Installed Building Products, Inc. (IBP)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
$223.08-5.24%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · IBP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 45.4% |
| Our one-year growth estimate | diamond | 2.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 42.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 15 industry peers · Company calendar date is not available
IBP — credit agreement
Dated 2026-10-27
Entry into a Material Definitive Agreement On October 27, 2026, Installed Building Products, Inc., a Delaware corporation (the “Company”), and certain of its affiliates entered into Amendment No. 5 to Term Loan Credit Agreement (the “Fifth Amendment”) with Royal Bank of Canada, as term administrative agent, term collateral agent and 2026 incremental term lender, which amends the existing Term Loan Credit Agreement, dated as of December 14, 2021, by and among the Company, Royal Bank of Canada,…
Why it matters: Management set a $100 million acquisition goal for 2026. Reaching it would show progress on growth through deals.
Supportive ifBy year-end, IBP reports at least $100 million in annual revenue from 2026 acquisitions.
Worry ifIBP reports less than $100 million in annual revenue from 2026 acquisitions at year-end.
Why it matters: IBP raised its Term Loan B by $250 million for general corporate use and fees. Named uses, such as a deal, would clarify how the added debt supports the business.
Watch forIBP names a specific growth use for the proceeds, such as an acquisition, in a filing or earnings report.
Also watch forIBP reports no specific growth use. It uses the proceeds only for general company needs or fees.
Why it matters: Commercial same-branch sales grew about 10% in both 2026-Q1 and Q2. Continued growth would support IBP's push to expand beyond home building.
Supportive ifCommercial same-branch Installation sales grow at least 10% from a year ago in the next report.
Worry ifCommercial Installation sales at the same branches grow less than 10% from a year ago in the next report.
Why it matters: The sector read says revenue is shrinking, though recent signals hint at a change. Positive growth would ease that concern for IBP's market backdrop.
Supportive ifThe sector's reported revenue growth turns positive in the next update.
Worry ifThe sector's reported revenue growth remains below zero in the next update.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$188 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $450 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,720 loss on $10,000 · 47.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.