A Look At QXO (QXO) Valuation After Recent Share Price Weakness

Simply Wall St.03-27

AdvertisementQXO overview and recent share performance QXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2622246819?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378","is_english":true,"pubTime":"2026-03-27 10:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2622246819","market":"sg","top_or_hot":-1,"title":"A Look At QXO (QXO) Valuation After Recent Share Price Weakness","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementQXO overview and recent share performance QXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-qxo/qxo/news/a-look-at-qxo-qxo-valuation-after-recent-share-price-weaknes\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At QXO (QXO) Valuation After Recent Share Price Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At QXO (QXO) Valuation After Recent Share Price Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-qxo/qxo/news/a-look-at-qxo-qxo-valuation-after-recent-share-price-weaknes><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementQXO overview and recent share performance QXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-qxo/qxo/news/a-look-at-qxo-qxo-valuation-after-recent-share-price-weaknes\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1169590202.USD","symbol_name":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-qxo/qxo/news/a-look-at-qxo-qxo-valuation-after-recent-share-price-weaknes","article_id":"2622246819","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-qxo/qxo/news/a-look-at-qxo-qxo-valuation-after-recent-share-price-weaknes","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2622246819","pubTimestamp":1774577484,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"QXO overview and recent share performance\nQXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, with a 1-month return of a 21.8% decline and a past 3-month return of a 7.4% decline.\nSee our latest analysis for QXO.\nRecent weakness in QXO’s share price, including a 3.1% 7 day and 21.8% 1 month share price decline from a last close of US$19.66, contrasts with its 40.3% 1 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4097":"系统软件","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4104":"贸易公司与经销商","QXO":"QXO Inc"},"translate_title":"近期股价疲软后QXO(QXO)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QXO":1.5},"content_text":"AdvertisementQXO overview and recent share performance QXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, with a 1-month return of a 21.8% decline and a past 3-month return of a 7.4% decline. See our latest analysis for QXO. Recent weakness in QXO’s share price, including a 3.1% 7 day and 21.8% 1 month share price decline from a last close of US$19.66, contrasts with its 40.3% 1 year total shareholder return. This suggests shorter term momentum is fading after a stronger year. If you want to see how other industrial and infrastructure related names are trading right now, this is a good moment to scan 26 power grid technology and infrastructure stocks With QXO trading at US$19.66 and sitting at a roughly 33% discount to the average analyst price target and intrinsic estimate, investors now face a key question: is this genuine value, or is future growth already priced in? Most Popular Narrative: 40.2% Undervalued According to the most followed narrative, QXO's fair value of $32.87 sits well above the last close at $19.66. This frames a wide valuation gap that rests on ambitious growth and margin assumptions.  QXO represents a disciplined M&A consolidation play in the $800b building products distribution market, led by Brad Jacobs, the most proven serial acquirer in modern industrial history (300x cumulative returns across four prior platforms, ~500 acquisitions). The company has built a $1b+ EBITDA run-rate in under 10 months by acquiring Beacon Roofing Supply ($11b) and Kodiak Building Partners ($2.25b), creating the largest publicly traded building products distributor in North America.  Read the complete narrative. Curious what has to happen for that valuation gap to make sense? The narrative leans heavily on rapid revenue compounding, material margin uplift, and a richer earnings multiple all working together. Result: Fair Value of $32.87 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on aggressive M&A and complex preferred-stock funding, so slower deal activity or higher financing costs could quickly challenge that undervaluation story. Find out about the key risks to this QXO narrative. Another way to look at QXO’s valuation The main narrative leans on a fair value of $32.87, but a simple sales-based check tells a different story. QXO trades on a P/S of 2x versus 1.2x for the US Trade Distributors industry and peers, while the fair ratio points to 5.1x. This mix of richer current pricing than peers and a higher fair ratio suggests both valuation risk if expectations cool and potential upside if the market moves toward that 5.1x anchor. Which side of that tradeoff fits your risk tolerance right now, and your time horizon? See what the numbers say about this price — find out in our valuation breakdown. NYSE:QXO P/S Ratio as at Mar 2026Next Steps With sentiment pulled between opportunity and concern, this is the kind of setup where it pays to check the data yourself and decide quickly. To see both sides of the argument in one place, start with 2 key rewards and 2 important warning signs Looking for more investment ideas? If QXO has your attention, do not stop here. Use the tools available to compare it with other ideas and sharpen your watchlist before the next move.  Target potential mispricings by reviewing companies flagged in 61 high quality undervalued stocks. Prioritise resilience by checking out firms highlighted in 69 resilient stocks with low risk scores. Spot future standouts early by scanning the screener containing 25 high quality undiscovered gems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if QXO might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622246819","isCrawlerRequest":true}