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BWMX vs. BWEN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BWMX vs. BWEN - Performance Comparison

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

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Returns By Period

In the year-to-date period, BWMX achieves a 24.86% return, which is significantly lower than BWEN's 76.33% return.


BWMX

1D
-0.35%
1M
-4.84%
6M
-1.92%
YTD
24.86%
1Y
33.11%
3Y*
15.67%
5Y*
-10.77%
10Y*
ALL TIME*
21.96%

BWEN

1D
22.30%
1M
8.95%
6M
56.43%
YTD
76.33%
1Y
79.50%
3Y*
13.09%
5Y*
5.54%
10Y*
1.59%
ALL TIME*
-4.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$4.09M$2.86M$4.36M
$2.14M$1.54M$1.30M

BWMX vs. BWEN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BWMX
Betterware de Mexico, S.A.B. de C.V.
24.86%40.14%-12.00%133.93%-66.11%-35.74%352.75%
BWEN
Broadwind, Inc.
76.33%50.53%-32.13%54.75%-4.79%-76.29%529.37%

Correlation

The correlation between BWMX and BWEN is 0.06, 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.

0.06

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

Market Cap

BWMX:

$637.24M

BWEN:

$116.79M

EPS

BWMX:

MX$33.08

BWEN:

$0.22

PE Ratio

BWMX:

8.96

BWEN:

22.70

PS Ratio

BWMX:

0.76

BWEN:

0.75

PB Ratio

BWMX:

5.14

BWEN:

1.76

Total Revenue (TTM)

BWMX:

MX$14.85B

BWEN:

$155.27M

Gross Profit (TTM)

BWMX:

MX$9.82B

BWEN:

$16.34M

EBITDA (TTM)

BWMX:

MX$2.84B

BWEN:

$13.47M

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Return for Risk

BWMX vs. BWEN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BWMX
BWMX Risk / Return Rank: 7474
Overall Rank
BWMX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
BWMX Sortino Ratio Rank: 7171
Sortino Ratio Rank
BWMX Omega Ratio Rank: 6868
Omega Ratio Rank
BWMX Calmar Ratio Rank: 8080
Calmar Ratio Rank
BWMX Martin Ratio Rank: 7979
Martin Ratio Rank

BWEN
BWEN Risk / Return Rank: 7373
Overall Rank
BWEN Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BWEN Sortino Ratio Rank: 8080
Sortino Ratio Rank
BWEN Omega Ratio Rank: 8181
Omega Ratio Rank
BWEN Calmar Ratio Rank: 7373
Calmar Ratio Rank
BWEN Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BWMX vs. BWEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) and Broadwind, Inc. (BWEN). 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.


BWMXBWENDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

-0.49

Omega ratioGain probability vs. loss probability

1.19

1.28

-0.09

Calmar ratioReturn relative to maximum drawdown

2.25

1.57

+0.68

Martin ratioReturn relative to average drawdown

5.08

3.09

+1.99

BWMX vs. BWEN - Sharpe Ratio Comparison

The current BWMX Sharpe Ratio is 0.92, which is higher than the BWEN Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of BWMX and BWEN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BWMX vs. BWEN - Drawdown Comparison

The maximum BWMX drawdown since its inception was -85.67%, smaller than the maximum BWEN drawdown of -99.58%. Use the drawdown chart below to compare losses from any high point for BWMX and BWEN.


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Drawdown Indicators


BWMXBWENDifference

Max Drawdown

Largest peak-to-trough decline

-85.67%

-99.58%

+13.91%

Max Drawdown (1Y)

Largest decline over 1 year

-14.76%

-50.75%

+35.99%

Max Drawdown (3Y)

Largest decline over 3 years

-57.50%

-69.28%

+11.78%

Max Drawdown (5Y)

Largest decline over 5 years

-83.24%

-76.18%

-7.06%

Max Drawdown (10Y)

Largest decline over 10 years

-87.79%

Current Drawdown

Current decline from peak

-47.50%

-98.26%

+50.76%

Average Drawdown

Average peak-to-trough decline

-51.22%

-81.28%

+30.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.61%

26.15%

-19.54%

Volatility

BWMX vs. BWEN - Volatility Comparison

The current volatility for Betterware de Mexico, S.A.B. de C.V. (BWMX) is 8.45%, while Broadwind, Inc. (BWEN) has a volatility of 42.76%. This indicates that BWMX experiences smaller price fluctuations and is considered to be less risky than BWEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BWMXBWENDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.45%

42.76%

-34.31%

Volatility (6M)

Calculated over the trailing 6-month period

23.69%

116.14%

-92.45%

Volatility (1Y)

Calculated over the trailing 1-year period

36.61%

155.11%

-118.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.14%

107.73%

-51.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.83%

93.53%

-26.70%

Dividends

BWMX vs. BWEN - Dividend Comparison

BWMX's dividend yield for the trailing twelve months is around 6.97%, while BWEN has not paid dividends to shareholders.


PositionTTM202520242023202220212020
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.
6.97%8.24%13.05%7.03%19.37%8.10%2.77%

Financials

BWMX vs. BWEN - Financials Comparison

This section allows you to compare key financial metrics between Betterware de Mexico, S.A.B. de C.V. and Broadwind, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

BWMX vs. BWEN - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


BWMX and BWEN have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BWEN has higher volatility (42.76%) compared to BWMX (8.45%). In terms of maximum drawdown, BWMX dropped -85.67% vs BWEN's -99.58%.

BWMX currently has the higher Sharpe Ratio (0.92 vs 0.52), 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.

Portfolio Optimizer

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