Betterware de México, S.A.P.I. de C.V.
NASDAQ•BWMX
CEO: Mr. Andres Campos Chevallier
セクター: Consumer Cyclical
業種: Specialty Retail
上場日: 2019-01-03
Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer selling company in the United Staes and Mexico. It operates through two segments, Home Organization Products; and Beauty and Personal Care Products. The Home Organization Products segment provides a portfolio of products comprising kitchen and food preservation; home solutions; bedroom; bathroom; laundry and cleaning; wellness; and technology and mobility. The Beauty and Personal Care Products segment offers fragrances, colors, skin care products, and toiletries. It sells its products through catalogues, as well as distributes through a network of distributors, associates, leaders, and consultants to the end customers. The company is headquartered in El Arenal, Mexico. Betterware de México, S.A.P.I. de C.V. is a subsidiary of Campalier S.A. de C.V.
連絡先情報
Cruce carretera GDL-Ameca-Huaxtla Km 5, El Arenal, JA, 45350, Mexico
52-33-3836-0500
時価総額
$625.80M
PER (TTM)
10.9
33.1
配当利回り
8.8%
52週高値
$19.79
52週安値
$7.00
52週レンジ
順位41Top 44.9%
4.0
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
堅調 • 4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025
財務ダッシュボード
Q3 2025 データ
売上高
$3.38B+1.41%
直近4四半期の推移
EPS
$8.42-371.61%
直近4四半期の推移
フリーCF
$551.76M-1031.45%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Total Revenue Increased 8.4% Total net revenue reached 14.10B Ps. for 2024, driven by 11.3% growth in JAFRA segment sales.
JAFRA Segment Revenue Jumps JAFRA segment revenue grew 11.3% to 8.11B Ps. due to strong product innovation and pricing strategy execution.
HQ/DC Investment Completed BWM completed its new headquarters and distribution center investment totaling 1.11B Ps. during the reporting period.
Cash Reserves Significantly Lowered Cash and cash equivalents decreased to 296.6M Ps. by year-end 2024, down from 549.7M Ps. in 2023.
リスク要因
Internal Control Over Reporting Management concluded ICFR was not effective due to material weaknesses in control environment and business combination processes.
High Mexico Operational Exposure Over 90% of operations concentrated in Mexico, creating vulnerability to political, economic, and currency fluctuation risks.
Net Income Suffered Decline Net income attributable to owners fell to 711.7M Ps. in 2024 from 1.04B Ps. in 2023, impacted by asset sales.
Cost Pressures Impact BWM BWM Cost of Sales rose 5.2% due to 22.7% peso depreciation and surging freight costs impacting gross margins.
見通し
US Market Expansion Launched Group officially launched Betterware USA in Dallas, Texas, focusing on a new e-commerce and direct selling model.
JAFRA Asset Divestiture Strategy Jafra Mexico completed property sales in 2024 to enhance liquidity and streamline core business activities.
Strengthening Internal Controls Implementing comprehensive COSO framework rollout in 2025 to address material weaknesses identified in financial reporting.
Hedging Foreign Currency Exposure BWM employs forward contracts covering 100% of home organization product needs until June 2025 to mitigate peso devaluation.
同業比較
売上高 (TTM)
$14.22B
$7.64B
$2.74B
粗利益率 (最新四半期)
78.4%
68.5%
49.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| GDEN | $723.09M | -119.6 | -1.4% | 57.7% |
| BWMX | $625.80M | 10.9 | 87.5% | 51.6% |
| ARKO | $586.13M | 26.2 | 6.2% | 111.8% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-3.7%
横ばい
4四半期純利益CAGR
10.6%
収益性の着実な向上
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年4月23日
EPS:$0.43
|売上高:$3.60B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし