MBGYY vs. APA

Last updated Jun 4, 2026

MBGYY (Mercedes-Benz Group AG) and APA (Apache Corporation) are both stocks. MBGYY operates in Auto Manufacturers (Consumer Cyclical), while APA operates in Oil & Gas E&P (Energy). Over the past 3 years, MBGYY returned -2.40%/yr vs 8.44%/yr for APA. At a 0.19 correlation, their price movements are largely independent.

Performance

MBGYY vs. APA - Performance Comparison

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

Returns By Period

In the year-to-date period, MBGYY achieves a -12.67% return, which is significantly lower than APA's 59.25% return.

MBGYY

• 1D: -3.55%
• 1M: 3.60%
• YTD: -12.67%
• 6M: -8.55%
• 1Y: 4.39%
• 3Y*: -2.40%
• 5Y*: —
• 10Y*: —

APA

• 1D: 1.38%
• 1M: -8.78%
• YTD: 59.25%
• 6M: 44.54%
• 1Y: 118.53%
• 3Y*: 8.44%
• 5Y*: 13.62%
• 10Y*: -1.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MBGYY vs. APA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
MBGYY Mercedes-Benz Group AG	-12.67%	38.11%	-13.59%	13.78%	12.68%
APA Apache Corporation	59.25%	11.54%	-33.44%	-21.24%	16.09%

Correlation

The correlation between MBGYY and APA is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022	0.19

The correlation between MBGYY and APA shifts across timeframes, from -0.05 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap MBGYY : $54.89B APA : $13.57B
EPS MBGYY : $1.26 APA : $4.28
PE Ratio MBGYY : 11.41 APA : 8.95
PS Ratio MBGYY : 0.43 APA : 1.59
PB Ratio MBGYY : 0.58 APA : 2.10
Total Revenue (TTM) MBGYY : $131.11B APA : $8.61B
Gross Profit (TTM) MBGYY : $21.32B APA : $4.64B
EBITDA (TTM) MBGYY : $19.81B APA : $5.63B

Return for Risk

MBGYY vs. APA — Risk / Return Rank

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

MBGYY

MBGYY Risk / Return Rank: 44
MBGYY Sharpe Ratio Rank: 46
MBGYY Sortino Ratio Rank: 41
MBGYY Omega Ratio Rank: 39
MBGYY Calmar Ratio Rank: 46
MBGYY Martin Ratio Rank: 46

APA

APA Risk / Return Rank: 90
APA Sharpe Ratio Rank: 92
APA Sortino Ratio Rank: 88
APA Omega Ratio Rank: 85
APA Calmar Ratio Rank: 93
APA Martin Ratio Rank: 92

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.

MBGYY vs. APA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mercedes-Benz Group AG (MBGYY) and Apache Corporation (APA). 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.

	MBGYY	APA	Difference
Sharpe ratio Return per unit of total volatility	0.16	2.59	-2.43
Sortino ratio Return per unit of downside risk	0.45	3.02	-2.57
Omega ratio Gain probability vs. loss probability	1.05	1.37	-0.32
Calmar ratio Return relative to maximum drawdown	0.23	6.12	-5.89
Martin ratio Return relative to average drawdown	0.54	15.27	-14.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MBGYY vs. APA - Sharpe Ratio Comparison

The current MBGYY Sharpe Ratio is 0.16, which is lower than the APA Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of MBGYY and APA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MBGYY	APA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.16	2.59	-2.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.28	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.16	+0.14

Drawdowns

MBGYY vs. APA - Drawdown Comparison

The maximum MBGYY drawdown since its inception was -33.47%, smaller than the maximum APA drawdown of -96.73%. Use the drawdown chart below to compare losses from any high point for MBGYY and APA.

Drawdown Indicators

	MBGYY	APA	Difference
Max Drawdown Largest peak-to-trough decline	-33.47%	-96.73%	+63.26%
Max Drawdown (1Y) Largest decline over 1 year	-19.10%	-19.49%	+0.39%
Max Drawdown (3Y) Largest decline over 3 years	-33.47%	-67.45%	+33.98%
Max Drawdown (5Y) Largest decline over 5 years	—	-70.47%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-93.49%	—
Current Drawdown Current decline from peak	-15.03%	-63.60%	+48.57%
Average Drawdown Average peak-to-trough decline	-11.79%	-40.33%	+28.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.17%	7.79%	+0.38%

Volatility

MBGYY vs. APA - Volatility Comparison

The current volatility for Mercedes-Benz Group AG (MBGYY) is 8.25%, while Apache Corporation (APA) has a volatility of 14.44%. This indicates that MBGYY experiences smaller price fluctuations and is considered to be less risky than APA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MBGYY	APA	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.25%	14.44%	-6.19%
Volatility (6M) Calculated over the trailing 6-month period	19.01%	33.36%	-14.35%
Volatility (1Y) Calculated over the trailing 1-year period	27.38%	46.29%	-18.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.60%	48.48%	-20.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.60%	58.39%	-30.79%

Dividends

MBGYY vs. APA - Dividend Comparison

MBGYY's dividend yield for the trailing twelve months is around 7.04%, more than APA's 2.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APA Apache Corporation	2.61%	4.09%	4.33%	2.79%	1.34%	0.51%	2.29%	3.91%	3.81%	2.37%	1.58%	2.25%
MBGYY Mercedes-Benz Group AG	7.04%	6.95%	10.45%	8.24%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

MBGYY vs. APA - Profitability Comparison

The chart below illustrates the profitability comparison between Mercedes-Benz Group AG and Apache Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

MBGYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported a gross profit of 5.55B and revenue of 32.12B. Therefore, the gross margin over that period was 17.3%.

APA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apache Corporation reported a gross profit of 2.25B and revenue of 2.33B. Therefore, the gross margin over that period was 96.8%.

MBGYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported an operating income of 1.67B and revenue of 32.12B, resulting in an operating margin of 5.2%.

APA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apache Corporation reported an operating income of 999.00M and revenue of 2.33B, resulting in an operating margin of 42.9%.

MBGYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported a net income of 1.44B and revenue of 32.12B, resulting in a net margin of 4.5%.

APA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apache Corporation reported a net income of 446.00M and revenue of 2.33B, resulting in a net margin of 19.2%.

Frequently Asked Questions

Can I hold both MBGYY and APA in my portfolio?

MBGYY and APA have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MBGYY or APA?

APA has higher volatility (14.44%) compared to MBGYY (8.25%). In terms of maximum drawdown, MBGYY dropped -33.47% vs APA's -96.73%.

Which has better risk-adjusted returns?

APA currently has the higher Sharpe Ratio (2.59 vs 0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.