BWMX vs. WMT
BWMX (Betterware de Mexico, S.A.B. de C.V.) and WMT (Walmart Inc.) are both stocks. BWMX operates in Specialty Retail (Consumer Cyclical), while WMT operates in Discount Stores (Consumer Defensive). Over the past 5 years, BWMX returned -8.35%/yr vs 21.38%/yr for WMT. At a 0.03 correlation, their price movements are largely independent.
Performance
BWMX vs. WMT - 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 WMT's 5.33% return.
BWMX
- 1D
- -1.64%
- 1M
- 13.36%
- YTD
- 35.30%
- 6M
- 31.96%
- 1Y
- 157.03%
- 3Y*
- 26.00%
- 5Y*
- -8.35%
- 10Y*
- —
WMT
- 1D
- 3.39%
- 1M
- -10.14%
- YTD
- 5.33%
- 6M
- 2.78%
- 1Y
- 17.89%
- 3Y*
- 34.52%
- 5Y*
- 21.38%
- 10Y*
- 19.37%
BWMX vs. WMT - 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% |
WMT Walmart Inc. | 5.33% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 37.28% |
Correlation
The correlation between BWMX and WMT is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
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 | 0.03 |
The correlation between BWMX and WMT shifts across timeframes, from -0.08 (1 year) to 0.03 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BWMX:
$691.85M
WMT:
$935.00B
BWMX:
$17.99
WMT:
$2.88
BWMX:
1.03
WMT:
40.60
BWMX:
0.09
WMT:
1.29
BWMX:
8.40
WMT:
9.91
BWMX:
$7.35B
WMT:
$725.31B
BWMX:
$4.97B
WMT:
$181.16B
BWMX:
$1.58B
WMT:
$44.32B
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Return for Risk
BWMX vs. WMT — Risk / Return Rank
BWMX
WMT
BWMX vs. WMT - 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 Walmart Inc. (WMT). 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 | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.80 | ||
| Sortino ratioReturn per unit of downside risk | +3.38 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.16 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 1.14 | +9.56 |
| Martin ratioReturn relative to average drawdown | 25.37 | 3.84 | +21.53 |
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 | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.55 | 0.76 | +2.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.99 | -1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.64 | -0.31 |
Drawdowns
BWMX vs. WMT - Drawdown Comparison
The maximum BWMX drawdown since its inception was -85.67%, which is greater than WMT's maximum drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for BWMX and WMT.
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Drawdown Indicators
| BWMX | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.67% | -77.14% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -15.75% | +0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -57.50% | -21.93% | -35.57% |
Max Drawdown (5Y)Largest decline over 5 years | -85.67% | -25.74% | -59.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.74% | — |
Current DrawdownCurrent decline from peak | -43.11% | -12.90% | -30.21% |
Average DrawdownAverage peak-to-trough decline | -51.41% | -14.63% | -36.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 4.74% | +1.48% |
Volatility
BWMX vs. WMT - Volatility Comparison
The current volatility for Betterware de Mexico, S.A.B. de C.V. (BWMX) is 9.33%, while Walmart Inc. (WMT) has a volatility of 10.05%. This indicates that BWMX experiences smaller price fluctuations and is considered to be less risky than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWMX | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.33% | 10.05% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 28.53% | 18.63% | +9.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.47% | 23.70% | +20.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.80% | 21.68% | +35.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.36% | 21.72% | +45.64% |
Dividends
BWMX vs. WMT - Dividend Comparison
BWMX's dividend yield for the trailing twelve months is around 6.43%, more than WMT's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
WMT Walmart Inc. | 0.83% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
BWMX vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Betterware de Mexico, S.A.B. de C.V. and Walmart 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. WMT - 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
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%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
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%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
BWMX and WMT have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMT has higher volatility (10.05%) compared to BWMX (9.33%). In terms of maximum drawdown, BWMX dropped -85.67% vs WMT's -77.14%.
BWMX currently has the higher Sharpe Ratio (3.55 vs 0.76), 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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