MBG.DE vs. VLVLY
Compare and contrast key facts about Mercedes-Benz Group AG (MBG.DE) and Volvo AB ADR (VLVLY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBG.DE or VLVLY.
Key characteristics
| MBG.DE | VLVLY | |
|---|---|---|
| YTD Return | 13.37% | 4.97% |
| 1Y Return | 9.01% | 37.73% |
| 3Y Return (Ann) | 9.75% | 9.77% |
| 5Y Return (Ann) | 14.80% | 19.01% |
| Sharpe Ratio | 0.32 | 1.38 |
| Daily Std Dev | 19.91% | 25.52% |
| Max Drawdown | -76.51% | -49.44% |
| Current Drawdown | -7.44% | -9.32% |
Fundamentals
| MBG.DE | VLVLY | |
|---|---|---|
| Market Cap | €79.55B | $52.34B |
| EPS | €13.46 | $2.30 |
| PE Ratio | 5.52 | 11.19 |
| Revenue (TTM) | €153.22B | $552.64B |
| Gross Profit (TTM) | €32.58B | $105.87B |
| EBITDA (TTM) | €21.34B | $87.38B |
Correlation
The correlation between MBG.DE and VLVLY 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
MBG.DE vs. VLVLY - Performance Comparison
In the year-to-date period, MBG.DE achieves a 13.37% return, which is significantly higher than VLVLY's 4.97% 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
MBG.DE vs. VLVLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercedes-Benz Group AG (MBG.DE) and Volvo AB ADR (VLVLY). 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
MBG.DE vs. VLVLY - Dividend Comparison
MBG.DE's dividend yield for the trailing twelve months is around 7.33%, more than VLVLY's 6.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBG.DE Mercedes-Benz Group AG | 0.00% | 8.31% | 8.14% | 2.00% | 1.56% | 6.58% | 7.95% | 4.59% | 4.60% | 3.16% | 3.26% | 3.50% |
VLVLY Volvo AB ADR | 6.75% | 5.03% | 7.63% | 12.71% | 2.24% | 6.44% | 4.10% | 1.86% | 3.04% | 0.00% | 0.00% | 0.00% |
Drawdowns
MBG.DE vs. VLVLY - Drawdown Comparison
The maximum MBG.DE drawdown since its inception was -76.51%, which is greater than VLVLY's maximum drawdown of -49.44%. Use the drawdown chart below to compare losses from any high point for MBG.DE and VLVLY. For additional features, visit the drawdowns tool.
Volatility
MBG.DE vs. VLVLY - Volatility Comparison
Mercedes-Benz Group AG (MBG.DE) has a higher volatility of 7.74% compared to Volvo AB ADR (VLVLY) at 6.59%. This indicates that MBG.DE's price experiences larger fluctuations and is considered to be riskier than VLVLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MBG.DE vs. VLVLY - Financials Comparison
This section allows you to compare key financial metrics between Mercedes-Benz Group AG and Volvo AB ADR. 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