BWMX vs NMFC

Comparison between Betterware de Mexico S.A.P.I. de C.V (BWMX, Company) and New Mountain Finance Corp (NMFC, Company).

BWMX is from the Consumer Cyclical sector, while NMFC is from the Financial Services sector.

5-Year PerformanceNMFC has outperformed BWMX, delivering a return of -2.1% compared to -10.4%

BWMX vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWMX(COMPANY)	NMFC(COMPANY)
Market Cap	$664M	$661M
Max Drawdown	87.39%	67.82%
Sharpe Ratio	1.78	-1.33
5Y Beta	0.59	0.59
Industry	Specialty Retail	Asset Management
P/E Ratio	11.30	-11.44
Forward P/E	7.78	22.57
PEG Ratio	0.27	1.34
Dividend Yield	6.58%	18.20%
5Y Dividends CAGR	1.27%	4.98%
5Y EPS CAGR	7.46%	N/A
Debt to Equity	295.58%	127.13%
Free Cash Flow Yield	10.33%	N/A
P/S Ratio	0.05	2.14
P/B Ratio	7.97	0.63

Market Cap

Winner

BWMX

$664M

NMFC

$661M

Max Drawdown

BWMX

87.39%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

BWMX

1.78

NMFC

-1.33

5Y Beta

BWMX

0.59

Winner

NMFC

0.59

Industry

BWMX

Specialty Retail

NMFC

Asset Management

P/E Ratio

BWMX

11.30

Winner

NMFC

-11.44

Forward P/E

Winner

BWMX

7.78

NMFC

22.57

PEG Ratio

Winner

BWMX

0.27

NMFC

1.34

Dividend Yield

BWMX

6.58%

Winner

NMFC

18.20%

5Y Dividends CAGR

BWMX

1.27%

Winner

NMFC

4.98%

5Y EPS CAGR

BWMX

7.46%

NMFC

N/A

Debt to Equity

BWMX

295.58%

Winner

NMFC

127.13%

Free Cash Flow Yield

BWMX

10.33%

NMFC

N/A

P/S Ratio

Winner

BWMX

0.05

NMFC

2.14

P/B Ratio

BWMX

7.97

Winner

NMFC

0.63

BWMX vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	BWMX	NMFC
1 month	-0.17%	-4.75%
3 months	+0.82%	-12.58%
6 months	-5.68%	-19.34%
1 year	+85.92%	-27.03%
5 years(CAGR)	-10.39%	-2.13%
10 years(CAGR)	N/A	+4.16%
Max(CAGR)	+19.81%	+6.63%

Winner

BWMX

-0.17%

NMFC

-4.75%

Winner

BWMX

+0.82%

NMFC

-12.58%

Winner

BWMX

-5.68%

NMFC

-19.34%

Winner

BWMX

+85.92%

NMFC

-27.03%

5Y(CAGR)

BWMX

-10.39%

Winner

NMFC

-2.13%

10Y(CAGR)

BWMX

N/A

NMFC

+4.16%

Max(CAGR)

Winner

BWMX

+19.81%

NMFC

+6.63%

BWMX vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BWMX	NMFC
2026	+13.33%	-20.48%
2025	+41.86%	-7.83%
2024	-9.56%	-1.81%
2023	+138.02%	+14.22%
2022	-66.22%	-0.45%
2021	-35.04%	+31.99%
2020	+297.91%	-6.97%
2019	N/A	+18.68%
2018	N/A	+1.61%
2017	N/A	+4.91%
2016	N/A	+21.51%
2015	N/A	-3.57%
2014	N/A	+10.34%
2013	N/A	+11.00%
2012	N/A	+26.89%
2011	N/A	+10.38%

BWMX vs NMFC Drawdown Comparison

The maximum drawdown for BWMX was -85.70%, occurring on Jan 3, 2023. This drawdown has not yet recovered.

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The current BWMX drawdown is -46.98%. The current NMFC drawdown is -30.78%.

Rank	BWMX	NMFC
#1	-85.70% Jun 30, 2021 - Jan 3, 2023	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-31.72% Mar 16, 2020 - Mar 31, 2020	-30.78% Feb 19, 2025 - Jul 23, 2026
#3	-26.00% Apr 1, 2020 - Jun 16, 2020	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	-24.83% Sep 14, 2020 - Oct 14, 2020	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	-20.00% Jun 16, 2020 - Jul 31, 2020	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	-18.60% Nov 10, 2020 - Dec 30, 2020	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	-18.09% Feb 19, 2021 - Apr 28, 2021	-11.31% Oct 16, 2017 - May 17, 2018
#8	-16.05% May 5, 2021 - Jun 30, 2021	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	-9.48% Sep 2, 2020 - Sep 10, 2020	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	-7.69% Jul 31, 2020 - Aug 5, 2020	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	-7.40% Oct 14, 2020 - Oct 28, 2020	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	-6.44% Jan 20, 2021 - Feb 3, 2021	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	-4.61% Aug 5, 2020 - Aug 7, 2020	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	-4.23% Aug 26, 2020 - Aug 28, 2020	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	-4.04% Feb 5, 2021 - Feb 17, 2021	-6.01% Jul 12, 2021 - Sep 15, 2021

Correlation

Correlation between BWMX and NMFC is -0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.08

-101

Dividend Comparison (2011 - 2026)

BWMX vs NMFC dividend yield comparison.

Year	BWMX	NMFC
2026	3.56%	8.36%
2025	8.24%	13.90%
2024	13.05%	12.17%
2023	7.03%	11.40%
2022	19.37%	9.86%
2021	8.10%	8.76%
2020	2.77%	10.92%
2019	0.00%	9.90%
2018	0.00%	10.81%
2017	0.00%	10.04%
2016	0.00%	9.65%
2015	0.00%	10.45%
2014	0.00%	9.91%
2013	0.00%	9.84%
2012	0.00%	11.48%
2011	0.00%	6.41%