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.
$17.15
+0.65%
CONSUMER CYCLICAL · Cap: $622.07M
ULTA
Ulta Beauty Inc
$526.14
+2.12%
CONSUMER CYCLICAL · Cap: $23.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Betterware de México, S.A.P.I. de C.V. generates 15% more annual revenue ($14.26B vs $12.39B). ULTA leads profitability with a 9.3% profit margin vs 7.3%. BWMX trades at a lower P/E of 10.7x. ULTA earns a higher WallStSmart Score of 55/100 (C-).
BWMX
Hold46
out of 100
Grade: D+
ULTA
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.2%
Fair Value
$29.33
Current Price
$17.15
$12.18 discount
Margin of Safety
-291.5%
Fair Value
$174.49
Current Price
$526.14
$351.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 83 in profit
Every $100 of equity generates 44 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.5x book value
1.2% revenue growth
Smaller company, higher risk/reward
7.3% margin — thin
Expensive relative to growth rate
Trading at 8.3x book value
Earnings declined 5.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BWMX
The strongest argument for BWMX centers on P/E Ratio, Return on Equity.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : BWMX
The primary concerns for BWMX are Price/Book, Revenue Growth, Market Cap.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
BWMX carries more volatility with a beta of 1.26 — expect wider price swings.
ULTA is growing revenue faster at 11.8% — sustainability is the question.
ULTA generates stronger free cash flow (907M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULTA scores higher overall (55/100 vs 46/100) and 11.8% revenue growth. BWMX offers better value entry with a 37.2% margin of safety. Both earn "Buy" and "Hold" 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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