Installed Building Products, Inc. vs Taylor Morrison Home Corp, two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Installed Building Products, an insulation installer, earns a 38.17% return on equity but carries 1.66 turns of debt; Taylor Morrison, a homebuilder, earns 10.69% on light leverage of 0.37. Taylor Morrison trades far cheaper, 10.7 times earnings and 1.12 times book against IBP's 24.9 and 9.43, and converts strong free cash, 9.82%. The pair sets a richly-priced, leveraged installer against a cheap homebuilder: IBP's capital-light model earns high returns on borrowed money and commands a growth multiple, Taylor Morrison's homebuilding earns solid returns at a book-value price, and the two illustrate the gap between how the market values housing subcontractors and the builders they serve.
Comparison updated 2026-07-11.
| Metric | IBP | TMHC |
|---|---|---|
| Price | $225.00 | $71.87 |
| Market cap | $6.1B | $7.0B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| P/E | 24.0 | 10.7 |
| P/B | 9.09 | 1.12 |
| P/S | 2.06 | 0.92 |
| EV/EBITDA | 15.2 | 810.3 |
| Revenue growth | +0.4% | -9.2% |
| Gross margin | 32.1% | 20.9% |
| Operating margin | 8.7% | — |
| Net margin | 8.7% | 8.8% |
| Return on equity | 38.2% | 10.7% |
| Return on assets | 11.4% | 6.8% |
| Return on invested capital | 15.6% | — |
| FCF yield | 5.2% | 9.8% |
| Dividend yield | 1.4% | — |
| Debt / equity | 1.66 | 0.37 |
| Current ratio | 3.35 | — |
| Altman Z (solvency) | 4.82 | 1.97 |
| Piotroski F (quality) | 5 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.