Betterware de Mexico's Q4 results showed impressive growth of 22% for Jafra Mexico, with muted growth in the Betterware segment. Management's guidance for FY25 was solid, calling for mid-single digit growth in revenue and Adjusted EBITDA. Shares are trading at just 4.3 times FCF, with a dividend yield of 13%.
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q4 2024 Results Conference Call February 27, 2025 5:30 PM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Operator Thank you, and welcome to BeFra's Fourth Quarter 2024 Earnings Conference Call.
Betterware de Mexico shares have remained flat this year despite steady progress in the underlying business. Q3 results were impressive, with solid organic growth and strong FCF generation. While gross margins were weak, it should improve in Q4 and will support higher overall profitability.
Betterware de Mexico SAPI de C (BWMX) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.31 per share a year ago.
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q3 2024 Earnings Conference Call October 24, 2024 5:30 PM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Cristina Fernandez - Telsey Advisory Group Operator Thank you and welcome for joining BeFra's Third Quarter 2024 Earnings Conference Call.
Shares have declined 15% since my bullish article on the company. Q2 results were weak, but I expect stronger results in the second half of the year. Valuation is attractive with the current dividend yield near 10%.
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q2 2024 Earnings Conference Call July 26, 2024 9:00 AM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Cristina Fernandez - Telsey Advisory Operator Thank you and welcome to Betterware's Second Quarter 2024 Earnings Conference Call.
Betterware de Mexico's shares are up nearly 25% this year as the company continues to deliver solid growth and profitability. Dividend yield of 8% with balance sheet strength improving due to ongoing debt. Entry into the US market could accelerate growth and lead to its valuation multiple re-rating higher.