The GEO Group, 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 GEO and IBP diverge most: on revenue growth, GEO reads +15.3% and IBP reads +0.2%; on fcf yield, GEO reads 0.6% and IBP reads 5.9%. The rest of the comparable metrics sit closer together. On valuation, today's GEO price has a different growth bar priced in than IBP (+11.7% implied for GEO 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 | GEO | IBP |
|---|---|---|
| Price | $31.16 | $185.47 |
| Market cap | $4.1B | $5.0B |
| Sector | Homebuilders | Homebuilders |
| Stage | Growth | Mature |
| Implied growth (priced in) | +11.7% | +17.8% |
| P/E | 15.2 | 20.0 |
| P/B | 2.71 | 7.75 |
| P/S | 1.45 | 1.67 |
| EV/EBITDA | 12.4 | 12.9 |
| Revenue growth | +15.3% | +0.2% |
| Gross margin | — | 33.3% |
| Operating margin | 13.9% | 12.2% |
| Net margin | 10.3% | 8.5% |
| Return on equity | 19.2% | 39.2% |
| Return on assets | 7.8% | 11.1% |
| Return on invested capital | 8.2% | 16.5% |
| FCF yield | 0.6% | 5.9% |
| Dividend yield | — | 1.7% |
| Debt / equity | 1.00 | 1.66 |
| Current ratio | 1.65 | 2.98 |
| Altman Z (solvency) | 7.07 | 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.