GEO vs Installed Building Products
GEO and IBP side by side, both in building construction general contractors and operative builders. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GEO and IBP compare
Installed Building Products is the larger company, worth 1.4 times as much as GEO ($6.1B against $4.3B).
On earnings, GEO is cheaper: it trades at 26.0× trailing earnings, against 26.1× for Installed Building Products.
GEO grew revenue faster over the last twelve months (14.8% versus 0.70% for Installed Building Products).
Installed Building Products keeps more of each dollar of sales as profit, with a net margin of 7.9% compared with 5.7% at GEO.
Installed Building Products pays a dividend yielding 1.5%; GEO does not pay one.
Installed Building Products scores higher on the StockData Score (15 against 10 for GEO), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GEO | IBP |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $6.1B |
| Share price | $32.53 | $229.00 |
| Change, 1 year | 118% | −13.6% |
| Change, 5 years | 268% | 66.7% |
| Beta (5Y) | 0.84 | 1.18 |
| Employees | 18K | 10K |
| StockData Score | ||
| Total score | 10 | 15 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 1 |
| Performance score | 4 | 5 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 26.0× (better) | 26.1× |
| P/S | 1.5× (better) | 2.0× |
| P/B | 2.7× (better) | 8.7× |
| EV/EBITDA | 10.9× (better) | 16.1× |
| P/FCF | 19.7× (better) | 24.8× |
| PEG | 1.64 (better) | 3.32 |
| FCF yield | 5.1% (better) | 4.0% |
| Fair value | $17.80 | $150.34 |
| Margin of safety | −82.8% | −52.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 14.8% (better) | 0.70% |
| Revenue growth, 5Y average | 2.3% | 12.4% (better) |
| Net income growth (TTM) | −29.9% | −7.8% (better) |
| EPS growth (TTM) | −26.5% | −5.4% (better) |
| EPS growth, 5Y average | 14.1% | 24.3% (better) |
| Profitability | ||
| Gross margin | – | 33.1% |
| Operating margin | 13.0% (better) | 11.8% |
| Net margin | 5.7% | 7.9% (better) |
| FCF margin | 7.5% | 8.2% (better) |
| Return on equity | 10.8% | 34.3% (better) |
| Return on invested capital | 9.2% | 20.6% (better) |
| Financial health | ||
| Debt / equity | 0.97 (better) | 1.51 |
| Net debt / EBITDA | 2.56 | 1.53 (better) |
| Interest coverage | 2.5× | 9.0× (better) |
| Current ratio | 1.71 | 3.12 (better) |
| Altman Z-score | 2.36 | 5.19 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.5% |
| Payout ratio | – | 37.9% |
| Years of dividend growth | – | 5 |
| Buyback yield | 3.2% (better) | 2.3% |
| Shareholder yield | 3.2% | 3.7% (better) |
| Ownership | ||
| Held by institutions | 95.9% | 98.9% |
| Held by insiders | 4.1% | 6.8% |
| Insider net buying, 12 months | −$1.1M (better) | −$126M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 8.8% | 7.4% |
Go deeper
- GEO stock overview
- GEO income statement
- GEO valuation and score
- IBP stock overview
- IBP income statement
- IBP valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.