COMP <GO>
SKY vs IBP // GROSS PROFIT MARGIN
Champion Homes Inc. (NYSE) VS. Installed Building Products Inc. (NYSE) • 15-METRIC TALLY: SKY 4
— IBP 8
▲ GROSS PROFIT MARGIN LEADER: IBP
LAST: $81.05 (+2.48%) • MKT CAP: $4.40B
gross-margins
26.40%
LAST: $212.23 (+6.17%) • MKT CAP: $5.64B
gross-margins
34.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SKY VS. IBP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SKY | IBP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 26.40% | 34.00% | -7.60 | IBP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.80% | 24.70% | -3.90 | IBP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 13.8x | -0.40 | SKY | /valuation <GO> |
| Free Cash Flow Yield | 6.13% | 5.33% | +0.80 | SKY | /fcf-yield <GO> |
| Operating Margin | 9.50% | 13.00% | -3.50 | IBP | /operating-margins <GO> |
| Net Profit Margin | 7.80% | 8.90% | -1.10 | IBP | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 1.00% | +6.30 | SKY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.55% | -1.55 | IBP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.32 | 5.66 | -0.34 | IBP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | SKY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.7 | 61.0 | -11.30 | IBP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.05 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.8x | 19.8x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.40B | $5.64B | -$1.24B | IBP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SKY REV | IBP REV | SKY GROSS % | IBP GROSS % | SKY FCF | IBP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.66B | $2.97B | 26.4% | 34.0% | $269.7M | $300.8M |
| FY 2024 | $2.48B | $2.94B | 26.7% | 33.8% | $190.3M | $251.4M |
| FY 2023 | $2.02B | $2.78B | — | — | $131.6M | $215.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SKY // BETA 1.05
IBP // BETA 1.05