Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-19
MBGYY [bullish]
Mercedes-Benz Group AG
+15.22%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Mercedes-Benz Group AG operates as an automotive company in Germany and internationally. It operates through Mercedes-Benz Cars, Mercedes-Benz Vans, and Mercedes-Benz Mobility segments.
Market Cap
EUR 58.0B
Pitch Price
EUR 14.89
Price Target
26.30 (+53%)
Dividend
7.08%
EV/EBITDA
11.13
P/E
9.36
EV/Sales
1.02
Sector
Automobiles
Category
value
Voss Capital Portfolio Holding: Mercedes-Benz Group AG
MBGYY: Luxury auto maker w/ resilient FCF, undervalued at 6x P/E 2025E. Level 3 AV leader. 100% FCF return policy: 8% div yield, 7% annual buyback. Base case: 66% upside at 6.8x FCF + €42B non-op assets. Risks: China slowdown, EU inefficiencies.
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