Betterware de México, S.A.P.I. de C.V. (BWMX) AI Stock Analysis

Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer company specializing in the home organization segment. Based in Zapopan, Mexico, the company provides a wide product portfolio encompassing home solutions, kitchen and food preservation items, technology and mobility gadgets, bedroom essentials, bathroom fixtures, and laundry and cleaning products. The company reaches consumers across twelve distinct catalogues designed to deliver practical and affordable household products. Founded in 1995 and owned by Ebc Holdings, Inc., Betterware leverages direct marketing and consumer goods distribution to serve its Mexican customer base with ongoing product and catalogue expansion.

Revenue expanded from $10.07B in FY2021 to $11.51B in FY2022, $13.01B in FY2023, $14.10B in FY2024, and reached $14.24B in FY2025, representing a 5-year revenue CAGR of 14.5%. Net income was $1.75B in FY2021 before moderating to $872.6M in FY2022, $1.05B in FY2023, $711.7M in FY2024, and recovering to $1.06B in FY2025. Gross margin was 66.6% in FY2025, while operating margin stood at 15.8%. Over the trailing twelve months, revenue reached $14.85B with a profit margin of 8.5%. For the latest quarter ended September 30, 2026, quarterly revenue grew 16.8% and quarterly earnings increased 13.6% year-over-year.

As of September 30, 2026, Betterware de México held $521.1M in cash and short-term investments against total debt of $7.77B, leaving net debt at $7.25B. Shareholders' equity was $2.28B and total assets stood at $14.88B. The company recorded a current ratio of 1.11 and a debt-to-equity ratio of 3.41. In FY2025, operating cash flow reached $1.75B and free cash flow was $1.64B. Capital expenditures totaled $107.3M, while dividends paid were $797.2M.

Betterware de México trades at a trailing P/E of 8.6x and a forward P/E of 5.8x, both below the median of its US-listed Consumer Cyclical peers of 18.0x and 14.1x, respectively. Its enterprise value to EBITDA ratio of 6.3x also sits below the peer group median of 11.1x, while its price-to-sales multiple is 0.0x compared to the peer median of 0.7x. Over the past year, the stock gained 31.9%, outperforming the S&P 500 return of 16.8%, though its 5-year return of -26.9% lagged the benchmark return of 83.0%.

Betterware de México offers an annual forward dividend of $1.27 per share, representing a dividend yield of 7.88%. The payout ratio is 7.3%, and the dividend has been paid for 7 consecutive years with a 5-year annualized dividend growth rate of 3.8%. The company distributes dividends quarterly, with its last ex-dividend date on August 6, 2026.

Wall Street coverage includes 2 Strong Buy ratings, with zero Buy, Hold, Sell, or Strong Sell recommendations. The mean price target is $27.99, representing a 73.8% upside compared to the last close of $16.10. For the fiscal year ending December 31, 2026, analysts estimate revenue of $17.22B and EPS of $40.26, reflecting projected EPS growth of 44.1%. The company beat EPS estimates in 2 of the last 4 quarters, with the next earnings release set for October 22, 2026.

This page is an AI-written research summary of Betterware de México, S.A.P.I. de C.V. (BWMX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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