Installed Building Products Inc (IBP)vsPulteGroup Inc (PHM)
IBP
Installed Building Products Inc
$258.79
-5.10%
CONSUMER CYCLICAL · Cap: $6.98B
PHM
PulteGroup Inc
$114.55
-2.80%
CONSUMER CYCLICAL · Cap: $22.01B
Smart Verdict
WallStSmart Research — data-driven comparison
PulteGroup Inc generates 483% more annual revenue ($17.31B vs $2.97B). PHM leads profitability with a 12.8% profit margin vs 8.9%. PHM appears more attractively valued with a PEG of 1.02. PHM earns a higher WallStSmart Score of 61/100 (C+).
IBP
Buy55
out of 100
Grade: C-
PHM
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$348.42
Current Price
$258.79
$89.63 discount
Margin of Safety
-84.2%
Fair Value
$75.62
Current Price
$114.55
$38.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Weak financial health signals
Revenue declined 6.3%
Earnings declined 42.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : IBP
The strongest argument for IBP centers on Return on Equity, Altman Z-Score. PEG of 1.20 suggests the stock is reasonably priced for its growth.
Bull Case : PHM
The strongest argument for PHM centers on P/E Ratio, Price/Book. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : IBP
The primary concerns for IBP are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : PHM
The primary concerns for PHM are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
IBP profiles as a value stock while PHM is a declining play — different risk/reward profiles.
IBP carries more volatility with a beta of 1.93 — expect wider price swings.
PHM is growing revenue faster at -6.3% — sustainability is the question.
PHM generates stronger free cash flow (740M), providing more financial flexibility.
Bottom Line
PHM scores higher overall (61/100 vs 55/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Installed Building Products Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Installed Building Products, Inc. is engaged in the installation of insulation, waterproofing, fire protection, fire protection, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products in the Continental United States. The company is headquartered in Columbus, Ohio.
Visit Website →PulteGroup Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
PulteGroup, Inc. (previously known as Pulte Homes) is a home construction company based in Atlanta, Georgia, United States.
Compare with Other RESIDENTIAL CONSTRUCTION Stocks
Want to dig deeper into these stocks?