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

Company Info

Sector

Consumer Cyclical

Highlights

Market Cap

$54.85B

EPS (TTM)

$2.88

PE Ratio

4.94

PEG Ratio

53.40

Total Revenue (TTM)

$109.72B

Gross Profit (TTM)

$21.47B

EBITDA (TTM)

$15.16B

Year Range

$12.55 - $20.05

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MBGYY vs. BMWYY MBGYY vs. SCHG MBGYY vs. SPY MBGYY vs. EQQQ.DE MBGYY vs. VOO MBGYY vs. QQQ MBGYY vs. CVX MBGYY vs. WMB MBGYY vs. APA MBGYY vs. GM
Popular comparisons:
MBGYY vs. BMWYY MBGYY vs. SCHG MBGYY vs. SPY MBGYY vs. EQQQ.DE MBGYY vs. VOO MBGYY vs. QQQ MBGYY vs. CVX MBGYY vs. WMB MBGYY vs. APA MBGYY vs. GM

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.


100.00%200.00%300.00%400.00%NovemberDecember2025FebruaryMarchApril
95.86%
348.38%
MBGYY (Mercedes-Benz Group AG)
Benchmark (^GSPC)

Returns By Period

Mercedes-Benz Group AG had a return of 3.04% year-to-date (YTD) and -27.94% in the last 12 months. Over the past 10 years, Mercedes-Benz Group AG had an annualized return of 1.22%, while the S&P 500 had an annualized return of 9.70%, indicating that Mercedes-Benz Group AG did not perform as well as the benchmark.


MBGYY

YTD

3.04%

1M

-12.75%

6M

-8.13%

1Y

-27.94%

5Y*

22.04%

10Y*

1.22%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

The table below presents the monthly returns of MBGYY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.33%2.18%-5.25%-2.67%3.04%
2024-2.32%18.17%-0.05%-5.13%-4.40%-4.38%-4.64%4.92%-6.66%-6.39%-7.76%-0.65%-19.84%
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%
20222.77%-1.57%-9.89%-0.29%10.39%-18.43%1.11%-4.03%-10.33%14.54%17.41%-3.43%-7.52%
20210.63%13.61%10.98%1.43%4.92%-3.70%-0.54%-5.57%8.13%8.97%-4.97%0.21%37.06%
2020-15.46%-9.84%-28.21%15.88%8.13%9.35%10.02%16.20%5.04%-3.15%30.11%4.22%32.20%
201912.74%1.22%-2.27%11.90%-15.98%8.09%-7.48%-9.10%5.65%18.14%-3.97%-3.07%10.72%
20188.22%-6.55%-0.79%-2.31%-7.84%-11.38%7.41%-6.90%-2.18%-6.05%-4.27%-7.15%-34.61%
20171.35%-3.64%6.85%0.70%-2.71%0.15%-3.67%4.08%9.38%5.05%-0.92%1.94%19.14%
2016-16.30%-3.18%14.97%-6.14%-2.31%-11.82%13.07%2.00%1.93%0.79%-6.87%12.14%-6.78%
20158.91%6.58%-0.03%2.65%-1.92%-2.63%-2.72%-10.03%-9.21%19.17%3.12%-6.51%3.85%
2014-3.98%10.34%2.62%0.72%3.05%-1.85%-12.15%-0.71%-6.58%1.99%7.90%-1.39%-2.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MBGYY is 12, meaning it’s performing worse than 88% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MBGYY is 1212
Overall Rank
The Sharpe Ratio Rank of MBGYY is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of MBGYY is 1111
Sortino Ratio Rank
The Omega Ratio Rank of MBGYY is 1212
Omega Ratio Rank
The Calmar Ratio Rank of MBGYY is 99
Calmar Ratio Rank
The Martin Ratio Rank of MBGYY is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Mercedes-Benz Group AG (MBGYY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MBGYY, currently valued at -0.92, compared to the broader market-2.00-1.000.001.002.003.00
MBGYY: -0.92
^GSPC: 0.24
The chart of Sortino ratio for MBGYY, currently valued at -1.20, compared to the broader market-6.00-4.00-2.000.002.004.00
MBGYY: -1.20
^GSPC: 0.47
The chart of Omega ratio for MBGYY, currently valued at 0.85, compared to the broader market0.501.001.502.00
MBGYY: 0.85
^GSPC: 1.07
The chart of Calmar ratio for MBGYY, currently valued at -0.73, compared to the broader market0.001.002.003.004.00
MBGYY: -0.73
^GSPC: 0.24
The chart of Martin ratio for MBGYY, currently valued at -1.28, compared to the broader market-5.000.005.0010.0015.0020.00
MBGYY: -1.28
^GSPC: 1.08

The current Mercedes-Benz Group AG Sharpe ratio is -0.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Mercedes-Benz Group AG with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.92
0.24
MBGYY (Mercedes-Benz Group AG)
Benchmark (^GSPC)

Dividends

Dividend History

Mercedes-Benz Group AG provided a 10.14% dividend yield over the last twelve months, with an annual payout of $1.44 per share.


0.00%10.00%20.00%30.00%40.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.44$1.44$1.42$5.90$0.41$0.50$0.91$1.13$0.86$0.90$0.65$0.77

Dividend yield

10.14%10.45%8.24%36.06%1.73%2.84%6.71%8.63%4.06%4.82%3.09%3.74%

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
2025$0.00$0.00$0.00$0.00$0.00
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$0.00$0.00$0.00$0.00$1.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.42
2022$4.52$0.00$0.00$0.00$1.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.90
2021$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41
2020$0.00$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.50
2019$0.00$0.00$0.00$0.00$0.91$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.91
2018$0.00$0.00$0.00$1.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.13
2017$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.86
2016$0.00$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90
2015$0.00$0.00$0.65$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65
2014$0.77$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.77

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
MBGYY: 10.1%
Mercedes-Benz Group AG has a dividend yield of 10.14%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
MBGYY: 53.2%
Mercedes-Benz Group AG has a payout ratio of 53.22%, which is quite average when compared to the overall market. This suggests that Mercedes-Benz Group AG strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-31.17%
-14.02%
MBGYY (Mercedes-Benz Group AG)
Benchmark (^GSPC)

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 72.19%, occurring on Mar 18, 2020. Recovery took 232 trading sessions.

The current Mercedes-Benz Group AG drawdown is 31.17%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.19%Jan 25, 2018540Mar 18, 2020232Feb 18, 2021772
-50.45%Apr 28, 2011147Nov 23, 2011417Jul 25, 2013564
-39.65%May 22, 2015284Jul 7, 2016387Jan 19, 2018671
-38.28%Apr 9, 2024251Apr 8, 2025
-37.03%Feb 17, 2022156Sep 30, 2022105Mar 3, 2023261

Volatility

Volatility Chart

The current Mercedes-Benz Group AG volatility is 15.61%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.61%
13.60%
MBGYY (Mercedes-Benz Group AG)
Benchmark (^GSPC)

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
20.040.060.080.0100.0
MBGYY: 4.9
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 4.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
MBGYY: 53.4
The chart shows the Price/Earnings to Growth (PEG) ratio for MBGYY compared to other companies in the Auto Manufacturers industry. MBGYY currently has a PEG ratio of 53.4. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
MBGYY: 0.4
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
2.04.06.08.010.0
MBGYY: 0.5
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 0.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Mercedes-Benz Group AG.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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