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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 Framework: General Corporate Mid Cap
BBB Foods Inc. (TBBB), is a Mid Cap company, in the Discount Stores industry, last closed at $40.89, about 1349.4% undervalued vs fair value, +60.0% 1Y return, ranked 201/246 in sector.
Metrics Rev Growth 36.1% ROE -69.6% Gross Margin 16.2% Div Yield 0.00%
USD 40.89
-0.85%
(Delayed)
• Vol 90d: 48.8%
52-Week Range
Market Cap
$5.02B
Enterprise Value
$18.27B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Growth
Fair
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Completeness: 82%
Confidence: 84%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

Website https://tiendas3b.com
HQ Mexico City, DF
Employees 25,300
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$475
$593
$708
Current: $40.89 +1349% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
$78.2B
36.1%%
Gross Profit
$12.6B
34.8%%
Operating Income
$-675.2M
-150.8%%
Net Income
$-2.8B
-949.1%%
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 FY2025
-39.0%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
1
High Impact
3
Critical
Locked Leak
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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
40
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
53
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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 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing TBBB's balance between Growth (51.0%), Profitability (29.3%), and Safety (19.7%). Growth 51% Safety 20% Profitability 29%

Click axes to expand details. Marker shows current allocation.

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Growth

66th percentile vs peers
66
Key Signals
Rev Growth YoY 36.1% 89p Revenue CAGR 3Y 33.9% 92p TSR 18.1% 60p EPS Growth YoY -11.31 2p
Strengths
  • Rev Growth YoY in top 20% of peers (36.1%, 89th percentile)
  • Revenue CAGR 3Y in top 20% of peers (33.9%, 92th percentile)
  • Growth above peer median with strong metric coverage (85%)
Risks
  • EPS Growth YoY in bottom 20% of peers (-11.31)

Profitability

38th percentile vs peers
38
Key Signals
Strengths
Risks
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Safety

25th percentile vs peers
26
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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$592.67
- - -
+1349.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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