IBP

Installed Building ProductsD

NYSE / Consumer Durables & Apparel

At close

2026-07-18

Current thesis

Smooth acquisition integration, resilient remodeling demand, and margin expansion drive a re-rate toward the analyst high (bull target).

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.3.

What can break

Analyst downgrades or consensus target compression

Momentum

Value

Sentiment

Setup hits (3d)

— · Net —

AI TargetsBase $266.48 · Bull $355.00 · Bear $180.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-02-27 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net —

Target $233.27

Why

Momentum28 · Δ7d +15.1

Value52 · Δ7d -0.3

Sentiment59 · Δ7d -6.1

So what

Weak posture. Prioritize risk control and patience.

Setup hits not loaded

Load setup hits to see net bias and recent triggers.

Load setup hits

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+15.1

Δ21d

+26.1

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.3

Δ21d

+0.6

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-6.1

Δ21d

+0.1

Why this grade

Composite grade D. Momentum 27.6 / Value 52.4 / Sentiment 58.6

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$6.16B

Beta

1.93

Shares Out

26.94M

P/E (TTM)

29.5

P/S (TTM)

2.50

P/FCF (TTM)

34.27

Rev YoY

-3.5%

EPS YoY

-21.3%

Gross Margin

+32.5%

Op Margin

+12.6%

Net Debt

$669.8M

Current Ratio

3.35

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology