Added to YB: 2025-04-25
Pitch date: 2025-04-11
QXO [neutral]
QXO, Inc.
+35.09%
current return
Author Info
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Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
$13.8B
Pitch Price
$14.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.95
P/E
-30.04
EV/Sales
2.39
Sector
Trading Companies and Distributors
Category
value
Show full summary:
Patient Capital Management Opportunity Trust Portfolio Holding: QXO, Inc.
QXO (holding update): Brad Jacobs roll-up trading at 10-11x deal-adjusted EV/EBITDA. First acquisition is Beacon Roofing. Expect more deals; market weakness may create better acquisition targets. Building products chosen for non-discretionary roof demand; people always need shelter.
Read full article (1 min)