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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

$383.24M

EPS (TTM)

$0.96

PE Ratio

10.70

Total Revenue (TTM)

$6.72B

Gross Profit (TTM)

$4.82B

EBITDA (TTM)

$937.37M

Year Range

$9.78 - $18.45

Target Price

$20.76

Short %

129.32%

Short Ratio

5.39

Share Price Chart


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Compare to other instruments

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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.


60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
68.75%
121.39%
BWMX (Betterware de Mexico, S.A.B. de C.V.)
Benchmark (^GSPC)

Returns By Period

Betterware de Mexico, S.A.B. de C.V. had a return of -5.64% year-to-date (YTD) and -38.09% in the last 12 months.


BWMX

YTD

-5.64%

1M

-10.70%

6M

-13.71%

1Y

-38.09%

5Y*

10.06%

10Y*

N/A

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*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%-9.67%-5.64%
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 14, meaning it’s performing worse than 86% 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 1414
Overall Rank
The Sharpe Ratio Rank of BWMX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of BWMX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of BWMX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of BWMX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of BWMX is 2121
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 chart of Sharpe ratio for BWMX, currently valued at -0.89, compared to the broader market-2.00-1.000.001.002.003.00
BWMX: -0.89
^GSPC: 0.24
The chart of Sortino ratio for BWMX, currently valued at -1.30, compared to the broader market-6.00-4.00-2.000.002.004.00
BWMX: -1.30
^GSPC: 0.47
The chart of Omega ratio for BWMX, currently valued at 0.85, compared to the broader market0.501.001.502.00
BWMX: 0.85
^GSPC: 1.07
The chart of Calmar ratio for BWMX, currently valued at -0.54, compared to the broader market0.001.002.003.004.00
BWMX: -0.54
^GSPC: 0.24
The chart of Martin ratio for BWMX, currently valued at -1.26, compared to the broader market-5.000.005.0010.0015.0020.00
BWMX: -1.26
^GSPC: 1.08

The current Betterware de Mexico, S.A.B. de C.V. Sharpe ratio is -0.89. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Betterware de Mexico, S.A.B. de C.V. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.89
0.24
BWMX (Betterware de Mexico, S.A.B. de C.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Betterware de Mexico, S.A.B. de C.V. provided a 13.53% 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

13.53%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$0.32
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
5.0%10.0%15.0%20.0%25.0%
BWMX: 13.5%
Betterware de Mexico, S.A.B. de C.V. has a dividend yield of 13.53%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
BWMX: 4.3%
Betterware de Mexico, S.A.B. de C.V. has a payout ratio of 4.28%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-71.65%
-14.02%
BWMX (Betterware de Mexico, S.A.B. de C.V.)
Benchmark (^GSPC)

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 71.65%.


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 current Betterware de Mexico, S.A.B. de C.V. volatility is 13.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
13.14%
13.60%
BWMX (Betterware de Mexico, S.A.B. de C.V.)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Betterware de Mexico, S.A.B. de C.V..


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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