PortfoliosLab logoPortfoliosLab logo
IBP vs. BLDR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IBP vs. BLDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Installed Building Products, Inc. (IBP) and Builders FirstSource, Inc. (BLDR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IBP achieves a -21.59% return, which is significantly higher than BLDR's -27.83% return. Both investments have delivered pretty close results over the past 10 years, with IBP having a 20.32% annualized return and BLDR not far behind at 20.11%.


IBP

1D
-1.25%
1M
-27.17%
YTD
-21.59%
6M
-24.64%
1Y
24.53%
3Y*
22.61%
5Y*
12.80%
10Y*
20.32%

BLDR

1D
-1.47%
1M
0.69%
YTD
-27.83%
6M
-35.11%
1Y
-32.61%
3Y*
-14.54%
5Y*
11.70%
10Y*
20.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBP vs. BLDR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBP
Installed Building Products, Inc.
-21.59%50.59%-3.53%117.57%-37.31%38.43%48.00%104.42%-55.64%83.90%
BLDR
Builders FirstSource, Inc.
-27.83%-28.01%-14.38%157.31%-24.30%110.02%60.61%132.91%-49.93%98.63%

Correlation

The correlation between IBP and BLDR is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.67

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.73

Correlation (10Y)
Calculated over the trailing 10-year period

0.68

Correlation (All Time)
Calculated using the full available price history since Feb 14, 2014

0.63

The correlation between IBP and BLDR shifts across timeframes, from 0.63 (all time) to 0.74 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

IBP:

$5.44B

BLDR:

$8.16B

EPS

IBP:

$9.39

BLDR:

$2.63

PE Ratio

IBP:

21.49

BLDR:

28.21

PS Ratio

IBP:

1.86

BLDR:

0.55

PB Ratio

IBP:

8.15

BLDR:

2.04

Total Revenue (TTM)

IBP:

$2.95B

BLDR:

$14.82B

Gross Profit (TTM)

IBP:

$997.90M

BLDR:

$4.43B

EBITDA (TTM)

IBP:

$658.40M

BLDR:

$1.06B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IBP vs. BLDR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBP
IBP Risk / Return Rank: 5555
Overall Rank
IBP Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IBP Sortino Ratio Rank: 5353
Sortino Ratio Rank
IBP Omega Ratio Rank: 5555
Omega Ratio Rank
IBP Calmar Ratio Rank: 5454
Calmar Ratio Rank
IBP Martin Ratio Rank: 5858
Martin Ratio Rank

BLDR
BLDR Risk / Return Rank: 1515
Overall Rank
BLDR Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BLDR Sortino Ratio Rank: 1212
Sortino Ratio Rank
BLDR Omega Ratio Rank: 1515
Omega Ratio Rank
BLDR Calmar Ratio Rank: 1919
Calmar Ratio Rank
BLDR Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBP vs. BLDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Installed Building Products, Inc. (IBP) and Builders FirstSource, Inc. (BLDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IBPBLDRDifference
Sharpe ratioReturn per unit of total volatility

+1.13

Sortino ratioReturn per unit of downside risk

+1.91

Omega ratioGain probability vs. loss probability

1.14

0.91

+0.24

Calmar ratioReturn relative to maximum drawdown

0.60

-0.59

+1.19

Martin ratioReturn relative to average drawdown

1.77

-1.16

+2.93

IBP vs. BLDR - Sharpe Ratio Comparison

The current IBP Sharpe Ratio is 0.45, which is higher than the BLDR Sharpe Ratio of -0.68. The chart below compares the historical Sharpe Ratios of IBP and BLDR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IBPBLDRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

-0.68

+1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.26

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.42

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.11

+0.43

Drawdowns

IBP vs. BLDR - Drawdown Comparison

The maximum IBP drawdown since its inception was -61.75%, smaller than the maximum BLDR drawdown of -96.78%. Use the drawdown chart below to compare losses from any high point for IBP and BLDR.


Loading charts...

Drawdown Indicators


IBPBLDRDifference

Max Drawdown

Largest peak-to-trough decline

-61.75%

-96.78%

+35.03%

Max Drawdown (1Y)

Largest decline over 1 year

-40.91%

-55.51%

+14.60%

Max Drawdown (3Y)

Largest decline over 3 years

-42.14%

-68.55%

+26.41%

Max Drawdown (5Y)

Largest decline over 5 years

-48.38%

-68.55%

+20.17%

Max Drawdown (10Y)

Largest decline over 10 years

-61.75%

-68.55%

+6.80%

Current Drawdown

Current decline from peak

-40.91%

-64.83%

+23.92%

Average Drawdown

Average peak-to-trough decline

-16.85%

-47.86%

+31.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.90%

28.06%

-14.16%

Volatility

IBP vs. BLDR - Volatility Comparison

Installed Building Products, Inc. (IBP) has a higher volatility of 35.71% compared to Builders FirstSource, Inc. (BLDR) at 15.02%. This indicates that IBP's price experiences larger fluctuations and is considered to be riskier than BLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IBPBLDRDifference

Volatility (1M)

Calculated over the trailing 1-month period

35.71%

15.02%

+20.69%

Volatility (6M)

Calculated over the trailing 6-month period

45.97%

34.12%

+11.85%

Volatility (1Y)

Calculated over the trailing 1-year period

54.79%

48.09%

+6.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.80%

45.20%

+0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.81%

47.71%

+1.10%

Dividends

IBP vs. BLDR - Dividend Comparison

IBP's dividend yield for the trailing twelve months is around 1.64%, while BLDR has not paid dividends to shareholders.


PositionTTM20252024202320222021
BLDR
Builders FirstSource, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%
IBP
Installed Building Products, Inc.
1.64%1.23%0.80%1.21%2.52%0.86%

Financials

IBP vs. BLDR - Financials Comparison

This section allows you to compare key financial metrics between Installed Building Products, Inc. and Builders FirstSource, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
660.50M
3.29B
(IBP) Total Revenue
(BLDR) Total Revenue
Values in USD except per share items

IBP vs. BLDR - Profitability Comparison

The chart below illustrates the profitability comparison between Installed Building Products, Inc. and Builders FirstSource, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

26.0%28.0%30.0%32.0%34.0%36.0%20222023202420252026
32.1%
28.3%
Portfolio components
IBP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Installed Building Products, Inc. reported a gross profit of 212.30M and revenue of 660.50M. Therefore, the gross margin over that period was 32.1%.

BLDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Builders FirstSource, Inc. reported a gross profit of 928.97M and revenue of 3.29B. Therefore, the gross margin over that period was 28.3%.

IBP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Installed Building Products, Inc. reported an operating income of 57.60M and revenue of 660.50M, resulting in an operating margin of 8.7%.

BLDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Builders FirstSource, Inc. reported an operating income of 16.52M and revenue of 3.29B, resulting in an operating margin of 0.5%.

IBP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Installed Building Products, Inc. reported a net income of 34.80M and revenue of 660.50M, resulting in a net margin of 5.3%.

BLDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Builders FirstSource, Inc. reported a net income of -47.41M and revenue of 3.29B, resulting in a net margin of -1.4%.


Frequently Asked Questions


IBP and BLDR have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBP has higher volatility (35.71%) compared to BLDR (15.02%). In terms of maximum drawdown, IBP dropped -61.75% vs BLDR's -96.78%.

IBP currently has the higher Sharpe Ratio (0.45 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IBP and BLDR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer