COMP <GO>

BWMX vs DDL // EV/EBITDA & P/E VALUATION

Betterware de Mexico S.A.P.I. de C.V. (NYSE) VS. Dingdong (Cayman) Limited (each two representing three ) (NYSE) • 15-METRIC TALLY: BWMX 2 — DDL 0

■ METRIC PARITY

BWMX — Betterware de Mexico S.A.P.I. de C.V. ROARABLE D+ • RQD 58/100

LAST: $17.09 (+2.70%) • MKT CAP: $674.8M

DES <GO> FA <GO> 10-K RED <GO>

valuation

—

DDL — Dingdong (Cayman) Limited (each two representing three ) ROARABLE C+ • RQD 66/100

LAST: $1.93 (-0.51%) • MKT CAP: $455.9M

DES <GO> FA <GO> 10-K RED <GO>

valuation

7.4x

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWMX VS. DDL) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	BWMX	DDL	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	—	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	65.30%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation ACTIVE	—	7.4x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	11.22%	—	TIE	/fcf-yield <GO>
Operating Margin	—	0.50%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	1.00%	—	TIE	/net-margins <GO>
Revenue Growth (YoY)	—	10.20%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	1.28	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	6/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	55.9	27.9	+28.07	BWMX	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	12.8x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$674.8M	$455.9M	$218.9M	BWMX	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	BWMX REV	DDL REV	BWMX GROSS %	DDL GROSS %	BWMX FCF	DDL FCF
FY 2025	—	$3.48B	—	—	—	$51.2M
FY 2024	—	$3.16B	—	—	—	$113.8M
FY 2023	—	$2.81B	—	—	—	-$33.0M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

BWMX // BETA —

DDL // BETA —