Added to YB: 2026-07-09
Pitch date: 2026-04-30
QXO [bullish]
QXO, Inc.
-27.43%
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
$11.1B
Pitch Price
$20.20
Price Target
67.00 (+357%)
Dividend
N/A
EV/EBITDA
20.25
P/E
-16.53
EV/Sales
1.52
Sector
Trading Companies and Distributors
Category
special_situation
QXO, Inc. - $QXO
QXO: Brad Jacobs' 7th rollup vehicle consolidating $800B fragmented building products distribution. 3 deals ($30B) in 11mo—Beacon, Kodiak, TopBuild. Pro forma $18B rev, $2B+ EBITDA. At $19.55 vs $25 TopBuild-implied ref. Base PT $46 (2.4x), bull $67, bear $18. Risks: dilution to ~1.5B shares, integration, key-person (Jacobs 69), housing cyclicality.
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