Added to YB: 2026-07-21
Pitch date: 2026-07-17
QXO [bullish]
QXO, Inc.
-2.65%
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
$14.9B
Pitch Price
$14.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.31
P/E
-15.61
EV/Sales
1.97
Sector
Trading Companies and Distributors
Category
value
Show full summary:
Untangling QXO's capital structure.
QXO: Building materials distributor led by Bradley Jacobs. Fully diluted (~1.6B shares) trades ~15x 2026 EBITDA — Jacobs premium priced in. Using conservative 11.5x: 2030 organic case ~$27.5 (doubling from $13.89), rollup case ~$31.5. Risks: execution, leverage, key-person dependence.
Read full article (2 min)