- Sector
- Consumer Cyclical
- Industry
- Auto Manufacturers
Highlights
- Market Cap
- $54.89B
- Enterprise Value
- $179.59B
- EPS (TTM)
- $1.26
- PE Ratio
- 11.41
- Total Revenue (TTM)
- $131.11B
- Gross Profit (TTM)
- $21.32B
- EBITDA (TTM)
- $19.81B
- Year Range
- $13.79 - $18.16
- ROA (TTM)
- 1.89%
- ROE (TTM)
- 5.19%
Share Price Chart
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Performance
MBGYY Performance Chart
Mercedes-Benz Group AG (MBGYY) is down 12.7% since the beginning of the year. At $14 per share, MBGYY is trading 20.7% below its 52-week high of $18.
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Returns By Period
Mercedes-Benz Group AG (MBGYY) has returned -12.67% so far this year and 4.39% over the past 12 months.
Mercedes-Benz Group AG
- 1D
- -3.55%
- 1M
- 3.60%
- YTD
- -12.67%
- 6M
- -8.55%
- 1Y
- 4.39%
- 3Y*
- -2.40%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
MBGYY Monthly Returns History
Based on dividend-adjusted daily data since Sep 19, 2022, MBGYY's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.
Historically, 52% of months were positive and 48% were negative. The best month was Feb 2024 with a return of +18.2%, while the worst month was Oct 2023 at -15.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, MBGYY closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Nov 6, 2024 at -8.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.02% | 1.70% | -12.00% | 1.39% | 4.20% | -4.76% | -12.67% | ||||||
| 2025 | 9.33% | 2.18% | -5.25% | 1.50% | 8.85% | -2.76% | -1.73% | 9.56% | 0.83% | 2.93% | 4.21% | 4.28% | 38.11% |
| 2024 | -2.32% | 18.17% | -0.05% | -5.13% | 3.03% | -4.35% | -4.64% | 4.92% | -6.66% | -6.39% | -7.76% | -0.65% | -13.59% |
| 2023 | 13.39% | 3.51% | -0.05% | 1.41% | 3.52% | 7.61% | -0.75% | -8.38% | -5.04% | -15.80% | 11.03% | 6.35% | 13.78% |
| 2022 | -13.23% | 14.54% | 17.41% | -3.43% | 12.68% |
Benchmark Metrics
Mercedes-Benz Group AG has an annualized alpha of -5.63%, beta of 0.91, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since September 20, 2022.
- This stock participated in 135.90% of S&P 500 Index downside but only 84.94% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -5.63%
- Beta
- 0.91
- R²
- 0.27
- Upside Capture
- 84.94%
- Downside Capture
- 135.90%
Return for Risk
Risk / Return Rank
MBGYY ranks 44 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Mercedes-Benz Group AG (MBGYY) and compare them to S&P 500 Index.
| MBGYY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 2.24 | -2.08 |
Sortino ratioReturn per unit of downside risk | 0.45 | 3.07 | -2.63 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.41 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.93 | -2.70 |
Martin ratioReturn relative to average drawdown | 0.54 | 13.52 | -12.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Mercedes-Benz Group AG provided a 7.04% dividend yield over the last twelve months, with an annual payout of $1.01 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.01 | $1.22 | $1.44 | $1.42 |
Dividend yield | 7.04% | 6.95% | 10.45% | 8.24% |
Monthly Dividends
The table displays the monthly dividend distributions for Mercedes-Benz Group AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 |
| 2023 | $1.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 |
Dividend Yield & Payout
Dividend Yield
Mercedes-Benz Group AG has a dividend yield of 7.04%, which means its dividend payment is significantly above the market average.
Payout Ratio
Mercedes-Benz Group AG has a payout ratio of 0.44%, which is below the market average. This means Mercedes-Benz Group AG returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Mercedes-Benz Group AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Mercedes-Benz Group AG was 33.47%, occurring on Apr 8, 2025. Recovery took 167 trading sessions.
The current Mercedes-Benz Group AG drawdown is 15.03%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -33.47%Apr 2025 | 12mo 4d | 8mo 1d | 1y 8moApr 2024 - Dec 2025 |
2023 bear market2023 | -29.37%Oct 2023 | 4mo 13d | 5mo 10d | 9mo 23dJun 2023 - Apr 2024 |
2026 correction2026 | -19.10%Mar 2026 | 2mo 14d | — | 5mo 1hJan 2026 - now |
Bear market2022 | -13.23%Sep 2022 | 10d | 25d | 1mo 5dSep 2022 - Oct 2022 |
2023 pullback2023 | -8.58%Mar 2023 | 10d | 2mo 2d | 2mo 12dMar 2023 - May 2023 |
Drawdown Indicators
| MBGYY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.47% | -56.78% | +23.31% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -9.10% | -10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -33.47% | -18.90% | -14.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -15.03% | -0.74% | -14.29% |
Average DrawdownAverage peak-to-trough decline | -11.79% | -10.72% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 1.97% | +6.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Mercedes-Benz Group AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Mercedes-Benz Group AG is priced in the market compared to other companies in the Auto Manufacturers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MBGYY, comparing it with other companies in the Auto Manufacturers industry. Currently, MBGYY has a P/E ratio of 11.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MBGYY relative to other companies in the Auto Manufacturers industry. Currently, MBGYY has a P/S ratio of 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MBGYY in comparison with other companies in the Auto Manufacturers industry. Currently, MBGYY has a P/B value of 0.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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