Added to YB: 2026-07-16
Pitch date: 2026-07-13
BWMX [bullish]
Betterware de México, S.A.P.I. de C.V.
-11.32%
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
$17.95
Price Target
N/A
Dividend
6.87%
EV/EBITDA
5.73
P/E
9.94
EV/Sales
1.10
Sector
Specialty Retail
Category
value
What Amazon Can't Buy - Betterware de Mexico
BWMX: Mexican direct-seller w/ 67% GM, 27% ROCE, 83% FCF conversion, 25% EBITDA CAGR, 7% yield. Moat: 1.19M informal-economy women distributors Amazon/P&G can't replicate. Jafra + Jan'26 Tupperware LatAm deal at 3.1x EBITDA (40% EPS accretive). Trades $18/~5x fwd EPS; targets $31-34 at 14x. First-ever insider buys. Risks: FX, 54% Campos control, integration.
Read full article (11 min)