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Mercedes-Benz Group AG (MBGYY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap
$60.90B
Enterprise Value
$186.19B
EPS (TTM)
$1.31
PE Ratio
11.61
Total Revenue (TTM)
$131.90B
Gross Profit (TTM)
$22.28B
EBITDA (TTM)
$5.59B
Year Range
$12.55 - $18.16
ROA (TTM)
2.01%
ROE (TTM)
5.49%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mercedes-Benz Group AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Mercedes-Benz Group AG (MBGYY) has returned -13.21% so far this year and 13.23% over the past 12 months.


Mercedes-Benz Group AG

1D
3.53%
1M
-12.00%
YTD
-13.21%
6M
-2.93%
1Y
13.23%
3Y*
0.16%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 19, 2022, MBGYY's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, your investment would double in approximately 6.1 years.

Historically, 51% of months were positive and 49% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.02%1.70%-12.00%-13.21%
20259.33%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%
202313.39%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 -2.31%, beta of 0.89, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since September 20, 2022.

  • This stock participated in 129.01% of S&P 500 Index downside but only 94.13% 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
-2.31%
Beta
0.89
0.27
Upside Capture
94.13%
Downside Capture
129.01%

Return for Risk

Risk / Return Rank

MBGYY ranks 53 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.


MBGYY Risk / Return Rank: 5353
Overall Rank
MBGYY Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
MBGYY Sortino Ratio Rank: 5151
Sortino Ratio Rank
MBGYY Omega Ratio Rank: 4949
Omega Ratio Rank
MBGYY Calmar Ratio Rank: 5353
Calmar Ratio Rank
MBGYY Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Mercedes-Benz Group AG (MBGYY) and compare them to a chosen benchmark (S&P 500 Index).


MBGYYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.44

0.90

-0.46

Sortino ratio

Return per unit of downside risk

0.85

1.39

-0.53

Omega ratio

Gain probability vs. loss probability

1.10

1.21

-0.11

Calmar ratio

Return relative to maximum drawdown

0.54

1.40

-0.86

Martin ratio

Return relative to average drawdown

1.68

6.61

-4.93

Explore MBGYY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Mercedes-Benz Group AG provided a 8.01% dividend yield over the last twelve months, with an annual payout of $1.22 per share.


7.00%8.00%9.00%10.00%$0.00$0.50$1.00$1.50202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$1.22$1.22$1.44$1.42

Dividend yield

8.01%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
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 8.01%, which means its dividend payment is significantly above the market average.

Payout Ratio

Mercedes-Benz Group AG has a payout ratio of 0.42%, 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 15.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.47%Apr 9, 2024251Apr 8, 2025167Dec 5, 2025418
-29.37%Jun 20, 202394Oct 31, 2023108Apr 8, 2024202
-19.1%Jan 5, 202653Mar 20, 2026
-13.23%Sep 20, 20229Sep 30, 202217Oct 25, 202226
-8.58%Mar 7, 20239Mar 17, 202343May 18, 202352

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.


Annual
Quarterly

0.0

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 11.6. 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 0.5. 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 0.7. 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

Values in undefined except per share items