QXO, Inc. vs TE CONNECTIVITY PLC, two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
QXO is a loss-making building-products rollup at a negative 5.07% return on equity; TE Connectivity is a high-quality manufacturer earning 21.96% at a 15.54% margin, and the two share only the sector label. TE trades at 20.2 times solid earnings and converts 5.81% free cash; QXO at no earnings multiple and 1.30 times book, spending on acquisitions. TE pays a dividend and owns its products; QXO owns a growing pile of distribution assets and no profit yet. The pair is quality against speculation: TE is one of the sector's best businesses at a reasonable price, QXO an early-stage rollup asking investors to fund the buildout, and nothing but ambition connects their valuations.
Comparison updated 2026-07-11.
| Metric | QXO | TEL |
|---|---|---|
| Price | $14.98 | $200.28 |
| Market cap | $11.2B | $59.1B |
| Sector | Distribution | Distribution |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +18.7% |
| P/E | — | 20.4 |
| P/B | 1.10 | 4.46 |
| P/S | 1.30 | 3.16 |
| EV/EBITDA | — | 15.4 |
| Revenue growth | +200.0% | +16.7% |
| Gross margin | 23.7% | 36.8% |
| Operating margin | -14.6% | 20.1% |
| Net margin | -6.0% | 15.5% |
| Return on equity | -5.1% | 22.0% |
| Return on assets | -3.1% | 11.3% |
| Return on invested capital | -2.7% | 17.7% |
| FCF yield | 1.8% | 5.7% |
| Dividend yield | — | 1.4% |
| Debt / equity | 0.30 | 0.43 |
| Current ratio | 3.33 | 1.89 |
| Altman Z (solvency) | 1.76 | 4.67 |
| Piotroski F (quality) | 3 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.