← Top Holdings

IBPINSTALLED BLDG PRODS INC

CUSIP: 45780R101

2

Guru Owners

$137.2M

Total Value Held

529,020

Total Shares

$134.7M
4.49%
$2.5M
0.01%

📊 Fundamentals

Market Cap$8.3B
P/E Ratio31.5x
Above market avg
Forward P/E24.7x
P/FCF27.0x
EPS (TTM)$9.70
Revenue (TTM)$3.0B
Profit Margin8.93%
Div Yield1.08%
Beta1.93

52-Week Range

$150.83
$349.00

Current: $305.92

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.5x trailing earnings → 24.7x forward · 8.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$34.3M$68.6M$102.9M$137.2MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $137.2M
INCREASEDFrancois Rochon$134.7M
INCREASEDRay Dalio$2.5M
Q3 '252 owners · $127.6M
INCREASEDFrancois Rochon$127.0M
NEWRay Dalio$671K
Q2 '251 owners · $92.8M
INCREASEDFrancois Rochon$92.8M
Q1 '251 owners · $87.1M
INCREASEDFrancois Rochon$87.1M
Q4 '241 owners · $88.5M
INCREASEDFrancois Rochon$88.5M
Q3 '241 owners · $120.0M
INCREASEDFrancois Rochon$120.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 4.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.3%current: 10.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

IBP: Held by 2 superinvestors · 8 congress member trades

$1,001 - $15,0002026-01-29
$1,001 - $15,0002026-01-16
$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-08-13
$1,001 - $15,0002025-08-07
$1,001 - $15,0002025-05-15
$1,001 - $15,0002025-02-05
$1,001 - $15,0002025-01-13