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OUR COMPANY Installed Building Products, Inc. ( IBP ) and its wholly-owned subsidiaries (collectively referred to as the Company and we, us and our ) primarily install insulation for residential and commercial builders located in the continental United States. We are also a diversified installer of complementary building products including waterproofing, fire-stopping, fireproofing, garage door…
13.01% operating margin is respectable but not wide. ROIC at 17.42%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue growth slowed to 1.0%, essentially flat. This is a business that needs a catalyst.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$2.95B
▲ +1.0% YoY
Net Income (TTM)
$255M
▲ +3.4% YoY
Op. Margin
12.70%
ROIC
16.68%
▼ -0.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$315M
▲ +19.6% YoY
Op. Cash Flow (TTM)
$382M
▲ +9.2% YoY
Net Debt
$706M
Cash & Equiv.
$474M
5Y CAGR: +12.4%
5Y CAGR: +15.4%
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