- ISIN
- MX00BW020002
- CUSIP
- 00BW02000
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- IPO Date
- Mar 16, 2020
Highlights
- Market Cap
- $648.56M
- Enterprise Value
- $942.62M
- EPS (TTM)
- $17.99
- PE Ratio
- 0.97
- Total Revenue (TTM)
- $7.35B
- Gross Profit (TTM)
- $4.97B
- EBITDA (TTM)
- $1.58B
- Year Range
- $8.04 - $19.79
- Target Price
- $20.00
- ROA (TTM)
- 123.79%
- ROE (TTM)
- 815.26%
Share Price Chart
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Performance
BWMX Performance Chart
Betterware de Mexico, S.A.B. de C.V. (BWMX) is up 26.8% since the beginning of the year. At $17 per share, BWMX is trading 12.2% below its 52-week high of $20. Investors who bought $1,000 worth of BWMX shares 5 years ago would now be looking at an investment worth $656.
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Returns By Period
Betterware de Mexico, S.A.B. de C.V. (BWMX) has returned 26.83% so far this year and 127.80% over the past 12 months.
Betterware de Mexico, S.A.B. de C.V.
- 1D
- -2.91%
- 1M
- 6.82%
- YTD
- 26.83%
- 6M
- 28.55%
- 1Y
- 127.80%
- 3Y*
- 20.50%
- 5Y*
- -8.08%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.21%
- 1M
- 0.23%
- YTD
- 8.39%
- 6M
- 10.39%
- 1Y
- 24.03%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.61%
BWMX Monthly Returns History
Based on dividend-adjusted daily data since Mar 16, 2020, BWMX's average daily return is +0.17%, while the average monthly return is +2.95%. At this rate, an investment would double in approximately 2.0 years.
Historically, 58% of months were positive and 42% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 26.39% | -7.74% | 3.58% | 0.89% | 3.66% | 0.40% | 26.83% | ||||||
| 2025 | 0.72% | 0.80% | 2.90% | -15.04% | -15.60% | 9.22% | 52.02% | 3.89% | 0.60% | 7.66% | 1.42% | -1.25% | 40.14% |
| 2024 | 1.15% | 27.66% | 13.36% | -15.82% | 1.30% | -12.30% | 5.07% | -9.53% | -6.56% | 0.16% | 2.01% | -11.41% | -12.00% |
| 2023 | 30.69% | 20.26% | 19.39% | 8.49% | -4.38% | 6.87% | 9.59% | 22.85% | -4.51% | -24.06% | 16.02% | -0.71% | 133.93% |
| 2022 | 7.11% | -18.11% | -4.65% | -6.40% | -9.13% | -38.24% | 16.20% | -16.53% | -8.83% | -1.75% | -6.99% | -4.56% | -66.11% |
| 2021 | 5.42% | 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 41.66%, beta of 0.46, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since March 16, 2020.
- This stock captured 115.80% of S&P 500 Index gains but only 97.47% of its losses - a favorable profile for investors.
- Beta of 0.46 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
- 41.66%
- Beta
- 0.46
- R²
- 0.02
- Upside Capture
- 115.80%
- Downside Capture
- 97.47%
Return for Risk
Risk / Return Rank
BWMX ranks 95 for risk / return — in the top 95% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.35 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 8.71 | 2.65 | +6.05 |
| Martin ratioReturn relative to average drawdown | 20.45 | 11.88 | +8.57 |
Dividends
Dividend History
Betterware de Mexico, S.A.B. de C.V. provided a 6.86% dividend yield over the last twelve months, with an annual payout of $1.19 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.17 | $1.46 | $0.98 | $1.24 | $1.70 | $0.95 |
Dividend yield | 6.86% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.31 | $0.00 | $0.31 | $0.00 | $0.62 | ||||||
| 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 6.86%, 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 100.08%, 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 46.67%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -85.67%Jan 2023 | 1y 6mo | — | 4y 11moJul 2021 - now |
COVID crash2020 | -31.72%Mar 2020 | 2d | 11d | 13dMar 2020 - Mar 2020 |
COVID crash2020 | -26.00%Apr 2020 | 12d | 2mo 3d | 2mo 15dApr 2020 - Jun 2020 |
2020 bear market2020 | -24.83%Sep 2020 | 10d | 19d | 29dSep 2020 - Oct 2020 |
2020 bear market2020 | -20.00%Jul 2020 | 25d | 18d | 1mo 13dJun 2020 - Jul 2020 |
Drawdown Indicators
| BWMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.67% | -56.78% | -28.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -9.10% | -5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -57.50% | -18.90% | -38.60% |
Max Drawdown (5Y)Largest decline over 5 years | -85.67% | -25.43% | -60.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -46.67% | -2.49% | -44.18% |
Average DrawdownAverage peak-to-trough decline | -51.34% | -10.72% | -40.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | 2.03% | +4.24% |
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.
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 1.0. 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.
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 0.1. 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 7.9. 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 | — |
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