Installed Building Products Inc (IBP)vsToll Brothers Inc (TOL)
IBP
Installed Building Products Inc
$258.79
-5.10%
CONSUMER CYCLICAL · Cap: $6.98B
TOL
Toll Brothers Inc
$132.00
-3.35%
CONSUMER CYCLICAL · Cap: $12.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Toll Brothers Inc generates 279% more annual revenue ($11.25B vs $2.97B). TOL leads profitability with a 12.3% profit margin vs 8.9%. TOL appears more attractively valued with a PEG of 0.99. TOL earns a higher WallStSmart Score of 75/100 (B+).
IBP
Buy55
out of 100
Grade: C-
TOL
Strong Buy75
out of 100
Grade: B+
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
+74.4%
Fair Value
$629.93
Current Price
$132.00
$497.93 discount
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
15.4% revenue growth
Earnings expanding 25.1% YoY
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Weak financial health signals
Negative free cash flow — burning cash
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 : TOL
The strongest argument for TOL centers on P/E Ratio, Price/Book, Altman Z-Score. Revenue growth of 15.4% demonstrates continued momentum. PEG of 0.99 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 : TOL
The primary concerns for TOL are Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
IBP profiles as a value stock while TOL is a growth play — different risk/reward profiles.
IBP carries more volatility with a beta of 1.93 — expect wider price swings.
TOL is growing revenue faster at 15.4% — sustainability is the question.
IBP generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
TOL scores higher overall (75/100 vs 55/100) and 15.4% revenue growth. Both earn "Strong 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 →Toll Brothers Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Toll Brothers, Inc. designs, builds, markets, sells and manages the financing of a variety of detached and attached homes in luxury residential communities in the United States. The company is headquartered in Horsham, Pennsylvania.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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