Installed Building Products (NYSE:IBP) vs. Zepp Health (NYSE:ZEPP) Head to Head Analysis

Zepp Health (NYSE:ZEPP) and Installed Building Products (NYSE:IBP) are both consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, analyst recommendations, earnings, profitability, institutional ownership and valuation.

Analyst Ratings

This is a breakdown of recent recommendations for Zepp Health and Installed Building Products, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zepp Health	1	0	1	0	2.00
Installed Building Products	1	13	1	0	2.00

Zepp Health currently has a consensus target price of $56.28, indicating a potential upside of 1,127.75%. Installed Building Products has a consensus target price of $247.67, indicating a potential upside of 4.14%. Given Zepp Health’s higher possible upside, equities research analysts plainly believe Zepp Health is more favorable than Installed Building Products.

Volatility and Risk

Zepp Health has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500. Comparatively, Installed Building Products has a beta of 1.7, meaning that its share price is 70% more volatile than the S&P 500.

Earnings & Valuation

This table compares Zepp Health and Installed Building Products”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Zepp Health	$258.90 million	0.26	-$40.07 million	($2.52)	-1.82
Installed Building Products	$2.97 billion	2.16	$265.40 million	$9.38	25.35

Installed Building Products has higher revenue and earnings than Zepp Health. Zepp Health is trading at a lower price-to-earnings ratio than Installed Building Products, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Zepp Health and Installed Building Products’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Zepp Health	-14.70%	-15.64%	-6.03%
Installed Building Products	8.65%	42.28%	13.74%

Insider & Institutional Ownership

52.6% of Zepp Health shares are held by institutional investors. Comparatively, 99.6% of Installed Building Products shares are held by institutional investors. 36.0% of Zepp Health shares are held by company insiders. Comparatively, 13.8% of Installed Building Products shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Installed Building Products beats Zepp Health on 9 of the 12 factors compared between the two stocks.

About Zepp Health

Zepp Health Corporation operates as a smart wearable and health technology company worldwide. The company operates in two segments: Self-Branded Products and Others, and Xiaomi Wearable Products. It empowers users to live lives by optimizing health, fitness, and wellness journeys through its consumer brands, Amazfit, Zepp Clarity, and Zepp Aura. The company through its proprietary Zepp Digital Management Platform, which includes the Zepp OS, AI chips, biometric sensors, and data algorithms, delivers cloud-based 24/7 actionable insights and guidance to help users attain wellness goals. The company offers smart bands, watches, modules, and scales; and associated accessories, smart hearable products, sportswear, home fitness equipment, home appliances, and smart watch accessories. It also provides charts and graphs to display analysis of the activity and biometric data collected from users through its Zepp Life and Zepp mobile apps. It offers its products under the Amazfit and Zepp brand names in approximately 90 countries. The company was formerly known as Huami Corporation and changed its name to Zepp Health Corporation in February 2021. Zepp Health Corporation was founded in 2013 and is headquartered in Hefei, the People's Republic of China.

About Installed Building Products

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the United States. It operates through Installation, Distribution, and Manufacturing operation segments. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; and waterproofing options, including sheet and hot applied waterproofing membranes, as well as deck coating, bentonite, and air and vapor systems. Further, it distributes spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation, as well as accessories and equipment used in the insulation installation process; and manufactures cellulose insulation and specialty industrial fibers. It serves homebuilders, multi-family and commercial and agricultural construction firms, individual homeowners, and repair and remodeling contractors. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.