COMP <GO>
IBP vs V // NET PROFIT MARGIN
Installed Building Products Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: IBP 4
— V 9
▲ NET PROFIT MARGIN LEADER: V
LAST: $212.23 (+6.17%) • MKT CAP: $5.64B
net-margins
8.90%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
net-margins
50.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBP VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBP | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 34.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | 32.30% | -7.60 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.8x | 28.9x | -15.10 | IBP | /valuation <GO> |
| Free Cash Flow Yield | 5.33% | 2.90% | +2.43 | IBP | /fcf-yield <GO> |
| Operating Margin | 13.00% | 60.00% | -47.00 | V | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 8.90% | 50.10% | -41.20 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 1.00% | 11.30% | -10.30 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.55% | 0.63% | +0.92 | IBP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.66 | 9.09 | -3.43 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 65.6 | -4.60 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.06 | -0.01 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.8x | 34.0x | -14.20 | IBP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.64B | $733.53B | -$727.89B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBP REV | V REV | IBP GROSS % | V GROSS % | IBP FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.97B | $40.00B | 34.0% | — | $300.8M | $21.26B |
| FY 2024 | $2.94B | $35.93B | 33.8% | — | $251.4M | $18.33B |
| FY 2023 | $2.78B | $32.65B | — | — | $215.2M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBP // BETA 1.05
V // BETA 1.06