Green Brick Partners vs Installed Building Products
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KIRA’s take AI analyst
I put Green Brick Partners and Installed Building Products side by side, using each one’s latest annual report. Here is what stands out:
- Installed Building Products is the larger business, with $3.0B of revenue in fiscal 2025 against $2.0B for Green Brick Partners.
- Installed Building Products grew revenue faster (1.0%, against −1.0%).
- Installed Building Products earned a higher return on the capital invested in it (22.6%, against 17.9%).
- Investors pay more for each dollar of Installed Building Products’s earnings: a P/E of 21.8x against 9.7x for Green Brick Partners.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Green Brick Partners
GRBK
4/9
5-year growthNet marginFCF marginNet debt / EBITDA
Installed Building Products
IBP
5/9
Revenue growthGross marginReturn on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | GRBK FY25 | IBP FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.8B | $5.4B |
| Revenue | $2.0B | $3.0B |
| Free cash flow | $208M | $301M |
| Net income | $313M | $265M |
| Growth | ||
| Revenue growth | −1.0% | 1.0% |
| 5-year growth | 15.9% | 12.4% |
| Share count change | −2.0% | −3.1% |
| Profitability | ||
| Gross margin | 31.4% | 34.0% |
| Operating margin | — | 13.0% |
| Net margin | 15.4% | 8.9% |
| FCF margin | 10.2% | 10.1% |
| Return on capital | 17.9% | 22.6% |
| Return on equity | 18.0% | 37.5% |
| Balance sheet | ||
| Net debt | $132M | $571M |
| Net debt / EBITDA | 0.3x | 1.3x |
| Dividends and buybacks | $86.7M | $260M |
| Valuation & quality | ||
| P/E | 9.7x | 21.8x |
| Piotroski F-score | — | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.