Added to YB: 2026-04-15
Pitch date: 2026-03-07
QXO [bullish]
QXO, Inc.
-24.51%
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
N/A
Pitch Price
$21.50
Price Target
47.80 (+191%)
Dividend
N/A
EV/EBITDA
21.95
P/E
-18.16
EV/Sales
N/A
Sector
Trading Companies and Distributors
Category
growth
Initial Report: QXO, Inc. (NYSE:QXO), 87% 5-Yr Potential Upside (Daanvir Singh NARULA, SC VIP)
QXO: Jacobs targets $50B rev by 2035 from ~$10B today via roll-up in fragmented $800B building products distribution. Acquired BECN ($11B) as platform; fixing $200M price leakage, centralizing procurement, deploying AI. ~80% rev from non-discretionary R&R (aging homes, extreme weather). Conservative organic model (no M&A compounding) yields 3yr PT $31 (+30%), 5yr PT $48 (+87%) at 14x EV/EBITDA. Risks: key man, acquisition competition vs Home Depot/ABC Supply.
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