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Betterware de Mexico, S.A.B. de C.V. (BWMX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
MX00BW020002
CUSIP
00BW02000
IPO Date
Mar 16, 2020

Highlights

Market Cap
$629.16M
Enterprise Value
$7.17B
EPS (TTM)
$27.48
PE Ratio
0.61
PEG Ratio
0.01
Total Revenue (TTM)
$14.22B
Gross Profit (TTM)
$9.13B
EBITDA (TTM)
$2.59B
Year Range
$7.00 - $19.79
Target Price
$18.00
ROA (TTM)
10.15%
ROE (TTM)
79.15%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Betterware de Mexico, S.A.B. de C.V., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Betterware de Mexico, S.A.B. de C.V. (BWMX) has returned 20.79% so far this year and 62.04% over the past 12 months.


Betterware de Mexico, S.A.B. de C.V.

1D
1.32%
1M
3.58%
YTD
20.79%
6M
30.23%
1Y
62.04%
3Y*
22.92%
5Y*
-7.94%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 16, 2020, BWMX's average daily return is +0.16%, while the average monthly return is +2.81%. At this rate, your investment would double in approximately 2.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2025 with a return of +52.0%, while the worst month was Jun 2022 at -38.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BWMX closed higher 47% of trading days. The best single day was Jul 31, 2020 with a return of +56.3%, while the worst single day was Oct 27, 2023 at -38.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202626.39%-7.74%3.58%20.79%
20250.72%0.80%2.90%-15.04%-15.60%9.22%52.02%3.89%0.60%7.66%1.42%-1.25%40.14%
20241.15%27.66%13.36%-15.82%1.30%-12.30%5.07%-9.53%-6.56%0.16%2.01%-11.41%-12.00%
202330.69%20.26%19.39%8.49%-4.38%6.87%9.59%22.85%-4.51%-24.06%16.02%-0.71%133.93%
20227.11%-18.11%-4.65%-6.40%-9.13%-38.24%16.20%-16.53%-8.83%-1.75%-6.99%-4.56%-66.11%
20215.42%21.22%-10.35%21.92%-7.14%15.17%-15.03%0.62%-15.91%-23.57%-2.63%-19.60%-35.74%

Benchmark Metrics

Betterware de Mexico, S.A.B. de C.V. has an annualized alpha of 36.42%, beta of 0.56, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since March 17, 2020.

  • This stock captured 119.99% of S&P 500 Index gains and 115.72% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • Beta of 0.56 may look defensive, but with R² of 0.02 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.02 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
36.42%
Beta
0.56
0.02
Upside Capture
119.99%
Downside Capture
115.72%

Return for Risk

Risk / Return Rank

BWMX ranks 78 for risk / return — better than 78% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BWMX Risk / Return Rank: 7878
Overall Rank
BWMX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
BWMX Sortino Ratio Rank: 8282
Sortino Ratio Rank
BWMX Omega Ratio Rank: 7777
Omega Ratio Rank
BWMX Calmar Ratio Rank: 7474
Calmar Ratio Rank
BWMX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) and compare them to a chosen benchmark (S&P 500 Index).


BWMXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.33

0.90

+0.43

Sortino ratio

Return per unit of downside risk

2.23

1.39

+0.84

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.82

1.40

+0.42

Martin ratio

Return relative to average drawdown

4.84

6.61

-1.76

Explore BWMX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Betterware de Mexico, S.A.B. de C.V. provided a 6.88% dividend yield over the last twelve months, with an annual payout of $1.16 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$1.16$1.17$1.46$0.98$1.24$1.70$0.95

Dividend yield

6.88%8.24%13.05%7.03%19.37%8.10%2.77%

Monthly Dividends

The table displays the monthly dividend distributions for Betterware de Mexico, S.A.B. de C.V.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.31$0.31
2025$0.00$0.00$0.32$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.29$0.00$1.17
2024$0.00$0.00$0.39$0.00$0.39$0.00$0.34$0.00$0.00$0.00$0.34$0.00$1.46
2023$0.00$0.00$0.15$0.00$0.22$0.00$0.00$0.31$0.00$0.00$0.30$0.00$0.98
2022$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.27$0.00$0.00$0.00$0.06$1.24
2021$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.42$0.00$0.00$0.42$0.00$1.70

Dividend Yield & Payout


Dividend Yield

Betterware de Mexico, S.A.B. de C.V. has a dividend yield of 6.88%, which means its dividend payment is significantly above the market average.

Payout Ratio

Betterware de Mexico, S.A.B. de C.V. has a payout ratio of 111.94%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Betterware de Mexico, S.A.B. de C.V.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Betterware de Mexico, S.A.B. de C.V. was 85.67%, occurring on Jan 3, 2023. The portfolio has not yet recovered.

The current Betterware de Mexico, S.A.B. de C.V. drawdown is 49.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.67%Jul 1, 2021380Jan 3, 2023
-31.72%Mar 18, 20203Mar 20, 20207Mar 31, 202010
-26%Apr 2, 20208Apr 14, 202044Jun 16, 202052
-24.83%Sep 15, 20209Sep 25, 202013Oct 14, 202022
-20%Jun 18, 202017Jul 13, 202014Jul 31, 202031

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Betterware de Mexico, S.A.B. de C.V. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Betterware de Mexico, S.A.B. de C.V. is priced in the market compared to other companies in the Specialty Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BWMX, comparing it with other companies in the Specialty Retail industry. Currently, BWMX has a P/E ratio of 0.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BWMX compared to other companies in the Specialty Retail industry. BWMX currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BWMX relative to other companies in the Specialty Retail industry. Currently, BWMX has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BWMX in comparison with other companies in the Specialty Retail industry. Currently, BWMX has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items