QXO, Inc. (QXO)
Industrials · NYQ · US
Fundamentals
Valuation and ratings
QXO, Inc. trades at USD15.42, which is 17% above the USD12.81 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 32 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
About QXO, Inc.
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada. It offers roofing and siding materials for residential construction, such as asphalt shingles, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation; and siding materials, including vinyl siding aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories. The company also provides commercial roofing and siding products built-up roofing, modified roofing, EPDM roofing, PVC roofing, low-slope metal roofing TPO roofing, and commercial accessories; commercial waterproofing, concrete restoration and parking, public works, DOT and industrial, fire protection, wall systems, and safety and tools, as well as glass, glazing, and fenestration. In addition, it offers building materials; exterior and interior materials; and tools and equipment. The company provides its products under Atlas, Carlisle, CertainTeed, Elevate, Exterior Portfolio, GAF, IKO, James Hardie, LP SmartSide, Owens Corning, Royal, Tamko, TRI-BUILT, and Velux brands. It serves professional contractors, home builders, building owners, lumberyards, and retailers. The company was formerly known as SilverSun Technologies, Inc. and changed its name to QXO, Inc. in June 2024. QXO, Inc. is headquartered in Greenwich, Connecticut.
QXO passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
15 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Baillie Gifford, BAILLIE GIFFORD & CO$264.58M · 0.3% of book
- Samantha McLemore, Patient Capital Management, LLC$131.64M · 4.8% of book
- Impax Asset Management, Impax Asset Management Group plc$91.53M · 0.6% of book
- Harry Burn, SOUND SHORE MANAGEMENT INC /CT/$76.32M · 2.6% of book
- Select Equity Group, Select Equity Group, L.P.$50.43M · 0.3% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is QXO, Inc. (QXO) undervalued?
Against our discounted cash flow estimate of USD12.81, QXO at USD15.42 is 17% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own QXO?
15 of the institutions we track reported a position in QXO in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for QXO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.