BMW3.DE vs. BMW.DE
Compare and contrast key facts about Bayerische Motoren Werke Aktiengesellschaft (BMW3.DE) and Bayerische Motoren Werke Aktiengesellschaft (BMW.DE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMW3.DE or BMW.DE.
Key characteristics
| BMW3.DE | BMW.DE | |
|---|---|---|
| YTD Return | -26.59% | -30.50% |
| 1Y Return | -23.04% | -25.62% |
| 3Y Return (Ann) | -0.06% | -4.14% |
| 5Y Return (Ann) | 8.14% | 3.43% |
| 10Y Return (Ann) | 5.83% | 2.70% |
| Sharpe Ratio | -0.98 | -1.01 |
| Sortino Ratio | -1.25 | -1.32 |
| Omega Ratio | 0.84 | 0.83 |
| Calmar Ratio | -0.65 | -0.68 |
| Martin Ratio | -1.45 | -1.46 |
| Ulcer Index | 16.66% | 18.05% |
| Daily Std Dev | 24.89% | 26.14% |
| Max Drawdown | -75.50% | -62.33% |
| Current Drawdown | -37.35% | -38.96% |
Fundamentals
| BMW3.DE | BMW.DE | |
|---|---|---|
| Market Cap | €41.64B | €41.65B |
| EPS | €12.98 | €12.98 |
| PE Ratio | 4.84 | 5.18 |
| PEG Ratio | 16.85 | 18.24 |
| Total Revenue (TTM) | €148.93B | €148.93B |
| Gross Profit (TTM) | €25.33B | €25.33B |
| EBITDA (TTM) | €22.13B | €22.13B |
Correlation
The correlation between BMW3.DE and BMW.DE is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BMW3.DE vs. BMW.DE - Performance Comparison
In the year-to-date period, BMW3.DE achieves a -26.59% return, which is significantly higher than BMW.DE's -30.50% return. Over the past 10 years, BMW3.DE has outperformed BMW.DE with an annualized return of 5.83%, while BMW.DE has yielded a comparatively lower 2.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BMW3.DE vs. BMW.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bayerische Motoren Werke Aktiengesellschaft (BMW3.DE) and Bayerische Motoren Werke Aktiengesellschaft (BMW.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BMW3.DE vs. BMW.DE - Dividend Comparison
BMW3.DE's dividend yield for the trailing twelve months is around 9.71%, more than BMW.DE's 9.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMW3.DE Bayerische Motoren Werke Aktiengesellschaft | 9.71% | 9.47% | 7.32% | 2.62% | 4.57% | 6.39% | 6.47% | 4.72% | 4.43% | 3.77% | 3.86% | 4.06% |
BMW.DE Bayerische Motoren Werke Aktiengesellschaft | 9.10% | 8.43% | 6.96% | 2.15% | 3.46% | 4.79% | 5.66% | 4.03% | 3.61% | 2.97% | 2.90% | 2.93% |
Drawdowns
BMW3.DE vs. BMW.DE - Drawdown Comparison
The maximum BMW3.DE drawdown since its inception was -75.50%, which is greater than BMW.DE's maximum drawdown of -62.33%. Use the drawdown chart below to compare losses from any high point for BMW3.DE and BMW.DE. For additional features, visit the drawdowns tool.
Volatility
BMW3.DE vs. BMW.DE - Volatility Comparison
Bayerische Motoren Werke Aktiengesellschaft (BMW3.DE) and Bayerische Motoren Werke Aktiengesellschaft (BMW.DE) have volatilities of 10.55% and 10.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BMW3.DE vs. BMW.DE - Financials Comparison
This section allows you to compare key financial metrics between Bayerische Motoren Werke Aktiengesellschaft and Bayerische Motoren Werke Aktiengesellschaft. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities