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v0.1
BWMX$17.74+2.48%
Fair $17.74+0.0%

BWMX

Betterware de México, S.A.P.I. de C.V.

Consumer Cyclical / Specialty RetailNYSE

$17.74

+0.43 (+2.48%)

Fairly Valued+0.0%Fair Value $17.74Fund rank 31/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 53.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

58/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.28, above the 2.0 threshold
Thesis & Journal · BWMXLocal privado en este navegador · Betterware de México, S.A.P.I. de C.V.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$661M

P/E

9.6x

↓

EV/EBITDA

1.8x

↓

ROE

77.9%

↑

Gross Margin

66.6%

↑

Debt/Equity

3.28

↑
52-Week Range$18
$7$20

TradingView lightweight chart

BWMX price, volumen y niveles de valoración

Último $17.74Periodo +81.0%
Fair value: $17.74

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+7.4%

FCF CAGR

+19.8%

FCF margin

14.9%

FCF / Net income

2.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.24B · net income $1.06B · FCF $2.12B

2022-FY → 2025-FY

Gross margin

66.6%+1.2% pts

Operating margin

15.8%-2.0% pts

Net margin

7.4%-0.1% pts

FCF margin

14.9%+4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.24B$14.24B$14.10B$13.01B$11.51B
Net Income$1.06B$1.06B$711.7M$1.04B$872.6M
EBITDA$2.65B$2.65B$2.21B$2.63B$2.22B
EPS28.4828.4819.1128.1219.70
Gross Margin66.6%66.6%67.9%67.2%65.4%
Operating Margin15.8%15.8%13.1%18.0%17.8%
Net Margin7.4%7.4%5.0%8.0%7.6%
Balance Sheet
Debt/Equity3.283.284.443.775.88
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$2.12B$2.12B$1.61B$2.24B$1.23B
Returns
ROE77.9%77.9%61.1%71.0%79.6%
Valuation
P/E9.599.590.570.440.36
EV/EBITDA1.811.812.392.072.65
P/B0.490.490.350.320.24
Growth & Yield
Revenue Growth1.0%1.0%8.4%13.1%—
EPS Growth49.0%49.0%-32.0%42.8%—
Dividend Yield6.7%6.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-61.9%

fácil

EPS terminal req.

$1.57

Spread vs growth

110.9%

5Y implied EPS CAGR

-41.8%

fácil

EPS terminal req.

$1.90

Spread vs growth

90.8%

10Y implied EPS CAGR

-20.0%

fácil

EPS terminal req.

$3.07

Spread vs growth

69.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +130.7%

Total return

+130.7%

Start / end P/E

0.4x → 0.6x

EPS bridge

19.11 → 28.48

Residual

+24.7%

EPS growth+49.0%
Multiple rerating+50.3%
Dividend+6.7%
Residual / FX / buybacks / cross-term+24.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.