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ISIN
MX00BW020002
CUSIP
00BW02000
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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202626.39%-7.74%3.58%0.89%3.66%0.40%26.83%
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 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
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.


BWMX Risk / Return Rank: 9595
Overall Rank
BWMX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
BWMX Sortino Ratio Rank: 9595
Sortino Ratio Rank
BWMX Omega Ratio Rank: 9494
Omega Ratio Rank
BWMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
BWMX Martin Ratio Rank: 9696
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 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.


BWMXBenchmarkDifference
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.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
2d11d
13dMar 2020 - Mar 2020
COVID crash2020
-26.00%Apr 2020
12d2mo 3d
2mo 15dApr 2020 - Jun 2020
2020 bear market2020
-24.83%Sep 2020
10d19d
29dSep 2020 - Oct 2020
2020 bear market2020
-20.00%Jul 2020
25d18d
1mo 13dJun 2020 - Jul 2020

Drawdown Indicators


BWMXBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-46.67%

-2.49%

-44.18%

Average Drawdown

Average peak-to-trough decline

-51.34%

-10.72%

-40.62%

Ulcer Index

Depth 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.


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 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

Values in undefined except per share items
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