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BXC vs QXO
Which Stock Would AI Choose? BlueLinx Holdings Inc. (BXC) vs. QXO, Inc. (QXO) Stock Comparison
Key Takeaways
- Both BXC and QXO operate in building products distribution, but QXO pursues aggressive growth via major acquisitions like Beacon Roofing, Kodiak Building Partners, and pending TopBuild deal.
- BXC reported Q1 2026 net sales of $731 million (up 3.1% YoY) with adjusted EBITDA of $23.5 million (up 20% YoY), showing steady specialty products growth.
- QXO's Q4 2025 net sales hit $2.19 billion, driven by acquisitions, though GAAP losses reflect integration costs; YTD return trails S&P 500 at -2.75% vs. +8%.
- BXC underperforms over 1 year (-28% vs. S&P +31%), trading near 52-week low amid market pressures on structural products.
- Recent momentum favors BXC post-earnings beat, while QXO faces volatility from $17B TopBuild acquisition scrutiny.
- Sector exposure highlights QXO's scale advantage, but BXC offers higher relative stability in recent market activity.
Introduction
This stock comparison examines BXC and QXO, two players in the U.S. building products distribution sector amid fluctuating construction demand and commodity prices. Both companies serve residential and commercial markets, but differ in scale, growth strategies, and recent performance. Traders seeking momentum plays may eye acquisition-driven volatility in QXO, while long-term investors could value BXC's operational consistency. This analysis highlights relative performance, business models, and market positioning to inform stock comparison decisions in the current environment.
BXC Overview and Recent Performance
BlueLinx Holdings Inc. (BXC) is a leading wholesale distributor of residential and commercial building products, including structural items like lumber and plywood, and specialty lines such as engineered wood, siding, and millwork. Headquartered in Marietta, Georgia, it operates through warehouse, reload, and direct sales to dealers, home centers, and manufacturers.
In recent market activity, BXC shares have traded near the lower end of their 52-week range ($44.78–$88.30), reflecting broader sector headwinds from soft lumber prices (down ~4% YoY) and reduced construction volumes. Q1 2026 results showed net sales of $731 million, up 3.1% YoY, driven by specialty products and the Disdero acquisition. Gross margin expanded 20 basis points to 15.9%, with adjusted EBITDA rising 20% to $23.5 million (3.2% margin). A GAAP net loss of $1.5 million stemmed from higher operating costs, but adjusted diluted EPS of $0.21 beat expectations, boosting shares over 20% post-earnings. YTD return stands at ~14% (outpacing S&P 500's 8%), though 1-year return lags at ~23% vs. S&P +31%. Sentiment has improved on specialty segment resilience (17–18% margins) and $659 million liquidity, supporting share repurchases.
QXO Overview and Recent Performance
QXO, Inc. (QXO) distributes roofing, waterproofing, siding, and complementary building products across the U.S. and Canada, targeting contractors, builders, and retailers. Formerly SilverSun Technologies, it rebranded in June 2024 and aims for tech-enabled efficiency in a fragmented $800 billion market, led by serial acquirer Brad Jacobs.
Recent weeks have seen QXO shares volatile, down ~15% in the past month amid integration costs and acquisition digestion, trading in a 52-week range of $13.87–$27.61. Q4 2025 net sales surged to $2.19 billion (post-Beacon acquisition), with adjusted EBITDA at $150.3 million (6.9% margin), though GAAP EPS was -$0.17 due to amortization. Key catalysts include the $11 billion Beacon Roofing deal (2025), $2.25 billion Kodiak Building Partners close (April 2026), and pending $17 billion TopBuild acquisition, scaling revenue run-rate toward $18 billion and EBITDA over $2 billion. YTD return is -2.75% (trailing S&P +8%), but 1-year gain of ~35% beats the index. Market sentiment mixes growth enthusiasm with debt/leverage concerns (net debt ~$1.2 billion post-financings), as shares react to M&A pipeline activity.
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Head-to-Head Comparison
BXC and QXO share sector exposure in building products but contrast sharply in business models: BXC emphasizes organic specialty growth and acquisitions like Disdero for margin expansion (15.9%), while QXO drives scale via blockbuster M&A (Beacon, Kodiak, TopBuild), targeting $50 billion revenue but incurring integration risks and leverage (~3.2x post-Kodiak).
Growth drivers differ: BXC's 3% sales rise reflects volume gains amid commodity weakness; QXO's explosive topline stems from deals tripling addressable market to $200+ billion. Recent momentum post-earnings favors BXC (+20% reaction), versus QXO's post-deal dips on dilution fears.
Risk factors include cyclical demand for both, but QXO amplifies via debt-financed M&A (synergies eyed at $300 million by 2030), while BXC boasts $659 million liquidity. Market sentiment leans positive on QXO's consolidation play (analyst targets ~$33), but BXC (~$72) offers stability trade-offs in a housing-sensitive sector.
Tickeron AI Verdict
Tickeron’s AI currently favors BXC for its trend consistency in recent weeks, with Q1 earnings beat signaling specialty resilience and superior YTD outperformance versus S&P 500. QXO's catalysts like TopBuild promise scale, but elevated volatility and leverage introduce near-term risks. Probabilistic edge tilts to BXC for stability amid sector pressures.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BXC is a StrongBuy and QXO is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BXC’s FA Score shows that 1 FA rating(s) are green whileQXO’s FA Score has 0 green FA rating(s).
- BXC’s FA Score: 1 green, 4 red.
- QXO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BXC’s TA Score shows that 6 TA indicator(s) are bullish while QXO’s TA Score has 4 bullish TA indicator(s).
- BXC’s TA Score: 6 bullish, 3 bearish.
- QXO’s TA Score: 4 bullish, 4 bearish.
Price Growth
BXC (@Electronics Distributors) experienced а +0.04% price change this week, while QXO (@Electronics Distributors) price change was +0.30% for the same time period.
The average weekly price growth across all stocks in the @Electronics Distributors industry was +0.28%. For the same industry, the average monthly price growth was +3.89%, and the average quarterly price growth was +6.48%.
Reported Earning Dates
BXC is expected to report earnings on Aug 04, 2026.
QXO is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Electronics Distributors (+0.28% weekly)Electronics distributors are companies that are involved in distribution of one or more of the following: electronic components, computer products/ peripherals and software products & services. Several electronics distributors are also becoming the point of contact for technical/pre- & post-sale support in many cases, in an attempt to bolster their position in the market. Tariffs and/or cross-border trade barriers are some of the potential threats to the electronics supply chain, but that could also potentially lead to re-directing to markets where tariffs/restrictions are lower depending on demand. The industry is also vulnerable in the event of economic slowdowns. Arrow Electronics, Inc., SYNNEX Corporation and Versum Materials, Inc. are some of the major electronics distributors in the U.S.
| BXC | QXO | BXC / QXO | |
| Capitalization | 432M | 12.1B | 4% |
| EBITDA | 69M | 182M | 38% |
| Gain YTD | -9.621 | -13.219 | 73% |
| P/E Ratio | 2309.50 | 1.75 | 131,931% |
| Revenue | 2.98B | 8.56B | 35% |
| Total Cash | 319M | 3.05B | 10% |
| Total Debt | 667M | 3.9B | 17% |
BXC | QXO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 92 | 95 | |
PRICE GROWTH RATING 1..100 | 45 | 59 | |
P/E GROWTH RATING 1..100 | 1 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QXO's Valuation (67) in the Information Technology Services industry is in the same range as BXC (93) in the Wholesale Distributors industry. This means that QXO’s stock grew similarly to BXC’s over the last 12 months.
QXO's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as BXC (100) in the Wholesale Distributors industry. This means that QXO’s stock grew similarly to BXC’s over the last 12 months.
BXC's SMR Rating (92) in the Wholesale Distributors industry is in the same range as QXO (95) in the Information Technology Services industry. This means that BXC’s stock grew similarly to QXO’s over the last 12 months.
BXC's Price Growth Rating (45) in the Wholesale Distributors industry is in the same range as QXO (59) in the Information Technology Services industry. This means that BXC’s stock grew similarly to QXO’s over the last 12 months.
BXC's P/E Growth Rating (1) in the Wholesale Distributors industry is significantly better than the same rating for QXO (100) in the Information Technology Services industry. This means that BXC’s stock grew significantly faster than QXO’s over the last 12 months.
| BXC | QXO | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 86% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 87% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 76% | 2 days ago 81% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 80% |
| Advances ODDS (%) | 15 days ago 76% | 8 days ago 83% |
| Declines ODDS (%) | 7 days ago 78% | 16 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 86% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 86% |
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