‘Rockstar CEO’ and Housing Market Catalysts: Analyst Explains Why She Loves QXO (QXO)

We recently published Wall Street Analysts Like These 10 Stocks. QXO, Inc. (NYSE:QXO) is one of the stocks analysts were recently talking about.

Stephanie Link, CIO at Hightower, recently said during a program on CNBC that she is buying QXO. The company distributes roofing, waterproofing, and other building products in the United States. Here is why Link likes QXO:

“It’s led by an industry pioneer, Brad Jacobs. He was at United Reynolds. He was at XPO. He’s at Waste Management. He’s a rock star. He has put a billion dollars of his own money into this company. And this company is really just all about making acquisitions in the building products distribution industry. Okay. And so I think it’s a hidden way of playing the construction, housing, just rebuild play. They have best-in-class EBITDA. They’re growing five times as much as the industry trading at a discount to the industry. And I just think they have the best technology. So they make these acquisitions and then they use technology to get more efficient, productive, and that sort of thing. Hence the profitability story. And so I think this is just a hidden way of playing that kind of the cycle in general.”

Photo by jason briscoe on Unsplash

Patient Capital Opportunity Equity Strategy stated the following regarding QXO, Inc. (NYSE:QXO) in its second quarter 2025 investor letter:

“QXO, Inc. (NYSE:QXO) was the top contributor to performance during the quarter following the completion of its $11B acquisition of Beacon Roofing in April. This marks the first of what is expected to be a series of acquisitions, as the company pursues a roll-up strategy in the highly fragmented building products distribution industry. QXO is leveraging a proven playbook that its management team has successfully executed across other sectors. With a strong track record and investor confidence, the company benefits from the ability to raise capital on attractive terms, giving it a competitive edge vs peers. Furthermore, management has proven their price discipline walking away from a bidding war for GMS Inc., which was ultimately acquired by Home Depot. We view this disciplined approach as a testament to management’s long-term focus. Over the next decade, QXO is targeting more than $50B in annual revenue. We have high conviction in Brad Jacobs’ leadership and believe the company is well positioned to become a long term compounder.”

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Disclosure: None. This article is originally published at Insider Monkey.