Added to YB: 2026-05-04
Pitch date: 2026-05-04
BWMX [bullish]
Betterware de México, S.A.P.I. de C.V.
+8.24%
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
$11.6B
Pitch Price
$16.61
Price Target
N/A
Dividend
6.87%
EV/EBITDA
5.73
P/E
9.94
EV/Sales
1.10
Sector
Specialty Retail
Category
special_situation
Top insider trades (Mon, May 4) - BETTERWARE DE MEXICO (BWMX)
BWMX (added to position): CEO's first-ever purchase $168K at $16.81. Cheap: 4.2x EV/EBITDA, 17% FCF/EV, 19.7% shareholder yield. Acquired Tupperware LatAm at 3.1x from bankruptcy; awaiting Mexican antitrust approval this qtr = 40% EPS accretion. Deleveraging 3.1x→1.5x. Bear cases (tariffs, Mexico weakness) priced in. Only 6% above pre-deal price = strong risk/reward.
Read full article (2 min)