Fastenal Company (FAST)vsQXO, Inc. (QXO)
FAST
Fastenal Company
$44.17
-0.43%
INDUSTRIALS · Cap: $50.71B
QXO
QXO, Inc.
$18.76
-4.96%
INDUSTRIALS · Cap: $13.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Fastenal Company generates 23% more annual revenue ($8.44B vs $6.84B). FAST leads profitability with a 15.4% profit margin vs -4.1%. QXO appears more attractively valued with a PEG of 2.81. FAST earns a higher WallStSmart Score of 62/100 (C+).
FAST
Buy62
out of 100
Grade: C+
QXO
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.3%
Fair Value
$107.51
Current Price
$44.17
$63.34 discount
Margin of Safety
-17.0%
Fair Value
$23.12
Current Price
$18.76
$4.36 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 20.3%
Reasonable price relative to book value
Revenue surging 14725.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.7x book value
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : FAST
The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.
Bull Case : QXO
The strongest argument for QXO centers on Price/Book, Revenue Growth. Revenue growth of 14725.0% demonstrates continued momentum.
Bear Case : FAST
The primary concerns for FAST are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
FAST profiles as a mature stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.37 — expect wider price swings.
QXO is growing revenue faster at 14725.0% — sustainability is the question.
FAST generates stronger free cash flow (320M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 50/100), backed by strong 15.4% margins and 12.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
Visit Website →QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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