Installed Building Products Inc (IBP)vsLowe's Companies Inc (LOW)
IBP
Installed Building Products Inc
$197.61
-2.53%
CONSUMER CYCLICAL · Cap: $5.58B
LOW
Lowe's Companies Inc
$210.74
-0.12%
CONSUMER CYCLICAL · Cap: $115.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2901% more annual revenue ($88.43B vs $2.95B). IBP leads profitability with a 8.7% profit margin vs 7.5%. IBP appears more attractively valued with a PEG of 1.20. LOW earns a higher WallStSmart Score of 50/100 (D+).
IBP
Hold49
out of 100
Grade: D+
LOW
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IBP.
Margin of Safety
-50.6%
Fair Value
$139.97
Current Price
$210.74
$70.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Elevated debt levels
Revenue declined 3.5%
Earnings declined 21.3%
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.5% margin — thin
Weak financial health signals
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 : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, P/E Ratio. Revenue growth of 10.3% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bear Case : IBP
The primary concerns for IBP are Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.77 is elevated, increasing financial risk.
Bear Case : LOW
The primary concerns for LOW are Altman Z-Score, Return on Equity, Profit Margin.
Key Dynamics to Monitor
IBP carries more volatility with a beta of 1.72 — expect wider price swings.
LOW is growing revenue faster at 10.3% — sustainability is the question.
LOW generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LOW scores higher overall (50/100 vs 49/100) and 10.3% revenue growth. Both earn "Hold" 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 →Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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