KHC vs. MDLZ
Compare and contrast key facts about The Kraft Heinz Company (KHC) and Mondelez International, Inc. (MDLZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KHC or MDLZ.
Key characteristics
| KHC | MDLZ | |
|---|---|---|
| YTD Return | 5.60% | -0.07% |
| 1Y Return | 1.60% | -4.64% |
| 3Y Return (Ann) | 2.07% | 8.24% |
| 5Y Return (Ann) | 8.70% | 9.36% |
| 10Y Return (Ann) | 0.26% | 9.56% |
| Sharpe Ratio | 0.16 | -0.24 |
| Daily Std Dev | 17.60% | 16.97% |
| Max Drawdown | -76.08% | -38.16% |
| Current Drawdown | -45.15% | -6.02% |
Fundamentals
| KHC | MDLZ | |
|---|---|---|
| Market Cap | $46.39B | $94.98B |
| EPS | $2.31 | $3.62 |
| PE Ratio | 16.52 | 19.51 |
| PEG Ratio | 1.02 | 2.29 |
| Revenue (TTM) | $26.64B | $36.02B |
| Gross Profit (TTM) | $8.24B | $11.36B |
| EBITDA (TTM) | $6.37B | $7.19B |
Correlation
The correlation between KHC and MDLZ is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KHC vs. MDLZ - Performance Comparison
In the year-to-date period, KHC achieves a 5.60% return, which is significantly higher than MDLZ's -0.07% return. Over the past 10 years, KHC has underperformed MDLZ with an annualized return of 0.26%, while MDLZ has yielded a comparatively higher 9.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KHC vs. MDLZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kraft Heinz Company (KHC) and Mondelez International, Inc. (MDLZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
KHC vs. MDLZ - Dividend Comparison
KHC's dividend yield for the trailing twelve months is around 4.14%, more than MDLZ's 2.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KHC The Kraft Heinz Company | 4.14% | 4.33% | 3.93% | 4.46% | 4.62% | 4.98% | 5.81% | 3.15% | 2.69% | 3.09% | 3.43% | 3.80% |
MDLZ Mondelez International, Inc. | 2.31% | 2.24% | 2.21% | 2.01% | 2.05% | 1.98% | 2.40% | 1.92% | 1.62% | 1.43% | 1.60% | 1.90% |
Drawdowns
KHC vs. MDLZ - Drawdown Comparison
The maximum KHC drawdown since its inception was -76.08%, which is greater than MDLZ's maximum drawdown of -38.16%. Use the drawdown chart below to compare losses from any high point for KHC and MDLZ. For additional features, visit the drawdowns tool.
Volatility
KHC vs. MDLZ - Volatility Comparison
The current volatility for The Kraft Heinz Company (KHC) is 4.05%, while Mondelez International, Inc. (MDLZ) has a volatility of 5.01%. This indicates that KHC experiences smaller price fluctuations and is considered to be less risky than MDLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KHC vs. MDLZ - Financials Comparison
This section allows you to compare key financial metrics between The Kraft Heinz Company and Mondelez International, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities