BBB Foods (TBBB)

Consumer Defensive · Discount Stores
$54.24 +0.69% on the day Market cap $6.6B 52-week range $23.81 to $54.74 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

BBB Foods's free cash flow isn't comparable to its market value here, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

F

Five factors scored 1 to 9 from TBBB's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation5
Profitability1
Growth4
Financial health1
Cash efficiency4

Key numbers

P/E (trailing)—
P/E (forward)271.7x
Price / free cash flow5.86x
EV / EBITDA99.0x
Price / sales0.08x
Price / book26.7x
Revenue growth+36.1%
Operating margin-0.86%
Net margin-3.6%
Return on equity-68.8%
Dividend yield—
Debt / equity6.40x

Results from SEC filings

Fiscal years, from BBB Foods's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20212022202320242025
Revenue$23.1B$32.6B$44.1B$57.4B$78.2B
Net income-$817M-$565M-$306M$334M-$2.8B
Free cash flow$832M$991M$1.3B$1.3B$1.1B
EPS (diluted)-$68.06-$47.09-$25.51$2.40-$24.69
Operating margin1.7%1.6%1.8%2.3%-0.86%

Where the revenue comes from

Revenue by products, fiscal 2025.

Private Label$45.4B58%
Branded$28.0B36%
Spot$4.5B6%
Other$82M0%

Superinvestors who own TBBB

From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Stanley Druckenmiller
Duquesne Family Office
Trimmed $121M2.3%Q2 2026
Eric Marshall
Hodges Capital Management
Trimmed $5M0.35%Q2 2026
Dodge & Cox
Dodge & Cox
Held $4M0.00%Q2 2026

Insider buying

Open-market purchases by BBB Foods's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of TBBB in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are BBB Foods insiders buying the stock?

No open-market insider purchases of TBBB in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own BBB Foods?

3 of the superinvestors Investingly tracks hold TBBB in their latest 13F, including Stanley Druckenmiller, Eric Marshall, Dodge & Cox.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.