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Betterware de México, S.A.P.I. de C.V.Informe acción NYSE:BWMX

Capitalización bursátil US$599.3m
Precio de las acciones
US$16.50
US$27.35
39.7% infravalorado descuento intrínseco
1Y78.8%
7D0.3%
Valor de la cartera
Ver

Betterware de México, S.A.P.I. de C.V.

Informe acción NYSE:BWMX

Capitalización de mercado: US$599.3m

Betterware de MéxicoP.I. de (BWMX) Resumen de Acciones

Betterware de México, S.A.P.I. de C.V. opera como empresa de venta directa al consumidor en Estados Unidos y México. Saber más

Análisis fundamental de BWMX
Puntuación del snowflake
Valoración5/6
Crecimiento futuro4/6
Rendimiento pasado4/6
Salud financiera3/6
Dividendos4/6

BWMX Community Fair Values

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Competidores de Betterware de México, S.A.P.I. de C.V.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Betterware de MéxicoP.I. de
Precios históricos de las acciones
Precio actual de la acciónUS$16.50
Máximo en las últimas 52 semanasUS$19.79
Mínimo de 52 semanasUS$7.00
Beta1.07
Cambio en 1 mes-11.19%
Variación en 3 meses-14.82%
Cambio de 1 año78.76%
Variación en 3 años37.27%
Variación en 5 años-62.07%
Variación desde la OPV68.37%

Noticias y actualizaciones recientes

Artículo de análisis 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...
Actualización de narrativa 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).

Recent updates

Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Seeking Alpha Jan 21

Betterware: All You Need To Know About The Tupperware LatAm Acquisition

Summary Betterware remains a 'Buy' after acquiring Tupperware Americas, with a new price target just shy of $25 per share. The $250M deal, at ~3x EBITDA, is highly accretive, expands BWMX into Brazil, and leverages operational synergies. Debt/EBITDA remains conservative (1.7–1.8x), supporting ongoing dividends and a robust, cash-generative model. Cross-selling, logistics efficiencies, and factory utilization offer upside, while risks are cushioned by strong FCF. Read the full article on Seeking Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
User avatar
Nueva narrativa 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis Jan 26

Is Betterware de México, S.A.P.I. de C.V. (NASDAQ:BWMX) Potentially Undervalued?

While Betterware de México, S.A.P.I. de C.V. ( NASDAQ:BWMX ) might not have the largest market cap around , it led the...
Artículo de análisis Jan 02

Betterware de MéxicoP.I. de (NASDAQ:BWMX) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Rentabilidad de los accionistas

BWMXUS Specialty RetailMercado US
7D0.3%2.6%-0.3%
1Y78.8%-1.4%26.7%

Rentabilidad vs. Industria: BWMX superó a la industria US Specialty Retail, que obtuvo un rendimiento del -1.4% el año pasado.

Rentabilidad vs. Mercado: BWMX superó al mercado US, que obtuvo un rendimiento del 26.7% el año pasado.

Volatilidad de los precios

Is BWMX's price volatile compared to industry and market?
BWMX volatility
BWMX Average Weekly Movement4.9%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: BWMX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BWMX (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
n/a2,595Andres Chevallierwww.betterware.com.mx

Betterware de México, S.A.P.I. de C.V. opera como una empresa de venta directa al consumidor en Estados Unidos y México. Opera a través de los segmentos de Productos para la Organización del Hogar; y Productos de Belleza y Cuidado Personal. El segmento de Productos para la Organización del Hogar ofrece una cartera de productos que comprende cocina y conservación de alimentos; soluciones para el hogar; dormitorio; baño; lavandería y limpieza; bienestar; y tecnología y movilidad.

Resumen de fundamentos de Betterware de México, S.A.P.I. de C.V.

¿Cómo se comparan los beneficios e ingresos de Betterware de MéxicoP.I. de con su capitalización de mercado?
Estadísticas fundamentales de BWMX
Capitalización bursátilUS$599.25m
Beneficios(TTM)US$67.84m
Ingresos (TTM)US$825.79m
9.1x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BWMX
IngresosMex$14.28b
Coste de los ingresosMex$4.76b
Beneficio brutoMex$9.52b
Otros gastosMex$8.34b
BeneficiosMex$1.17b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)31.49
Margen bruto66.67%
Margen de beneficio neto8.22%
Ratio deuda/patrimonio273.1%

¿Cómo se ha desempeñado BWMX a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

7.5%
Rentabilidad actual por dividendo
51%
Ratio de pagos
¿Cuándo hay que comprar BWMX para recibir un próximo dividendo?
fechas de dividendos de Betterware de MéxicoP.I. de
Fecha ex dividendoMay 12 2026
Fecha de pago de dividendosMay 21 2026
Días hasta ex dividendo9 days
Días hasta la fecha de pago de dividendos0 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 09:32
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Betterware de México, S.A.P.I. de C.V. está cubierta por 3 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Raimzhan BayterekFreedom Broker
Eric BederSmall Cap Consumer Research LLC
Cristina FernándezTelsey Advisory Group LLC