Added to YB: 2025-03-26
Pitch date: 2025-03-24
QXO [bullish]
QXO, Inc.
+37.53%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
$13.8B
Pitch Price
$13.83
Price Target
152.00 (+699%)
Dividend
N/A
EV/EBITDA
25.95
P/E
-30.04
EV/Sales
2.39
Sector
Trading Companies and Distributors
Category
growth
QXO, Inc.: Jacobs’ Fourth M&A Play Targets 5-11x Returns
QXO: Brad Jacobs' 4th M&A roll-up in fragmented building products. History of success w/ URI (+3,557%) & XPO (+8,314%). Buying at 4-6x EBITDA, platform trades 12-14x. 5-11x potential in 9yrs ($50-60B rev, 8-12% EBITDA margin, 12-14x multiple). Risk: Jacobs' motivation given prior success.
Read full article (1 min)