BWEN vs. BWMX

Last updated Jun 4, 2026

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 -2.76%/yr vs -8.35%/yr for BWMX. At a 0.13 correlation, their price movements are largely independent.

Performance

BWEN vs. BWMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadwind, Inc. (BWEN) and Betterware de Mexico, S.A.B. de C.V. (BWMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BWEN achieves a 43.46% return, which is significantly higher than BWMX's 35.30% return.

BWEN

• 1D: 1.00%
• 1M: 59.84%
• YTD: 43.46%
• 6M: 28.48%
• 1Y: 130.68%
• 3Y*: 0.50%
• 5Y*: -2.76%
• 10Y*: -0.82%

BWMX

• 1D: -1.64%
• 1M: 13.36%
• YTD: 35.30%
• 6M: 31.96%
• 1Y: 157.03%
• 3Y*: 26.00%
• 5Y*: -8.35%
• 10Y*: —

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

BWEN vs. BWMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BWEN Broadwind, Inc.	43.46%	50.53%	-32.13%	54.75%	-4.79%	-76.29%	566.39%
BWMX Betterware de Mexico, S.A.B. de C.V.	35.30%	40.14%	-12.00%	133.93%	-66.11%	-35.74%	298.90%

Correlation

The correlation between BWEN and BWMX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (All Time) Calculated using the full available price history since Mar 17, 2020	0.13

Fundamentals

Market Cap BWEN : $94.75M BWMX : $691.85M
EPS BWEN : $0.22 BWMX : $17.99
PE Ratio BWEN : 18.37 BWMX : 1.03
PS Ratio BWEN : 0.61 BWMX : 0.09
PB Ratio BWEN : 1.43 BWMX : 8.40
Total Revenue (TTM) BWEN : $155.27M BWMX : $7.35B
Gross Profit (TTM) BWEN : $16.34M BWMX : $4.97B
EBITDA (TTM) BWEN : $13.47M BWMX : $1.58B

Return for Risk

BWEN vs. BWMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWEN

BWEN Risk / Return Rank: 78
BWEN Sharpe Ratio Rank: 68
BWEN Sortino Ratio Rank: 83
BWEN Omega Ratio Rank: 84
BWEN Calmar Ratio Rank: 79
BWEN Martin Ratio Rank: 75

BWMX

BWMX Risk / Return Rank: 96
BWMX Sharpe Ratio Rank: 96
BWMX Sortino Ratio Rank: 97
BWMX Omega Ratio Rank: 95
BWMX Calmar Ratio Rank: 97
BWMX Martin Ratio Rank: 97

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.

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.

	BWEN	BWMX	Difference
Sharpe ratio Return per unit of total volatility	0.87	3.55	-2.68
Sortino ratio Return per unit of downside risk	2.55	4.60	-2.05
Omega ratio Gain probability vs. loss probability	1.34	1.57	-0.23
Calmar ratio Return relative to maximum drawdown	2.59	10.70	-8.11
Martin ratio Return relative to average drawdown	4.98	25.37	-20.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BWEN vs. BWMX - Sharpe Ratio Comparison

The current BWEN Sharpe Ratio is 0.87, which is lower than the BWMX Sharpe Ratio of 3.55. The chart below compares the historical Sharpe Ratios of BWEN and BWMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BWEN	BWMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	3.55	-2.68
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.03	-0.15	+0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.32	-0.38

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.

Drawdown Indicators

	BWEN	BWMX	Difference
Max Drawdown Largest 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%	-85.67%	+9.49%
Max Drawdown (10Y) Largest decline over 10 years	-87.79%	—	—
Current Drawdown Current decline from peak	-98.58%	-43.11%	-55.47%
Average Drawdown Average peak-to-trough decline	-81.16%	-51.41%	-29.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	26.36%	6.22%	+20.14%

Volatility

BWEN vs. BWMX - Volatility Comparison

Broadwind, Inc. (BWEN) has a higher volatility of 92.63% compared to Betterware de Mexico, S.A.B. de C.V. (BWMX) at 9.33%. 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.

Volatility by Period

	BWEN	BWMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	92.63%	9.33%	+83.30%
Volatility (6M) Calculated over the trailing 6-month period	109.13%	28.53%	+80.60%
Volatility (1Y) Calculated over the trailing 1-year period	150.42%	44.47%	+105.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	105.68%	56.80%	+48.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	92.26%	67.36%	+24.90%

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 6.43%.

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.	6.43%	8.24%	13.05%	7.03%	19.37%	8.10%	2.77%

Financials

BWEN vs. BWMX - Profitability Comparison

The chart below illustrates the profitability comparison between Broadwind, Inc. and Betterware de Mexico, S.A.B. de C.V. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BWEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, Betterware de Mexico, S.A.B. de C.V. reported a gross profit of 132.47M and revenue of 199.87M. Therefore, the gross margin over that period was 66.3%.

BWEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Betterware de Mexico, S.A.B. de C.V. reported an operating income of 29.57M and revenue of 199.87M, resulting in an operating margin of 14.8%.

BWEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, Betterware de Mexico, S.A.B. de C.V. reported a net income of 16.02M and revenue of 199.87M, resulting in a net margin of 8.0%.

Frequently Asked Questions

Can I hold both BWEN and BWMX in my portfolio?

BWEN and BWMX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BWEN or BWMX?

BWEN has higher volatility (92.63%) compared to BWMX (9.33%). In terms of maximum drawdown, BWEN dropped -99.58% vs BWMX's -85.67%.

Which has better risk-adjusted returns?

BWMX currently has the higher Sharpe Ratio (3.55 vs 0.87), 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.