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Consumer Cyclical - Specialty Retail - NASDAQ - MX
$ 12.07
-0.165 %
$ 453 M
Market Cap
10.59
P/E
1. INTRINSIC VALUE

Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer company in Mexico. It focuses on the home organization segment with a product portfolio, including home solutions, kitchen and food preservation, technology and mobility, bedroom, bathroom, laundry and cleaning, and other categories. The company sells its products through twelve catalogues. Betterware de México, S.A.P.I. de C.V. was incorporated in 1995 and is based in Zapopan, Mexico. Betterware de México, S.A.P.I. de C.V. is a subsidiary of Campalier, S.A. de C.V.[ Read More ]

The intrinsic value of one BWMX stock under the base case scenario is HIDDEN Compared to the current market price of 12.1 USD, Betterware de México, S.A.P.I. de C.V. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BWMX

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FINANCIALS
13 B REVENUE
13.13%
2.35 B OPERATING INCOME
26.47%
1.05 B NET INCOME
42.89%
2.37 B OPERATING CASH FLOW
86.95%
-65.3 M INVESTING CASH FLOW
98.64%
-2.57 B FINANCING CASH FLOW
-84.03%
3.33 B REVENUE
-1.74%
59 M OPERATING INCOME
-89.42%
-410 M NET INCOME
-68.89%
-18.2 M OPERATING CASH FLOW
-1.98%
72 M INVESTING CASH FLOW
181.16%
-36.1 M FINANCING CASH FLOW
96.22%
Balance Sheet Decomposition Betterware de México, S.A.P.I. de C.V.
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Current Assets 3.99 B
Cash & Short-Term Investments 550 M
Receivables 1.1 B
Other Current Assets 2.34 B
Non-Current Assets 7.1 B
Long-Term Investments 0
PP&E 3.27 B
Other Non-Current Assets 3.83 B
Current Liabilities 3.83 B
Accounts Payable 1.79 B
Short-Term Debt 626 M
Other Current Liabilities 1.41 B
Non-Current Liabilities 5.79 B
Long-Term Debt 4.88 B
Other Non-Current Liabilities 910 M
EFFICIENCY
Earnings Waterfall Betterware de México, S.A.P.I. de C.V.
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Revenue 13 B
Cost Of Revenue 3.7 B
Gross Profit 9.31 B
Operating Expenses 6.96 B
Operating Income 2.35 B
Other Expenses 1.3 B
Net Income 1.05 B
RATIOS
71.55% GROSS MARGIN
71.55%
18.03% OPERATING MARGIN
18.03%
8.07% NET MARGIN
8.07%
71.17% ROE
71.17%
9.46% ROA
9.46%
25.97% ROIC
25.97%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Betterware de México, S.A.P.I. de C.V.
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Net Income 1.05 B
Depreciation & Amortization 375 M
Capital Expenditures -131 M
Stock-Based Compensation 4.19 M
Change in Working Capital 262 M
Others 239 M
Free Cash Flow 2.24 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Betterware de México, S.A.P.I. de C.V.
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BWMX has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.338 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Betterware de México, S.A.P.I. de C.V.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
BeFra Announces a Dividend Payment of $250 Million Mexican Pesos GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), announced that after the shareholders meeting held today, the payment of an aggregate dividend of MX $250,000,000 has been approved; which represents approximately US $0.3378 per share less applicable tax withholdings, resulting in approximately US $0.3041 per share after applicable tax withholdings. The dividend is payable on November 15, 2024 to shareholders of record as of Nov. businesswire.com - 2 weeks ago
Betterware de Mexico Q3 Results: Attractively Valued Given The Positive Outlook 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. seekingalpha.com - 3 weeks ago
Betterware de Mexico SAPI de C (BWMX) Q3 Earnings Miss Estimates Betterware de Mexico SAPI de C (BWMX) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.31 per share a year ago. zacks.com - 3 weeks ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q3 2024 Earnings Call Transcript Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q3 2024 Earnings Conference Call October 24, 2024 5:30 PM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Cristina Fernandez - Telsey Advisory Group Operator Thank you and welcome for joining BeFra's Third Quarter 2024 Earnings Conference Call. seekingalpha.com - 3 weeks ago
BeFra Reports Third Quarter 2024 Results GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) ("BeFra" or the "Company"), announced today its consolidated financial results for the third quarter 2024. The figures presented in this report are expressed in nominal Mexican Pesos (Ps.) unless otherwise noted, presented and approved by the Board of Directors, prepared in accordance with IFRS, and may include minor differences due to rounding. The Company will host a conference call at 5:30 pm (Eastern Ti. businesswire.com - 3 weeks ago
BeFra Announces Third Quarter 2024 Earnings Release Date, Conference Call and Webcast GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), today announced that it will report its third quarter 2024 results after the U.S. market close on Thursday, October 24, 2024. The Company will hold a conference call to discuss the results at 5:30 p.m. (Eastern Time) on Thursday, October 24, 2024. The U.S. toll free dial-in for the results conference call is 1-877-451-6152 and the international dial-in number is 1-201-389-0879. A. businesswire.com - 1 month ago
Betterware de Mexico Q2 Earnings: Weak Quarter But Expecting A Stronger Second Half Shares have declined 15% since my bullish article on the company. Q2 results were weak, but I expect stronger results in the second half of the year. Valuation is attractive with the current dividend yield near 10%. seekingalpha.com - 3 months ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q2 2024 Earnings Call Transcript Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q2 2024 Earnings Conference Call July 26, 2024 9:00 AM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Cristina Fernandez - Telsey Advisory Operator Thank you and welcome to Betterware's Second Quarter 2024 Earnings Conference Call. seekingalpha.com - 3 months ago
BeFra Announces Second Quarter 2024 Earnings Release Date, Conference Call and Webcast GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), today announced that it will report its second quarter 2024 results after the U.S. market close on Thursday, July 25, 2024. The Company will hold a conference call to discuss the results at 9:00 a.m. (Eastern Time) on Friday, July 26, 2024. The U.S. toll free dial-in for the results conference call is 1-877-451-6152 and the international dial-in number is 1-201-389-0879. A live w. businesswire.com - 4 months ago
BeFra Announces Transfer of Listing of Common Stock to the New York Stock Exchange GUADALAJARA, Mexico , May 28, 2024 /PRNewswire/ -- Betterware de México, S.A.P.I. de C.V. (Nasdaq: BWMX) ("BeFra" or the "Company") the leading direct-to-consumer company in Mexico through Betterware and Jafra, announced today that the Company will transfer the listing and trading of its common stock to the New York Stock Exchange ("NYSE") from the Nasdaq Stock Market LLC ("Nasdaq"). prnewswire.com - 5 months ago
Betterware de Mexico: Entering The U.S. Market On Solid Footing Betterware de Mexico's shares are up nearly 25% this year as the company continues to deliver solid growth and profitability. Dividend yield of 8% with balance sheet strength improving due to ongoing debt. Entry into the US market could accelerate growth and lead to its valuation multiple re-rating higher. seekingalpha.com - 5 months ago
BeFra Appoints Diego Gaxiola as Independent Director to Its Board GUADALAJARA, Mexico, May 14, 2024 /PRNewswire/ -- Betterware de México, S.A.P.I. de C.V. (Nasdaq: BWMX) ("BeFra" or the "Company") announced today that Mr. prnewswire.com - 6 months ago
8. Profile Summary

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

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COUNTRY MX
INDUSTRY Specialty Retail
MARKET CAP $ 453 M
Dividend Yield 0.00%
Description Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer company in Mexico. It focuses on the home organization segment with a product portfolio, including home solutions, kitchen and food preservation, technology and mobility, bedroom, bathroom, laundry and cleaning, and other categories. The company sells its products through twelve catalogues. Betterware de México, S.A.P.I. de C.V. was incorporated in 1995 and is based in Zapopan, Mexico. Betterware de México, S.A.P.I. de C.V. is a subsidiary of Campalier, S.A. de C.V.
Contact Luis Enrique Williams 549, Zapopan, JA, 45145 https://www.betterware.com.mx
IPO Date Jan. 3, 2019
Employees 2484
Officers Mr. Carlos Doormann Corporate Chief Investor Relations & Strategy Projects Mr. Santiago Campos Chevallier MD, Director of Innovation & Communication and Director Ms. Pilar Sanchez Valdovinos Managing Director of Jafra Mexico Mr. Eduardo Vladimir Symanski Mantey Corporate Human Resources Director Mr. Mauricio Alvarez Morphy Corporate Chief Information Officer Ms. Maria Dolores Sanchez Cano Gascon South America Expansion Director & Director Ms. Rebeca Figueroa Chief Commercial Model Officer Mr. Alejandro Ulloa Miranda Chief Corporate Financial Officer Mr. Luis Lozada Chief Operating Officer Mr. Andres Campos Chevallier Group Chief Executive Officer & Director