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QXO, Inc. (QXO) — Structural Peer Analysis

QXO, Inc. ranks near the peer group median, with strong growth and valuation offset by weak profitability. The market setup has weakened, with clear trend damage and relative performance under pressure. Price action is lagging the structural profile — current market behavior is not yet confirming the structural position.

Updated 2026-07-05 · RUSSELL1000
ENTRY TODAY
Lower price zonebelow norm
TODAY (5y history)17th pct today
0th50th100th
Today the stock sits in a historically lower range and its multiple is below its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Profitability 4
Bottom 25% of peers
Weak Stability 55
Above median
Moderate Valuation 78
Top 25% of peers
Strongest Growth 100
Top 10% of peers
Peer-Relative Score
56
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

QXO: Discount Holds as Weakness Deepens

No verifiable information is available on QXO, Inc. as of the latest update.

The market prices QXO on continued margin and capital efficiency deterioration, not on a peer-level recovery. With ROIC at just 2.1%—over 400bps below the peer median—and operating margin down to 1.8% after a 1.2pp year-on-year drop, the market interprets these numbers as ongoing weakness rather than a cyclical dip. In a sector where margins are always tight, QXO stands out for the speed of its operational erosion, which prevents a rerating. As a result, the market assigns QXO a persistent valuation discount versus peers and reacts to its underperformance by stripping away any premium typically awarded for growth or stability. Only a clear turnaround in both margins and capital returns sustained for at least two quarters would change the market's view.

AssetNext · 2026-05-20 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.