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Mercedes-Benz Group Community
XTRA:MBG Community
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Mercedes-Benz Group
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Mercedes-Benz Group
AN
AnalystHighTarget
Community Contributor
Modular Electric Platforms Will Fuel Global Electrification And Premium Mobility
Key Takeaways New modular electric and software platforms enable premium pricing, recurring software revenues, and lasting margin gains through product upgrades and digital services. Aggressive cost discipline, direct sales, localized production, and premium market demand could yield higher margins and long-term earnings quality than currently expected.
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€81.95
FV
36.3% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
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15 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystLowTarget
Community Contributor
Escalating Compliance And Intense Competition Will Crush Profitability
Key Takeaways Stricter emissions policies, rising R&D costs, and new mobility trends threaten margins and weaken long-term growth in Mercedes-Benz's premium vehicle business. Innovation delays and fierce EV competition, particularly from Chinese automakers, risk market share losses, margin compression, and ongoing supply chain disruptions.
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€40
FV
30.5% overvalued
intrinsic discount
-1.07%
Revenue growth p.a.
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15 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystConsensusTarget
Based on Analyst Price Targets
New EV Models And Digital Platforms Will Drive Electrification
Key Takeaways Expansion into electric vehicles, digital platforms, and advanced in-car technologies is expected to support premium pricing, recurring revenues, and long-term earnings growth. Operational efficiency, supply chain optimization, and sustainability initiatives aim to strengthen cost resilience, net margins, and adaptability to shifting industry dynamics.
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€60.08
FV
13.2% undervalued
intrinsic discount
1.57%
Revenue growth p.a.
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0
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21 days ago
author updated this narrative