PortfoliosLab logo
Betterware de Mexico, S.A.B. de C.V. (BWMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

MX00BW020002

CUSIP

00BW02000

IPO Date

Mar 16, 2020

Highlights

Market Cap

$357.87M

EPS (TTM)

-$0.20

Total Revenue (TTM)

$14.00B

Gross Profit (TTM)

$9.68B

EBITDA (TTM)

$1.46B

Year Range

$9.00 - $16.65

Target Price

$18.87

Short %

156.60%

Short Ratio

4.48

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BWMX vs. GPC BWMX vs. WMT
Popular comparisons:

Performance

Performance Chart


Loading data...

Returns By Period

Betterware de Mexico, S.A.B. de C.V. (BWMX) returned -11.89% year-to-date (YTD) and -39.62% over the past 12 months.


BWMX

YTD

-11.89%

1M

-11.20%

6M

-21.38%

1Y

-39.62%

5Y*

11.06%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of BWMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.72%0.80%2.90%-15.04%-0.72%-11.89%
20241.15%27.66%13.36%-15.82%1.31%-12.30%5.07%-9.53%-6.56%0.16%2.01%-11.41%-11.99%
202330.68%20.26%19.39%8.49%-4.39%6.87%9.59%22.85%-4.51%-24.06%16.02%-0.71%133.92%
20227.11%-18.11%-4.65%-6.40%-9.13%-38.24%16.20%-16.53%-8.83%-1.75%-6.99%-4.55%-66.11%
20215.42%21.22%-10.35%21.92%-7.04%15.17%-15.03%0.74%-15.91%-23.57%-2.63%-19.60%-35.59%
20202.64%-1.07%-2.66%10.73%32.65%42.41%1.22%49.81%5.24%20.63%298.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BWMX is 8, meaning it’s performing worse than 92% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BWMX is 88
Overall Rank
The Sharpe Ratio Rank of BWMX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of BWMX is 55
Sortino Ratio Rank
The Omega Ratio Rank of BWMX is 99
Omega Ratio Rank
The Calmar Ratio Rank of BWMX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of BWMX is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Betterware de Mexico, S.A.B. de C.V. Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.95
  • 5-Year: 0.12
  • All Time: 0.13

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Betterware de Mexico, S.A.B. de C.V. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Betterware de Mexico, S.A.B. de C.V. provided a 14.49% dividend yield over the last twelve months, with an annual payout of $1.39 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.5020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$1.39$1.46$0.98$1.24$1.79$0.95

Dividend yield

14.49%13.06%7.02%19.38%8.54%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
2025$0.00$0.00$0.32$0.00$0.00$0.32
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$0.48$0.00$0.00$0.47$0.00$0.00$0.42$0.00$1.79
2020$0.13$0.00$0.00$0.43$0.00$0.00$0.39$0.00$0.95

Dividend Yield & Payout


Dividend Yield

Betterware de Mexico, S.A.B. de C.V. has a dividend yield of 14.49%, 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 4.44%, which is below the market average. This means Betterware de Mexico, S.A.B. de C.V. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


Loading data...

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 85.66%, occurring on Jan 3, 2023. The portfolio has not yet recovered.

The current Betterware de Mexico, S.A.B. de C.V. drawdown is 73.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.66%Jul 1, 2021380Jan 3, 2023
-31.87%Mar 17, 20204Mar 20, 20207Mar 31, 202011
-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.


Loading data...

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Betterware de Mexico, S.A.B. de C.V., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -57.0%.


-5.000.005.0010.0015.0020212022202320242025
4.06
9.45
Actual
Estimate

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.


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 6.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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