D.R. Horton, Inc. vs Installed Building Products, Inc., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DHI and IBP diverge most: on implied growth (priced in), DHI reads -4.4% and IBP reads +17.8%; on revenue growth, DHI reads -3.8% and IBP reads +0.2%. The rest of the comparable metrics sit closer together. On valuation, today's DHI price has a different growth bar priced in than IBP (-4.4% implied for DHI vs +17.8% for IBP); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | DHI | IBP |
|---|---|---|
| Price | $134.86 | $185.47 |
| Market cap | $38.2B | $5.0B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | -4.4% | +17.8% |
| P/E | 12.9 | 20.0 |
| P/B | 1.56 | 7.75 |
| P/S | 1.14 | 1.67 |
| EV/EBITDA | 385.0 | 12.9 |
| Revenue growth | -3.8% | +0.2% |
| Gross margin | — | 33.3% |
| Operating margin | — | 12.2% |
| Net margin | 9.2% | 8.5% |
| Return on equity | 12.5% | 39.2% |
| Return on assets | 8.4% | 11.1% |
| Return on invested capital | 0.2% | 16.5% |
| FCF yield | 8.4% | 5.9% |
| Dividend yield | 1.2% | 1.7% |
| Debt / equity | 0.29 | 1.66 |
| Current ratio | — | 2.98 |
| Altman Z (solvency) | 4.06 | 4.38 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.