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

Correlation

The correlation between MBGYY and BMWYY is 0.54, 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

MBGYY vs. BMWYY - Performance Comparison

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

Loading data...

Key characteristics

Fundamentals

Market Cap

MBGYY:

$55.50B

BMWYY:

$53.15B

EPS

MBGYY:

$2.56

BMWYY:

$6.16

PE Ratio

MBGYY:

5.63

BMWYY:

4.55

PEG Ratio

MBGYY:

53.40

BMWYY:

18.31

PS Ratio

MBGYY:

0.39

BMWYY:

0.34

PB Ratio

MBGYY:

0.52

BMWYY:

0.53

Total Revenue (TTM)

MBGYY:

$142.95B

BMWYY:

$69.35B

Gross Profit (TTM)

MBGYY:

$28.03B

BMWYY:

$10.91B

EBITDA (TTM)

MBGYY:

$19.55B

BMWYY:

$6.06B

Returns By Period


MBGYY

YTD

13.27%

1M

17.08%

6M

11.81%

1Y

-14.51%

5Y*

25.10%

10Y*

3.25%

BMWYY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MBGYY vs. BMWYY — 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 2525
Overall Rank
The Sharpe Ratio Rank of MBGYY is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of MBGYY is 2323
Sortino Ratio Rank
The Omega Ratio Rank of MBGYY is 2424
Omega Ratio Rank
The Calmar Ratio Rank of MBGYY is 2424
Calmar Ratio Rank
The Martin Ratio Rank of MBGYY is 3333
Martin Ratio Rank

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
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. BMWYY - Risk-Adjusted Performance Comparison

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



Loading data...

Dividends

MBGYY vs. BMWYY - Dividend Comparison

MBGYY's dividend yield for the trailing twelve months is around 8.48%, while BMWYY has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MBGYY
Mercedes-Benz Group AG
8.48%10.45%8.24%36.06%1.73%2.84%6.71%8.63%4.06%4.82%3.09%3.74%
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%

Drawdowns

MBGYY vs. BMWYY - Drawdown Comparison


Loading data...

Volatility

MBGYY vs. BMWYY - Volatility Comparison


Loading data...

Financials

MBGYY vs. BMWYY - Financials Comparison

This section allows you to compare key financial metrics between Mercedes-Benz Group AG and Bayerische Motoren Werke AG 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.


Quarterly
Annual

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


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