Installed Building Products (IBP) vs Lennar (LEN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Installed Building Products (IBP) has outperformed Lennar (LEN) over the past year, losing 22.8% versus a loss of 35.4%. Over five years, IBP leads with a +65.5% price change compared with -17.5% for LEN. Lennar is the larger company by market cap ($18.46 billion vs $4.99 billion), about 3.7 times the size, while Installed Building Products is growing revenue faster (+1.0% vs -3.5%).
On valuation, Lennar trades at a lower forward P/E (14.7x vs 16.8x for Installed Building Products). Lennar offers the higher dividend yield (2.58% vs 0.81%). Installed Building Products converts more of its revenue into profit, with a net margin of 8.9% versus 6.1%.
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 | LEN |
|---|---|---|
| Share price | $187.83 | $77.60 |
| Market cap | $4.99B | $18.46B |
| 1-day change | +1.86% | +1.93% |
| YTD return | -27.59% | -24.51% |
| 1-year return | -22.75% | -35.40% |
| 5-year return | +65.53% | -17.46% |
| P/E ratio (TTM) | 20.26 | 14.70 |
| Forward P/E | 16.78 | 14.72 |
| EPS (TTM) | $9.27 | $5.28 |
| Dividend yield | 0.81% | 2.58% |
| Annual dividend | $1.52 | $2.00 |
| Revenue (latest FY) | $2.97B | $34.19B |
| Revenue growth (YoY) | +1.00% | -3.54% |
| Net income (latest FY) | $265.40M | $2.08B |
| Gross margin | 33.97% | — |
| Operating margin | 13.01% | — |
| Net margin | 8.93% | 6.08% |
| 52-week high | $349.00 | $133.76 |
| 52-week low | $178.54 | $73.75 |
| Distance from 52-week high | -46.18% | -41.99% |
| Analyst consensus | hold | underperform |
| Avg. price target upside | +26.79% | +1.20% |
| Average volume | 388.81K | 3.71M |
| Shares outstanding | 26.58M | 207.88M |
| Employees | 10,400 | 12,532 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| 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
- Lennar is about 3.7 times larger than Installed Building Products by market value ($18.46B vs $4.99B).
- IBP has outperformed LEN by 12.6 percentage points over the past year.
- Installed Building Products trades at a higher earnings multiple (20.3x vs 14.7x trailing P/E).
- Lennar offers a meaningfully higher dividend yield (2.58% vs 0.81%).
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 Lennar
LEN stock →Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
Consumer Discretionary · Homebuilding · 12,532 employees
IBP vs LEN FAQ
Which is bigger, Installed Building Products or Lennar?
Lennar (LEN) is larger, with a market capitalization of $18.46B compared with $4.99B for Installed Building Products (IBP).
Which stock has performed better over the past year, IBP or LEN?
IBP returned -22.75% over the past 12 months, compared with -35.40% for LEN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IBP or LEN?
LEN has the lower trailing P/E at 14.7, versus 20.3 for IBP. 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 Lennar?
Lennar has the higher yield at 2.58%, compared with 0.81% for Installed Building Products.
Are Installed Building Products and Lennar in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.