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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Royalty Pharma plc (RPRX). 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 $622.0M, roughly 1.2× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 10.2%, a 24.2% gap on every dollar of revenue. On growth, Royalty Pharma plc posted the faster year-over-year revenue change (4.8% vs -0.4%). Over the past eight quarters, Royalty Pharma plc's revenue compounded faster (4.6% 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.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
IBP vs RPRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $622.0M |
| Net Profit | $76.6M | $214.2M |
| Gross Margin | 35.0% | — |
| Operating Margin | 14.6% | 62.4% |
| Net Margin | 10.2% | 34.4% |
| Revenue YoY | -0.4% | 4.8% |
| Net Profit YoY | 14.5% | 2.9% |
| EPS (diluted) | $2.81 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $778.2M | $609.3M | ||
| Q2 25 | $760.3M | $578.7M | ||
| Q1 25 | $684.8M | $568.2M | ||
| Q4 24 | $750.2M | $593.6M | ||
| Q3 24 | $760.6M | $564.7M | ||
| Q2 24 | $737.6M | $537.3M | ||
| Q1 24 | $692.9M | $568.0M |
| Q4 25 | $76.6M | $214.2M | ||
| Q3 25 | $74.4M | $288.2M | ||
| Q2 25 | $69.0M | $30.2M | ||
| Q1 25 | $45.4M | $238.3M | ||
| Q4 24 | $66.9M | $208.2M | ||
| Q3 24 | $68.6M | $544.0M | ||
| Q2 24 | $65.2M | $102.0M | ||
| Q1 24 | $55.9M | $4.8M |
| 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% | 62.4% | ||
| Q3 25 | 13.7% | 70.1% | ||
| Q2 25 | 13.3% | 36.3% | ||
| Q1 25 | 10.2% | 94.0% | ||
| Q4 24 | 13.1% | 60.9% | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 12.9% | 50.2% | ||
| Q1 24 | 12.7% | -13.0% |
| Q4 25 | 10.2% | 34.4% | ||
| Q3 25 | 9.6% | 47.3% | ||
| Q2 25 | 9.1% | 5.2% | ||
| Q1 25 | 6.6% | 41.9% | ||
| Q4 24 | 8.9% | 35.1% | ||
| Q3 24 | 9.0% | 96.3% | ||
| Q2 24 | 8.8% | 19.0% | ||
| Q1 24 | 8.1% | 0.8% |
| Q4 25 | $2.81 | $0.49 | ||
| Q3 25 | $2.74 | $0.67 | ||
| Q2 25 | $2.52 | $0.07 | ||
| Q1 25 | $1.64 | $0.55 | ||
| Q4 24 | $2.39 | $0.46 | ||
| Q3 24 | $2.44 | $1.21 | ||
| Q2 24 | $2.30 | $0.23 | ||
| Q1 24 | $1.97 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | $886.6M | $9.0B |
| Stockholders' EquityBook value | $709.9M | $9.7B |
| Total Assets | $2.1B | $19.6B |
| Debt / EquityLower = less leverage | 1.25× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $618.7M | ||
| Q3 25 | $333.3M | $938.9M | ||
| Q2 25 | $305.2M | $631.9M | ||
| Q1 25 | $298.7M | $1.1B | ||
| Q4 24 | $327.6M | $929.0M | ||
| Q3 24 | $406.2M | $950.1M | ||
| Q2 24 | $380.3M | $1.8B | ||
| Q1 24 | $399.9M | $843.0M |
| Q4 25 | $886.6M | $9.0B | ||
| Q3 25 | $880.8M | $8.9B | ||
| Q2 25 | $876.1M | $8.0B | ||
| Q1 25 | $872.4M | $7.6B | ||
| Q4 24 | $874.8M | $7.6B | ||
| Q3 24 | $872.3M | $7.6B | ||
| Q2 24 | $875.8M | $7.6B | ||
| Q1 24 | $875.0M | $6.1B |
| Q4 25 | $709.9M | $9.7B | ||
| Q3 25 | $678.6M | $9.6B | ||
| Q2 25 | $664.5M | $9.5B | ||
| Q1 25 | $660.9M | $9.8B | ||
| Q4 24 | $705.3M | $10.3B | ||
| Q3 24 | $716.4M | $10.3B | ||
| Q2 24 | $685.3M | $9.8B | ||
| Q1 24 | $679.2M | $9.9B |
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.1B | $19.3B | ||
| Q2 25 | $2.0B | $18.3B | ||
| Q1 25 | $2.0B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $2.0B | $17.7B | ||
| Q1 24 | $2.0B | $16.1B |
| Q4 25 | 1.25× | 0.92× | ||
| Q3 25 | 1.30× | 0.93× | ||
| Q2 25 | 1.32× | 0.84× | ||
| Q1 25 | 1.32× | 0.78× | ||
| Q4 24 | 1.24× | 0.74× | ||
| Q3 24 | 1.22× | 0.74× | ||
| Q2 24 | 1.28× | 0.78× | ||
| Q1 24 | 1.29× | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $49.3M | — |
| FCF MarginFCF / Revenue | 6.6% | — |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | 0.85× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $827.1M | ||
| Q3 25 | $124.0M | $702.6M | ||
| Q2 25 | $90.4M | $364.0M | ||
| Q1 25 | $92.1M | $596.1M | ||
| Q4 24 | $74.8M | $742.5M | ||
| Q3 24 | $101.4M | $703.6M | ||
| Q2 24 | $79.0M | $658.2M | ||
| Q1 24 | $84.8M | $664.6M |
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — | ||
| Q1 24 | $63.0M | — |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.1% | — |
| Q4 25 | 0.85× | 3.86× | ||
| Q3 25 | 1.67× | 2.44× | ||
| Q2 25 | 1.31× | 12.06× | ||
| Q1 25 | 2.03× | 2.50× | ||
| Q4 24 | 1.12× | 3.57× | ||
| Q3 24 | 1.48× | 1.29× | ||
| Q2 24 | 1.21× | 6.45× | ||
| Q1 24 | 1.52× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
