Added to YB: 2025-02-14
Pitch date: 2025-02-12
QXO [bullish]
QXO, Inc.
+57.85%
current return
Author Info
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Company Info
QXO, Inc. distributes roofing, waterproofing, and other building products in the United States. It offers asphalt, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation products; vinyl siding, aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories; built-up roofing, modified roofing, EPDM roofing, PVC roofing, and low-slope metal roofing; as well as air and vapor barriers, fluid-applied products, repair and protection solutions, and membrane waterproofing products.
Market Cap
$14.6B
Pitch Price
$13.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.11
P/E
-42.57
EV/Sales
3.72
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)