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BBB Foods Inc. (TBBB) 10-Year Financial Performance & Capital Metrics

TBBB •
Consumer DefensiveDiscount StoresDollar and Small-Box Discounters
AboutBBB Foods Inc., through its subsidiaries, operates grocery retail stores in Mexico. It offers food products, drinks, hygiene and beauty products, home clean products, coffee, tea and substitutes, jellies and desserts, and baby and pet products. The company also provides branded, private label, and spot products. In addition, it offers its products through online. The company serves low-to-middle income households. The company was incorporated in 2004 and is headquartered in Mexico City, Mexico.Show more
  • Revenue $57.44B +30.3%
  • EBITDA $2.85B +51.2%
  • Net Income $334M +209.2%
  • EPS (Diluted) 2.40 +165.9%
  • Gross Margin 16.32% +2.2%
  • EBITDA Margin 4.96% +16.0%
  • Operating Margin 2.31% +28.4%
  • Net Margin 0.58% +183.8%
  • ROE 8.29%
  • ROIC 11.13% +2.2%
  • Debt/Equity 2.28
  • Interest Coverage 1.06 +93.0%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Strong Piotroski F-Score: 7/9
  • ✓High quality earnings: Operating CF exceeds net income
  • ✓Efficient asset utilization: 2.5x turnover

✗Weaknesses

  • ✗High debt to equity ratio of 2.3x
  • ✗Shares diluted 65.7% in last year
  • ✗Expensive at 21.7x book value

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y-
3Y34.99%
TTM35.8%

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-787.28%

EPS CAGR

10Y-
5Y-
3Y-
TTM-1744.21%

ROCE

10Y Avg13.69%
5Y Avg13.69%
3Y Avg13.97%
Latest15.1%

Peer Comparison

Dollar and Small-Box Discounters
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Size & Scale
Valuation
Per Share
Growth
Profitability
Quality & Returns
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Total Return (DRIP)
Technical
Volume & Trading
Shares & Dilution
Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
TBBBBBB Foods Inc.2.26B36.45261.7030.31%-2.5%-42.17%3.36%2.28
DGDollar General Corporation34.37B156.2630.584.96%3.03%15.6%4.91%2.36
DLTRDollar Tree, Inc.25.38B126.48-9.004.75%-15.57%-85.21%6.15%1.97

Compare TBBB vs Peers

Analyze head-to-head performance against top industry competitors across valuation, growth, and profitability metrics.

vs DG

Compare head-to-head with Dollar General Corporation

vs DLTR

Compare head-to-head with Dollar Tree, Inc.

Compare Top 3

vs DG, DLTR

Profit & Loss

Dec 2021Dec 2022Dec 2023Dec 2024
Sales/Revenue+23.35B31.75B44.08B57.44B
Revenue Growth %-35.95%38.84%30.31%
Cost of Goods Sold+20.32B27.6B37.04B48.06B
COGS % of Revenue87.01%86.93%84.03%83.68%
Gross Profit+3.03B4.15B7.04B9.38B
Gross Margin %12.99%13.07%15.97%16.32%
Gross Profit Growth %-36.74%69.69%33.18%
Operating Expenses+2.64B3.65B6.25B8.05B
OpEx % of Revenue11.31%11.5%14.17%14.01%
Selling, General & Admin2.64B3.64B6.2B6.63B
SG&A % of Revenue11.31%11.48%14.07%11.54%
Research & Development0000
R&D % of Revenue----
Other Operating Expenses05.3M43.81M1.42B
Operating Income+393.95M498.75M793.86M1.33B
Operating Margin %1.69%1.57%1.8%2.31%
Operating Income Growth %-26.6%59.17%67.35%
EBITDA+930.11M1.26B1.88B2.85B
EBITDA Margin %3.98%3.98%4.27%4.96%
EBITDA Growth %-35.87%49%51.2%
D&A (Non-Cash Add-back)536.17M765M1.09B1.52B
EBIT282.85M784.47M1.34B1.97B
Net Interest Income+-996.55M-1.13B-1.42B-1.12B
Interest Income7.38M11.39M26.07M135.07M
Interest Expense1B1.14B1.44B1.25B
Other Income/Expense-1.13B-853.2M-894.77M-610.96M
Pretax Income+-733.08M-354.45M-100.91M717.55M
Pretax Margin %-3.14%-1.12%-0.23%1.25%
Income Tax+92.85M196.22M205.25M383.12M
Effective Tax Rate %112.67%155.36%303.41%46.61%
Net Income+-825.94M-550.67M-306.15M334.42M
Net Margin %-3.54%-1.73%-0.69%0.58%
Net Income Growth %-33.33%44.4%209.23%
Net Income (Continuing)-825.94M-550.67M-306.15M334.42M
Discontinued Operations0000
Minority Interest0000
EPS (Diluted)+-9.70-6.72-3.642.40
EPS Growth %-30.72%45.83%165.93%
EPS (Basic)-9.70-6.72-3.643.06
Diluted Shares Outstanding84.15M84.15M84.15M139.44M
Basic Shares Outstanding84.15M84.15M84.15M112.2M
Dividend Payout Ratio----

Balance Sheet

Dec 2021Dec 2022Dec 2023Dec 2024
Total Current Assets+2.86B3.6B4.39B8.55B
Cash & Short-Term Investments1B984.63M1.22B4.47B
Cash Only1B984.63M1.2B1.41B
Short-Term Investments380.28M8.77M25.23M3.06B
Accounts Receivable429.31M19.89M11.02M938.98M
Days Sales Outstanding6.710.230.095.97
Inventory1.4B1.93B2.36B3.04B
Days Inventory Outstanding25.2125.5523.2323.07
Other Current Assets0663.08M804.18M36.88M
Total Non-Current Assets+5.19B8.2B10.57B14.22B
Property, Plant & Equipment4.95B7.86B10.13B13.48B
Fixed Asset Turnover4.72x4.04x4.35x4.26x
Goodwill0000
Intangible Assets7.83M8.24M6.77M6.79M
Long-Term Investments0000
Other Non-Current Assets17.11M27.74M436.98M247.59M
Total Assets+8.05B11.79B14.96B22.78B
Asset Turnover2.90x2.69x2.95x2.52x
Asset Growth %-46.53%26.87%52.21%
Total Current Liabilities+4.98B6.8B8.95B11.19B
Accounts Payable4.16B5.66B7.45B9.18B
Days Payables Outstanding74.8174.9173.4169.7
Short-Term Debt271.08M491.24M744.14M926.76M
Deferred Revenue (Current)0000
Other Current Liabilities94M117.14M221.24M0
Current Ratio0.57x0.53x0.49x0.76x
Quick Ratio0.29x0.25x0.23x0.49x
Cash Conversion Cycle-42.89-49.13-50.08-40.66
Total Non-Current Liabilities+7.52B9.7B10.65B7.55B
Long-Term Debt4.43B4.82B4.92B106.69M
Capital Lease Obligations3.04B4.83B5.71B7.42B
Deferred Tax Liabilities0000
Other Non-Current Liabilities41.58M58.84M22.23M32.56M
Total Liabilities12.5B16.51B19.6B18.74B
Total Debt+8.13B10.55B11.91B9.2B
Net Debt7.13B9.57B10.71B7.79B
Debt / Equity---2.28x
Debt / EBITDA8.74x8.35x6.32x3.23x
Net Debt / EBITDA7.67x7.57x5.69x2.74x
Interest Coverage0.39x0.44x0.55x1.06x
Total Equity+-4.45B-4.71B-4.63B4.03B
Equity Growth %--5.87%1.66%187.05%
Book Value per Share-52.90-56.01-55.0828.94
Total Shareholders' Equity-4.45B-4.71B-4.63B4.03B
Common Stock471.28M471.28M471.28M8.28B
Retained Earnings-5.09B-5.65B-5.96B-5.62B
Treasury Stock0000
Accumulated OCI163.35M467.13M00
Minority Interest0000

Cash Flow

Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+1.37B2.12B3.14B3.75B
Operating CF Margin %5.85%6.67%7.12%6.53%
Operating CF Growth %-54.89%48.39%19.37%
Net Income-724.86M91.13M-100.91M717.55M
Depreciation & Amortization530.15M785.05M1.09B1.52B
Stock-Based Compensation142.12M303.79M384.57M523.14M
Deferred Taxes0000
Other Non-Cash Items1.06B103.71M525.19M234.55M
Working Capital Changes362.87M832.66M1.24B754.7M
Change in Receivables0000
Change in Inventory-432.16M-528.36M-425.88M-680.89M
Change in Payables831.39M1.5B1.74B1.71B
Cash from Investing+-524.08M-1.11B-1.78B-4.91B
Capital Expenditures-534.03M-1.13B-1.8B-2.44B
CapEx % of Revenue2.29%3.55%4.08%4.24%
Acquisitions0000
Investments----
Other Investing9.95M14.33M19.23M-2.47B
Cash from Financing+-450.24M-1.03B-1.1B1.29B
Debt Issued (Net)-322.03M423.83M1B843.76M
Equity Issued (Net)0001000K
Dividends Paid0000
Share Repurchases0000
Other Financing-128.22M-1.45B-2.1B-7.4B
Net Change in Cash390.02M-15.06M235.5M226.69M
Free Cash Flow+832.27M990.65M1.34B1.31B
FCF Margin %3.56%3.12%3.04%2.28%
FCF Growth %-19.03%35.38%-2.29%
FCF per Share9.8911.7715.949.40
FCF Conversion (FCF/Net Income)-1.65x-3.84x-10.26x11.21x
Interest Paid0000
Taxes Paid0000

Key Ratios

Metric2021202220232024
Return on Equity (ROE)---8.29%
Return on Invested Capital (ROIC)11.02%9.93%10.89%11.13%
Gross Margin12.99%13.07%15.97%16.32%
Net Margin-3.54%-1.73%-0.69%0.58%
Debt / Equity---2.28x
Interest Coverage0.39x0.44x0.55x1.06x
FCF Conversion-1.65x-3.84x-10.26x11.21x
Revenue Growth-35.95%38.84%30.31%

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