Betterware de MéxicoP.I. de (BWMX) Aktienübersicht
Betterware de México, S.A.P.I. de C.V. ist als Direktvertriebsunternehmen in den Vereinigten Staaten und Mexiko tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 6/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 3/6 |
Belohnungen
Risikoanalyse
BWMX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$59.6
FV
73.1% unterbewertet intrinsischer Abschlag57.43%
Revenue growth p.a.
92
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Betterware de México, S.A.P.I. de C.V. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$16.05 |
| 52-Wochen-Hoch | US$19.79 |
| 52-Wochen-Tief | US$12.34 |
| Beta | 1.05 |
| 1 Monat Veränderung | -4.06% |
| 3 Monate Veränderung | -6.63% |
| 1 Jahr Veränderung | 20.50% |
| 3 Jahre Veränderung | 2.23% |
| 5 Jahre Veränderung | -60.79% |
| Veränderung seit IPO | 63.78% |
Aktuelle Nachrichten und Updates
Neues Narrative • Aug 20
Only Two Analysts Cover This Stock.
The Founder Keeps Buying It. So I Went Looking for What Wall Street Might Be Missing. Most stocks I research end up in the same place: the digital trash can.Seeking Alpha • Aug 10
Betterware de México Has A Whole Continent At Her Feet - It's A Buy
Summary Betterware de México is rated a buy, with a conservative fair value estimate of $26.97 versus the current $16.80 price. BWMX's innovative two-tier direct-selling model and digital infrastructure drive operational efficiency, supporting robust cash flow and expanding margins post-Tupperware acquisition. The Tupperware deal unlocks immediate revenue and EBITDA gains, while BWMX's disciplined deleveraging history and 7.2–7.7% forward dividend yield bolster shareholder confidence. Technical analysis signals a likely upside breakout, with price targets of $21.18 and $22.63, supported by strong volume and institutional accumulation patterns. Read the full article on Seeking AlphaRecent updates
Neues Narrative • Aug 20
Only Two Analysts Cover This Stock.
The Founder Keeps Buying It. So I Went Looking for What Wall Street Might Be Missing. Most stocks I research end up in the same place: the digital trash can.Seeking Alpha • Aug 10
Betterware de México Has A Whole Continent At Her Feet - It's A Buy
Summary Betterware de México is rated a buy, with a conservative fair value estimate of $26.97 versus the current $16.80 price. BWMX's innovative two-tier direct-selling model and digital infrastructure drive operational efficiency, supporting robust cash flow and expanding margins post-Tupperware acquisition. The Tupperware deal unlocks immediate revenue and EBITDA gains, while BWMX's disciplined deleveraging history and 7.2–7.7% forward dividend yield bolster shareholder confidence. Technical analysis signals a likely upside breakout, with price targets of $21.18 and $22.63, supported by strong volume and institutional accumulation patterns. Read the full article on Seeking Alpha
Narrative-Update • Jul 06
BWMX: Higher Fair Value Assumptions Will Support 2026 Upside Potential
Analysts have lifted their price target on Betterware de México P.I. de from about $19.93 to roughly $25.89, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Betterware de México P.I. de plans a Special and Extraordinary Shareholders Meeting on July 20, 2026, at Torre Niba, N8 UP4 Av. de las Américas 1462, Country Club, 44610 Guadalajara, Jalisco, Mexico.
Narrative-Update • Jun 22
BWMX: New CFO Appointment Will Support Higher Fair Value Outlook
Analysts have raised their price target for Betterware de México P.I. de to $28.88 from $26.78, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Betterware de México P.I. de Betterware de México P.I. de declared a quarterly dividend of US$0.2757 per share, payable on May 21, 2026, with an ex-dividend and record date of May 12, 2026.
Narrative-Update • Jun 05
BWMX: Lower Discount Rate And Dividend Outlook Will Support Future Upside
Analysts have nudged their price target for Betterware de México P.I. de up by about $1, reflecting updated views on higher modeled revenue growth, a lower discount rate, and a slightly reduced future P/E, partly offset by lower assumed profit margins. What's in the News Betterware de México, S.A.P.I. de C.V. announced a quarterly dividend of US$0.2757 per share, payable on May 21, 2026, with an ex-dividend and record date of May 12, 2026.Narrative-Update • May 21
BWMX: New CFO Appointment Will Support 2026 Outlook Upside
Analysts have trimmed their price target for Betterware de México P.I. de slightly to about $26.78 from roughly $27.35, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Announced a quarterly dividend of US$0.2757 per share, payable on May 21, 2026, with an ex dividend and record date of May 12, 2026 (company announcement).Analyseartikel • May 03
We Think Betterware de MéxicoP.I. de's (NYSE:BWMX) Robust Earnings Are Conservative
Even though Betterware de México, S.A.P.I. de C.V. ( NYSE:BWMX ) posted strong earnings, investors appeared to be...Narrative-Update • May 02
BWMX: 2026 Revenue Outlook And New CFO Appointment Will Support Upside
Analysts have nudged their price target for Betterware de México P.I. de from about $19.31 to roughly $19.93, reflecting updated assumptions for revenue growth, profit margins, the discount rate and the future P/E. What's in the News Appointment of Raúl del Villar as Chief Financial Officer, effective April 6, 2026, bringing more than three decades of senior finance experience at multinational consumer companies, including roles at Grupo Axo and Adidas Group Mexico (Key Developments).Narrative-Update • Apr 18
BWMX: New CFO And 2026 Revenue Guidance Will Support Upside
Analysts have revised their price target for Betterware de México P.I. de to $27.35 from $26.66, reflecting updated assumptions regarding the discount rate, fair value, and a slightly different forward P/E outlook. What's in the News Betterware de México, S.A.P.I. de C.V. appointed Raúl del Villar as Chief Financial Officer, effective April 6, 2026.Narrative-Update • Apr 01
BWMX: Higher Revenue Outlook And Lower Discount Rate Will Support Upside
Analysts have raised their price target for Betterware de México P.I. de from about $18.81 to roughly $26.66. This reflects updated views on fair value, discount rates, revenue growth, profit margins and future P/E assumptions.Narrative-Update • Mar 18
BWMX: 2026 Revenue Plans And Higher P/E Expectations Will Support Upside
Analysts have adjusted their price target for Betterware de México P.I. de from about $19.98 to about $19.31, reflecting updated views that combine a higher assumed revenue growth rate with a lower projected profit margin and a slightly higher future P/E multiple. What's in the News Revenue guidance for 2026 points to expected net revenue in a range of MXN 14,800 million to MXN 15,400 million, giving a sense of the scale management is planning around for that year (Key Developments).Narrative-Update • Mar 04
BWMX: Future Margin Strength And 2026 Guidance Will Support Bullish Outlook
Analysts have made a small adjustment to their price target on Betterware de México P.I. de, moving it from about $19.99 to roughly $19.98, reflecting updates to their assumptions on discount rate, profit margin, and future P/E multiples. What's in the News Betterware de México, S.A.P.I. de C.V. issued revenue guidance for 2026, giving investors a clearer view of its planning assumptions.Narrative-Update • Feb 18
BWMX: Higher Margin Outlook Will Support Future Upside Potential
Analysts have nudged their price target on Betterware de México P.I. de slightly higher to $30.09 from $30.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.Narrative-Update • Feb 04
BWMX: Fair Outlook Will Rely On Margin Strength And Higher Future P/E
Analysts have raised their price target for Betterware de México P.I. de from about $14.94 to roughly $19.99. This change reflects updated views that incorporate a slightly lower discount rate, more conservative expectations for revenue growth, marginally higher expected profit margins, and a higher assumed future P/E multiple.Narrative-Update • Jan 21
BWMX: Higher Margin Outlook And Brand Expansion Will Support Upside Potential
Analysts have raised their price target for Betterware de México P.I. de from about US$22.57 to roughly US$30.00, citing updated assumptions that include a lower revenue growth outlook, a higher projected profit margin near 19.6%, and a future P/E closer to 9.1x. What's in the News Shareholders approved an aggregate dividend of MXN 200,000,000, equivalent to about US$0.2912 per share before tax and about US$0.2621 per share after tax, payable on November 20, 2025, to holders of record on November 3, 2025 (shareholder meeting resolution).Analyseartikel • Oct 31
Betterware de MéxicoP.I. de's (NYSE:BWMX) Solid Earnings Are Supported By Other Strong Factors
Betterware de México, S.A.P.I. de C.V.'s ( NYSE:BWMX ) strong earnings report was rewarded with a positive stock price...Analyseartikel • Jul 27
Earnings Beat: Betterware de México, S.A.P.I. de C.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Betterware de México, S.A.P.I. de C.V. ( NYSE:BWMX ) defied analyst predictions to release its second-quarter results...Analyseartikel • Jul 26
Betterware de MéxicoP.I. de (NYSE:BWMX) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Jul 09
Betterware de México, S.A.P.I. de C.V.'s (NYSE:BWMX) Subdued P/E Might Signal An Opportunity
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analyseartikel • Jun 19
Betterware de México, S.A.P.I. de C.V.'s (NYSE:BWMX) Intrinsic Value Is Potentially 40% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Betterware de MéxicoP.I. de fair value estimate is US$12.37...Analyseartikel • Mar 06
Betterware de MéxicoP.I. de's (NYSE:BWMX) Soft Earnings Are Actually Better Than They Appear
The most recent earnings report from Betterware de México, S.A.P.I. de C.V. ( NYSE:BWMX ) was disappointing for...Seeking Alpha • Mar 05
Betterware de Mexico Q4: Attractive Dividend Yield While Awaiting Key Catalysts
Summary Betterware de Mexico's Q4 results showed impressive growth of 22% for Jafra Mexico, with muted growth in the Betterware segment. Management’s guidance for FY25 was solid, calling for mid-single digit growth in revenue and Adjusted EBITDA. Shares are trading at just 4.3 times FCF, with a dividend yield of 13%. The cheap valuation and embedded optionality makes me stick with my Buy rating. Read the full article on Seeking AlphaAnalyseartikel • Feb 19
Cautious Investors Not Rewarding Betterware de México, S.A.P.I. de C.V.'s (NYSE:BWMX) Performance Completely
With a price-to-earnings (or "P/E") ratio of 10.4x Betterware de México, S.A.P.I. de C.V. ( NYSE:BWMX ) may be sending...Analyseartikel • Nov 23
Does Betterware de MéxicoP.I. de (NYSE:BWMX) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Neues Narrative • Nov 21
Products And Innovation Spark Growth Journey Amid Market Challenges
Product line expansion and focus on seasonal products are expected to boost sales, margins, and revenue.Seeking Alpha • Oct 26
Betterware de Mexico Q3 Results: Attractively Valued Given The Positive Outlook
Summary Betterware de Mexico shares have remained flat this year despite steady progress in the underlying business. Q3 results were impressive, with solid organic growth and strong FCF generation. While gross margins were weak, it should improve in Q4 and will support higher overall profitability. The valuation remains attractive at a Price/FCF of 4.9 and a dividend yield of nearly 11%. Read the full article on Seeking AlphaAnalyseartikel • Jun 11
We Think Betterware de MéxicoP.I. de (NYSE:BWMX) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • May 03
Shareholders Will Be Pleased With The Quality of Betterware de MéxicoP.I. de's (NASDAQ:BWMX) Earnings
Betterware de México, S.A.P.I. de C.V.'s ( NASDAQ:BWMX ) earnings announcement last week was disappointing for...Analyseartikel • Feb 29
Investors Still Aren't Entirely Convinced By Betterware de México, S.A.P.I. de C.V.'s (NASDAQ:BWMX) Earnings Despite 26% Price Jump
Betterware de México, S.A.P.I. de C.V. ( NASDAQ:BWMX ) shareholders have had their patience rewarded with a 26% share...Aktionärsrenditen
| BWMX | US Specialty Retail | US Markt | |
|---|---|---|---|
| 7D | 0.8% | -1.4% | -1.2% |
| 1Y | 20.5% | -5.8% | 18.3% |
Rendite im Vergleich zur Industrie: BWMX übertraf die Branche US Specialty Retail , die im vergangenen Jahr eine Rendite von -5.8 erzielte.
Rendite vs. Markt: BWMX übertraf den Markt US, der im vergangenen Jahr eine Rendite von 18.3 erzielte.
Preisvolatilität
| BWMX volatility | |
|---|---|
| BWMX Average Weekly Movement | 4.4% |
| Specialty Retail Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: BWMX hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: BWMXDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| n/a | 4,823 | Andres Chevallier | www.betterware.com.mx |
Betterware de México, S.A.P.I. de C.V. ist in den Vereinigten Staaten und Mexiko als Direktvertriebsunternehmen tätig. Das Unternehmen ist in den Segmenten „Produkte zur Organisation des Haushalts“ sowie „Schönheits- und Körperpflegeprodukte“ aktiv. Das Segment „Produkte zur Haushaltsorganisation“ umfasst ein Produktportfolio aus den Bereichen Küche und Lebensmittelkonservierung, Lösungen für den Haushalt, Schlafzimmer, Badezimmer, Wäsche und Reinigung, Wellness sowie Technologie und Mobilität.
Betterware de México, S.A.P.I. de C.V.'s Grundlagenzusammenfassung
| BWMX grundlegende Statistiken | |
|---|---|
| Marktanteil | US$597.76m |
| Gewinn(TTM) | US$74.35m |
| Umsatz(TTM) | US$877.81m |
8.0x
Kurs-Gewinn-Verhältnis 0.7x
Kurs-Umsatz-VerhältnisIst BWMX zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| BWMX Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | Mex$14.85b |
| Kosten der Einnahmen | Mex$5.03b |
| Bruttogewinn | Mex$9.82b |
| Sonstige Ausgaben | Mex$8.57b |
| Gewinn | Mex$1.26b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 33.78 |
| Bruttomarge | 66.15% |
| Nettogewinnspanne | 8.47% |
| Schulden/Eigenkapital-Verhältnis | 323.1% |
Wie hat sich BWMX auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
7.9%
Aktuelle Dividendenrendite28%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/24 11:15 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
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Analysten-Quellen
Betterware de México, S.A.P.I. de C.V. wird von 4 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Raimzhan Bayterek | Freedom Broker |
| Eric Beder | Small Cap Consumer Research LLC |
| Cristina Fernández | Telsey Advisory Group LLC |