Predictions
Mercedes-Benz Group AG
Start price
Target price
Perf. (%)
€63.14
01.02.24
01.02.24
-
01.02.25
01.02.25
12.26%
05.06.24
05.06.24
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€119.04
31.01.24
31.01.24
-
31.01.25
31.01.25
11.45%
05.06.24
05.06.24
Could be very worthwhile Investment >20% year
Strong uniques
Very capable Management
Very good company culture
Volkswagen AG ST
Start price
Target price
Perf. (%)
€131.25
31.01.24
31.01.24
-
31.01.25
31.01.25
11.70%
05.06.24
05.06.24
Could be very worthwhile Investment >20% year
Strong uniques
Very differentiated customer and product portfolio
Growths much faster than the competition
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€45.60
25.01.24
25.01.24
-
25.01.25
25.01.25
3.49%
03.02.24
03.02.24
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€43.86
22.01.24
22.01.24
-
22.01.25
22.01.25
7.59%
03.02.24
03.02.24
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€46.71
03.01.24
03.01.24
-
03.01.25
03.01.25
8.29%
05.06.24
05.06.24
Mercedes-Benz Group AG
Start price
Target price
Perf. (%)
€63.99
16.12.23
16.12.23
€66.00
16.12.24
16.12.24
2.42%
12.02.24
12.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High dividend yield expected
Mercedes-Benz Group AG
Start price
Target price
Perf. (%)
€63.14
10.12.23
10.12.23
€90.00
28.10.24
28.10.24
12.26%
05.06.24
05.06.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Very high dividend yield expected
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€114.98
10.12.23
10.12.23
€130.00
28.10.24
28.10.24
15.39%
05.06.24
05.06.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€46.19
05.12.23
05.12.23
-
05.12.24
05.12.24
2.10%
09.12.23
09.12.23
Mercedes-Benz Group AG
Start price
Target price
Perf. (%)
€60.98
05.12.23
05.12.23
€55.00
05.12.24
05.12.24
4.94%
16.12.23
16.12.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High dividend yield expected
Mercedes-Benz Group AG
Start price
Target price
Perf. (%)
€58.47
26.11.23
26.11.23
€55.00
26.11.24
26.11.24
4.29%
05.12.23
05.12.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High dividend yield expected
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€47.00
15.11.23
15.11.23
-
15.11.24
15.11.24
-4.30%
25.11.23
25.11.23
Volkswagen AG ST
Start price
Target price
Perf. (%)
€119.75
14.11.23
14.11.23
€133.00
14.11.24
14.11.24
10.90%
13.03.24
13.03.24
Volkswagen AG ST
Start price
Target price
Perf. (%)
€116.95
13.11.23
13.11.23
€120.00
13.11.24
13.11.24
25.35%
05.06.24
05.06.24
Could be worthwhile Investment >10% per year
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€44.24
13.11.23
13.11.23
-
13.11.24
13.11.24
1.67%
25.11.23
25.11.23
Volkswagen AG VZO
Start price
Target price
Perf. (%)
€104.58
11.11.23
11.11.23
€145.00
11.12.23
11.12.23
2.33%
25.11.23
25.11.23
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Very high dividend yield expected