vs
Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $704.0M, roughly 1.1× monday.com Ltd.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 1.3%, a 8.9% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $49.3M).
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
IBP vs MNDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $704.0M |
| Net Profit | $76.6M | $9.4M |
| Gross Margin | 35.0% | 89.6% |
| Operating Margin | 14.6% | -4.4% |
| Net Margin | 10.2% | 1.3% |
| Revenue YoY | -0.4% | — |
| Net Profit YoY | 14.5% | — |
| EPS (diluted) | $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 | $747.5M | — | ||
| Q3 25 | $778.2M | $704.0M | ||
| Q2 25 | $760.3M | $453.0M | ||
| Q1 25 | $684.8M | $216.9M | ||
| Q4 24 | $750.2M | — | ||
| Q3 24 | $760.6M | $527.1M | ||
| Q2 24 | $737.6M | $337.9M | ||
| Q1 24 | $692.9M | $162.3M |
| Q4 25 | $76.6M | — | ||
| Q3 25 | $74.4M | $9.4M | ||
| Q2 25 | $69.0M | $21.4M | ||
| Q1 25 | $45.4M | $7.1M | ||
| Q4 24 | $66.9M | — | ||
| Q3 24 | $68.6M | $-14.2M | ||
| Q2 24 | $65.2M | $-21.7M | ||
| Q1 24 | $55.9M | $-14.7M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | 89.6% | ||
| Q2 25 | 34.2% | 89.6% | ||
| Q1 25 | 32.7% | 89.2% | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | 89.0% | ||
| Q2 24 | 34.1% | 89.2% | ||
| Q1 24 | 33.8% | 89.5% |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.7% | -4.4% | ||
| Q2 25 | 13.3% | -0.7% | ||
| Q1 25 | 10.2% | -2.3% | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 13.3% | -7.1% | ||
| Q2 24 | 12.9% | -10.3% | ||
| Q1 24 | 12.7% | -14.0% |
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.6% | 1.3% | ||
| Q2 25 | 9.1% | 4.7% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 9.0% | -2.7% | ||
| Q2 24 | 8.8% | -6.4% | ||
| Q1 24 | 8.1% | -9.0% |
| Q4 25 | $2.81 | — | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | — | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.30 | — | ||
| Q1 24 | $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 | $321.9M | $1.4B |
| Total DebtLower is stronger | $886.6M | — |
| Stockholders' EquityBook value | $709.9M | $1.0B |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | 1.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | $1.4B | ||
| Q2 25 | $305.2M | $1.7B | ||
| Q1 25 | $298.7M | $1.4B | ||
| Q4 24 | $327.6M | — | ||
| Q3 24 | $406.2M | $1.1B | ||
| Q2 24 | $380.3M | $1.3B | ||
| Q1 24 | $399.9M | $1.1B |
| 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 | $709.9M | — | ||
| Q3 25 | $678.6M | $1.0B | ||
| Q2 25 | $664.5M | $1.2B | ||
| Q1 25 | $660.9M | $1.0B | ||
| Q4 24 | $705.3M | — | ||
| Q3 24 | $716.4M | $813.5M | ||
| Q2 24 | $685.3M | $910.1M | ||
| Q1 24 | $679.2M | $813.5M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.0B | $1.5B | ||
| Q1 24 | $2.0B | $1.3B |
| 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 | $64.9M | $234.4M |
| Free Cash FlowOCF − Capex | $49.3M | $224.6M |
| FCF MarginFCF / Revenue | 6.6% | 31.9% |
| Capex IntensityCapex / Revenue | 2.1% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.85× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | — | ||
| Q3 25 | $124.0M | $234.4M | ||
| Q2 25 | $90.4M | $147.7M | ||
| Q1 25 | $92.1M | $92.0M | ||
| Q4 24 | $74.8M | — | ||
| Q3 24 | $101.4M | $156.9M | ||
| Q2 24 | $79.0M | $90.3M | ||
| Q1 24 | $84.8M | $42.7M |
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | $224.6M | ||
| Q2 25 | $74.8M | $141.8M | ||
| Q1 25 | $71.9M | $90.5M | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | $151.4M | ||
| Q2 24 | $58.2M | $85.6M | ||
| Q1 24 | $63.0M | $39.2M |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | 31.9% | ||
| Q2 25 | 9.8% | 31.3% | ||
| Q1 25 | 10.5% | 41.7% | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | 28.7% | ||
| Q2 24 | 7.9% | 25.3% | ||
| Q1 24 | 9.1% | 24.1% |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | 1.4% | ||
| Q2 25 | 2.1% | 1.3% | ||
| Q1 25 | 2.9% | 0.7% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | 1.0% | ||
| Q2 24 | 2.8% | 1.4% | ||
| Q1 24 | 3.1% | 2.2% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 25.02× | ||
| Q2 25 | 1.31× | 6.91× | ||
| Q1 25 | 2.03× | 12.99× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
MNDY
Segment breakdown not available.
