Betterware de MéxicoP.I. de (BWMX) Panoramica del titolo
Betterware de México, S.A.P.I. de C.V. opera come società di vendita diretta al consumatore negli Stati Uniti e in Messico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
BWMX Community Fair Values
Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$59.6
FV
73.1% sottovalutato sconto intrinseco57.43%
Revenue growth p.a.
92
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Concorrenti di Betterware de México, S.A.P.I. de C.V.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$16.05 |
| Massimo di 52 settimane | US$19.79 |
| Minimo di 52 settimane | US$12.34 |
| Beta | 1.05 |
| Variazione di 1 mese | -4.06% |
| Variazione a 3 mesi | -6.63% |
| Variazione di 1 anno | 20.50% |
| Variazione a 3 anni | 2.23% |
| Variazione a 5 anni | -60.79% |
| Variazione dall'IPO | 63.78% |
Notizie e aggiornamenti recenti
Nuova narrativa • 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
Nuova narrativa • 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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| BWMX | US Specialty Retail | US Mercato | |
|---|---|---|---|
| 7D | 0.8% | -1.4% | -1.2% |
| 1Y | 20.5% | -5.8% | 18.3% |
Ritorno vs Industria: BWMX ha superato il US Specialty Retail che ha restituito -5.8 % nell'ultimo anno.
Rendimento vs Mercato: BWMX ha superato il mercato US che ha restituito 18.3 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: BWMX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di BWMX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| n/a | 4,823 | Andres Chevallier | www.betterware.com.mx |
Betterware de México, S.A.P.I. de C.V. opera come azienda di vendita diretta al consumatore negli Stati Uniti e in Messico. La sua attività si articola nei segmenti dei prodotti per l’organizzazione della casa e dei prodotti di bellezza e per la cura della persona. Il segmento dei prodotti per l’organizzazione della casa offre un portafoglio di prodotti che comprende articoli per la cucina e la conservazione degli alimenti; soluzioni per la casa; camera da letto; bagno; lavanderia e pulizia; benessere; tecnologia e mobilità.
Betterware de México, S.A.P.I. de C.V. Riepilogo dei fondamenti
| BWMX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$597.76m |
| Utili (TTM) | US$74.35m |
| Ricavi(TTM) | US$877.81m |
8.0x
Rapporto P/E0.7x
Rapporto P/SBWMX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BWMX Conto economico (TTM) | |
|---|---|
| Ricavi | Mex$14.85b |
| Costo del fatturato | Mex$5.03b |
| Profitto lordo | Mex$9.82b |
| Altre spese | Mex$8.57b |
| Utili | Mex$1.26b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 33.78 |
| Margine lordo | 66.15% |
| Margine di profitto netto | 8.47% |
| Rapporto debito/patrimonio netto | 323.1% |
Come si è comportato BWMX nel lungo periodo?
Vedi performance storica e confrontoDividendi
7.9%
Rendimento attuale del dividendo28%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/24 11:15 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Betterware de México, S.A.P.I. de C.V. è coperta da 4 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Raimzhan Bayterek | Freedom Broker |
| Eric Beder | Small Cap Consumer Research LLC |
| Cristina Fernández | Telsey Advisory Group LLC |