Professional
Added to YB: 2025-02-11
Pitch date: 2024-12-31
BECN [bullish]
Beacon Roofing Supply, Inc.
+22.01%
current return
Author Info
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Company Info
As of April 29, 2025, Beacon Roofing Supply, Inc was acquired by QXO, Inc. Beacon Roofing Supply, Inc.
Market Cap
$7.7B
Pitch Price
$101.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.91
P/E
24.98
EV/Sales
1.16
Sector
Trading Companies and Distributors
Category
value
Show full summary:
Oakmark Global All Cap Strategy New Position: Beacon Roofing Supply, Inc.
BECN: Leading roofing distributor, quadrupled scale via M&A & organic growth. Improved margins & ROC through networked branches, private labels & e-commerce. Long-term fundamentals strong despite weather volatility. Undervalued at 9.5x EBITDA vs 16x peer acquisition & building products distributor multiples.
Read full article (1 min)