Installed Building Products (IBP) vs St. Joe (JOE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
St. Joe (JOE) has outperformed Installed Building Products (IBP) over the past year, gaining 37.6% versus a loss of 21.6%. Over five years, IBP leads with a +65.5% price change compared with +46.8% for JOE. Installed Building Products is the larger company by market cap ($4.99 billion vs $3.71 billion), about 1.3 times the size, while St. Joe is growing revenue faster (+27.4% vs +1.0%).
On valuation, Installed Building Products trades at a lower forward P/E (16.6x vs 593.2x for St. Joe). St. Joe offers the higher dividend yield (0.95% vs 0.81%). St. Joe converts more of its revenue into profit, with a net margin of 22.5% versus 8.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IBP | JOE |
|---|---|---|
| Share price | $187.83 | $65.25 |
| Market cap | $4.99B | $3.71B |
| 1-day change | +1.86% | +0.54% |
| YTD return | -28.91% | +9.31% |
| 1-year return | -21.58% | +37.59% |
| 5-year return | +65.53% | +46.77% |
| P/E ratio (TTM) | 20.26 | 30.63 |
| Forward P/E | 16.56 | 593.18 |
| EPS (TTM) | $9.27 | $2.13 |
| Dividend yield | 0.81% | 0.95% |
| Annual dividend | $1.52 | $0.62 |
| Revenue (latest FY) | $2.97B | $513.25M |
| Revenue growth (YoY) | +1.00% | +27.44% |
| Net income (latest FY) | $265.40M | $115.63M |
| Gross margin | 33.97% | 43.05% |
| Operating margin | 13.01% | 28.49% |
| Net margin | 8.93% | 22.53% |
| 52-week high | $349.00 | $73.54 |
| 52-week low | $178.54 | $46.37 |
| Distance from 52-week high | -46.18% | -11.27% |
| Analyst consensus | hold | — |
| Avg. price target upside | +26.79% | — |
| Average volume | 388.81K | 236.77K |
| Shares outstanding | 26.58M | 56.93M |
| Employees | 10,400 | 906 |
| Sector | Consumer Discretionary | Real Estate |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- JOE has outperformed IBP by 59.2 percentage points over the past year.
- St. Joe trades at a higher earnings multiple (30.6x vs 20.3x trailing P/E).
- St. Joe is more profitable, keeping 22.5 cents of every revenue dollar as net income versus 8.9 cents for Installed Building Products.
- St. Joe grew revenue faster in its latest fiscal year (+27.44% vs +1.00%).
- The two companies sit in different sectors: Installed Building Products in Consumer Discretionary and St. Joe in Real Estate.
About Installed Building Products
IBP stock →Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations.
Consumer Discretionary · Homebuilding · 10,400 employees
About St. Joe
JOE stock →The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States.
Real Estate · Homebuilding · 906 employees
IBP vs JOE FAQ
Which is bigger, Installed Building Products or St. Joe?
Installed Building Products (IBP) is larger, with a market capitalization of $4.99B compared with $3.71B for St. Joe (JOE).
Which stock has performed better over the past year, IBP or JOE?
JOE returned +37.59% over the past 12 months, compared with -21.58% for IBP (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IBP or JOE?
IBP has the lower trailing P/E at 20.3, versus 30.6 for JOE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Installed Building Products or St. Joe?
St. Joe has the higher yield at 0.95%, compared with 0.81% for Installed Building Products.
Are Installed Building Products and St. Joe in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.