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BBB Foods Inc. (TBBB) Company Overview

Company Analysis

BBB Foods Inc. TBBB

A comprehensive view of key metrics, scores, and financial health for BBB Foods Inc.

Overview of BBB Foods Inc.

TBBB NYQ
Consumer Defensive Discount Stores Mid Cap
BBB Foods Inc. (TBBB), is a Mid Cap company, in the Discount Stores industry, last closed at $36.20, about 1233.8% undervalued vs fair value, +18.5% 1Y return, ranked 218/243 in sector.
$36.20
-0.11%
As of April 28, 2026
Previous close • Vol 90d: 38.6%
52-Week Range
Market Cap
$4.23B
Enterprise Value
$15.02B
Overall Score
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Completeness: 82%
Confidence: 88%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

HQ Mexico City, DF
Employees 25,300
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$393
$483
$571
Current: $36.20 +1234% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$57.4B
30.3%%
Gross Profit
$9.4B
33.2%%
Operating Income
$1.3B
67.3%%
Net Income
$334.4M
209.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
391.8%
Excellent

FCF / Net Income - measures how well earnings convert to cash

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Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
6
Active Leaks
3/6
Improving
1
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating BBB Foods Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
49
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing TBBB's balance between Growth (53.3%), Profitability (20.5%), and Safety (26.1%). Growth 53% Safety 26% Profitability 21%

Click axes to expand details. Marker shows current allocation.

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Growth

88th percentile vs peers
89
Key Signals
Rev Growth YoY 30.3% 88p Revenue CAGR 3Y 35.5% 88p EPS Growth YoY 1.88 88p
  • Growth performance in top 20% of peers (percentile: 88)
  • Rev Growth YoY in top 20% of peers (30.3%, 88th percentile)
  • Revenue CAGR 3Y in top 20% of peers (35.5%, 88th percentile)
  • EPS Growth YoY in top 20% of peers (1.88, 88th percentile)
  • Superior capital returns - 2 return metrics above peer median

No significant risks identified for this axis.

Profitability

34th percentile vs peers
34
Key Signals
Strengths
Risks
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Safety

43th percentile vs peers
44
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for BBB Foods Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$482.82
- - -
+1233.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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