Professional
Added to YB: 2024-08-20
Pitch date: 2024-07-25
IBP [bullish]
Installed Building Products, Inc.
+8.13%
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
$251.98
Price Target
N/A
Dividend
1.84%
EV/EBITDA
10.14
P/E
19.04
EV/Sales
1.85
Sector
Household Durables
Category
growth
Polen U.S. Small Company Growth New Position: Installed Building Products, Inc.
IBP: Leading insulation installer for homebuilders. National scale, fragmented market. Growth from new homes, market share gains, product expansion. 20% CFROI. Environmental regs drive insulation demand. Smart M&A strategy buying small players. Long-term compounder through cycles.
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