IBP vs MORN

Comparison between Installed Building Products Inc (IBP, Company) and Morningstar Inc (MORN, Company).

IBP is from the Consumer Cyclical sector, while MORN is from the Financial Services sector.

5-Year PerformanceIBP has outperformed MORN, delivering a return of +14.8% compared to -8.6%

IBP vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBP(COMPANY)	MORN(COMPANY)
Market Cap	$5.88B	$5.84B
Max Drawdown	61.75%	67.92%
Sharpe Ratio	0.77	-1.80
5Y Beta	1.11	0.70
Industry	Residential Construction	Financial Data & Stock Exchanges
P/E Ratio	23.22	15.32
Forward P/E	21.19	16.29
PEG Ratio	3.42	1.31
Dividend Yield	0.69%	1.10%
5Y Dividends CAGR	40.80%	14.25%
5Y EPS CAGR	23.18%	10.99%
Debt to Equity	160.45%	169.92%
Free Cash Flow Yield	5.35%	7.48%

Market Cap

Winner

IBP

$5.88B

MORN

$5.84B

Max Drawdown

Winner

IBP

61.75%

MORN

67.92%

Sharpe Ratio

Winner

IBP

0.77

MORN

-1.80

5Y Beta

IBP

1.11

Winner

MORN

0.70

Industry

IBP

Residential Construction

MORN

Financial Data & Stock Exchanges

P/E Ratio

IBP

23.22

Winner

MORN

15.32

Forward P/E

IBP

21.19

Winner

MORN

16.29

PEG Ratio

IBP

3.42

Winner

MORN

1.31

Dividend Yield

IBP

0.69%

Winner

MORN

1.10%

5Y Dividends CAGR

Winner

IBP

40.80%

MORN

14.25%

5Y EPS CAGR

Winner

IBP

23.18%

MORN

10.99%

Debt to Equity

Winner

IBP

160.45%

MORN

169.92%

Free Cash Flow Yield

IBP

5.35%

Winner

MORN

7.48%

IBP vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	IBP	MORN
1 month	-0.89%	-14.60%
3 months	-20.61%	-11.57%
6 months	-19.54%	-28.85%
1 year	+19.47%	-48.89%
5 years(CAGR)	+14.83%	-8.60%
10 years(CAGR)	+20.92%	+7.51%
Max(CAGR)	+26.37%	+10.74%

Winner

IBP

-0.89%

MORN

-14.60%

IBP

-20.61%

Winner

MORN

-11.57%

Winner

IBP

-19.54%

MORN

-28.85%

Winner

IBP

+19.47%

MORN

-48.89%

5Y(CAGR)

Winner

IBP

+14.83%

MORN

-8.60%

10Y(CAGR)

Winner

IBP

+20.92%

MORN

+7.51%

Max(CAGR)

Winner

IBP

+26.37%

MORN

+10.74%

IBP vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IBP	MORN
2026	-20.00%	-26.88%
2025	+52.30%	-34.19%
2024	-2.36%	+21.97%
2023	+112.18%	+32.17%
2022	-34.89%	-35.18%
2021	+37.28%	+48.27%
2020	+47.60%	+54.23%
2019	+99.85%	+40.51%
2018	-55.52%	+14.36%
2017	+82.35%	+32.26%
2016	+74.78%	-6.83%
2015	+39.81%	+24.65%
2014	+39.22%	-16.52%
2013	N/A	+23.36%
2012	N/A	+6.51%
2011	N/A	+11.00%
2010	N/A	+9.95%
2009	N/A	+30.79%
2008	N/A	-53.19%
2007	N/A	+72.97%
2006	N/A	+30.96%
2005	N/A	+72.77%

IBP vs MORN Drawdown Comparison

The maximum drawdown for IBP was -61.75%, occurring on Oct 24, 2018. Recovery took 516 trading sessions.

The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.

The current IBP drawdown is -37.84%. The current MORN drawdown is -56.73%.

Rank	IBP	MORN
#1	-61.75% Jan 3, 2018 - Jan 23, 2020	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-61.69% Feb 21, 2020 - Jul 22, 2020	-56.73% Dec 12, 2024 - Jun 22, 2026
#3	-48.37% Dec 29, 2021 - Jun 27, 2023	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-42.72% Feb 13, 2026 - Jun 10, 2026	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-42.16% Jul 31, 2024 - Aug 13, 2025	-28.34% May 19, 2006 - Nov 20, 2006
#6	-37.26% Aug 11, 2015 - May 5, 2016	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-32.04% Aug 7, 2023 - Dec 6, 2023	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-28.48% Oct 12, 2020 - Jan 20, 2021	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-26.13% Mar 6, 2014 - Oct 23, 2014	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-24.27% May 4, 2021 - Nov 22, 2021	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-24.16% Apr 3, 2024 - Jul 26, 2024	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-19.93% Jul 20, 2016 - Nov 11, 2016	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-18.39% Feb 11, 2021 - Apr 16, 2021	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-15.76% Jan 20, 2021 - Feb 8, 2021	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-15.74% Sep 8, 2025 - Dec 10, 2025	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between IBP and MORN is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2010 - 2026)

IBP vs MORN dividend yield comparison.

Year	IBP	MORN
2026	1.22%	0.65%
2025	1.23%	0.84%
2024	0.80%	0.48%
2023	1.21%	0.52%
2022	2.52%	0.66%
2021	0.86%	0.28%
2020	0.00%	0.65%
2019	0.00%	0.74%
2018	0.00%	0.91%
2017	0.00%	0.95%
2016	0.00%	1.20%
2015	0.00%	0.95%
2014	0.00%	1.05%
2013	0.00%	0.48%
2012	0.00%	0.84%
2011	0.00%	0.25%
2010	0.00%	0.09%