BWMX vs. EVRG
BWMX (Betterware de Mexico, S.A.B. de C.V.) and EVRG (Evergy, Inc.) are both stocks. BWMX operates in Specialty Retail (Consumer Cyclical), while EVRG operates in Utilities - Regulated Electric (Utilities). Over the past 5 years, BWMX returned -8.35%/yr vs 9.53%/yr for EVRG. At a 0.02 correlation, their price movements are largely independent.
Performance
BWMX vs. EVRG - Performance Comparison
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Returns By Period
In the year-to-date period, BWMX achieves a 35.30% return, which is significantly higher than EVRG's 13.72% return.
BWMX
- 1D
- -1.64%
- 1M
- 13.36%
- YTD
- 35.30%
- 6M
- 31.96%
- 1Y
- 157.03%
- 3Y*
- 26.00%
- 5Y*
- -8.35%
- 10Y*
- —
EVRG
- 1D
- -0.34%
- 1M
- -0.40%
- YTD
- 13.72%
- 6M
- 10.97%
- 1Y
- 27.22%
- 3Y*
- 16.74%
- 5Y*
- 9.53%
- 10Y*
- —
BWMX vs. EVRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BWMX Betterware de Mexico, S.A.B. de C.V. | 35.30% | 40.14% | -12.00% | 133.93% | -66.11% | -35.74% | 298.90% |
EVRG Evergy, Inc. | 13.72% | 22.44% | 23.41% | -13.28% | -4.89% | 27.99% | 15.10% |
Correlation
The correlation between BWMX and EVRG is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2020 | 0.02 |
Fundamentals
BWMX:
$691.85M
EVRG:
$19.10B
BWMX:
$17.99
EVRG:
$3.77
BWMX:
1.03
EVRG:
21.51
BWMX:
0.09
EVRG:
3.16
BWMX:
8.40
EVRG:
1.88
BWMX:
$7.35B
EVRG:
$5.99B
BWMX:
$4.97B
EVRG:
$2.49B
BWMX:
$1.58B
EVRG:
$2.75B
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Return for Risk
BWMX vs. EVRG — Risk / Return Rank
BWMX
EVRG
BWMX vs. EVRG - 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 Evergy, Inc. (EVRG). 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.
| BWMX | EVRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.82 | ||
| Sortino ratioReturn per unit of downside risk | +2.15 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.29 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 3.74 | +6.96 |
| Martin ratioReturn relative to average drawdown | 25.37 | 9.62 | +15.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWMX | EVRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.55 | 1.73 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.51 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.38 | -0.06 |
Drawdowns
BWMX vs. EVRG - Drawdown Comparison
The maximum BWMX drawdown since its inception was -85.67%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for BWMX and EVRG.
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Drawdown Indicators
| BWMX | EVRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.67% | -38.79% | -46.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -7.30% | -7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -57.50% | -21.10% | -36.40% |
Max Drawdown (5Y)Largest decline over 5 years | -85.67% | -29.84% | -55.83% |
Current DrawdownCurrent decline from peak | -43.11% | -3.68% | -39.43% |
Average DrawdownAverage peak-to-trough decline | -51.41% | -9.92% | -41.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 2.84% | +3.38% |
Volatility
BWMX vs. EVRG - Volatility Comparison
Betterware de Mexico, S.A.B. de C.V. (BWMX) has a higher volatility of 9.33% compared to Evergy, Inc. (EVRG) at 6.07%. This indicates that BWMX's price experiences larger fluctuations and is considered to be riskier than EVRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWMX | EVRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.33% | 6.07% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 28.53% | 11.80% | +16.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.47% | 15.83% | +28.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.80% | 18.92% | +37.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.36% | 24.34% | +43.02% |
Dividends
BWMX vs. EVRG - Dividend Comparison
BWMX's dividend yield for the trailing twelve months is around 6.43%, more than EVRG's 3.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BWMX Betterware de Mexico, S.A.B. de C.V. | 6.43% | 8.24% | 13.05% | 7.03% | 19.37% | 8.10% | 2.77% | 0.00% | 0.00% |
EVRG Evergy, Inc. | 3.40% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% |
Financials
BWMX vs. EVRG - Financials Comparison
This section allows you to compare key financial metrics between Betterware de Mexico, S.A.B. de C.V. and Evergy, 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.
Total Revenue: Total amount of money received from sales and other business activities
BWMX vs. EVRG - Profitability Comparison
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%.
EVRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported a gross profit of 974.10M and revenue of 1.44B. Therefore, the gross margin over that period was 67.5%.
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%.
EVRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported an operating income of 318.40M and revenue of 1.44B, resulting in an operating margin of 22.1%.
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%.
EVRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported a net income of 151.50M and revenue of 1.44B, resulting in a net margin of 10.5%.
Frequently Asked Questions
BWMX and EVRG have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWMX has higher volatility (9.33%) compared to EVRG (6.07%). In terms of maximum drawdown, BWMX dropped -85.67% vs EVRG's -38.79%.
BWMX currently has the higher Sharpe Ratio (3.55 vs 1.73), 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.
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