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Mondelez International, Inc. (MDLZ)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6092071058
CUSIP609207105
SectorConsumer Defensive
IndustryConfectioners

Highlights

Market Cap$97.49B
EPS$3.62
PE Ratio20.00
PEG Ratio2.48
Revenue (TTM)$36.02B
Gross Profit (TTM)$11.36B
EBITDA (TTM)$7.19B
Year Range$60.39 - $77.24
Target Price$83.96
Short %1.25%
Short Ratio2.08

Share Price Chart


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Mondelez International, Inc.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mondelez International, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%700.00%OctoberNovemberDecember2024FebruaryMarch
618.64%
322.72%
MDLZ (Mondelez International, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Mondelez International, Inc. had a return of -3.22% year-to-date (YTD) and 3.05% in the last 12 months. Over the past 10 years, Mondelez International, Inc. had an annualized return of 9.54%, while the S&P 500 had an annualized return of 10.96%, indicating that Mondelez International, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-3.22%10.04%
1 month-4.35%3.53%
6 months1.37%22.79%
1 year3.05%32.16%
5 years (annualized)9.33%13.15%
10 years (annualized)9.54%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.92%-2.92%
2023-3.87%-2.02%-4.60%7.33%2.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Mondelez International, Inc. (MDLZ) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MDLZ
Mondelez International, Inc.
0.22
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Mondelez International, Inc. Sharpe ratio is 0.22. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.22
2.76
MDLZ (Mondelez International, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Mondelez International, Inc. granted a 2.92% dividend yield in the last twelve months. The annual payout for that period amounted to $2.05 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.05$1.62$1.47$1.33$1.20$1.09$0.96$0.82$0.72$0.64$0.58$0.67

Dividend yield

2.92%2.24%2.21%2.01%2.05%1.98%2.40%1.92%1.62%1.43%1.60%1.90%

Monthly Dividends

The table displays the monthly dividend distributions for Mondelez International, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.43$0.00$0.00$0.43
2022$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.39$0.00$0.00$0.39
2021$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.35$0.00$0.00$0.35
2020$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.32$0.00$0.00$0.32
2019$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.29$0.00$0.00$0.29
2018$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.26$0.00$0.00$0.26
2017$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.22$0.00$0.00$0.22
2016$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.19
2015$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17
2014$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.15
2013$0.26$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.9%
Mondelez International, Inc. has a dividend yield of 2.92%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%50.2%
Mondelez International, Inc. has a payout ratio of 50.15%, which is quite average when compared to the overall market. This suggests that Mondelez International, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-8.98%
0
MDLZ (Mondelez International, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mondelez International, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Mondelez International, Inc. was 38.16%, occurring on Mar 5, 2009. Recovery took 382 trading sessions.

The current Mondelez International, Inc. drawdown is 8.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.16%Sep 22, 2008114Mar 5, 2009382Sep 9, 2010496
-37.4%Jun 19, 2002182Mar 10, 20031079Jun 21, 20071261
-29.74%Feb 18, 202025Mar 23, 2020114Sep 2, 2020139
-22.29%Oct 23, 201573Feb 8, 2016319May 15, 2017392
-21.21%May 12, 2023106Oct 12, 2023

Volatility

Volatility Chart

The current Mondelez International, Inc. volatility is 4.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
4.21%
2.82%
MDLZ (Mondelez International, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Mondelez International, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items