Added to YB: 2025-07-08
Pitch date: 2025-07-05
QXO [bullish]
QXO, Inc.
-12.83%
current return
Author Info
Investor, Equity Analyst, Fund Manager of the former Oriel UK fund (2014 to 2021) and former Head of Investment Solutions at AJ Bell. Wonder Stocks focuses on great investment opportunities. It aims to find stocks with the best returns by focusing on the positive. Sign up for the newsletter.
Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
$13.8B
Pitch Price
$21.82
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
growth
QXO: a compelling opportunity in the building materials industry
QXO: Led by serial entrepreneur Brad Jacobs, who built 5 multi-billion $ companies. Launched 2023 to consolidate $830B fragmented building materials industry. First acquisition: $11B Beacon Roofing. Tech-focused strategy with AI, e-commerce (only 5% now), robotics. Targeting $50B revenue (6% market). Trading near NAV despite proven improvements. Jacobs' track record: 500+ M&As, $30B capital raised.
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