QXO Could Double — And the Market Still Doesn’t Care
Автор: Morpheo Alpha
Загружено: 2025-12-04
Просмотров: 737
Описание:
In this video, I revisit QXO — Brad Jacobs’ latest roll-up in the building products space — and explain why I still think the stock is being underappreciated by the market, even after solid execution in Q3.
Despite delivering 11.1% EBITDA margins, cleaning up its capital structure, and confirming long-term targets, QXO continues to trade around $20 — well below most analyst targets of $30–$44. I’ll walk through the three key reasons the market hasn’t re-rated it (yet), and why I think that’s about to change.
With the Fed cutting rates, housing activity showing early signs of recovery, and a pro-growth Fed chair entering under the Trump administration, I believe QXO sits at the intersection of strong execution and macro tailwinds — with margin expansion as the key unlock.
This isn’t financial advice — just my personal view and thesis.
#QXO #BradJacobs #Investing #ValueStocks #HousingMarket
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