Added to YB: 2025-12-13
Pitch date: 2025-12-11
QXO [bullish]
QXO, Inc.
-40.18%
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
$15.1B
Pitch Price
$22.30
Price Target
60.90 (+332%)
Dividend
N/A
EV/EBITDA
28.00
P/E
-16.29
EV/Sales
2.26
Sector
Trading Companies and Distributors
Category
growth
Show full summary:
QXO, Inc. - $QXO
QXO: Serial roll-up king Brad Jacobs (40yr track record, $40B+ value created) targets $50B revenue by 2032 in fragmented building materials distribution via M&A+tech. Base case: 13% EBITDA margins, 13x multiple = $60 target (~16% IRR). Key risk: execution on Brad's playbook.
Read full article (11 min)