The laughter has ceased

Let's go Mrs AMG 🥰📈🚘

AMG Activated

The stock is moving like the S63 AMG lol lets keep it up Mercs 🚘

Payday

Waiting to see what drops in today. Was thinking of selling when the price is back in the green but then saw it's at a low going back a few years so will probably hold for good

Dividend Day

Let's see what i get paid today. Bought shares on Thursday down 3% since but, I'll buy more with dividend payment to lower my average... 😇

Dividend

Just purchased some shares for the Ex dividend date and upcoming dividend payout... Let's see how this performs from now till then..

Time to rise

Dividend week too! 10+ new models this year!

The dip

Anyone buying this dip ? I know that competition is strong from cheap cars made in China but this is Mercedes ! ... surely this stock is going to recover and rise over the next few years

Where are my dividends

The market has opened, and I haven't received my dividend

Dividend

Hope everyone enjoys the dividend payment on the 12th :) I have 372 Shares :)

Dividend upcoming

Ex date: 8 May 2025 Payout date: 12 May 2025 Try not to miss out on this lovely dividend.

Donald Trump

He’s an absolute clown but after this drops, it’ll be a great price to get in at or add to.

Dips

Is it over for this stock?

Thoughts on Mercedes-Benz group Reddit post Good news !

The past year has been a challenging one for the automotive industry. Across the board, automakers are facing headwinds as consumers hesitate to spend on new vehicles, a trend reflected in the latest financial reports. Mercedes-Benz Group’s Q4 2024 earnings confirm this difficult environment. At first glance, revenue declined by 4% compared to 2023, while earnings per share (EPS) dropped by 24%, now hovering just above €10.1. Free cash flow also took a hit, falling 19% to €9.2 billion. Despite these pressures, Mercedes-Benz has maintained a strong financial position. The company kept its net industrial liquidity at a high level—up 1% year-over-year—to a robust €31.4 billion. This provides significant financial flexibility in a challenging market. In a move to reassure investors, the company returned nearly €10 billion to shareholders through dividends and share buybacks. With this, the leadership aims to signal confidence in the company’s strength and its ability to navigate the uncertainties ahead. Key Numbers of the Mercedes-Benz Group Now that we've looked at the yearly trends, let's break things down on a quarterly level. The graph below shows a noticeable decline in Q4 over the past two years, with revenue dropping by more than €2.5 billion. At the same time, net profit took a sharp fall from €4 billion in Q4 2022 to just €2.4 billion in the latest quarter. One positive takeaway is that R&D spending has remained relatively stable. According to CEO Ola Källenius, 2024 marked a year of major technological and product innovations, many of which will roll out in 2025 and 2026. One of the most notable highlights from their latest presentation is the “insanely performant electric G,” a model the company is betting on to reinforce its position in the TEV (Top End Vehicle) market. Segment Revenue of Marcedes-Benz Group Q4 is typically a strong quarter for Mercedes-Benz Group (MBG) due to tax optimization strategies and seasonal demand. However, in Q4 2024, revenue declined by 3.8% compared to Q4 2023. Among all segments, MBG Cars saw the smallest decline at just -1%, while both MBG Vans and Mercedes-Benz Mobility experienced steeper drops of around -11%. Looking at the full year, the picture shifts slightly. The group's total revenue fell by approximately 4.5%, with both the Cars and Vans segments experiencing a similar decline of around -4.5%. Meanwhile, Mercedes-Benz Mobility showed more resilience, with a smaller decrease of -1.9%, this is widely anticipated because of different type of business with its own cycles. An interesting takeaway is that while MBG Vans saw the largest revenue drop, its gross profit decline was the most moderate at -8%. In contrast, MBG Cars and MBG Mobility faced steeper gross profit contractions of -19.5% and -24.6%, respectively. Despite these shifts, MBG Cars remains the group's primary profit driver. Its gross profit for 2024 stands at €21,570 million—nearly four times the combined profit of the Vans and Mobility segments, though down from €26,786 million in 2023. Revenue by Region Another key topic is revenue by region. It's well known that luxury Western brands have been facing increasing challenges in the Asian market, particularly in China, which accounts for around 60% of all sales in the region. In 2024, both Asia and China saw revenue declines of approximately -8.5%. While this may seem significant, it pales in comparison to the downturn in Germany—the largest European economy—where revenue dropped by -11.9%. Across the entire European market, the decline was more moderate at -3.8%. Germany's ongoing economic struggles, now in their second year, have made car sales to domestic customers particularly difficult. This is especially evident when comparing relative growth between 2022 and 2023, where revenue in the same market had increased by 11.8%. Meanwhile, North America and the U.S. experienced relatively smaller declines, with revenue dropping by -3.9% and -3.2%, respectively. MBG Cars - Unit Sales by Product Categories One of the most intriguing insights from the financial report is the shift in unit sales across different product categories. As shown in the graph below, sales declined in all Mercedes-Benz Cars segments—except for the Core category (which includes models like the C-Class, E-Class, GLC, and GLE). This segment saw a notable 6.4% increase in sales, demonstrating its resilience in a challenging market. The Core segment remains the backbone of MBG Cars, accounting for 1.16 million units sold—almost four times larger than Top-End sales and twice the size of the Entry segment. Meanwhile, Top-End and Entry models were significantly impacted by weaker demand in Germany, with sales declining by 14.2% and 13.6%, respectively. This highlights the challenges faced in the luxury and entry-level markets, particularly in regions experiencing economic slowdowns. Electric vehicle sales have been a hot topic, and one surprising takeaway from the latest report is that electrified vehicles accounted for 19.3% of total unit sales—a slight decline compared to the previous year (21.8%). This aligns with the reduction in government incentives, yet the numbers remain strong, reflecting continued demand for electrified models. Comparing 2023 to 2024, MBG Cars saw a 13.2% increase in Plug-in Hybrid Vehicle (PHEV) sales, while overall electrified vehicle sales declined by 8.5% year-over-year. This shift suggests a changing landscape within the EV market, where hybrid technology is gaining traction despite an overall slowdown in electrified vehicle sales. Conclusion 2024 appears to be a year of significant investments in research & development and the expansion of the Mercedes-Benz charging network. While the impact of R&D efforts on profit margins and sales growth remains to be seen, the charging infrastructure is already enhancing the experience for electrified vehicle owners. A clear industry trend is emerging: automakers are striving to control the entire driving experience, from vehicle operation to charging. Unlike internal combustion engine (ICE) vehicles, where refueling was independent of manufacturers, the shift toward fully autonomous vehicles necessitates in-house charging solutions. Achieving seamless, automated charging is far easier with proprietary infrastructure than relying on third-party stations. Meanwhile, economic challenges persist. Germany's ongoing recession, market instability in China, and the U.S.'s unpredictable tariff policies are adding uncertainty to the industry. However, despite these headwinds, I hold a strong position in Mercedes-Benz with an average price of €53. In my view, anything below €57 represents a safe buying opportunity, especially considering the company’s strong dividend yield. While risks in the automotive sector are evident—particularly for luxury brands—long-term opportunities remain. Over time, we can expect increased investor interest in this segment, driven by innovation and strategic positioning. NOTE: I share posts like this on my blog, daaninvestor.com . There, you'll find interactive charts, photos, and more content that can't fit in a Reddit post. Feel free to check it out—no ads, free, and you can subscribe for more earnings reviews like this one!

10th - 12th may Dividend

Hey everyone! Just a quick reminder that you still have time to be eligible for mercedes dividend 🕒 By purchasing shares before the ex-dividend date, you'll be eligible for the next dividend payment. It's a great opportunity for both long-term investors and those looking to earn some passive income. As always, make sure to do your research, but don't miss out on this chance to get rewarded for your investment!