May 11, 2025
BBB Foods Inc
TBBB
Statistics
| $29.96 | Share Price |
| $40.50 | Fair Value |
| -26.02% | Price vs Fair Value |
| $3.4 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
| SE | 44.41% |
| SPSC | 24.79% |
| RDDT | 21.67% |
| APPF | 7.13% |
| CMG | 45.11% |
| VEEV | 22.60% |
| PSTG | 22.70% |
| INTU | 25.06% |
| WDAY | 4.70% |
| CRWD | 99.06% |
| NTNX | 51.54% |
| SNOW | 29.61% |
vs. Fair Value Estimates
Buy List
| TBBB | -26.02% |
| SEMR | -26.87% |
| TSM | -30.19% |
| ZETA | -27.05% |
| GOOG | -48.52% |
| NYAX | -28.70% |
| HRMY | -54.88% |
| YOU | -34.49% |
| ADBE | -37.87% |
vs. Fair Value Estimates
Hold List
| PINS | -16.73% |
| ASML | -12.42% |
| VTEX | 2.72% |
| MSFT | -17.80% |
| ODD | -5.67% |
| ASR | -17.28% |
| FLYW | -12.86% |
| CELH | 25.61% |
| TOST | 50.30% |
| CPNG | 1.55% |
| HIMS | 54.73% |
| PAYC | -2.20% |
| MNDY | 23.56% |
| GLBE | -23.82% |
| ZS | 49.97% |
| V | -1.80% |
| ADSK | 9.46% |
| NOW | 24.01% |
| ABNB | -22.78% |
| MELI | -23.30% |
| FTNT | 2.21% |
| TEAM | -3.07% |
vs. Fair Value Estimates