Added to YB: 2025-02-14
Pitch date: 2025-02-12
QXO [bullish]
QXO, Inc.
+40.89%
current return
Author Info
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Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
$13.8B
Pitch Price
$13.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.95
P/E
-30.04
EV/Sales
2.39
Sector
Trading Companies and Distributors
Category
special_situation
Big Drops and Big Opportunities - QXO, Inc.
QXO: Brad Jacobs-led co aims to dominate $800B building products distribution via M&A. Hostile $11B bid for Beacon Roofing ($124.25/share, 37% premium) met resistance. QXO threatens board takeover. Messy situation, but Jacobs' track record (XPO, GXO, United Rentals) instills confidence.
Read full article (2 min)