Added to YB: 2025-01-10
Pitch date: 2025-01-09
BWMX [bullish]
Betterware de México, S.A.P.I. de C.V.
+42.83%
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 Staes and Mexico.
Market Cap
$9.9B
Pitch Price
$9.86
Price Target
N/A
Dividend
10.12%
EV/EBITDA
4.74
P/E
9.69
EV/Sales
1.04
Sector
Specialty Retail
Category
value
Show full summary:
BWMX: A Value Opportunity with Robust Margins and Expansion Plans
BWMX: Direct seller in Mexico, 2 segments: home org & beauty. 70% GM, low OpEx, 1% CapEx. Strong FCF, high ROIC. Trades at <3x EV/EBITDA, 5x FCFE, 12% yield. Post-COVID normalization. JAFRA acq at 4.2x EBITDA. US/LatAm expansion planned. Risks: FX, supply chain, competition. 54% insider ownership.
Read full article (3 min)