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MDLZ vs. CLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MDLZ vs. CLX - Performance Comparison

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

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Returns By Period

In the year-to-date period, MDLZ achieves a 14.88% return, which is significantly higher than CLX's -10.11% return. Over the past 10 years, MDLZ has outperformed CLX with an annualized return of 5.51%, while CLX has yielded a comparatively lower -0.88% annualized return.


MDLZ

1D
0.39%
1M
-0.11%
YTD
14.88%
6M
11.39%
1Y
-5.50%
3Y*
-3.54%
5Y*
1.73%
10Y*
5.51%

CLX

1D
-1.23%
1M
2.37%
YTD
-10.11%
6M
-13.82%
1Y
-28.88%
3Y*
-15.06%
5Y*
-10.13%
10Y*
-0.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDLZ vs. CLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDLZ
Mondelez International, Inc.
14.88%-7.03%-15.30%11.17%2.92%15.87%8.58%40.42%-4.27%-1.58%
CLX
The Clorox Company
-10.11%-35.59%17.72%4.99%-17.00%-11.50%34.46%2.23%6.55%27.14%

Correlation

The correlation between MDLZ and CLX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2001

0.38

Fundamentals

EPS

MDLZ:

$2.68

CLX:

$6.17

PE Ratio

MDLZ:

22.88

CLX:

14.36

PS Ratio

MDLZ:

1.52

CLX:

1.61

Total Revenue (TTM)

MDLZ:

$39.30B

CLX:

$6.76B

Gross Profit (TTM)

MDLZ:

$11.31B

CLX:

$2.96B

EBITDA (TTM)

MDLZ:

$4.67B

CLX:

$1.45B

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Return for Risk

MDLZ vs. CLX — Risk / Return Rank

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

MDLZ
MDLZ Risk / Return Rank: 2929
Overall Rank
MDLZ Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MDLZ Sortino Ratio Rank: 2525
Sortino Ratio Rank
MDLZ Omega Ratio Rank: 2525
Omega Ratio Rank
MDLZ Calmar Ratio Rank: 3333
Calmar Ratio Rank
MDLZ Martin Ratio Rank: 3333
Martin Ratio Rank

CLX
CLX Risk / Return Rank: 55
Overall Rank
CLX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
CLX Sortino Ratio Rank: 66
Sortino Ratio Rank
CLX Omega Ratio Rank: 77
Omega Ratio Rank
CLX Calmar Ratio Rank: 55
Calmar Ratio Rank
CLX Martin Ratio Rank: 11
Martin Ratio Rank
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.

MDLZ vs. CLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mondelez International, Inc. (MDLZ) and The Clorox Company (CLX). 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.


MDLZCLXDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+1.19

Omega ratioGain probability vs. loss probability

0.97

0.83

+0.15

Calmar ratioReturn relative to maximum drawdown

-0.21

-0.92

+0.71

Martin ratioReturn relative to average drawdown

-0.38

-1.93

+1.55

MDLZ vs. CLX - Sharpe Ratio Comparison

The current MDLZ Sharpe Ratio is -0.25, which is higher than the CLX Sharpe Ratio of -1.06. The chart below compares the historical Sharpe Ratios of MDLZ and CLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MDLZCLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

-1.06

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

-0.39

+0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

-0.04

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.42

-0.09

Drawdowns

MDLZ vs. CLX - Drawdown Comparison

The maximum MDLZ drawdown since its inception was -42.52%, smaller than the maximum CLX drawdown of -56.34%. Use the drawdown chart below to compare losses from any high point for MDLZ and CLX.


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Drawdown Indicators


MDLZCLXDifference

Max Drawdown

Largest peak-to-trough decline

-42.52%

-56.34%

+13.82%

Max Drawdown (1Y)

Largest decline over 1 year

-25.93%

-31.52%

+5.59%

Max Drawdown (3Y)

Largest decline over 3 years

-29.00%

-46.11%

+17.11%

Max Drawdown (5Y)

Largest decline over 5 years

-29.14%

-46.11%

+16.97%

Max Drawdown (10Y)

Largest decline over 10 years

-29.74%

-56.34%

+26.60%

Current Drawdown

Current decline from peak

-14.92%

-55.12%

+40.20%

Average Drawdown

Average peak-to-trough decline

-11.03%

-13.41%

+2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.61%

15.03%

-0.42%

Volatility

MDLZ vs. CLX - Volatility Comparison

The current volatility for Mondelez International, Inc. (MDLZ) is 4.17%, while The Clorox Company (CLX) has a volatility of 10.77%. This indicates that MDLZ experiences smaller price fluctuations and is considered to be less risky than CLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDLZCLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.17%

10.77%

-6.60%

Volatility (6M)

Calculated over the trailing 6-month period

16.04%

22.86%

-6.82%

Volatility (1Y)

Calculated over the trailing 1-year period

21.99%

27.40%

-5.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.46%

25.94%

-6.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.02%

24.43%

-3.41%

Dividends

MDLZ vs. CLX - Dividend Comparison

MDLZ's dividend yield for the trailing twelve months is around 3.21%, less than CLX's 5.60% yield.


PositionTTM20252024202320222021202020192018201720162015
CLX
The Clorox Company
5.60%4.88%2.98%3.34%3.33%2.60%2.15%2.63%2.41%2.21%2.62%2.38%
MDLZ
Mondelez International, Inc.
3.21%3.60%3.00%2.24%2.21%2.01%2.05%1.98%2.40%1.92%1.62%1.43%

Financials

MDLZ vs. CLX - Financials Comparison

This section allows you to compare key financial metrics between Mondelez International, Inc. and The Clorox Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B20222023202420252026
10.08B
1.67B
(MDLZ) Total Revenue
(CLX) Total Revenue
Values in USD except per share items

MDLZ vs. CLX - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%20222023202420252026
27.8%
43.2%
Portfolio components
MDLZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mondelez International, Inc. reported a gross profit of 2.80B and revenue of 10.08B. Therefore, the gross margin over that period was 27.8%.

CLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Clorox Company reported a gross profit of 722.00M and revenue of 1.67B. Therefore, the gross margin over that period was 43.2%.

MDLZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mondelez International, Inc. reported an operating income of 808.00M and revenue of 10.08B, resulting in an operating margin of 8.0%.

CLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Clorox Company reported an operating income of 466.00M and revenue of 1.67B, resulting in an operating margin of 27.9%.

MDLZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mondelez International, Inc. reported a net income of 560.00M and revenue of 10.08B, resulting in a net margin of 5.6%.

CLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Clorox Company reported a net income of 187.00M and revenue of 1.67B, resulting in a net margin of 11.2%.


Frequently Asked Questions


MDLZ and CLX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CLX has higher volatility (10.77%) compared to MDLZ (4.17%). In terms of maximum drawdown, MDLZ dropped -42.52% vs CLX's -56.34%.

MDLZ currently has the higher Sharpe Ratio (-0.25 vs -1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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