Consumer Cyclical -
Specialty Retail - NASDAQ - MX
$ 8.84
0.341 %
$ 330 M
Market Cap
-42.1
P/E
1. INTRINSIC VALUE
Balance Sheet
Betterware de México, S.A.P.I. de C.V.
| Current Assets | 4.63 B |
| Cash & Short-Term Investments | 297 M |
| Receivables | 1.23 B |
| Other Current Assets | 3.1 B |
| Non-Current Assets | 5.83 B |
| Long-Term Investments | 0 |
| PP&E | 2.12 B |
| Other Non-Current Assets | 3.71 B |
| Current Liabilities | 4.26 B |
| Accounts Payable | 2.16 B |
| Short-Term Debt | 766 M |
| Other Current Liabilities | 1.34 B |
| Non-Current Liabilities | 5.03 B |
| Long-Term Debt | 4.4 B |
| Other Non-Current Liabilities | 623 M |
EFFICIENCY
Earnings Waterfall
Betterware de México, S.A.P.I. de C.V.
| Revenue | 14.1 B |
| Cost Of Revenue | 4.52 B |
| Gross Profit | 9.58 B |
| Operating Expenses | 7.89 B |
| Operating Income | 1.69 B |
| Other Expenses | 975 M |
| Net Income | 712 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Betterware de México, S.A.P.I. de C.V.
| Net Income | 712 M |
| Depreciation & Amortization | 392 M |
| Capital Expenditures | -222 M |
| Stock-Based Compensation | -8.89 M |
| Change in Working Capital | -312 M |
| Others | 370 M |
| Free Cash Flow | 1.6 B |
Wall Street Analysts Price Targets
Betterware de México, S.A.P.I. de C.V.
BWMX has no price targets from Wall Street.
4. DIVIDEND
ANALYSIS
2.88%
DIVIDEND YIELD
0.274 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Betterware de México, S.A.P.I. de C.V.
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
7. News
Buy 6 Ideal Safe Dividend Power Dogs For June
The Dividend Power strategy targets high-yield, low-valuation stocks, aiming for resilience in downturns and strong upside in bull markets. Six standout 'safer' Dividend Power stocks—ZIM, MSB, MITT, ABR, IRS, OUT—offer attractive yields supported by strong free cash flow. Analyst targets project 37% to 156% net gains for top ten DiviPower stocks by June 2026, with average estimated gains of 70%.
seekingalpha.com
- 2 weeks ago
BeFra to Present at the Sidoti Small Cap Conference on June 11-12
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) (“BeFra” or the “Company”), today announced that its management team will participate at the Sidoti Virtual Small Cap Conference on June 11 and 12, 2025. BeFra's main presentation is scheduled for June 11 at 4:00 pm ET. Investors can access the live presentation via sidoti.zoom.us/webinar/register/WN_JbVNAsr_QS-0tfwUJyqGkA. Management will also be available for one-on-one meetings with investors on both da.
businesswire.com
- 3 weeks ago
Betterware De Mexico: Great Value, Good Growth, Average Quality
Betterware's pandemic-driven growth has faded, with margins and efficiency declining amid rising competition and inventory challenges. Despite a moderate moat from its distribution network and asset-light model, the business faces intense competition and risks from e-commerce and changing consumer habits. My DCF analysis suggests a 15% potential upside, but this is not enough to justify a Buy given structural uncertainties and a potentially obsolete business model.
seekingalpha.com
- 4 weeks ago
BeFra Announces Filing of Its Form 20-F for Fiscal Year 2024
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) ("BeFra" or the "Company"), the leading direct-to-consumer company in Mexico through Betterware and Jafra, announced that it has filed its Annual Report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission (SEC) on April 29, 2025. The Annual Report can be accessed by visiting either the SEC's website at www.sec.gov or the “SEC Filings” section of the Com.
businesswire.com
- 1 month ago
BeFra Announces a Dividend Payment of $200 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 on April 30, 2025, the payment of an aggregate dividend of MX $200,000,000 has been approved. This amount represents approximately US $0.2736 per share before applicable tax withholdings, or approximately US $0.2463 per share after applicable tax withholdings. The dividend is payable on May 23, 2025 to shareholders of record as o.
businesswire.com
- 2 months ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q1 2025 Earnings Call Transcript
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Luis Campos - Non-Executive Chairman of the Board Andres Campos - President and Chief Executive Officer of BeFra Group Rodrigo Muñoz - Corporate Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Cristina Fernandez - Telsey Advisory Group Operator Thank you, and welcome to BeFra's First Quarter 2025 Earnings Conference Call.
seekingalpha.com
- 2 months ago
BeFra Reports First Quarter 2025 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 first quarter 2025. 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. Message from the President and CEO Reflecting on the first qua.
businesswire.com
- 2 months ago
BeFra Announces First Quarter 2025 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 first quarter 2025 results after the U.S. market close on Thursday, April 24, 2025. The Company will hold a conference call to discuss the results at 5:30 p.m. (Eastern Time) on Thursday, April 24, 2025. 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 liv.
businesswire.com
- 2 months ago
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 today that subject to formal approval by means of the shareholders meeting to be held on March 7, 2025, it intends to pay an aggregate dividend of MX $250,000,000. This amount represents approximately US $0.3212 per share before applicable tax withholdings, or approximately US $0.2891 per share after applicable tax withholdings. If approved, the dividend will be payable.
businesswire.com
- 3 months ago
Betterware de Mexico Q4: Attractive Dividend Yield While Awaiting Key Catalysts
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%.
seekingalpha.com
- 3 months ago
BeFra Announces CFO Appointment
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) ("BeFra" or the "Company"), the leading direct-to-consumer company in Mexico through Betterware and Jafra, today announced the appointment of Rodrigo Muñoz as Chief Financial Officer, effective today. Mr. Muñoz brings more than 20 years of related experience to the position, having led the finance areas of multinational companies in retail, services, telecommunications, and banking sectors. During this tim.
businesswire.com
- 3 months ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q4 2024 Earnings Call Transcript
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q4 2024 Results Conference Call February 27, 2025 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 Operator Thank you, and welcome to BeFra's Fourth Quarter 2024 Earnings Conference Call.
seekingalpha.com
- 4 months ago
8. Profile
Summary
Betterware de México, S.A.P.I. de C.V. BWMX
COUNTRY
MX
INDUSTRY
Specialty Retail
MARKET CAP
$ 330 M
Dividend Yield
2.88%
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
2524
Officers
Mr. Andres Campos Chevallier
Group Chief Executive Officer, President & Director
Mr. Santiago Campos Chevallier
MD & Director
Mr. Rodrigo Muñoz Gomez
Corporate Chief Financial Officer
Mr. José Carlos Gómez Rosales
Corporate Chief Operations & Logistics
Sofia Sordo Robles
Head of Investor Relation
Ms. Rebeca Figueroa
Chief Commercial Model Officer
Ms. Pilar Sanchez Valdovinos
Managing Director of Jafra Mexico
Mr. Travis Miller
Managing Director of Betterware US
Mr. Leonardo de Jesus Ayala Latapí
Corporate Chief Business Intelligence Officer
Mr. Mauricio Alvarez Morphy
Corporate Chief Information Officer