May. 21 at 3:04 PM
$BLDR has the advantage in the industry and is an already in place Roll Up play. They have already done the hard work. With
$QXO you're still waiting and subject to more dilution.
• Industry consolidation has created a durable oligopoly that transforms cyclicality into pricing power: The 2021 BMC merger completed a decade-long consolidation that reduced four major players to one dominant entity, giving BLDR structural advantages in pricing discipline and facility rationalization that competitors cannot replicate, yet the stock trades at cyclical trough multiples.
Source: Everyticker
