Quick Read – Betterware de Mexico (BWMX) trades at $16.27 with a consensus price target of $27.11, implying 66% upside, while FY25 free cash flow surged 38.8% to 2.22B pesos with EBITDA cash conversion at 83%, and CEO Andrés Campos Chevallier purchased 10,000 shares at $16.81 in…
te April, signaling insider confidence. – Betterware’s Q2 FY26 EPS miss by 18.79% due to derivative losses and consultant base contraction create near-term headwinds, but the Tupperware Latin America acquisition closing in Q2 2026 is projected to deliver 40% EPS accretion and entry into Brazil, with management targeting 2026 revenue of 14,800M-15,400M pesos. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Betterware de Mexico wasn’t one of them. Get them here FREE
At $16.27, Betterware de Mexico (NYSE:BWMX) screens as undervalued, with analyst consensus and discounted cash flow math both pointing to material upside. The stock has pulled back 11.74% over the past month even as fundamentals strengthen, creating a window before a major catalyst closes. Betterware, which trades as BeFra, is a Mexico-based direct-to-consumer conglomerate operating Betterware Mexico, Jafra Mexico, and Jafra US, plus an expanding Latin American footprint across Guatemala, Ecuador, and Colombia.
The company is closing the Tupperware Latin America acquisition in Q2 2026, a deal management projects will deliver roughly 40% EPS accretion in 2026 and open the Brazilian market. Why The Bulls See A Mispriced Cash Machine The bull case starts with cash conversion. Free cash flow for FY25 came in at $2.22B (Mexican pesos), up 38.8% year over year, with EBITDA cash conversion of 83%.