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BMWYY vs. MBGYY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BMWYY and MBGYY is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BMWYY vs. MBGYY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bayerische Motoren Werke AG ADR (BMWYY) and Mercedes-Benz Group AG (MBGYY). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
124.26%
138.41%
BMWYY
MBGYY

Key characteristics

Fundamentals

Market Cap

BMWYY:

$53.15B

MBGYY:

$58.39B

EPS

BMWYY:

$6.16

MBGYY:

$2.56

PE Ratio

BMWYY:

4.55

MBGYY:

5.92

PEG Ratio

BMWYY:

18.31

MBGYY:

53.40

PS Ratio

BMWYY:

0.34

MBGYY:

0.41

PB Ratio

BMWYY:

0.53

MBGYY:

0.54

Total Revenue (TTM)

BMWYY:

$69.35B

MBGYY:

$142.95B

Gross Profit (TTM)

BMWYY:

$10.91B

MBGYY:

$28.03B

EBITDA (TTM)

BMWYY:

$6.06B

MBGYY:

$19.55B

Returns By Period


BMWYY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MBGYY

YTD

11.29%

1M

20.44%

6M

5.70%

1Y

-16.94%

5Y*

24.22%

10Y*

2.80%

*Annualized

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Risk-Adjusted Performance

BMWYY vs. MBGYY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BMWYY
The Risk-Adjusted Performance Rank of BMWYY is 1919
Overall Rank
The Sharpe Ratio Rank of BMWYY is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BMWYY is 1616
Sortino Ratio Rank
The Omega Ratio Rank of BMWYY is 1616
Omega Ratio Rank
The Calmar Ratio Rank of BMWYY is 2020
Calmar Ratio Rank
The Martin Ratio Rank of BMWYY is 2727
Martin Ratio Rank

MBGYY
The Risk-Adjusted Performance Rank of MBGYY is 2424
Overall Rank
The Sharpe Ratio Rank of MBGYY is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of MBGYY is 2222
Sortino Ratio Rank
The Omega Ratio Rank of MBGYY is 2323
Omega Ratio Rank
The Calmar Ratio Rank of MBGYY is 2121
Calmar Ratio Rank
The Martin Ratio Rank of MBGYY is 3232
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.

BMWYY vs. MBGYY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bayerische Motoren Werke AG ADR (BMWYY) and Mercedes-Benz Group AG (MBGYY). 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.



Rolling 12-month Sharpe Ratio-1.20-1.00-0.80-0.60-0.40-0.200.00December2025FebruaryMarchAprilMay
-0.83
-0.55
BMWYY
MBGYY

Dividends

BMWYY vs. MBGYY - Dividend Comparison

BMWYY has not paid dividends to shareholders, while MBGYY's dividend yield for the trailing twelve months is around 17.33%.


TTM20242023202220212020201920182017201620152014
BMWYY
Bayerische Motoren Werke AG ADR
7.74%7.74%8.27%6.78%2.31%3.10%4.80%5.82%3.72%3.90%3.16%3.34%
MBGYY
Mercedes-Benz Group AG
17.33%10.45%8.24%36.06%1.73%2.84%6.71%8.63%4.06%4.82%3.09%3.74%

Drawdowns

BMWYY vs. MBGYY - Drawdown Comparison


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%December2025FebruaryMarchAprilMay
-28.39%
-19.87%
BMWYY
MBGYY

Volatility

BMWYY vs. MBGYY - Volatility Comparison

The current volatility for Bayerische Motoren Werke AG ADR (BMWYY) is 0.00%, while Mercedes-Benz Group AG (MBGYY) has a volatility of 9.74%. This indicates that BMWYY experiences smaller price fluctuations and is considered to be less risky than MBGYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay0
9.74%
BMWYY
MBGYY

Financials

BMWYY vs. MBGYY - Financials Comparison

This section allows you to compare key financial metrics between Bayerische Motoren Werke AG ADR and Mercedes-Benz Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B25.00B30.00B35.00B40.00B45.00B20212022202320242025
32.41B
33.22B
(BMWYY) Total Revenue
(MBGYY) Total Revenue
Values in USD except per share items