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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $747.5M, roughly 1.1× Installed Building Products, Inc.). MSCI Inc. runs the higher net margin — 34.6% vs 10.2%, a 24.4% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs -0.4%). MSCI Inc. produced more free cash flow last quarter ($488.7M vs $49.3M). Over the past eight quarters, MSCI Inc.'s revenue compounded faster (10.0% CAGR vs 3.9%).
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.
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
IBP vs MSCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $822.5M |
| Net Profit | $76.6M | $284.7M |
| Gross Margin | 35.0% | — |
| Operating Margin | 14.6% | 56.4% |
| Net Margin | 10.2% | 34.6% |
| Revenue YoY | -0.4% | 10.6% |
| Net Profit YoY | 14.5% | -6.8% |
| EPS (diluted) | $2.81 | $3.81 |
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 | $822.5M | ||
| Q3 25 | $778.2M | $793.4M | ||
| Q2 25 | $760.3M | $772.7M | ||
| Q1 25 | $684.8M | $745.8M | ||
| Q4 24 | $750.2M | $743.5M | ||
| Q3 24 | $760.6M | $724.7M | ||
| Q2 24 | $737.6M | $707.9M | ||
| Q1 24 | $692.9M | $680.0M |
| Q4 25 | $76.6M | $284.7M | ||
| Q3 25 | $74.4M | $325.4M | ||
| Q2 25 | $69.0M | $303.6M | ||
| Q1 25 | $45.4M | $288.6M | ||
| Q4 24 | $66.9M | $305.5M | ||
| Q3 24 | $68.6M | $280.9M | ||
| Q2 24 | $65.2M | $266.8M | ||
| Q1 24 | $55.9M | $256.0M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 56.4% | ||
| Q3 25 | 13.7% | 56.4% | ||
| Q2 25 | 13.3% | 55.0% | ||
| Q1 25 | 10.2% | 50.6% | ||
| Q4 24 | 13.1% | 54.5% | ||
| Q3 24 | 13.3% | 55.4% | ||
| Q2 24 | 12.9% | 54.0% | ||
| Q1 24 | 12.7% | 49.9% |
| Q4 25 | 10.2% | 34.6% | ||
| Q3 25 | 9.6% | 41.0% | ||
| Q2 25 | 9.1% | 39.3% | ||
| Q1 25 | 6.6% | 38.7% | ||
| Q4 24 | 8.9% | 41.1% | ||
| Q3 24 | 9.0% | 38.8% | ||
| Q2 24 | 8.8% | 37.7% | ||
| Q1 24 | 8.1% | 37.6% |
| Q4 25 | $2.81 | $3.81 | ||
| Q3 25 | $2.74 | $4.25 | ||
| Q2 25 | $2.52 | $3.92 | ||
| Q1 25 | $1.64 | $3.71 | ||
| Q4 24 | $2.39 | $3.89 | ||
| Q3 24 | $2.44 | $3.57 | ||
| Q2 24 | $2.30 | $3.37 | ||
| Q1 24 | $1.97 | $3.22 |
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 | $515.3M |
| Total DebtLower is stronger | $886.6M | $6.2B |
| Stockholders' EquityBook value | $709.9M | $-2.7B |
| Total Assets | $2.1B | $5.7B |
| Debt / EquityLower = less leverage | 1.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $515.3M | ||
| Q3 25 | $333.3M | $400.1M | ||
| Q2 25 | $305.2M | $347.3M | ||
| Q1 25 | $298.7M | $360.7M | ||
| Q4 24 | $327.6M | $409.4M | ||
| Q3 24 | $406.2M | $501.0M | ||
| Q2 24 | $380.3M | $451.4M | ||
| Q1 24 | $399.9M | $519.3M |
| Q4 25 | $886.6M | $6.2B | ||
| Q3 25 | $880.8M | $5.5B | ||
| Q2 25 | $876.1M | $4.5B | ||
| Q1 25 | $872.4M | $4.5B | ||
| Q4 24 | $874.8M | $4.5B | ||
| Q3 24 | $872.3M | $4.5B | ||
| Q2 24 | $875.8M | $4.5B | ||
| Q1 24 | $875.0M | $4.5B |
| Q4 25 | $709.9M | $-2.7B | ||
| Q3 25 | $678.6M | $-1.9B | ||
| Q2 25 | $664.5M | $-886.2M | ||
| Q1 25 | $660.9M | $-958.6M | ||
| Q4 24 | $705.3M | $-940.0M | ||
| Q3 24 | $716.4M | $-751.0M | ||
| Q2 24 | $685.3M | $-734.5M | ||
| Q1 24 | $679.2M | $-650.5M |
| Q4 25 | $2.1B | $5.7B | ||
| Q3 25 | $2.1B | $5.4B | ||
| Q2 25 | $2.0B | $5.4B | ||
| Q1 25 | $2.0B | $5.3B | ||
| Q4 24 | $2.1B | $5.4B | ||
| Q3 24 | $2.1B | $5.4B | ||
| Q2 24 | $2.0B | $5.5B | ||
| Q1 24 | $2.0B | $5.5B |
| 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 | $501.1M |
| Free Cash FlowOCF − Capex | $49.3M | $488.7M |
| FCF MarginFCF / Revenue | 6.6% | 59.4% |
| Capex IntensityCapex / Revenue | 2.1% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.85× | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $501.1M | ||
| Q3 25 | $124.0M | $449.4M | ||
| Q2 25 | $90.4M | $336.1M | ||
| Q1 25 | $92.1M | $301.7M | ||
| Q4 24 | $74.8M | $430.6M | ||
| Q3 24 | $101.4M | $421.6M | ||
| Q2 24 | $79.0M | $349.2M | ||
| Q1 24 | $84.8M | $300.1M |
| Q4 25 | $49.3M | $488.7M | ||
| Q3 25 | $104.8M | $445.5M | ||
| Q2 25 | $74.8M | $324.7M | ||
| Q1 25 | $71.9M | $290.2M | ||
| Q4 24 | $52.9M | $416.4M | ||
| Q3 24 | $77.3M | $415.0M | ||
| Q2 24 | $58.2M | $340.6M | ||
| Q1 24 | $63.0M | $295.9M |
| Q4 25 | 6.6% | 59.4% | ||
| Q3 25 | 13.5% | 56.2% | ||
| Q2 25 | 9.8% | 42.0% | ||
| Q1 25 | 10.5% | 38.9% | ||
| Q4 24 | 7.1% | 56.0% | ||
| Q3 24 | 10.2% | 57.3% | ||
| Q2 24 | 7.9% | 48.1% | ||
| Q1 24 | 9.1% | 43.5% |
| Q4 25 | 2.1% | 1.5% | ||
| Q3 25 | 2.5% | 0.5% | ||
| Q2 25 | 2.1% | 1.5% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 3.2% | 0.9% | ||
| Q2 24 | 2.8% | 1.2% | ||
| Q1 24 | 3.1% | 0.6% |
| Q4 25 | 0.85× | 1.76× | ||
| Q3 25 | 1.67× | 1.38× | ||
| Q2 25 | 1.31× | 1.11× | ||
| Q1 25 | 2.03× | 1.05× | ||
| Q4 24 | 1.12× | 1.41× | ||
| Q3 24 | 1.48× | 1.50× | ||
| Q2 24 | 1.21× | 1.31× | ||
| Q1 24 | 1.52× | 1.17× |
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% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
