Installed Building Products, Inc. vs LENNAR CORP /NEW/, two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where IBP and LEN diverge most: on revenue growth, IBP reads +0.4% and LEN reads -7.7%; on debt / equity, IBP reads 1.66 and LEN reads 0.00. The rest of the comparable metrics sit closer together. What IBP's price implies is a somewhat stretched bet versus history (whole-company basis). What LEN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | IBP | LEN |
|---|---|---|
| Price | $227.48 | $84.74 |
| Market cap | $6.1B | $20.4B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | +24.6% | — |
| P/E | 24.3 | 13.3 |
| P/B | 9.19 | 0.94 |
| P/S | 2.08 | 0.62 |
| EV/EBITDA | 15.3 | — |
| Revenue growth | +0.4% | -7.7% |
| Gross margin | 32.1% | — |
| Operating margin | 8.7% | — |
| Net margin | 8.7% | 4.9% |
| Return on equity | 38.2% | 7.4% |
| Return on assets | 11.4% | 4.8% |
| Return on invested capital | 15.6% | — |
| FCF yield | 5.1% | 3.5% |
| Dividend yield | 1.4% | — |
| Debt / equity | 1.66 | 0.00 |
| Current ratio | 3.35 | — |
| Altman Z (solvency) | 4.84 | 2.94 |
| Piotroski F (quality) | 5 / 9 | 7 / 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.