Added to YB: 2025-12-13
Pitch date: 2025-12-11
QXO [bullish]
QXO, Inc.
-4.13%
current return
Author Info
Company Info
QXO, Inc. distributes roofing, waterproofing, and other building products in the United States. It offers asphalt, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation products; vinyl siding, aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories; built-up roofing, modified roofing, EPDM roofing, PVC roofing, and low-slope metal roofing; as well as air and vapor barriers, fluid-applied products, repair and protection solutions, and membrane waterproofing products.
Market Cap
$14.6B
Pitch Price
$22.30
Price Target
60.90 (+185%)
Dividend
N/A
EV/EBITDA
40.11
P/E
-42.57
EV/Sales
3.72
Sector
Trading Companies and Distributors
Category
growth
QXO, Inc. - $QXO
QXO: Serial roll-up king Brad Jacobs (40yr track record, $40B+ value created) targets $50B revenue by 2032 in fragmented building materials distribution via M&A+tech. Base case: 13% EBITDA margins, 13x multiple = $60 target (~16% IRR). Key risk: execution on Brad's playbook.
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