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VOW3.DE vs. MBG.DE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

VOW3.DE vs. MBG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volkswagen AG (VOW3.DE) and Mercedes-Benz Group AG (MBG.DE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

VOW3.DE:

-0.34

MBG.DE:

-0.54

Sortino Ratio

VOW3.DE:

-0.31

MBG.DE:

-0.44

Omega Ratio

VOW3.DE:

0.96

MBG.DE:

0.95

Calmar Ratio

VOW3.DE:

-0.17

MBG.DE:

-0.36

Martin Ratio

VOW3.DE:

-0.61

MBG.DE:

-0.92

Ulcer Index

VOW3.DE:

14.43%

MBG.DE:

13.60%

Daily Std Dev

VOW3.DE:

26.14%

MBG.DE:

28.28%

Max Drawdown

VOW3.DE:

-77.22%

MBG.DE:

-76.69%

Current Drawdown

VOW3.DE:

-42.51%

MBG.DE:

-22.17%

Fundamentals

Market Cap

VOW3.DE:

€45.57B

MBG.DE:

€49.00B

EPS

VOW3.DE:

€18.56

MBG.DE:

€9.07

PE Ratio

VOW3.DE:

4.88

MBG.DE:

5.61

PEG Ratio

VOW3.DE:

0.88

MBG.DE:

53.19

PS Ratio

VOW3.DE:

0.14

MBG.DE:

0.34

PB Ratio

VOW3.DE:

0.24

MBG.DE:

0.51

Total Revenue (TTM)

VOW3.DE:

€243.42B

MBG.DE:

€106.20B

Gross Profit (TTM)

VOW3.DE:

€43.96B

MBG.DE:

€20.21B

EBITDA (TTM)

VOW3.DE:

€38.02B

MBG.DE:

€13.44B

Returns By Period

In the year-to-date period, VOW3.DE achieves a 9.25% return, which is significantly higher than MBG.DE's 2.78% return. Over the past 10 years, VOW3.DE has underperformed MBG.DE with an annualized return of -2.62%, while MBG.DE has yielded a comparatively higher 2.97% annualized return.


VOW3.DE

YTD
9.25%
1M
-0.41%
6M
8.35%
1Y
-8.92%
3Y*
-0.79%
5Y*
1.62%
10Y*
-2.62%

MBG.DE

YTD
2.78%
1M
-0.90%
6M
1.79%
1Y
-15.44%
3Y*
4.84%
5Y*
18.53%
10Y*
2.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Volkswagen AG

Mercedes-Benz Group AG

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

VOW3.DE vs. MBG.DE — Risk-Adjusted Performance Rank

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

VOW3.DE
The Risk-Adjusted Performance Rank of VOW3.DE is 2727
Overall Rank
The Sharpe Ratio Rank of VOW3.DE is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of VOW3.DE is 2222
Sortino Ratio Rank
The Omega Ratio Rank of VOW3.DE is 2323
Omega Ratio Rank
The Calmar Ratio Rank of VOW3.DE is 3333
Calmar Ratio Rank
The Martin Ratio Rank of VOW3.DE is 3131
Martin Ratio Rank

MBG.DE
The Risk-Adjusted Performance Rank of MBG.DE is 2020
Overall Rank
The Sharpe Ratio Rank of MBG.DE is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of MBG.DE is 1919
Sortino Ratio Rank
The Omega Ratio Rank of MBG.DE is 2020
Omega Ratio Rank
The Calmar Ratio Rank of MBG.DE is 2222
Calmar Ratio Rank
The Martin Ratio Rank of MBG.DE is 2222
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.

VOW3.DE vs. MBG.DE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Volkswagen AG (VOW3.DE) and Mercedes-Benz Group AG (MBG.DE). 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 current VOW3.DE Sharpe Ratio is -0.34, which is higher than the MBG.DE Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of VOW3.DE and MBG.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Correlation

The correlation between VOW3.DE and MBG.DE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VOW3.DE vs. MBG.DE - Dividend Comparison

VOW3.DE's dividend yield for the trailing twelve months is around 6.97%, less than MBG.DE's 8.45% yield.


TTM20242023202220212020201920182017201620152014
VOW3.DE
Volkswagen AG
6.97%10.18%7.84%22.87%2.74%3.19%2.76%2.85%1.24%0.13%3.63%2.20%
MBG.DE
Mercedes-Benz Group AG
8.45%9.80%8.31%8.14%1.67%3.42%6.58%7.95%4.59%4.60%3.16%3.26%

Drawdowns

VOW3.DE vs. MBG.DE - Drawdown Comparison

The maximum VOW3.DE drawdown since its inception was -77.22%, roughly equal to the maximum MBG.DE drawdown of -76.69%. Use the drawdown chart below to compare losses from any high point for VOW3.DE and MBG.DE.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

VOW3.DE vs. MBG.DE - Volatility Comparison

Volkswagen AG (VOW3.DE) and Mercedes-Benz Group AG (MBG.DE) have volatilities of 7.47% and 7.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

VOW3.DE vs. MBG.DE - Financials Comparison

This section allows you to compare key financial metrics between Volkswagen AG 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


20.00B40.00B60.00B80.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
77.56B
33.22B
(VOW3.DE) Total Revenue
(MBG.DE) Total Revenue
Values in EUR except per share items

VOW3.DE vs. MBG.DE - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
16.5%
19.8%
(VOW3.DE) Gross Margin
(MBG.DE) Gross Margin
VOW3.DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Volkswagen AG reported a gross profit of 12.80B and revenue of 77.56B. Therefore, the gross margin over that period was 16.5%.

MBG.DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Mercedes-Benz Group AG reported a gross profit of 6.56B and revenue of 33.22B. Therefore, the gross margin over that period was 19.8%.

VOW3.DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Volkswagen AG reported an operating income of 2.87B and revenue of 77.56B, resulting in an operating margin of 3.7%.

MBG.DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Mercedes-Benz Group AG reported an operating income of 2.17B and revenue of 33.22B, resulting in an operating margin of 6.5%.

VOW3.DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Volkswagen AG reported a net income of 1.98B and revenue of 77.56B, resulting in a net margin of 2.6%.

MBG.DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Mercedes-Benz Group AG reported a net income of 1.68B and revenue of 33.22B, resulting in a net margin of 5.1%.