IBP

Installed Building Products, Inc.

Consumer Cyclical · $5.2B market cap

Share price

$193.00

close of Oct 3, 2026

Fair value

$149.42

Sticker Price

Payback Price

$59.77

buy price

Overpriced

IBP is Overpriced: at $193.00 it trades 29% above its fair value of $149.42. Its buy price (Payback Price) is $59.77, 69% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 4% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth28.6% a year✓

Equity per share growth23.6% a year✓

Sales growth20.5% a year✓

Free cash flow growth26.6% a year✓

Return on invested capital16.0%✓

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Superinvestors

2 of the investors we track hold IBP. In Q2 2026, 1 added. Who we track

Francois Rochon

Giverny Capital · as of Q2 2026

$91.4M

397,662 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$29.3M

127,563 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Insider activity

Since Jun 11, 2026: 10 open-market purchases worth $199K, 1 sale worth $257K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter