Betterware de México, S.A.P.I. de C.V. (BWMX)vsUlta Beauty Inc (ULTA)
BWMX
Betterware de México, S.A.P.I. de C.V.
$18.20
+0.33%
CONSUMER CYCLICAL · Cap: $660.71M
ULTA
Ulta Beauty Inc
$467.07
+0.98%
CONSUMER CYCLICAL · Cap: $20.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Betterware de México, S.A.P.I. de C.V. generates 12% more annual revenue ($14.28B vs $12.71B). ULTA leads profitability with a 9.4% profit margin vs 8.2%. BWMX trades at a lower P/E of 9.6x. ULTA earns a higher WallStSmart Score of 63/100 (C+).
BWMX
Buy50
out of 100
Grade: C-
ULTA
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.3%
Fair Value
$22.54
Current Price
$18.20
$4.34 discount
Margin of Safety
-23.0%
Fair Value
$555.27
Current Price
$467.07
$88.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 73 in profit
Earnings expanding 85.7% YoY
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
0.3% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BWMX
The strongest argument for BWMX centers on P/E Ratio, Return on Equity, EPS Growth.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : BWMX
The primary concerns for BWMX are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 2.94 is elevated, increasing financial risk.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BWMX carries more volatility with a beta of 1.07 — expect wider price swings.
ULTA is growing revenue faster at 11.1% — sustainability is the question.
BWMX generates stronger free cash flow (236M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULTA scores higher overall (63/100 vs 50/100) and 11.1% revenue growth. BWMX offers better value entry with a 18.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Betterware de México, S.A.P.I. de C.V.
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Betterware de México, SAB de CV is a direct consumer company in Mexico. The company is headquartered in Zapopan, Mexico.
Ulta Beauty Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc., is an American chain of beauty stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products.
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