IBP vs NOA vs STN Stock Comparison

Installed Building Products, North American Construction and Stantec Prices as of Oct 27, 2026 Peers: Industry group
STN Stantec Inc
$70.73 +2.5% 1M -37.0% 1Y
Market cap
$8.07B
P/E
12.4x
Revenue (TTM)
$10.51B
Div. yield
1.34%
Engineering and Construction Industrials
7 wins

Head to Head

12 decided of 12

Stantec leads on 7 of the 12 questions below (Stantec 7, North American Construction 3, Installed Building Products 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIBPNOASTNLeader
Larger companyMarket capitalisation $5.46B $354.50M $8.07B STN
Cheaper on earningsLower P/E, profitable companies only 21.8x 15.0x 12.4x STN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.5x 10.3x 15.3x NOA
Faster revenue growthRevenue growth, trailing twelve months +0.3% +7.5% +9.4% STN
More profitableNet margin, trailing twelve months 8.5% 2.2% 6.2% IBP
Better return on capitalReturn on invested capital 16.0% 6.8% 37.8% STN
Less leveragedLower net debt / EBITDA 1.4x 2.6x 0.0x STN
Higher dividend yieldTrailing dividend yield 1.44% 3.90% 1.34% NOA
Better 1-year returnPrice return, last 12 months -24.4% -19.5% -37.0% NOA
Better 5-year returnAnnualised price return, 5 years +10.6%/yr -7.0%/yr +4.8%/yr IBP
Less volatileAnnualised volatility, 1 year 54.9% 48.1% 30.3% STN
Higher overall scoreMean of the five percentile scores vs peers 63/100 55/100 73/100 STN

Percentile Scorecard

IBPNOASTN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisIBPNOASTN
Valuation 51 #26 of 52 88 #7 of 52 92 #5 of 52
Growth 19 #30 of 37 14 #32 of 37 36 #24 of 37
Profitability 94 #3 of 37 61 #15 of 37 89 #5 of 37
Financial Health 68 #19 of 57 16 #48 of 57 79 #13 of 57
Shareholder Returns 81 #6 of 27 96 #2 of 27 69 #9 of 27
Overall 63 55 73
  • IBP ranked among 57 companies in Construction Services
  • NOA ranked among 57 companies in Construction Services
  • STN ranked among 57 companies in Construction Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodIBPNOASTNSPY
1 month +2.6%-0.1%+2.5% -0.2%
3 months -14.4%-10.3%-1.6% +3.9%
6 months -30.1%-15.3%-21.3% +8.2%
Year to date -20.8%-14.4%-25.0% +12.9%
1 year -24.4%-19.5%-37.0% +12.3%
3 years +88.5%-40.8%+18.0% +87.4%
3 years, per year +23.6%-16.1%+5.7% +23.3%
5 years +65.6%-30.4%+26.3% +67.9%
5 years, per year +10.6%-7.0%+4.8% +10.9%
10 years +544.8%+310.0%+216.6% +261.1%
10 years, per year +20.5%+15.2%+12.2% +13.7%

Risk

MeasureIBPNOASTNSPY
Volatility, 1Y 54.9%48.1%30.3% 12.7%
Downside volatility, 1Y 60.7%56.1%34.5% 12.7%
Beta vs S&P 500, 1Y 1.391.210.76 1.00
Return / volatility, 1Y -0.44-0.41-1.22 0.97
Max drawdown, 5Y -49.2%-55.8%-41.3% -25.4%
From 52-week high -40.3%-27.1%-37.8% -1.2%
52-week high $344.19$16.88$113.70 $779.14
52-week low $180.32$11.22$66.69 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleIBPNOASTN
P/E now vs peer median 21.8xmedian 26.7x 15.0xmedian 26.7x 12.4xmedian 26.7x
P/S now vs peer median 1.8xmedian 0.8x 0.3xmedian 0.8x 0.8xmedian 0.8x
EV/EBITDA now vs peer median 12.8xmedian 13.1x 4.1xmedian 13.1x 5.1xmedian 13.1x
P/FCF now vs peer median 18.7xmedian 23.0x -1.6xmedian 23.0x 15.3xmedian 23.0x
P/B now vs peer median 8.5xmedian 2.4x 1.0xmedian 2.4x 3.4xmedian 2.4x
PEG now vs peer median 6.57median 0.57 -0.59median 0.57 0.60median 0.57

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsIBPNOASTN
Revenue $2.96B $1.06B $10.51B
Gross profit $996.90M $137.57M $4.58B
Operating income $367.80M $76.84M $1.23B
Net income $250.70M $23.49M $536.90M
Free cash flow $291.70M -$218.42M $528.58M
EPS (diluted) $9.39 $0.73 $5.72
Cash & equivalents $394.50M $118.01M $265.54M
Total debt $1.06B $727.57M $2.38B
Shares (diluted) 26.71M 32.27M 114.07M
Enterprise value $3.93B $3.38M $7.00B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricIBPNOASTN
P/E 21.8x 15.0x 12.4x
P/FCF 18.7x -1.6x 15.3x
P/Operating cash flow 15.2x – 17.3x
P/S 1.8x 0.3x 0.8x
P/B 8.5x 1.0x 3.4x
P/Tangible book 14.7x 1.1x 4.0x
EV/EBITDA 12.8x 4.1x 5.1x
EV/EBIT 16.7x 12.5x 6.5x
EV/Revenue 2.1x 0.9x 0.8x
EV/FCF 21.0x -4.4x 15.2x
EV/Operating cash flow 17.0x – 17.2x
PEG (3Y EPS CAGR) 6.57 -0.59 0.60

Growth

14 metrics
MetricIBPNOASTN
Revenue growth (1Y) 0.3% 7.5% 9.4%
Revenue CAGR (3Y) 2.4% 18.0% 10.4%
Gross profit growth (1Y) 0.5% -2.3% 10.5%
Gross profit CAGR (3Y) 4.2% 12.5% 11.2%
Operating income growth (1Y) -0.8% -22.0% 20.5%
Operating income CAGR (3Y) 0.2% 6.6% 16.5%
Net income growth (1Y) 0.3% -7.1% 24.6%
Net income CAGR (3Y) 1.4% -26.9% 15.4%
EPS growth (1Y) 2.9% -6.7% 24.6%
EPS CAGR (3Y) 3.3% -25.5% 20.6%
Operating cash flow growth (1Y) 0.4% – -13.0%
Operating cash flow CAGR (3Y) 4.4% – 15.5%
Free cash flow growth (1Y) 5.3% -9.6% -10.2%
Free cash flow CAGR (3Y) 3.0% -50.4% 24.6%

Profitability

14 metrics
MetricIBPNOASTN
Gross margin 33.6% 13.0% 43.6%
EBITDA margin 16.2% 22.4% 14.9%
Operating margin 12.4% 7.3% 11.7%
Pretax margin 11.3% 19.2% 11.3%
Net margin 8.5% 2.2% 6.2%
FCF margin 9.8% -20.6% 5.0%
Operating cash flow margin 12.1% – 4.4%
Return on equity 38.4% 16.7% 36.3%
Return on assets 11.2% 3.9% 15.1%
Return on invested capital 16.0% 6.8% 37.8%
Return on capital employed 19.8% – 28.3%
Asset turnover 1.3x 0.7x 1.8x
Cash conversion (OCF / net income) 1.4x – 0.9x
Stock comp / revenue 0.7% 0.4% 0.3%

Financial Health

11 metrics
MetricIBPNOASTN
Debt / assets 47.2% 46.0% 3.9%
Debt / equity 1.7x 2.2x 0.1x
Net debt / EBITDA 1.4x 2.6x 0.0x
Debt / FCF 3.6x -3.3x 0.4x
Liabilities / assets 71.6% 78.6% 58.6%
Equity / assets 28.4% 21.4% 41.4%
Interest coverage 10.2x – 9.6x
Current ratio 3.0x – 1.5x
Quick ratio 2.2x – 1.0x
Cash ratio 1.0x – 0.2x
Altman Z-score 4.96 – –

Shareholder Returns

7 metrics
MetricIBPNOASTN
Dividend yield 1.4% 3.9% 1.3%
Net buyback yield 3.5% 7.8% –
Shareholder yield 4.9% 11.7% 1.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusIBPNOASTN
Forward P/E 20.5xFY2026 10.3xFY2026 15.3xFY2026
EPS, next fiscal year $10.04FY2026 $1.19FY2026 $4.62FY2026
EPS growth, next FY -12.2%FY2026 +43.4%FY2026 +19.7%FY2026
EPS growth, the year after +2.6% +22.7% +2.6%
Revenue, next fiscal year $3.10BFY2026 $1.16BFY2026 $4.75BFY2026
Revenue growth, next FY +4.3%FY2026 +23.6%FY2026 +0.4%FY2026
Revenue growth, the year after -7.8% +9.6% +7.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIBPNOASTN
Held by institutions 97.9% 57.1% 62.0%
Institutions holding 423 72 293
Change in shares held, QoQ +0.2% -3.6% +2.8%
Institutions buying 229 45 162
Institutions selling 146 18 87
Buyers to sellers 1.57 2.50 1.86

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

IBPNOASTN
IBP 1.00 0.20 0.24
NOA 0.20 1.00 0.12
STN 0.24 0.12 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, IBP, NOA and STN?

Stantec (STN) is the largest by market capitalisation: Installed Building Products (IBP) $5.46B, North American Construction (NOA) $354.50M, Stantec (STN) $8.07B.

Which stock is cheaper, IBP, NOA and STN?

Stantec (STN) trades on the lowest price-to-earnings ratio (Installed Building Products (IBP) 21.8x, North American Construction (NOA) 15.0x, Stantec (STN) 12.4x). On next year's consensus earnings, North American Construction (NOA) is cheapest (Installed Building Products (IBP) 20.5x, North American Construction (NOA) 10.3x, Stantec (STN) 15.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Stantec (STN) grew revenue fastest over the trailing twelve months: Installed Building Products (IBP) +0.3%, North American Construction (NOA) +7.5%, Stantec (STN) +9.4%.

Which company is more profitable?

Installed Building Products (IBP) has the highest net margin (Installed Building Products (IBP) 8.5%, North American Construction (NOA) 2.2%, Stantec (STN) 6.2%). On return on invested capital, Stantec (STN) leads (Installed Building Products (IBP) 16.0%, North American Construction (NOA) 6.8%, Stantec (STN) 37.8%).

Which stock has performed better?

Over the past year North American Construction (NOA) returned the most: Installed Building Products (IBP) -24.4%, North American Construction (NOA) -19.5%, Stantec (STN) -37.0%. Over five years, Installed Building Products (IBP) compounded fastest (Installed Building Products (IBP) +10.6%/yr, North American Construction (NOA) -7.0%/yr, Stantec (STN) +4.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

North American Construction (NOA) has the highest dividend yield: Installed Building Products (IBP) 1.44%, North American Construction (NOA) 3.90%, Stantec (STN) 1.34%.

Which stock is riskier?

By one-year price volatility, Stantec (STN) has been the steadiest (Installed Building Products (IBP) 54.9%, North American Construction (NOA) 48.1%, Stantec (STN) 30.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, IBP, NOA and STN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Stantec (STN) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.