Betterware de MéxicoP.I. de (BWMX) Hisse Özeti
Betterware de México, S.A.P.I. de C.V. Amerika Birleşik Devletleri ve Meksika'da doğrudan tüketiciye satış yapan bir şirket olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 3/6 |
Ödüller
Risk Analizi
BWMX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$59.6
FV
73.1% değerinin altında içsel indirim57.43%
Revenue growth p.a.
83
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Betterware de México, S.A.P.I. de C.V. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$16.05 |
| 52 Haftanın En Yüksek Seviyesi | US$19.79 |
| 52 Haftanın En Düşük Seviyesi | US$12.34 |
| Beta | 1.05 |
| 1 Aylık Değişim | -4.06% |
| 3 Aylık Değişim | -3.78% |
| 1 Yıllık Değişim | 19.87% |
| 3 Yıllık Değişim | 7.36% |
| 5 Yıllık Değişim | -59.64% |
| Halka arzdan bu yana değişim | 63.78% |
Son Haberler & Güncellemeler
Yeni Anlatı • 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
Yeni Anlatı • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| BWMX | US Specialty Retail | US Pazar | |
|---|---|---|---|
| 7D | -2.4% | -3.2% | -1.5% |
| 1Y | 19.9% | -6.4% | 17.8% |
Getiri vs. Endüstri: BWMX geçen yıl % -6.4 oranında getiri sağlayan US Specialty Retail sektörünü aştı.
Getiri vs Piyasa: BWMX geçen yıl % 17.8 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| 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 | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: BWMX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BWMX 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| n/a | 4,823 | Andres Chevallier | www.betterware.com.mx |
Betterware de México, S.A.P.I. de C.V., Amerika Birleşik Devletleri ve Meksika’da tüketicilere doğrudan satış yapan bir şirket olarak faaliyet göstermektedir. Şirket, Ev Düzenleme Ürünleri ile Güzellik ve Kişisel Bakım Ürünleri segmentleri aracılığıyla faaliyet göstermektedir. Ev Düzenleme Ürünleri segmenti, mutfak ve gıda muhafaza ürünleri; ev çözümleri; yatak odası; banyo; çamaşır ve temizlik; sağlık; teknoloji ve mobilite ürünlerinden oluşan bir portföy sunmaktadır.
Betterware de México, S.A.P.I. de C.V. Temel Bilgiler Özeti
| BWMX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$597.76m |
| Kazançlar(TTM) | US$74.35m |
| Gelir(TTM) | US$877.81m |
8.0x
F/K Oranı0.7x
P/S OranıBWMX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BWMX gelir tablosu (TTM) | |
|---|---|
| Gelir | Mex$14.85b |
| Gelir Maliyeti | Mex$5.03b |
| Brüt Kâr | Mex$9.82b |
| Diğer Giderler | Mex$8.57b |
| Kazançlar | Mex$1.26b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 33.78 |
| Brüt Marj | 66.15% |
| Net Kâr Marjı | 8.47% |
| Borç/Özkaynak Oranı | 323.1% |
BWMX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
7.9%
Mevcut Temettü Verimi28%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/23 19:35 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Betterware de México, S.A.P.I. de C.V. 4 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Raimzhan Bayterek | Freedom Broker |
| Eric Beder | Small Cap Consumer Research LLC |
| Cristina Fernández | Telsey Advisory Group LLC |