Added to YB: 2026-04-07
Pitch date: 2026-01-05
QXO [bullish]
QXO, Inc.
-10.96%
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
$13.6B
Pitch Price
$23.05
Price Target
40.70 (+98%)
Dividend
N/A
EV/EBITDA
25.71
P/E
-29.71
EV/Sales
2.37
Sector
Trading Companies and Distributors
Category
growth
QXO -- Can Brad Jacobs do it again?
QXO: Brad Jacobs' roll-up targeting $800B building products distribution. 3yr PT $32.5 (+65% from $19.6), 5yr PT $40.7 (+107%). Valued 15x FY28F EV/EBITDA on Beacon Roofing + $2B cash compounding 21%. Trades 14.2x FY26F vs peers 20x despite operating leverage. Housing recovery inflection Q2'26 (rates<6%, inventory normalizing). HD/LOW preoccupied w/ integration til 2027, opening M&A window. 5% EBITDA margin expansion via scale. Weak Q3 selloff creates entry.
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