In the industrial distribution sector, particularly building and landscape products, BXC, QXO, and SITE offer traders and investors exposure to construction cycles, supply chain dynamics, and margin expansion opportunities. This stock comparison analyzes their recent performance amid housing market headwinds, acquisition-driven growth, and operational efficiencies. Value-oriented investors may eye BXC's cash position, growth seekers QXO's consolidation play, while margin-focused traders assess SITE's niche resilience. Understanding relative momentum, sector exposure, and catalysts aids informed positioning in this volatile environment.
BlueLinx Holdings Inc. (BXC), headquartered in Marietta, Georgia, distributes residential and commercial building products including specialty items like engineered wood and siding, alongside structural products such as lumber and plywood. In recent market activity, BXC shares exhibited volatility, with YTD returns at -4.44% versus the S&P 500's +7.59%. Q1 2026 results showed net sales up 3.1% to $731 million, beating estimates, fueled by the Disdero Lumber acquisition and 6.8% specialty product growth representing 70% of sales and 80% of gross profit. Adjusted EBITDA rose 20% to $23.5 million (3.2% margin), with gross margins at 15.9%. Sentiment reflects caution on soft housing demand, tempered by strong liquidity of $659 million and share repurchases, positioning BXC for margin leverage in upcycles.
QXO, Inc. (QXO), based in Greenwich, Connecticut, distributes roofing, waterproofing, and complementary building products across the U.S. and Canada, serving contractors and builders. Recent weeks saw share volatility following major M&A (mergers and acquisitions), with YTD returns at +2.75% lagging the S&P 500's +8.08% but 1-year gains at +35.06%. Key developments include completing the $2.25 billion Kodiak Building Partners acquisition in early April 2026, tripling addressable market to over $200 billion and lifting EBITDA run-rate above $1 billion. Prior Beacon Roofing integration advanced, supporting 2025 sales of $6.84 billion. Performance reflects aggressive consolidation in the $800 billion fragmented market under serial acquirer Brad Jacobs, though dilution and debt risks pressured shares amid integration costs.
SiteOne Landscape Supply, Inc. (SITE), based in Roswell, Georgia, wholesales landscape supplies like irrigation, hardscapes, nursery goods, and control products to professionals maintaining lawns, gardens, and golf courses. Recent trading showed resilience, with YTD returns at +2.86% trailing the S&P 500 slightly. Q1 2026 net sales held flat at $940.1 million amid 1% organic daily sales decline from weather and volumes, offset by pricing. Gross profit rose 3% to $318.8 million (33.9% margin, +90 bps), adjusted EBITDA up 14% to $25.5 million via commercial initiatives and private-label growth. Net loss narrowed slightly to $26.6 million. Sentiment centers on margin discipline and acquisitions, with full-year adjusted EBITDA guidance at $425-455 million, navigating seasonal and macro pressures.
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BXC, QXO, and SITE share industrial distribution models tied to construction but diverge in focus: BXC and QXO emphasize broad building products, while SITE specializes in landscape niches less exposed to housing cycles. Growth drivers contrast QXO's M&A-fueled scale (e.g., Kodiak adding lumber) against BXC and SITE's organic margin plays. Recent momentum favors QXO's 35% 1-year return but with higher beta (2.37) and dilution risks; BXC offers net cash stability ($659M liquidity), SITE superior 33.9% margins. Risks include housing slowdowns impacting all, but QXO faces integration hurdles, BXC commodity volatility. Valuation sensitivity ties to multiples expansion on EBITDA growth; sentiment leans toward QXO's consolidation potential in fragmented markets versus peers' steadier profiles.
Tickeron’s AI currently favors QXO based on superior trend consistency from M&A catalysts like the Kodiak acquisition, expanding scale in a consolidating sector, and relative positioning with $1B+ EBITDA run-rate. While BXC shows stability via liquidity and specialty mix, and SITE margin resilience, QXO's growth trajectory offers higher probabilistic upside in bullish construction outlooks, tempered by execution risks.
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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), and SITE’s FA Score reflects 0 green FA rating(s).
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 3 TA indicator(s) are bullish while QXO’s TA Score has 4 bullish TA indicator(s), and SITE’s TA Score reflects 5 bullish TA indicator(s).
BXC (@Electronics Distributors) experienced а +2.15% price change this week, while QXO (@Electronics Distributors) price change was -8.39% , and SITE (@Electronics Distributors) price fluctuated +1.35% for the same time period.
The average weekly price growth across all stocks in the @Electronics Distributors industry was +0.33%. For the same industry, the average monthly price growth was -2.38%, and the average quarterly price growth was +3.74%.
BXC is expected to report earnings on Aug 04, 2026.
QXO is expected to report earnings on Aug 11, 2026.
SITE is expected to report earnings on Aug 05, 2026.
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 | SITE | |
| Capitalization | 406M | 10.9B | 4.62B |
| EBITDA | 69M | 182M | 382M |
| Gain YTD | -14.976 | -21.928 | -16.313 |
| P/E Ratio | 2309.50 | 1.75 | 30.84 |
| Revenue | 2.98B | 8.56B | 4.71B |
| Total Cash | 319M | 3.05B | 84M |
| Total Debt | 667M | 3.9B | 1.13B |
BXC | QXO | SITE | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 66 | 55 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 64 Fair valued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 100 | |
SMR RATING 1..100 | 92 | 95 | 73 | |
PRICE GROWTH RATING 1..100 | 60 | 78 | 75 | |
P/E GROWTH RATING 1..100 | 1 | 100 | 87 | |
SEASONALITY SCORE 1..100 | 50 | 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.
SITE's Valuation (50) in the Wholesale Distributors industry is in the same range as QXO (64) in the Information Technology Services industry, and is somewhat better than the same rating for BXC (93) in the Wholesale Distributors industry. This means that SITE's stock grew similarly to QXO’s and somewhat faster than BXC’s over the last 12 months.
SITE's Profit vs Risk Rating (100) in the Wholesale Distributors industry is in the same range as QXO (100) in the Information Technology Services industry, and is in the same range as BXC (100) in the Wholesale Distributors industry. This means that SITE's stock grew similarly to QXO’s and similarly to BXC’s over the last 12 months.
SITE's SMR Rating (73) in the Wholesale Distributors industry is in the same range as BXC (92) in the Wholesale Distributors industry, and is in the same range as QXO (95) in the Information Technology Services industry. This means that SITE's stock grew similarly to BXC’s and similarly to QXO’s over the last 12 months.
BXC's Price Growth Rating (60) in the Wholesale Distributors industry is in the same range as SITE (75) in the Wholesale Distributors industry, and is in the same range as QXO (78) in the Information Technology Services industry. This means that BXC's stock grew similarly to SITE’s and 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 SITE (87) in the Wholesale Distributors industry, and 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 SITE’s and significantly faster than QXO’s over the last 12 months.
| BXC | QXO | SITE | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 84% | 1 day ago 86% | 1 day ago 82% |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 85% | 1 day ago 74% |
| Momentum ODDS (%) | 1 day ago 73% | 1 day ago 79% | N/A |
| MACD ODDS (%) | 1 day ago 82% | 1 day ago 77% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 77% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 76% | 1 day ago 77% | 1 day ago 76% |
| Advances ODDS (%) | 3 days ago 76% | 15 days ago 83% | 22 days ago 73% |
| Declines ODDS (%) | 11 days ago 78% | 4 days ago 76% | 8 days ago 73% |
| BollingerBands ODDS (%) | N/A | 1 day ago 90% | 1 day ago 76% |
| Aroon ODDS (%) | N/A | 1 day ago 85% | 1 day ago 74% |
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A.I.dvisor indicates that over the last year, QXO has been loosely correlated with SITE. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if QXO jumps, then SITE could also see price increases.
| Ticker / NAME | Correlation To QXO | 1D Price Change % | ||
|---|---|---|---|---|
| QXO | 100% | -8.17% | ||
| SITE - QXO | 48% Loosely correlated | -2.89% | ||
| BXC - QXO | 47% Loosely correlated | -2.81% | ||
| AIT - QXO | 45% Loosely correlated | -2.70% | ||
| FERG - QXO | 43% Loosely correlated | -4.62% | ||
| CYN - QXO | 40% Loosely correlated | N/A | ||
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A.I.dvisor indicates that over the last year, SITE has been loosely correlated with POOL. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if SITE jumps, then POOL could also see price increases.
| Ticker / NAME | Correlation To SITE | 1D Price Change % | ||
|---|---|---|---|---|
| SITE | 100% | -2.89% | ||
| POOL - SITE | 53% Loosely correlated | -1.31% | ||
| BXC - SITE | 51% Loosely correlated | -2.81% | ||
| AIT - SITE | 51% Loosely correlated | -2.70% | ||
| TITN - SITE | 50% Loosely correlated | -3.52% | ||
| FERG - SITE | 48% Loosely correlated | -4.62% | ||
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