May 11, 2025
BBB Foods Inc
TBBB
Statistics
| $27.76 | Share Price |
| $40.50 | Fair Value |
| -31.46% | Price vs Fair Value |
| $3.2 B | Market Cap |
| 35.5% | 3yr Avg Revenue Growth |
 | Rising Revenues |
| Recurring Revenues |
 | Brand Moat |
| Economies of Scale Moat |
Stock Research and Updates
Research Article
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for BBB Foods Inc (TBBB) is $40.50.
| 5.5% | Free Cash Flow Margin |
| 12.2% | Discount Rate / Required Rate of Return |
| 23.9% | Average Annual Revenue Growth (Years 1-5) |
| 2.8% | Average Annual Share Dilution (Years 1-5) |
| 13.0% | Average Annual Revenue Growth (Years 6-10) |
| 2.0% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $42.32 | Sum of Discounted Free Cash Flows |
| $-1.68 | Net "Excess" Cash/Debt Per Share |
| $40.50 | Fair Value Estimate (rounded) |
Last updated May 11, 2025
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Watch List
| SPSC | 26.56% |
| RDDT | 7.97% |
| APPF | 11.51% |
| CMG | 41.00% |
| VEEV | 23.18% |
| INTU | 26.88% |
| PSTG | 15.96% |
| WDAY | 2.92% |
| NTNX | 42.31% |
| CRWD | 96.09% |
| SE | 41.04% |
| SNOW | 28.96% |
vs. Fair Value Estimates
Buy List
| TBBB | -31.46% |
| SEMR | -28.47% |
| TSM | -32.98% |
| ZETA | -28.40% |
| GOOG | -50.75% |
| NYAX | -31.09% |
| HRMY | -51.82% |
| YOU | -36.03% |
| MELI | -25.08% |
| ADBE | -38.42% |
vs. Fair Value Estimates
Hold List
| PINS | -16.86% |
| ASML | -14.56% |
| VTEX | -1.60% |
| MSFT | -18.46% |
| ODD | 6.18% |
| ASR | -21.49% |
| FLYW | -11.45% |
| CELH | 20.39% |
| TOST | 42.90% |
| CPNG | -1.36% |
| HIMS | 39.77% |
| PAYC | -1.76% |
| MNDY | 17.79% |
| GLBE | -9.83% |
| ZS | 48.15% |
| V | -1.97% |
| ADSK | 8.59% |
| NOW | 22.66% |
| ABNB | -24.60% |
| FTNT | 1.03% |
| TEAM | -3.56% |
vs. Fair Value Estimates