribution segment sells insulation, gutters and accessories primarily to installers of these products who operate in multiple end markets. The Manufacturing segment consists of a manufacturing operation which produces cellulose insulation, asphalt and industrial fibers to sell to distributors and installers of these products. It also specializes in mechanical insulation with sales derived from retrofit work between industrial and commercial applications. It operates in the Industrials sector (GENERAL BLDG CONTRACTORS - RESIDENTIAL BLDGS industry).

Currently, Installed Building Products Inc (IBP) is not a strong buy. The stock is trading at $185.44, significantly below the average analyst price target of $217, indicating potential upside. However, the RSI is at 31.128, suggesting the stock is oversold, but this could also indicate continued weakness. The forward P/E ratio is 17.79, which is reasonable, but the recent 30.66% year-to-date decline raises concerns about future performance. The main risk is the recent downgrade from Truist, which lowered its price target to $160, reflecting expectations of a weak housing market.

8 analysts cover IBP: 7 rate it Buy, 1 Hold and 0 Sell. The average price target is 245.57.

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