BBB Foods Inc. (TBBB)vsUnilever PLC ADR (UL)
TBBB
BBB Foods Inc.
$35.76
-1.22%
CONSUMER DEFENSIVE · Cap: $4.21B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
BBB Foods Inc. generates 55% more annual revenue ($78.15B vs $50.50B). UL leads profitability with a 18.8% profit margin vs -3.6%. TBBB earns a higher WallStSmart Score of 48/100 (D+).
TBBB
Hold48
out of 100
Grade: D+
UL
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Earnings expanding 249.7% YoY
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Trading at 17.5x book value
Weak financial health signals
ROE of -69.6% — below average capital efficiency
Currently unprofitable
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : TBBB
The strongest argument for TBBB centers on Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : TBBB
The primary concerns for TBBB are Price/Book, Piotroski F-Score, Return on Equity.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
TBBB profiles as a hypergrowth stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.46 — expect wider price swings.
TBBB is growing revenue faster at 34.4% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
TBBB scores higher overall (48/100 vs 46/100) and 34.4% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BBB Foods Inc.
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
BBB Foods Inc., operates grocery retail stores in Mexico. The company is headquartered in Mexico City, Mexico.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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