Installed Building Products Inc (IBP)vsLennar Corporation (LEN)
IBP
Installed Building Products Inc
$258.79
-5.10%
CONSUMER CYCLICAL · Cap: $6.98B
LEN
Lennar Corporation
$90.55
-3.38%
CONSUMER CYCLICAL · Cap: $22.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1017% more annual revenue ($33.17B vs $2.97B). IBP leads profitability with a 8.9% profit margin vs 5.4%. IBP appears more attractively valued with a PEG of 1.20. IBP earns a higher WallStSmart Score of 55/100 (C-).
IBP
Buy55
out of 100
Grade: C-
LEN
Hold47
out of 100
Grade: D+
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
-164.8%
Fair Value
$45.70
Current Price
$90.55
$44.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 1.7B in free cash flow
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
5.4% margin — thin
Operating margin of 3.7%
Weak financial health signals
Expensive relative to growth rate
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 : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : IBP
The primary concerns for IBP are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : LEN
The primary concerns for LEN are Profit Margin, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
IBP carries more volatility with a beta of 1.93 — expect wider price swings.
LEN is growing revenue faster at -13.3% — sustainability is the question.
LEN generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IBP scores higher overall (55/100 vs 47/100). Both earn "Buy" and "Hold" 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 →Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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