Added to YB: 2026-09-02
Pitch date: 2026-08-28
QXO [bullish]
QXO, Inc.
-3.95%
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
$14.0B
Pitch Price
$13.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.71
P/E
-15.18
EV/Sales
2.15
Sector
Trading Companies and Distributors
Category
growth
QXO, Inc. - $QXO
QXO: QXO is a Brad Jacobs-led building-products roll-up, now generating roughly $18.1B of revenue and $2.1B of pre-synergy adjusted EBITDA across roofing, waterproofing, lumber and insulation. Scale, technology and overlapping suppliers underpin $300M of targeted annual savings by 2030. At 10.9x NTM EV/EBITDA, the thesis depends on integrating three acquisitions completed within about 15 months despite $10.5B of funded debt, substantial dilution and cyclical construction exposure.
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