Is QXO Stock Outperforming Its Rivals?
QXO stock has significantly outperformed over the past year. But how does this relatively new entrant in building products distribution truly stack up against established peers? A closer look reveals exceptional revenue growth, yet struggles with profitability, reflected in its negative operating margins. Its negative P/E ratio suggests future potential is largely priced in, potentially limiting near-term upside despite its robust market capitalization.
- QXO’s -4.5% operating margin reflects heavy investment to scale its tech-enabled building materials distribution via acquisitions; OC’s 15.7% signals mature insulation/roofing profitability.
- QXO’s 8117.4% revenue surge highlights rapid acquisition-led consolidation in fragmented building materials, outpacing established peers.
- QXO’s 46.1% gain with -93.7 PE reflects investor confidence in its acquisition-driven growth, despite current unprofitability.
Here’s how QXO stacks up across size, valuation, and profitability versus key peers.
| QXO | BLDR | HD | LOW | OC | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 16.7 | 12.0 | 341.7 | 136.8 | 9.5 |
| Revenue ($ Bil) | 4.7 | 15.9 | 166.2 | 84.3 | 11.7 |
| PE Ratio | -93.7 | 15.9 | 23.4 | 20.2 | -19.7 |
| LTM Revenue Growth | 8117.4% | -6.4% | 7.5% | 0.6% | 21.7% |
| LTM Operating Margin | -4.5% | 7.7% | 13.0% | 12.2% | 15.7% |
| LTM FCF Margin | 1.7% | 7.5% | 8.4% | 8.4% | 9.5% |
| 12M Market Return | 46.1% | -24.7% | -9.4% | 0.5% | -32.2% |
For more details on QXO, read Buy or Sell QXO Stock. Below we compare QXO’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| QXO | 8117.4% | – | 4.3% | 21.2% | 7.9% |
| BLDR | -6.4% | – | -4.1% | -24.8% | 14.2% |
| HD | 7.5% | 4.5% | -3.0% | 4.1% | |
| LOW | 0.6% | -3.1% | -11.0% | 0.8% | |
| OC | 21.7% | – | 13.4% | -0.9% | 14.9% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| QXO | -4.5% | – | -124.8% | -2.4% | -0.9% |
| BLDR | 7.7% | – | 9.7% | 12.7% | 16.6% |
| HD | 13.0% | 13.5% | 14.2% | 15.3% | |
| LOW | 12.2% | 12.5% | 13.4% | 10.5% | |
| OC | 15.7% | – | 15.5% | 16.8% | 16.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| QXO | -93.7 | – | 140.7 | -9.8 | -313.3 |
| BLDR | 15.9 | – | 11.3 | 11.9 | 9.8 |
| HD | 23.4 | 23.0 | 25.7 | 20.7 | |
| LOW | 20.2 | 19.7 | 18.6 | 21.7 | |
| OC | -19.7 | – | 15.0 | 12.8 | 11.5 |
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