1.32%
2.86%
-9.45%
-23.33%
-18.44%
-48.78%
12.20%
AI Spotlight on BWMX
Company Description
Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer company in Mexico.It focuses on the home organization segment with a product portfolio, including home solutions, kitchen and food preservation, technology and mobility, bedroom, bathroom, laundry and cleaning, and other categories.The company sells its products through twelve catalogues.
Betterware de México, S.A.P.I. de C.V. was incorporated in 1995 and is based in Zapopan, Mexico.Betterware de México, S.A.P.I. de C.V. is a subsidiary of Campalier, S.A. de C.V.
Market Data
| Last Price | 11.5 |
| Change Percentage | 1.32% |
| Open | 11.5 |
| Previous Close | 11.35 |
| Market Cap ( Millions) | 429 |
| Volume | 37793 |
| Year High | 21.28 |
| Year Low | 10.05 |
| M A 50 | 11.54 |
| M A 200 | 13.99 |
Financial Ratios
| FCF Yield | 19.85% |
| Dividend Yield | 12.69% |
| ROE | 61.84% |
| Debt / Equity | 445.42% |
| Net Debt / EBIDTA | 196.40% |
| Price To Book | 7.49 |
| Price Earnings Ratio | 10.01 |
| Price To FCF | 5.04 |
| Price To sales | 0.65 |
| EV / EBITDA | 5.48 |
News
- Jan -05 - 4 Of 35 Safe-Buy Dividend Power Dogs In January
- Oct -28 - BeFra Announces a Dividend Payment of $250 Million Mexican Pesos
- Oct -26 - Betterware de Mexico Q3 Results: Attractively Valued Given The Positive Outlook
- Oct -24 - Betterware de Mexico SAPI de C (BWMX) Q3 Earnings Miss Estimates
- Oct -24 - Betterware de México, S.A.P.I. de C.V. (BWMX) Q3 2024 Earnings Call Transcript
- Oct -24 - BeFra Reports Third Quarter 2024 Results
- Oct -10 - BeFra Announces Third Quarter 2024 Earnings Release Date, Conference Call and Webcast
- Aug -05 - Betterware de Mexico Q2 Earnings: Weak Quarter But Expecting A Stronger Second Half
- Jul -26 - Betterware de México, S.A.P.I. de C.V. (BWMX) Q2 2024 Earnings Call Transcript
- Jul -11 - BeFra Announces Second Quarter 2024 Earnings Release Date, Conference Call and Webcast
- May -28 - BeFra Announces Transfer of Listing of Common Stock to the New York Stock Exchange
- May -23 - Betterware de Mexico: Entering The U.S. Market On Solid Footing
- May -14 - BeFra Appoints Diego Gaxiola as Independent Director to Its Board
- May -06 - Betterware de Mexico Expands to U.S. Market
- Apr -30 - BeFra Announces a Dividend Payment of $250 Million Mexican Pesos
- Apr -29 - BeFra Clarifies Mexico City Office Building Sale
- Apr -27 - Betterware de México, S.A.P.I. de C.V. (BWMX) Q1 2024 Earnings Call Transcript
- Apr -25 - Betterware Reports First Quarter 2024 Results
- Apr -18 - Betterware Joins the Mexican Olympic Committee in Supporting Athletes Representing Mexico at the 2024 Olympiad
- Apr -18 - Forget Profit, Bet on 4 Stocks With Increasing Cash Flows
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Fragrance
Expected Growth : 5.5 %
What the company do ?
Fragrance from Betterware de México, S.A.P.I. de C.V. is a premium scent experience offering a wide range of fragrances for personal and home use.
Why we expect these perspectives ?
Betterware de México's 5.5% growth in fragrance sales is driven by increasing demand for premium and niche fragrances, particularly among Mexico's growing middle class. Additionally, the company's strong distribution network and strategic partnerships with international brands have enabled it to capitalize on trends such as sustainability and e-commerce.
Segment n°2 -> Kitchen and Food Preservation
Expected Growth : 5.2 %
What the company do ?
Kitchen and Food Preservation from Betterware de México, S.A.P.I. de C.V. offers innovative solutions for food storage, cooking, and preservation, enhancing kitchen experiences.
Why we expect these perspectives ?
Betterware de México's 5.2% growth in Kitchen and Food Preservation is driven by increasing demand for convenient meal prep, health-conscious consumers seeking fresh food storage solutions, and a growing middle class in Mexico seeking premium kitchenware. Additionally, the company's strong brand recognition, wide distribution network, and innovative product offerings contribute to its growth momentum.
Segment n°3 -> Home Solutions
Expected Growth : 5.8 %
What the company do ?
Home Solutions from Betterware de México, S.A.P.I. de C.V. offers a range of innovative products for home organization, decoration, and cleaning, enhancing daily life.
Why we expect these perspectives ?
Betterware de México's 5.8% growth in Home Solutions is driven by increasing demand for home organization and decoration products, a growing middle class in Mexico, and the company's successful direct sales model. Additionally, the company's focus on innovation, quality, and customer service has led to strong brand loyalty and repeat business.
Segment n°4 -> Color
Expected Growth : 5.6 %
What the company do ?
Betterware de México, S.A.P.I. de C.V.'s Color segment offers a wide range of colorful, high-quality home organization and decoration products.
Why we expect these perspectives ?
Color from Betterware de México, S.A.P.I. de C.V. achieved 5.6% growth driven by increasing demand for home organization and decoration products, expansion into new markets, and successful marketing strategies. Additionally, the company's focus on e-commerce and digital platforms contributed to its growth, as well as its ability to adapt to changing consumer preferences.
Segment n°5 -> Skin Care
Expected Growth : 5.4 %
What the company do ?
Betterware de México's Skin Care segment offers a range of products for skin health and beauty, including creams, serums, and cleansers, designed to nourish and protect the skin.
Why we expect these perspectives ?
Betterware de México's 5.4% growth in Skin Care is driven by increasing demand for natural and organic products, a growing middle class with rising disposable income, and a strong online presence. Additionally, the company's focus on product innovation, expansion into new distribution channels, and effective marketing strategies have contributed to its growth.
Segment n°6 -> Laundry & Cleaning
Expected Growth : 5.1 %
What the company do ?
Laundry & Cleaning from Betterware de México, S.A.P.I. de C.V. offers a range of cleaning products and laundry detergents for household and commercial use.
Why we expect these perspectives ?
Betterware de México's 5.1% growth in Laundry & Cleaning is driven by increasing demand for eco-friendly and sustainable products, rising disposable income, and a growing middle class in Mexico. Additionally, the company's strong distribution network and effective marketing strategies have contributed to its growth.
Segment n°7 -> Bedroom
Expected Growth : 5.3 %
What the company do ?
Bedroom from Betterware de México, S.A.P.I. de C.V. offers a wide range of home organization and decoration products for a comfortable and cozy sleeping space.
Why we expect these perspectives ?
The 5.3% growth in Bedroom segment of Betterware de México, S.A.P.I. de C.V. is driven by increasing demand for home organization and storage solutions, rising disposable income, and growing popularity of online shopping. Additionally, the company's focus on product innovation, marketing strategies, and expanding distribution channels also contribute to the growth.
Segment n°8 -> Tech & Mobility
Expected Growth : 6.2 %
What the company do ?
Tech & Mobility from Betterware de México, S.A.P.I. de C.V. offers innovative solutions for home and personal care, focusing on technology and mobility products.
Why we expect these perspectives ?
Betterware de México's Tech & Mobility segment growth of 6.2% is driven by increasing adoption of digital platforms, rising demand for e-commerce and online services, and strategic investments in digital transformation. Additionally, the company's focus on innovation, customer experience, and operational efficiency has contributed to the segment's growth.
Segment n°9 -> Toiletries
Expected Growth : 5.7 %
What the company do ?
Toiletries from Betterware de México, S.A.P.I. de C.V. offers a wide range of personal care products, including soaps, shampoos, and body care items.
Why we expect these perspectives ?
Betterware de México's 5.7% growth in Toiletries is driven by increasing demand for personal care products, particularly among Mexico's growing middle class. Expanding distribution channels, innovative product offerings, and effective marketing strategies also contribute to the segment's growth.
Segment n°10 -> Bathroom
Expected Growth : 5.9 %
What the company do ?
The Bathroom segment from Betterware de México, S.A.P.I. de C.V. offers a wide range of products for bathroom organization and decoration.
Why we expect these perspectives ?
Betterware de México's 5.9% growth in the Bathroom segment is driven by increasing demand for home improvement, rising middle-class disposable income, and a growing preference for modern and hygienic bathroom solutions. Additionally, the company's strong brand recognition, wide distribution network, and innovative product offerings contribute to its market share expansion.
Segment n°11 -> Wellness
Expected Growth : 6.1 %
What the company do ?
Wellness from Betterware de México, S.A.P.I. de C.V. offers a range of health and wellness products, including nutritional supplements, personal care items, and fitness equipment, promoting a healthy lifestyle.
Why we expect these perspectives ?
Betterware de México's 6.1% growth in Wellness segment is driven by increasing demand for healthy living, rising middle-class population, and growing awareness of preventive healthcare. Additionally, the company's strong distribution network, innovative product offerings, and effective marketing strategies have contributed to its growth.
Segment n°12 -> Home Organization - Others
Expected Growth : 5.0 %
What the company do ?
Home Organization - Others from Betterware de México, S.A.P.I. de C.V. offers innovative storage solutions and accessories for a clutter-free home.
Why we expect these perspectives ?
Betterware de México's 5.0% growth in Home Organization - Others is driven by increasing demand for organized living spaces, rising middle-class income, and a growing preference for DIY home improvement projects. Additionally, the company's strong brand recognition, wide product offerings, and effective distribution channels contribute to its market share expansion.
Betterware De México, S.A.P.I. De C.V. Products
| Product Range | What is it ? |
|---|---|
| Kitchenware | Betterware de México offers a wide range of kitchenware products, including cookware, cutlery, and kitchen utensils, designed to make cooking and food preparation easier and more efficient. |
| Home Organization | Betterware de México's home organization products include storage solutions, shelving, and decorative items, designed to help customers organize and declutter their living spaces. |
| Cleaning and Laundry | Betterware de México offers a variety of cleaning and laundry products, including cleaning supplies, laundry detergent, and fabric softener, designed to make cleaning and laundry tasks easier and more efficient. |
| Personal Care | Betterware de México's personal care products include skincare, haircare, and fragrances, designed to help customers take care of their personal hygiene and beauty needs. |
| Wellness and Health | Betterware de México offers a range of wellness and health products, including nutritional supplements, fitness equipment, and wellness accessories, designed to support customers' overall health and wellness. |
Betterware de México, S.A.P.I. de C.V.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Betterware de México, S.A.P.I. de C.V. is medium due to the presence of alternative products in the market, but the company's strong brand recognition and customer loyalty mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for Betterware de México, S.A.P.I. de C.V. due to the company's strong distribution network and wide range of products, making it difficult for customers to negotiate prices.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for Betterware de México, S.A.P.I. de C.V. due to the company's dependence on a few large suppliers, but the company's strong relationships with suppliers mitigate this threat.
Threat Of New Entrants
The threat of new entrants is high for Betterware de México, S.A.P.I. de C.V. due to the low barriers to entry in the market, but the company's strong brand recognition and established distribution network make it difficult for new entrants to compete.
Intensity Of Rivalry
The intensity of rivalry is high for Betterware de México, S.A.P.I. de C.V. due to the presence of several competitors in the market, but the company's strong brand recognition and wide range of products help it to maintain its market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 78.87% |
| Debt Cost | 9.00% |
| Equity Weight | 21.13% |
| Equity Cost | 9.00% |
| WACC | 9.00% |
| Leverage | 373.27% |
Betterware de México, S.A.P.I. de C.V. : Quality Control
Betterware de México, S.A.P.I. de C.V. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CARD.L | Card Factory plc operates as a specialist retailer of greeting cards in the United Kingdom. It operates through two segments, Card Factory and Getting Personal. The company designs, sources, prints, … |
| CLAS-B.ST | Clas Ohlson AB (publ) operates as a retail company in Sweden and internationally. It offers hardware, electrical, multimedia, home, and leisure products, as well as spare parts and accessories. The … |
| NEWA-B.ST | New Wave Group AB (publ) designs, acquires, and develops brands and products in the corporate, sports, gifts, and home furnishings sectors in Sweden, the United States, Central Europe, rest of … |
| MATAS.CO | Matas A/S, together with its subsidiaries, operates a chain of retail stores that offer beauty, personal care, health and wellbeing, and household products in Denmark. Its products include cosmetics, fragrances, … |
| MOZN.SW | mobilezone holding ag, together with its subsidiaries, provides mobile and fixed-line telephony, Internet, and digital TV marketing services for various network operators in Switzerland and Germany. The company also sells … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Betterware de México
A-Score
1-Year Total Return ->
🥈
Mobilezone
A-Score
1-Year Total Return ->
🥉
New Wave Group
A-Score
1-Year Total Return ->
4
Clas Ohlson
A-Score
1-Year Total Return ->
5
Matas
A-Score
1-Year Total Return ->
6
