Added to YB: 2025-04-25
Pitch date: 2025-04-11
QXO [neutral]
QXO, Inc.
+51.35%
current return
Author Info
No bio for this author
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
$14.08
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
value
Patient Capital Management Opportunity Trust Portfolio Holding: QXO, Inc.
QXO (holding update): Brad Jacobs roll-up trading at 10-11x deal-adjusted EV/EBITDA. First acquisition is Beacon Roofing. Expect more deals; market weakness may create better acquisition targets. Building products chosen for non-discretionary roof demand; people always need shelter.
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