F
Ford Motor Company
F has the edge over IBP overall, supported by stronger valuation and stronger modeled upside.
IBP
Installed Building Products, Inc.
IBP offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
IBP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Healthy |
IBP's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
IBP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 17x | $151 | -33% |
| Fair | 24x | $214 | -4.3% |
| Forward | 24x | $224 | — |
| Current | 26x | $224 | — |
| Expensive | 33x | $292 | +31% |
Historical ranges are pointers, not guarantees.
IBP's PE is in its fair range at 26x. On analysts' estimates for next year's earnings, today's price would be 24x.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
F has the edge over IBP on the outlook, with more favorable earnings and profitability expectations.
IBP Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Decline | |
| Stable | |
| Weakening | |
| Limited | |
| Moderate |
Analysts expect IBP's earnings and profitability to decline, with its revenue holding steady.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
IBP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.38 | +6.9% |
| Q3 2026 | $8.77 | -5.6% |
| Q2 2026 | $9.27 | +3.1% |
| Q1 2026 | $9.36 | +6.7% |
| Q4 2025 | $9.71 | +6.7% |
| Q3 2025 | $9.29 | +3.2% |
| Q2 2025 | $8.99 | +0.3% |
| Q1 2025 | $8.77 | -0.8% |
| Q4 2024 | $9.10 | +5.7% |
IBP has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
IBP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $808.4M | +3.9% |
| Q2 2026 | $777.8M | +2.3% |
| Q1 2026 | $660.5M | -3.5% |
| Q4 2025 | $747.5M | -0.4% |
| Q3 2025 | $778.2M | +2.3% |
| Q2 2025 | $760.3M | +3.1% |
| Q1 2025 | $684.8M | -1.2% |
| Q4 2024 | $750.2M | +4.1% |
IBP has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | -2.4 points |
| Q2 2026 | 12% | -1.1 points |
| Q1 2026 | 8.7% | -1.5 points |
| Q4 2025 | 15% | +1.4 points |
| Q3 2025 | 14% | +0.4 points |
| Q2 2025 | 13% | +0.4 points |
| Q1 2025 | 10% | -2.5 points |
| Q4 2024 | 13% | -0.4 points |
IBP has the edge over F on profitability, with a higher operating margin.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F has the edge over IBP on cash flow, with more consistent year-over-year improvement.
IBP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $58.3M | -44% |
| Q2 2026 | $51.9M | -31% |
| Q1 2026 | $85.7M | +19% |
| Q4 2025 | $49.3M | -6.8% |
| Q3 2025 | $104.8M | +36% |
| Q2 2025 | $74.8M | +29% |
| Q1 2025 | $71.9M | +14% |
| Q4 2024 | $52.9M | -29% |
IBP's free cash flow has been positive every quarter for seven years: $245M over the past year, down 19% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
IBP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -206K shares |
| 1 year | -2.5% | -666K shares |
| 3 years | -6.4% | -1.8M shares |
| 5 years | -11% | -3.1M shares |
| Available history | -11% | -3.4M shares |
IBP has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $76.3M |
| Q1 2026 | $25.4M |
| Q4 2025 | $37.7M |
| Q3 2025 | $51.4M |
| Q2 2025 | $49.2M |
| Q1 2025 | $34.3M |
| Q4 2024 | $78.9M |
IBP spent $139M buying back its own shares over the past year, down 35% from the year before.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over IBP on leverage, with a lower net debt burden relative to earnings.
IBP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.5x | Healthy |
| Q2 2026 | 1.6x | Healthy |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.3x | Healthy |
| Q3 2025 | 1.3x | Healthy |
| Q2 2025 | 1.3x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.3x | Healthy |
IBP's net debt is about 1.5 years of its operating earnings (EBITDA), up from 1.3 years a year ago.
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
IBP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.4 | Neutral |
| Stochastic | 55.5 | Neutral |
IBP's weekly RSI is 50 (neutral) and its Stochastic is 55 (neutral).
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
IBP PE vs Consumer Cyclical Sector
| Metric | IBP | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 42% above |
| PE % | 52 | 47 | 5 pts above |
IBP is trading at 26x earnings, a 42% premium to the Consumer Cyclical sector's median of 18x.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
IBP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $202.6 | 10% above |
| 20 week MA | $218.5 | 2.4% above |
| 50 week MA | $249.9 | 10% below |
| 100 week MA | $227.4 | 1.6% below |
| 200 week MA | $201.6 | 11% above |
IBP has the edge over F on trend strength, trading above more of its moving averages.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over IBP on returns for 2026, with the stronger performance.
IBP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $69.1 | $108.7 | +57% |
| 2021 | $108.7 | $139.0 | +28% |
| 2022 | $139.0 | $87.5 | -37% |
| 2023 | $87.5 | $182.8 | +109% |
| 2024 | $182.8 | $174.3 | -4.6% |
| 2025 | $174.3 | $267.2 | +53% |
| 2026 YTD | $267.2 | $223.8 | -16% |
IBP has finished higher in four of the last six years, three of them by more than 50%. It's down 16% so far in 2026.