BBB Foods Inc. vs US FOODS HOLDING CORP., two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
BBB Foods runs value grocery stores across Mexico; US Foods distributes broadly to American restaurants and institutions. A young consumer grocer against a mature business-to-business distributor. US Foods keeps a 1.71% margin and earns 15.62% on equity, the settled profile of an established operator. BBB Foods runs a negative 3.63% net margin as it spends to open stores and win Mexican households, the mark of a company building rather than harvesting. US Foods is far larger at $21.9B against $4.8B and throws off a 3.87% free cash yield against BBB Foods' 1.14%. BBB Foods carries no net debt; US Foods sits at 1.16 debt-to-equity. Different countries, different customers, different points in the climb.
Comparison updated 2026-07-11.
| Metric | TBBB | USFD |
|---|---|---|
| Price | $42.74 | $100.93 |
| Market cap | $4.9B | $22.5B |
| Sector | Grocery | Grocery |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +23.8% |
| P/E | — | 34.0 |
| P/B | 24.43 | 5.19 |
| P/S | 1.29 | 0.57 |
| EV/EBITDA | 109.4 | 16.6 |
| Revenue growth | +35.7% | +3.7% |
| Gross margin | 16.2% | 17.2% |
| Operating margin | -0.9% | 2.3% |
| Net margin | -3.6% | 1.7% |
| Return on equity | -68.8% | 15.6% |
| Return on assets | -9.3% | 4.8% |
| Return on invested capital | -12.9% | 10.4% |
| FCF yield | 1.1% | 3.8% |
| Debt / equity | 0.00 | 1.16 |
| Current ratio | 0.62 | 1.14 |
| Altman Z (solvency) | 4.55 | 4.55 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.