BeFraLegacy Housing

BeFra vs Legacy Housing

BeFra and Legacy Housing are compared on this page to provide a neutral view of their business models, financial performance, and market context. The comparison explains how each organisation structur...

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Investment Analysis

BeFra

BeFra

BWMX

Pros

  • Delivered solid Q3 2025 results with revenue growth of 1.4% despite subdued market conditions.
  • Significant profitability improvements with EBITDA up 22%, EPS up 71%, and free cash flow up 32.6%.
  • Reduced net debt-to-EBITDA ratio from 1.97 to 1.8, demonstrating strong financial discipline.

Considerations

  • Betterware Mexico segment revenue declined by 5.3% due to soft consumption and focus on discretionary goods.
  • Highly dependent on the Mexican market with exposure to volatile consumption trends.
  • Price-to-book valuation is high (around 6x), notably above sector averages, indicating potential overvaluation.
Legacy Housing

Pros

  • Legacy Housing operates in the growing manufactured housing market addressing affordable housing demand.
  • Recently reported improved revenues driven by increased demand for modular homes in key US regions.
  • Maintains a strong order backlog, supporting near-term revenue visibility and operational stability.

Considerations

  • Subject to cyclicality and commodity price sensitivity, especially lumber and steel costs impacting margins.
  • Financial performance can be affected by rising interest rates which dampen housing demand.
  • Smaller market capitalization implies lower liquidity and potentially higher volatility compared to larger peers.

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