IBP vs LEN: stock comparison and AI forecast
Installed Building Products, Inc. (IBP) and Lennar Corp /New/ (LEN) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
IBP Installed Building Products, Inc.
- Market Cap
- $5.86B
- P/E Ratio
- 23.8x
- Size
- mid-cap
- AI Forecast
LEN Lennar Corp /New/
- Market Cap
- $20.68B
- P/E Ratio
- 18.4x
- Size
- large-cap
- AI Forecast
- NO CURRENT FORECAST
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- LEN is 3.5 times larger than IBP by market capitalization ($20.68B against $5.86B).
- LEN trades at 18.4 times trailing earnings, IBP at 23.8 times.
- IBP turns 8.5% of its revenue into net income, against 4.1% for LEN.
- IBP carries 2.52 times debt per unit of equity, against 0.54 times for LEN.
- LEN yields 2.38% in dividends and IBP 1.53%.
- Both companies share the SEC industry classification General Bldg Contractors - Residential Bldgs.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | IBP | LEN |
|---|---|---|
| Market Cap | $5.86B | $20.68B |
| P/E Ratio | 23.78x | 18.42x |
| P/B Ratio | 9.16x | 0.96x |
| Dividend Yield | 1.53% | 2.38% |
| EPS | $9.27 | $4.72 |
| Book Value/Share | $24.06 | $90.62 |
| Revenue/Share | $111.52 | $134.40 |
| FCF/Share | $10.97 | $3.41 |
Profitability & Margins
| Metric | IBP | LEN |
|---|---|---|
| ROE | 39.2% | 6.1% |
| ROA | 11.1% | 3.9% |
| ROIC | 19.7% | – |
| Gross Margin | 33.6% | – |
| Operating Margin | 12.4% | – |
| Net Margin | 8.5% | 4.1% |
| EBT Margin | 11.3% | 5.6% |
| Tax Rate | 25.1% | 25.8% |
Financial Health
| Metric | IBP | LEN |
|---|---|---|
| Current Ratio | 2.98x | – |
| Quick Ratio | 2.41x | – |
| D/E Ratio | 2.52x | 0.54x |
| Financial Leverage | 3.52x | 1.55x |
| Interest Coverage | 3.9x | 12.9x |
| Working Capital | $768M | – |
Cash Flow
| Metric | IBP | LEN |
|---|---|---|
| Operating Cash Flow | $360M | $937M |
| Free Cash Flow | $292M | $811M |
| Capital Spending | -$68M | -$126M |
| OCF Growth YoY | 0.4% | – |
| FCF Growth YoY | 5.3% | – |
| FCF/Sales | 9.8% | 2.5% |
| CapEx/Sales | 2.3% | 0.4% |
Operational Efficiency
| Metric | IBP | LEN |
|---|---|---|
| Asset Turnover | 1.32x | 0.96x |
| Receivables Turnover | 6.3x | – |
| Inventory Turnover | 8.8x | – |
| Fixed Assets Turnover | 15.9x | – |
| Days Sales Outstanding | 58 days | – |
| Days Inventory | 41 days | – |
| Payables Period | 28 days | – |
| Cash Conversion Cycle | 71 days | – |
Income Statement
| Metric | IBP | LEN |
|---|---|---|
| Total Revenue | $2.96B | $31.97B |
| Operating Income | $368M | – |
| Net Income | $251M | $1.31B |
| SG&A Expense | $587M | $4.71B |
| Cost of Goods Sold | $1.97B | – |
Dividend & Shareholder Information
| Metric | IBP | LEN |
|---|---|---|
| Dividends Per Share | $3.38 | $2.07 |
| Payout Ratio | 36.5% | 43.9% |
| Shares Outstanding | 27M | 238M |
| Net Income Growth | 0.3% | -51.3% |
| EPS Growth | 3.1% | -60.9% |
IBP vs LEN: stock comparison and AI forecast
Which is bigger, IBP or LEN?
LEN is 3.5 times larger than IBP by market capitalization ($20.68B against $5.86B).
Which is cheaper on earnings, IBP or LEN?
LEN trades at 18.4 times trailing earnings, IBP at 23.8 times.
Which one does Intratio's AI model rank higher, IBP or LEN?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.