Professional
Added to YB: 2025-02-04
Pitch date: 2025-01-24
IBP [bullish]
Installed Building Products, Inc.
+32.82%
current return
Author Info
No bio for this author
Company Info
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States.
Market Cap
$4.8B
Pitch Price
$201.98
Price Target
N/A
Dividend
1.84%
EV/EBITDA
10.14
P/E
19.04
EV/Sales
1.85
Sector
Household Durables
Category
growth
Giverny Capital Asset Management Portfolio Holding: Installed Building Products, Inc.
IBP: Installs fiberglass insulation in 30% of new US homes. 20% discount on materials vs competitors. Expanding to gutters, garage doors, shelving. CEO's family owns 16%. Trades at 17x earnings amid low home starts. $5.5B market cap. Scale benefits and value to homebuilders drive growth.
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