Verdict: Side-by-side breakdown using the Bull Rankings model. TOL scored 51.0, IBP scored 42.9 — TOL leads.
Compare another set
TOL
Toll Brothers, Inc.
Residential Construction · Quality-Growth
51
$133.13 · $12.3B
fundamentals as of
Score gap
8.1
TOL leads
IBP
Installed Building Products, Inc.
Residential Construction · Quality-Growth
42.9
$185.44 · $4.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTOL10.7x
Fastest growthIBP+1.0%
Strongest balance sheetTOL0.34
Highest qualityIBP77 / 100
Largest discount to fair valueTOL-1%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TOL
stronger →← stronger
IBP
77
Qualityreturns · margins · balance sheet
77
26
Growthrevenue & earnings expansion
30
65
Valuevaluation vs sector peers
34
TOL and IBP split the three pillars evenly.
Fundamentals, head-to-head
TOL
IBP
$1.1bC+
FCF
$292mC
-1.1%D+
Rev
+1.0%C
0.34A-
D/E
1.87C+
10.7xA-
P/E
20.0xB
0.87B+
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TOL
IBP
1% below
Price vs fair valuelower is cheaper
90% above
~2%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~19%/yr
+4%
1-yr DCF upside
-45%
+1%
5-yr DCF upside
-47%
-4%
10-yr DCF upside
-50%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TOL
Why this score
Buying back stock
Raising its dividend
Durable high returns
IBP
Why this score
Buying back stock
Raising its dividend
Durable high returns
The companies
TOLToll Brothers, Inc.
Residential Construction · $133.13 · beta 1.30
Why now
Residential Construction · market cap $12.3b. Down 21% from 52-week high of $168.36 — deep drawdown territory. PEG 0.87 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $170.88 (implying +28% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
IBPInstalled Building Products, Inc.
Residential Construction · $185.44 · beta 1.72
Why now
Residential Construction · market cap $4.9b. Down 47% from 52-week high of $349.00 — deep drawdown territory. 13 sell-side analysts rate this a Hold with a mean 1-yr target of $230.08 (implying +24% upside).
Moat
ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 116% of net income — earnings translate cleanly into cash.
Risk
Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.72 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
TOL leads IBP by 0.6 points (55.2 to 54.6), its sharpest advantage coming in D/E (grade A-). A contrarian could still prefer IBP for its stronger Rev (grade C). Note they play different roles — IBP screens as growth, TOL screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where TOL and IBP diverge
On the headline score the gap is 8.1 points in favor of TOL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueTOL 65.0 · IBP 34.5TOL +30.5
GrowthTOL 26.5 · IBP 29.7IBP +3.2
QualityTOL 76.8 · IBP 76.9level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is TOL or IBP the better stock?
TOL scores higher: TOL 51.0, IBP 42.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TOL and IBP differ most?
The widest gap is value, where TOL leads by 31 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are TOL and IBP scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.