Betterware de MéxicoP.I. de Performance degli utili passati
Criteri Il passato verificati 4/6
Gli utili di Betterware de MéxicoP.I. de sono diminuiti a un tasso medio annuo di -7.3%, mentre il settore Specialty Retail ha visto gli utili diminuire a un tasso medio annuo di 4.3%. I ricavi sono cresciuti crescere a un tasso medio annuo di 9.2%. Il ritorno sul capitale proprio di Betterware de MéxicoP.I. de è 79.1% e ha margini netti di 8.2%.
Informazioni chiave
-7.33%
Tasso di crescita degli utili
-7.82%
Tasso di crescita dell'EPS
| Specialty Retail Crescita del settore | 26.64% |
| Tasso di crescita dei ricavi | 9.15% |
| Rendimento del capitale proprio | 79.10% |
| Margine netto | 8.22% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
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...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...Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 AlphaArticolo 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 narrazione • 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...Articolo di analisi • 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...Articolo di analisi • 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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Betterware de MéxicoP.I. de guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 14,275 | 1,173 | 7,158 | 0 |
| 31 Dec 25 | 14,243 | 1,061 | 7,223 | 0 |
| 30 Sep 25 | 14,218 | 1,018 | 7,255 | 0 |
| 30 Jun 25 | 14,171 | 591 | 7,300 | 0 |
| 31 Mar 25 | 13,997 | 568 | 7,229 | 0 |
| 31 Dec 24 | 14,101 | 712 | 7,198 | 0 |
| 30 Sep 24 | 13,724 | 882 | 6,425 | 0 |
| 30 Jun 24 | 13,517 | 1,192 | 6,449 | 0 |
| 31 Mar 24 | 13,348 | 1,157 | 6,998 | 0 |
| 31 Dec 23 | 13,010 | 1,039 | 6,410 | 0 |
| 30 Sep 23 | 12,840 | 893 | 7,104 | 0 |
| 30 Jun 23 | 12,888 | 748 | 7,075 | 0 |
| 31 Mar 23 | 12,912 | 779 | 7,049 | 0 |
| 31 Dec 22 | 11,508 | 873 | 5,474 | 0 |
| 30 Sep 22 | 10,485 | 761 | 4,899 | 0 |
| 30 Jun 22 | 9,675 | 1,223 | 3,814 | 0 |
| 31 Mar 22 | 9,026 | 1,394 | 2,852 | 0 |
| 31 Dec 21 | 10,068 | 1,752 | 2,968 | 0 |
| 30 Sep 21 | 10,459 | 1,663 | 2,812 | 0 |
| 30 Jun 21 | 10,368 | 1,024 | 2,692 | 0 |
| 31 Mar 21 | 9,183 | 808 | 2,309 | 0 |
| 03 Jan 21 | 7,238 | 298 | 1,894 | 0 |
| 30 Sep 20 | 5,450 | 380 | 1,422 | 0 |
| 30 Jun 20 | 3,937 | 651 | 1,146 | 0 |
| 31 Mar 20 | 3,317 | 522 | 1,043 | 0 |
| 31 Dec 19 | 3,085 | 472 | 992 | 0 |
| 30 Sep 19 | 2,931 | 453 | 978 | 0 |
| 30 Jun 19 | 2,809 | 381 | 957 | 0 |
| 31 Mar 19 | 2,542 | 342 | 875 | 0 |
| 31 Dec 18 | 2,317 | 299 | 807 | 0 |
| 31 Dec 17 | 1,450 | 208 | 561 | 0 |
Guadagni di qualità: BWMX ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di BWMX (8.2%) BWMX sono più alti rispetto allo scorso anno (4.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di BWMX sono diminuiti del 7.3% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di BWMX nell'ultimo anno ( 106.5% ) supera la media quinquennale ( -7.3% all'anno).
Guadagni vs Settore: La crescita degli utili BWMX nell'ultimo anno ( 106.5% ) ha superato la percentuale del settore Specialty Retail -1.1%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 79.1% ) di BWMX sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/27 05:58 |
| Prezzo dell'azione a fine giornata | 2026/05/27 00:00 |
| Utili | 2026/03/31 |
| 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 guide su come utilizzare i nostri report e 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 3 analisti. 2 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 |