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

Correlation

The correlation between MBGYY and APA is 0.56, 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.


-0.50.00.51.0
Correlation: 0.6

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.

-100.00%-50.00%0.00%50.00%100.00%150.00%December2025FebruaryMarchAprilMay
133.30%
-79.05%
MBGYY
APA

Key characteristics

Sharpe Ratio

MBGYY:

-0.63

APA:

-0.91

Sortino Ratio

MBGYY:

-0.74

APA:

-1.21

Omega Ratio

MBGYY:

0.91

APA:

0.83

Calmar Ratio

MBGYY:

-0.56

APA:

-0.52

Martin Ratio

MBGYY:

-1.06

APA:

-1.74

Ulcer Index

MBGYY:

17.77%

APA:

25.94%

Daily Std Dev

MBGYY:

29.64%

APA:

49.92%

Max Drawdown

MBGYY:

-72.18%

APA:

-96.73%

Current Drawdown

MBGYY:

-21.59%

APA:

-84.99%

Fundamentals

Market Cap

MBGYY:

$59.77B

APA:

$5.87B

EPS

MBGYY:

$2.91

APA:

$2.27

PE Ratio

MBGYY:

5.32

APA:

7.15

PEG Ratio

MBGYY:

53.40

APA:

0.17

PS Ratio

MBGYY:

0.41

APA:

0.62

PB Ratio

MBGYY:

0.54

APA:

1.11

Total Revenue (TTM)

MBGYY:

$109.72B

APA:

$7.79B

Gross Profit (TTM)

MBGYY:

$21.47B

APA:

$3.26B

EBITDA (TTM)

MBGYY:

$15.16B

APA:

$3.39B

Returns By Period

In the year-to-date period, MBGYY achieves a 8.90% return, which is significantly higher than APA's -26.77% return. Over the past 10 years, MBGYY has outperformed APA with an annualized return of 2.62%, while APA has yielded a comparatively lower -11.19% annualized return.


MBGYY

YTD

8.90%

1M

4.08%

6M

-0.20%

1Y

-13.61%

5Y*

24.44%

10Y*

2.62%

APA

YTD

-26.77%

1M

-21.23%

6M

-26.77%

1Y

-41.01%

5Y*

10.33%

10Y*

-11.19%

*Annualized

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Risk-Adjusted Performance

MBGYY vs. APA — Risk-Adjusted Performance Rank

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

MBGYY
The Risk-Adjusted Performance Rank of MBGYY is 2020
Overall Rank
The Sharpe Ratio Rank of MBGYY is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of MBGYY is 1919
Sortino Ratio Rank
The Omega Ratio Rank of MBGYY is 2020
Omega Ratio Rank
The Calmar Ratio Rank of MBGYY is 1616
Calmar Ratio Rank
The Martin Ratio Rank of MBGYY is 2626
Martin Ratio Rank

APA
The Risk-Adjusted Performance Rank of APA is 99
Overall Rank
The Sharpe Ratio Rank of APA is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of APA is 1010
Sortino Ratio Rank
The Omega Ratio Rank of APA is 88
Omega Ratio Rank
The Calmar Ratio Rank of APA is 1919
Calmar Ratio Rank
The Martin Ratio Rank of APA is 33
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.

MBGYY vs. APA - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for MBGYY, currently valued at -0.47, compared to the broader market-2.00-1.000.001.002.003.00
MBGYY: -0.47
APA: -0.91
The chart of Sortino ratio for MBGYY, currently valued at -0.50, compared to the broader market-6.00-4.00-2.000.002.004.00
MBGYY: -0.50
APA: -1.21
The chart of Omega ratio for MBGYY, currently valued at 0.94, compared to the broader market0.501.001.502.00
MBGYY: 0.94
APA: 0.83
The chart of Calmar ratio for MBGYY, currently valued at -0.42, compared to the broader market0.001.002.003.004.005.00
MBGYY: -0.42
APA: -0.52
The chart of Martin ratio for MBGYY, currently valued at -0.79, compared to the broader market-10.000.0010.0020.00
MBGYY: -0.79
APA: -1.74

The current MBGYY Sharpe Ratio is -0.63, which is higher than the APA Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of MBGYY and APA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50December2025FebruaryMarchAprilMay
-0.47
-0.91
MBGYY
APA

Dividends

MBGYY vs. APA - Dividend Comparison

MBGYY's dividend yield for the trailing twelve months is around 9.59%, more than APA's 6.08% yield.


TTM20242023202220212020201920182017201620152014
MBGYY
Mercedes-Benz Group AG
9.59%10.45%8.24%36.06%1.73%2.84%6.71%8.63%4.06%4.82%3.09%3.74%
APA
Apache Corporation
6.08%4.33%2.79%1.34%0.51%2.29%3.91%3.81%2.37%1.58%2.25%1.52%

Drawdowns

MBGYY vs. APA - Drawdown Comparison

The maximum MBGYY drawdown since its inception was -72.18%, 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. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%December2025FebruaryMarchAprilMay
-21.59%
-83.80%
MBGYY
APA

Volatility

MBGYY vs. APA - Volatility Comparison

The current volatility for Mercedes-Benz Group AG (MBGYY) is 16.22%, while Apache Corporation (APA) has a volatility of 35.34%. 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.


0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
16.22%
35.34%
MBGYY
APA

Financials

MBGYY vs. APA - Financials Comparison

This section allows you to compare key financial metrics between Mercedes-Benz Group AG and Apache Corporation. 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


0.0010.00B20.00B30.00B40.00B50.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
38.45B
2.71B
(MBGYY) Total Revenue
(APA) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
19.3%
40.5%
(MBGYY) Gross Margin
(APA) Gross Margin
MBGYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mercedes-Benz Group AG reported a gross profit of 7.43B and revenue of 38.45B. Therefore, the gross margin over that period was 19.3%.
APA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apache Corporation reported a gross profit of 1.10B and revenue of 2.71B. Therefore, the gross margin over that period was 40.5%.
MBGYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mercedes-Benz Group AG reported an operating income of 3.19B and revenue of 38.45B, resulting in an operating margin of 8.3%.
APA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apache Corporation reported an operating income of 831.00M and revenue of 2.71B, resulting in an operating margin of 30.6%.
MBGYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mercedes-Benz Group AG reported a net income of 2.48B and revenue of 38.45B, resulting in a net margin of 6.5%.
APA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apache Corporation reported a net income of 354.00M and revenue of 2.71B, resulting in a net margin of 13.1%.