Added to YB: 2026-03-27
Pitch date: 2026-03-26
QXO [bullish]
QXO, Inc.
-21.63%
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
$14.9B
Pitch Price
$19.37
Price Target
40.00 (+152%)
Dividend
N/A
EV/EBITDA
26.31
P/E
-15.61
EV/Sales
1.97
Sector
Trading Companies and Distributors
Category
growth
The Brad Jacobs Playbook: How QXO is Taking Over the Building Products Industry
QXO: Brad Jacobs' proven roll-up playbook tackles $800B building products market. Acquired Beacon Roofing ($11B) & Kodiak ($2.25B for 10.1x EBITDA, accretive). Beacon integration ahead of plan—doubling EBITDA to $2B+ organically. Kodiak 3x's TAM to $200B, adds Sun Belt presence. Apollo invested $1.2B. Target $50B revenue in 10yrs. PT $40 (+100%)
Read full article (8 min)