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Side-by-side financial comparison of CALERES INC (CAL) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $747.5M, roughly 1.1× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 0.3%, a 9.9% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $-12.4M). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs 3.9%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
CAL vs IBP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $747.5M |
| Net Profit | $2.4M | $76.6M |
| Gross Margin | 41.8% | 35.0% |
| Operating Margin | 1.5% | 14.6% |
| Net Margin | 0.3% | 10.2% |
| Revenue YoY | 6.6% | -0.4% |
| Net Profit YoY | -94.2% | 14.5% |
| EPS (diluted) | $0.07 | $2.81 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $747.5M | ||
| Q3 25 | $658.5M | $778.2M | ||
| Q2 25 | $614.2M | $760.3M | ||
| Q1 25 | $639.2M | $684.8M | ||
| Q4 24 | $740.9M | $750.2M | ||
| Q3 24 | $683.3M | $760.6M | ||
| Q2 24 | $659.2M | $737.6M | ||
| Q1 24 | $697.1M | $692.9M |
| Q4 25 | $2.4M | $76.6M | ||
| Q3 25 | $6.7M | $74.4M | ||
| Q2 25 | $6.9M | $69.0M | ||
| Q1 25 | $4.9M | $45.4M | ||
| Q4 24 | $41.4M | $66.9M | ||
| Q3 24 | $30.0M | $68.6M | ||
| Q2 24 | $30.9M | $65.2M | ||
| Q1 24 | $55.7M | $55.9M |
| Q4 25 | 41.8% | 35.0% | ||
| Q3 25 | 43.4% | 34.0% | ||
| Q2 25 | 45.4% | 34.2% | ||
| Q1 25 | 43.0% | 32.7% | ||
| Q4 24 | 44.1% | 33.6% | ||
| Q3 24 | 45.5% | 33.8% | ||
| Q2 24 | 46.9% | 34.1% | ||
| Q1 24 | 43.9% | 33.8% |
| Q4 25 | 1.5% | 14.6% | ||
| Q3 25 | 1.4% | 13.7% | ||
| Q2 25 | 1.9% | 13.3% | ||
| Q1 25 | 1.2% | 10.2% | ||
| Q4 24 | 7.7% | 13.1% | ||
| Q3 24 | 6.2% | 13.3% | ||
| Q2 24 | 6.5% | 12.9% | ||
| Q1 24 | 4.4% | 12.7% |
| Q4 25 | 0.3% | 10.2% | ||
| Q3 25 | 1.0% | 9.6% | ||
| Q2 25 | 1.1% | 9.1% | ||
| Q1 25 | 0.8% | 6.6% | ||
| Q4 24 | 5.6% | 8.9% | ||
| Q3 24 | 4.4% | 9.0% | ||
| Q2 24 | 4.7% | 8.8% | ||
| Q1 24 | 8.0% | 8.1% |
| Q4 25 | $0.07 | $2.81 | ||
| Q3 25 | $0.20 | $2.74 | ||
| Q2 25 | $0.21 | $2.52 | ||
| Q1 25 | $0.17 | $1.64 | ||
| Q4 24 | $1.19 | $2.39 | ||
| Q3 24 | $0.85 | $2.44 | ||
| Q2 24 | $0.88 | $2.30 | ||
| Q1 24 | $1.56 | $1.97 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $616.8M | $709.9M |
| Total Assets | $2.1B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $321.9M | ||
| Q3 25 | $191.5M | $333.3M | ||
| Q2 25 | $33.1M | $305.2M | ||
| Q1 25 | $29.6M | $298.7M | ||
| Q4 24 | $33.7M | $327.6M | ||
| Q3 24 | $51.8M | $406.2M | ||
| Q2 24 | $30.7M | $380.3M | ||
| Q1 24 | $21.4M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $616.8M | $709.9M | ||
| Q3 25 | $613.3M | $678.6M | ||
| Q2 25 | $605.2M | $664.5M | ||
| Q1 25 | $599.0M | $660.9M | ||
| Q4 24 | $598.3M | $705.3M | ||
| Q3 24 | $606.1M | $716.4M | ||
| Q2 24 | $570.3M | $685.3M | ||
| Q1 24 | $560.6M | $679.2M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.8B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $64.9M |
| Free Cash FlowOCF − Capex | $-12.4M | $49.3M |
| FCF MarginFCF / Revenue | -1.6% | 6.6% |
| Capex IntensityCapex / Revenue | 1.4% | 2.1% |
| Cash ConversionOCF / Net Profit | -0.50× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $64.9M | ||
| Q3 25 | $47.3M | $124.0M | ||
| Q2 25 | $-5.7M | $90.4M | ||
| Q1 25 | $28.7M | $92.1M | ||
| Q4 24 | $-39.8M | $74.8M | ||
| Q3 24 | $79.6M | $101.4M | ||
| Q2 24 | $36.1M | $79.0M | ||
| Q1 24 | $43.0M | $84.8M |
| Q4 25 | $-12.4M | $49.3M | ||
| Q3 25 | $35.0M | $104.8M | ||
| Q2 25 | $-26.2M | $74.8M | ||
| Q1 25 | $18.0M | $71.9M | ||
| Q4 24 | $-57.4M | $52.9M | ||
| Q3 24 | $68.5M | $77.3M | ||
| Q2 24 | $26.3M | $58.2M | ||
| Q1 24 | $32.4M | $63.0M |
| Q4 25 | -1.6% | 6.6% | ||
| Q3 25 | 5.3% | 13.5% | ||
| Q2 25 | -4.3% | 9.8% | ||
| Q1 25 | 2.8% | 10.5% | ||
| Q4 24 | -7.7% | 7.1% | ||
| Q3 24 | 10.0% | 10.2% | ||
| Q2 24 | 4.0% | 7.9% | ||
| Q1 24 | 4.6% | 9.1% |
| Q4 25 | 1.4% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 3.3% | 2.1% | ||
| Q1 25 | 1.7% | 2.9% | ||
| Q4 24 | 2.4% | 2.9% | ||
| Q3 24 | 1.6% | 3.2% | ||
| Q2 24 | 1.5% | 2.8% | ||
| Q1 24 | 1.5% | 3.1% |
| Q4 25 | -0.50× | 0.85× | ||
| Q3 25 | 7.05× | 1.67× | ||
| Q2 25 | -0.81× | 1.31× | ||
| Q1 25 | 5.82× | 2.03× | ||
| Q4 24 | -0.96× | 1.12× | ||
| Q3 24 | 2.66× | 1.48× | ||
| Q2 24 | 1.17× | 1.21× | ||
| Q1 24 | 0.77× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
