Added to YB: 2026-09-29
Pitch date: 2026-09-24
QXO [bullish]
QXO, Inc.
-8.66%
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
$12.9B
Pitch Price
$12.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.29
P/E
-13.95
EV/Sales
2.04
Sector
Trading Companies and Distributors
Category
special_situation
QXO Update
QXO (earnings): QXO has deployed more than $30B across Beacon, Kodiak and TopBuild in roughly 14 months, creating an $18.1B-revenue building-products platform now focused on integration. Management targets adjusted EBITDA rising organically from about $2B to $4B by 2030 and to roughly $5.5B with self-funded tuck-ins; achieving the $7.5B goal implies a roughly 5x stock-value outcome, or about 400% upside. Near-term challenges include weak housing and simultaneous technology and business integrations.
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