Added to YB: 2026-05-13
Pitch date: 2026-03-02
BWMX [bullish]
Betterware de México, S.A.P.I. de C.V.
-0.24%
current return
Author Info
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Company Info
Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer selling company in the United States and Mexico.
Market Cap
$11.9B
Pitch Price
$16.17
Price Target
30.00 (+79%)
Dividend
6.72%
EV/EBITDA
5.82
P/E
10.15
EV/Sales
1.12
Sector
Specialty Retail
Category
special_situation
Betterware de México, S.A.P.I. de C.V. - $BWMX
BWMX: BeFra acquired Tupperware LatAm for $250M at 3.1x EV/EBITDA & 5.6x P/E 2025E, 40% EPS accretive. Pro forma: $235M EBITDA, $114M FCF 2026E. Stock at $16.57 trades 4.7x EV/EBITDA & 6.3x P/E 2026E vs peers 8x & 12x. PT $25-30 (50-80% upside). Catalysts: earnings visibility, Brazil entry, rapid delever to 1.5x, $138M FCF 2027E supports 7-10% yield.
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