Installed Building Products, Inc. vs Toll Brothers, Inc., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where IBP and TOL diverge most: on implied growth (priced in), IBP reads +17.8% and TOL reads -3.3%; on p/b, IBP reads 7.75 and TOL reads 1.47. The rest of the comparable metrics sit closer together. On valuation, today's IBP price has a different growth bar priced in than TOL (+17.8% implied for IBP vs -3.3% for TOL); the higher figure is the steeper assumption to clear, not a better or worse stock. What TOL'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 | TOL |
|---|---|---|
| Price | $185.47 | $133.19 |
| Market cap | $5.0B | $12.6B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | +17.8% | -3.3% |
| P/E | 20.0 | 10.7 |
| P/B | 7.75 | 1.47 |
| P/S | 1.67 | 1.17 |
| EV/EBITDA | 12.9 | 9.5 |
| Revenue growth | +0.2% | +0.2% |
| Gross margin | 33.3% | — |
| Operating margin | 12.2% | 13.5% |
| Net margin | 8.5% | 11.1% |
| Return on equity | 39.2% | 14.0% |
| Return on assets | 11.1% | 8.2% |
| Return on invested capital | 16.5% | 10.3% |
| FCF yield | 5.9% | 8.7% |
| Dividend yield | 1.7% | 0.7% |
| Debt / equity | 1.66 | 0.40 |
| Current ratio | 2.98 | — |
| Altman Z (solvency) | 4.38 | 2.92 |
| 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.