Added to YB: 2026-01-07
Pitch date: 2026-01-05
QXO [bullish]
QXO, Inc.
+6.96%
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
$13.3B
Pitch Price
$23.05
Price Target
32.50 (+32%)
Dividend
N/A
EV/EBITDA
37.01
P/E
-38.66
EV/Sales
3.43
Sector
Trading Companies and Distributors
Category
growth
QXO -- Can Brad Jacobs do it again?
QXO: Housing recovery catalyst from 2Q26 drives 65% upside to $32.5 target. Jacobs' M&A track record (500+ deals) targets $800B fragmented building products market with $2B cash earning 21% returns. HD/Lowe's integration pause creates 2-year window. Trading 14.2x FY26 EV/EBITDA vs peers at 20x+ despite operating leverage potential.
Read full article (13 min)