Bbb Foods Inc. (TBBB) intrinsic value & 10-year financials
Bbb Foods Inc. (TBBB) has a Graham intrinsic value of MXN 79.72 per share. Over the last 6 fiscal years revenue grew 35.6% a year to MXN 78.2B, with an average return on invested capital of -47.4%.
- Graham intrinsic value
- MXN 79.72
- Revenue (FY2025)
- MXN 78.2B
- Revenue growth (6-yr CAGR)
- 35.6%
- ROIC (10-yr avg)
- -47.4%
- Free cash flow (FY2025)
- MXN 1.1B
TBBB 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | MXN 78.2B | -MXN 2.8B | -MXN 24.69 | MXN 1.1B | -0.9% | -15.8% |
| FY2024 | MXN 57.4B | MXN 334.4M | MXN 2.40 | MXN 1.3B | 2.3% | -145.5% |
| FY2023 | MXN 44.1B | -MXN 306.2M | -MXN 25.51 | MXN 1.3B | 1.8% | -17.3% |
| FY2022 | MXN 32.6B | -MXN 565.1M | -MXN 47.09 | MXN 993.5M | 1.6% | -11.1% |
| FY2021 | MXN 23.1B | -MXN 816.7M | -MXN 68.06 | MXN 834.1M | 1.7% | — |
| FY2020 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in MXN.
Executive summary
BBB FOODS INC revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
BBB FOODS INC has historically struggled to out-earn its cost of capital, averaging just -47.4% ROIC.
BBB FOODS INC capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, BBB FOODS INC is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $79.72 per share.