BWEN vs. BWMX
BWEN (Broadwind, Inc.) and BWMX (Betterware de Mexico, S.A.B. de C.V.) are both stocks. BWEN operates in Specialty Industrial Machinery (Industrials), while BWMX operates in Specialty Retail (Consumer Cyclical). Over the past 5 years, BWEN returned 1.03%/yr vs -9.27%/yr for BWMX. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
BWEN vs. BWMX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BWEN achieves a 41.34% return, which is significantly higher than BWMX's 24.21% return.
BWEN
- 1D
- 2.56%
- 1M
- -12.66%
- 6M
- 33.33%
- YTD
- 41.34%
- 1Y
- 58.73%
- 3Y*
- 1.72%
- 5Y*
- 1.03%
- 10Y*
- -1.08%
- ALL TIME*
- -4.97%
BWMX
- 1D
- -3.24%
- 1M
- -5.34%
- 6M
- -1.73%
- YTD
- 24.21%
- 1Y
- 40.49%
- 3Y*
- 16.57%
- 5Y*
- -9.27%
- 10Y*
- —
- ALL TIME*
- 21.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BWEN Broadwind, Inc. | $2.77M | $2.32M | $4.08M |
| $1.95M | $1.49M | $1.32M |
BWEN vs. BWMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BWEN Broadwind, Inc. | 41.34% | 50.53% | -32.13% | 54.75% | -4.79% | -76.29% | 529.37% |
BWMX Betterware de Mexico, S.A.B. de C.V. | 24.21% | 40.14% | -12.00% | 133.93% | -66.11% | -35.74% | 352.75% |
Correlation
The correlation between BWEN and BWMX is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2020 | 0.12 |
Fundamentals
BWEN:
$93.62M
BWMX:
$633.89M
BWEN:
$0.22
BWMX:
MX$33.08
BWEN:
18.20
BWMX:
8.92
BWEN:
0.60
BWMX:
0.76
BWEN:
1.41
BWMX:
5.12
BWEN:
$155.27M
BWMX:
MX$14.85B
BWEN:
$16.34M
BWMX:
MX$9.82B
BWEN:
$13.47M
BWMX:
MX$2.84B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BWEN vs. BWMX — Risk / Return Rank
BWEN
BWMX
BWEN vs. BWMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadwind, Inc. (BWEN) and Betterware de Mexico, S.A.B. de C.V. (BWMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BWEN | BWMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.72 | -1.64 |
| Martin ratioReturn relative to average drawdown | 2.09 | 6.11 | -4.02 |
Loading charts...
Drawdowns
BWEN vs. BWMX - Drawdown Comparison
The maximum BWEN drawdown since its inception was -99.58%, which is greater than BWMX's maximum drawdown of -85.67%. Use the drawdown chart below to compare losses from any high point for BWEN and BWMX.
Loading charts...
Drawdown Indicators
| BWEN | BWMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.58% | -85.67% | -13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -50.75% | -14.76% | -35.99% |
Max Drawdown (3Y)Largest decline over 3 years | -69.28% | -57.50% | -11.78% |
Max Drawdown (5Y)Largest decline over 5 years | -76.18% | -84.57% | +8.39% |
Max Drawdown (10Y)Largest decline over 10 years | -87.79% | — | — |
Current DrawdownCurrent decline from peak | -98.60% | -47.77% | -50.83% |
Average DrawdownAverage peak-to-trough decline | -81.27% | -51.23% | -30.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.12% | 6.56% | +19.56% |
Volatility
BWEN vs. BWMX - Volatility Comparison
Broadwind, Inc. (BWEN) has a higher volatility of 37.53% compared to Betterware de Mexico, S.A.B. de C.V. (BWMX) at 8.94%. This indicates that BWEN's price experiences larger fluctuations and is considered to be riskier than BWMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BWEN | BWMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 37.53% | 8.94% | +28.59% |
Volatility (6M)Calculated over the trailing 6-month period | 114.49% | 24.07% | +90.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 153.69% | 36.60% | +117.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 107.25% | 56.35% | +50.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 93.24% | 66.87% | +26.37% |
Dividends
BWEN vs. BWMX - Dividend Comparison
BWEN has not paid dividends to shareholders, while BWMX's dividend yield for the trailing twelve months is around 7.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BWEN Broadwind, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BWMX Betterware de Mexico, S.A.B. de C.V. | 7.01% | 8.24% | 13.05% | 7.03% | 19.37% | 8.10% | 2.77% |
Financials
BWEN vs. BWMX - Financials Comparison
This section allows you to compare key financial metrics between Broadwind, Inc. and Betterware de Mexico, S.A.B. de C.V.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BWEN vs. BWMX - Profitability Comparison
BWEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Broadwind, Inc. reported a gross profit of 4.69M and revenue of 34.06M. Therefore, the gross margin over that period was 13.8%.
BWMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Betterware de Mexico, S.A.B. de C.V. reported a gross profit of 2.73B and revenue of 4.16B. Therefore, the gross margin over that period was 65.5%.
BWEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Broadwind, Inc. reported an operating income of 389.00K and revenue of 34.06M, resulting in an operating margin of 1.1%.
BWMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Betterware de Mexico, S.A.B. de C.V. reported an operating income of 681.29M and revenue of 4.16B, resulting in an operating margin of 16.4%.
BWEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Broadwind, Inc. reported a net income of -495.00K and revenue of 34.06M, resulting in a net margin of -1.5%.
BWMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Betterware de Mexico, S.A.B. de C.V. reported a net income of 394.59M and revenue of 4.16B, resulting in a net margin of 9.5%.
Frequently Asked Questions
BWEN and BWMX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWEN has higher volatility (37.53%) compared to BWMX (8.94%). In terms of maximum drawdown, BWEN dropped -99.58% vs BWMX's -85.67%.
BWMX currently has the higher Sharpe Ratio (1.10 vs 0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BWEN and BWMX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer