Installed Building Products, Inc. logo IBP - Installed Building Products, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 10
HOLD 16
SELL 1
STRONG
SELL
0
| PRICE TARGET: $216.50 DETAILS
HIGH: $250.00
LOW: $160.00
MEDIAN: $219.50
CONSENSUS: $216.50
UPSIDE: 8.73%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Cyclical & Capital-Intensive 80% confidence

Primary model: Normalized Earnings × Cycle Multiple

Valuation Signal Overvalued Moderate
Trading 28.5% above fair value
Current Price $199.12
Bear Case $120.54 39.5% downside ($120.54 - $199.12) / $199.12 = -39.5% $8.61 × 14x
Fair Value $154.98 22.2% downside ($154.98 - $199.12) / $199.12 = -22.2% $8.61 × 18x
Bull Case $189.42 4.9% downside ($189.42 - $199.12) / $199.12 = -4.9% $8.61 × 22x

Adjust Assumptions

18.0x
8.61$

Key Value Driver

Through-cycle normalized EPS ($8.61)

Implied Market Multiple 23.1x

Plain-Language Summary

Using 7-year normalized EPS of $8.61 at a 18x cycle multiple, the base-case value is $154.98 per share.

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.

Average Target (27 analysts) $216.50
Analyst Range $160.00 – $250.00
Divergence from AlphaVal 28%

Warnings

⚠ This company has a built-in lending arm whose debt is mixed in with the main business. We capped the debt adjustment to avoid overstating what the core business owes.
ℹ Wall Street's average price target is $216.50 (from 27 analysts). Our estimate is 28% below the consensus -- consider that gap carefully.

Key Risks

  • Standard 10-year DCF produces unreliable terminal values for cyclicals
  • 'Cheap' P/E at cycle peak is the most common value trap — normalize first
  • Captive finance subsidiaries have different risk profiles from manufacturing