Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-11
QXO [neutral]
QXO, Inc.
-9.86%
current return
Author Info
No bio for this author
Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
$13.8B
Pitch Price
$21.10
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
Patient Capital Management Portfolio Holding: QXO, Inc.
QXO (holding update): Stock up after completing $11B Beacon Roofing acquisition, first in planned roll-up strategy of fragmented building products distribution. Management executing proven playbook, demonstrated discipline by walking away from GMS bidding war. Brad Jacobs targeting $50B+ annual revenue over next decade. Well-positioned long-term compounder.
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