LOTBY vs. MDLZ

Last updated Apr 1, 2026

Compare and contrast key facts about Lotus Bakeries NV (LOTBY) and Mondelez International, Inc. (MDLZ).

Performance

LOTBY vs. MDLZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lotus Bakeries NV (LOTBY) and Mondelez International, Inc. (MDLZ). The values are adjusted to include any dividend payments, if applicable.

LOTBY vs. MDLZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
LOTBY Lotus Bakeries NV	29.96%	-18.87%	70.33%	12.91%	-6.53%	-6.72%
MDLZ Mondelez International, Inc.	8.00%	-7.03%	-15.30%	11.17%	2.92%	8.64%

Fundamentals

EPS LOTBY : $7.97 MDLZ : $1.89
PE Ratio LOTBY : 14.38 MDLZ : 30.53
PS Ratio LOTBY : 1.81 MDLZ : 1.94
Total Revenue (TTM) LOTBY : $2.58B MDLZ : $38.54B
Gross Profit (TTM) LOTBY : $863.89M MDLZ : $10.94B
EBITDA (TTM) LOTBY : $498.30M MDLZ : $4.50B

Returns By Period

In the year-to-date period, LOTBY achieves a 29.96% return, which is significantly higher than MDLZ's 8.00% return.

LOTBY

• 1D: 0.00%
• 1M: -8.36%
• YTD: 29.96%
• 6M: 27.91%
• 1Y: 36.08%
• 3Y*: 20.16%
• 5Y*: —
• 10Y*: —

MDLZ

• 1D: -0.19%
• 1M: -5.59%
• YTD: 8.00%
• 6M: -6.08%
• 1Y: -12.22%
• 3Y*: -3.49%
• 5Y*: 2.33%
• 10Y*: 5.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LOTBY vs. MDLZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LOTBY

LOTBY Risk / Return Rank: 83
LOTBY Sharpe Ratio Rank: 75
LOTBY Sortino Ratio Rank: 83
LOTBY Omega Ratio Rank: 98
LOTBY Calmar Ratio Rank: 86
LOTBY Martin Ratio Rank: 74

MDLZ

MDLZ Risk / Return Rank: 22
MDLZ Sharpe Ratio Rank: 18
MDLZ Sortino Ratio Rank: 18
MDLZ Omega Ratio Rank: 18
MDLZ Calmar Ratio Rank: 28
MDLZ Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LOTBY vs. MDLZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lotus Bakeries NV (LOTBY) 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.

	LOTBY	MDLZ	Difference
Sharpe ratio Return per unit of total volatility	1.01	-0.55	+1.56
Sortino ratio Return per unit of downside risk	2.24	-0.64	+2.88
Omega ratio Gain probability vs. loss probability	1.80	0.92	+0.88
Calmar ratio Return relative to maximum drawdown	3.00	-0.44	+3.44
Martin ratio Return relative to average drawdown	4.26	-0.85	+5.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LOTBY vs. MDLZ - Sharpe Ratio Comparison

The current LOTBY Sharpe Ratio is 1.01, which is higher than the MDLZ Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of LOTBY and MDLZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LOTBY	MDLZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	-0.55	+1.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.12	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	0.33	+0.04

Correlation

The correlation between LOTBY and MDLZ is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

LOTBY vs. MDLZ - Dividend Comparison

LOTBY's dividend yield for the trailing twelve months is around 0.75%, less than MDLZ's 3.42% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LOTBY Lotus Bakeries NV	0.75%	0.97%	0.57%	0.75%	0.77%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MDLZ Mondelez International, Inc.	3.42%	3.60%	3.00%	2.24%	2.21%	2.01%	2.05%	1.98%	2.40%	1.92%	1.62%	1.43%

Drawdowns

LOTBY vs. MDLZ - Drawdown Comparison

The maximum LOTBY drawdown since its inception was -47.12%, which is greater than MDLZ's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for LOTBY and MDLZ.

Drawdown Indicators

	LOTBY	MDLZ	Difference
Max Drawdown Largest peak-to-trough decline	-47.12%	-42.52%	-4.60%
Max Drawdown (1Y) Largest decline over 1 year	-12.03%	-25.93%	+13.90%
Max Drawdown (5Y) Largest decline over 5 years	—	-29.14%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.74%	—
Current Drawdown Current decline from peak	-19.30%	-20.02%	+0.72%
Average Drawdown Average peak-to-trough decline	-14.15%	-10.99%	-3.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.47%	13.53%	-5.06%

Volatility

LOTBY vs. MDLZ - Volatility Comparison

Lotus Bakeries NV (LOTBY) has a higher volatility of 8.73% compared to Mondelez International, Inc. (MDLZ) at 7.49%. This indicates that LOTBY's price experiences larger fluctuations and is considered to be riskier than MDLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LOTBY	MDLZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.73%	7.49%	+1.24%
Volatility (6M) Calculated over the trailing 6-month period	23.35%	16.33%	+7.02%
Volatility (1Y) Calculated over the trailing 1-year period	35.89%	22.47%	+13.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.04%	19.22%	+18.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.04%	21.02%	+17.02%

Financials

LOTBY vs. MDLZ - Profitability Comparison

The chart below illustrates the profitability comparison between Lotus Bakeries NV and Mondelez International, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

LOTBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported a gross profit of 122.68M and revenue of 692.56M. Therefore, the gross margin over that period was 17.7%.

MDLZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mondelez International, Inc. reported a gross profit of 2.96B and revenue of 10.50B. Therefore, the gross margin over that period was 28.2%.

LOTBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported an operating income of 121.77M and revenue of 692.56M, resulting in an operating margin of 17.6%.

MDLZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mondelez International, Inc. reported an operating income of 952.00M and revenue of 10.50B, resulting in an operating margin of 9.1%.

LOTBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported a net income of 92.17M and revenue of 692.56M, resulting in a net margin of 13.3%.

MDLZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mondelez International, Inc. reported a net income of 665.00M and revenue of 10.50B, resulting in a net margin of 6.3%.