Added to YB: 2026-03-27
Pitch date: 2026-03-26
QXO [bullish]
QXO, Inc.
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
$14.3B
Pitch Price
N/A
Price Target
40.00
Dividend
N/A
EV/EBITDA
26.86
P/E
-31.87
EV/Sales
2.48
Sector
Trading Companies and Distributors
Category
growth
Show full summary:
The Brad Jacobs Playbook: How QXO is Taking Over the Building Products Industry
QXO: Brad Jacobs' proven roll-up playbook tackles $800B building products market. Acquired Beacon Roofing ($11B) & Kodiak ($2.25B for 10.1x EBITDA, accretive). Beacon integration ahead of plan—doubling EBITDA to $2B+ organically. Kodiak 3x's TAM to $200B, adds Sun Belt presence. Apollo invested $1.2B. Target $50B revenue in 10yrs. PT $40 (+100%)
Read full article (8 min)