<div id="readability-page-1">We came across a bullish thesis on QXO, Inc. on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on QXO. QXO, Inc.’s share was trading at $21.81 as of June 25th. QXO’s forward P/E was 62.50 according to Yahoo Finance. <div id="attachment_1206923"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/17225117/BECN-insidermonkey-1697597475241-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4MzM4MjQwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/17225117/BECN-insidermonkey-1697597475241-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4MzM4MjQwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A construction site with workers wearing hard hats and safety vests, installing roofing materials.</div> QXO is a newly formed company targeting the massive yet antiquated $800B+ building products distribution market in the U.S. and Europe, which still relies heavily on phone and fax orders. The strategy is straightforward: acquire strong, established building supply businesses, modernize them with technology, and consolidate similar acquisitions to achieve scale and cost efficiencies. The company’s first major move is the $11B acquisition of Beacon Roofing Supply, set to close in April 2025. Beacon generated $9.76B in revenue in 2024, with 80% of its business coming from non-discretionary remodeling and repair—offering resilience against economic cycles. Additionally, 97% of its revenue is U.S.-based with domestic material sourcing, insulating it from tariff risks. The driving force behind QXO is Brad Jacobs, a proven operator with a track record of building billion-dollar companies in fragmented industries using the same acquisition-and-integration model. Jacobs founded United Waste Systems, delivering a 55% CAGR before selling it for $2.2B. He also created United Rentals, now North America’s largest equipment rental firm, and transformed XPO Logistics into a $17.6B+ supply chain powerhouse before spinning it into XPO, GXO, and RXO. With $5B already raised and Jacobs at the helm, QXO has both the capital and the execution capability to replicate past successes. The opportunity lies in low market awareness, a clear operational edge, and a highly fragmented industry ripe for disruption. For long-term investors, this represents a classic DeepValue setup with significant upside potential and a proven operator leading the charge. Previously we covered a bullish thesis on QXO, Inc. by Frankxdxdxd on the Value Investing Subreddit in April 2025, which highlighted the company’s plan to digitize and consolidate the $800B building products distribution industry, supported by strong secular trends and Brad Jacobs’ M&amp;A playbook. The company’s stock price has appreciated approximately by 75% since our coverage. This is because the thesis has continued to play out with momentum around the Beacon acquisition. The thesis still stands as Jacobs’ track record and industry dynamics remain strong. Deep Value Capital shares a similar view but emphasizes on the market’s underappreciation of Jacobs’ execution and timing. QXO isn’t on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of QXO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than QXO and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. 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BECN

對 QXO, Inc. 的看漲論點強調了其通過收購來現代化 8000 億美元建築產品分銷市場的戰略，首個交易為 110 億美元收購 Beacon Roofing Supply。在以 Brad Jacobs 為首的領導下，他因在碎片化行業的成功而聞名，QXO 旨在利用技術提高效率。儘管自 2025 年 4 月以來股價上漲了 75%，文章指出 AI 股票可能提供更好的短期回報。重點仍然放在 Jacobs 領導下 QXO 的潛力上，強調了公司在運營上的優勢和市場機會

QXO 公司（QXO）：看漲的理論