MDLZ vs. KHC
Compare and contrast key facts about Mondelez International, Inc. (MDLZ) and The Kraft Heinz Company (KHC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDLZ or KHC.
Key characteristics
| MDLZ | KHC | |
|---|---|---|
| YTD Return | -1.65% | 4.95% |
| 1Y Return | 0.20% | 2.00% |
| 3Y Return (Ann) | 8.88% | 2.83% |
| 5Y Return (Ann) | 9.52% | 7.97% |
| 10Y Return (Ann) | 9.24% | 0.04% |
| Sharpe Ratio | -0.00 | 0.10 |
| Daily Std Dev | 17.45% | 17.60% |
| Max Drawdown | -38.16% | -76.08% |
| Current Drawdown | -7.51% | -45.49% |
Fundamentals
| MDLZ | KHC | |
|---|---|---|
| Market Cap | $91.62B | $45.93B |
| EPS | $3.62 | $2.31 |
| PE Ratio | 18.81 | 16.36 |
| PEG Ratio | 2.29 | 1.02 |
| Revenue (TTM) | $36.02B | $26.64B |
| Gross Profit (TTM) | $11.36B | $8.24B |
| EBITDA (TTM) | $7.19B | $6.37B |
Correlation
The correlation between MDLZ and KHC 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
MDLZ vs. KHC - Performance Comparison
In the year-to-date period, MDLZ achieves a -1.65% return, which is significantly lower than KHC's 4.95% return. Over the past 10 years, MDLZ has outperformed KHC with an annualized return of 9.24%, while KHC has yielded a comparatively lower 0.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MDLZ vs. KHC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mondelez International, Inc. (MDLZ) and The Kraft Heinz Company (KHC). 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
MDLZ vs. KHC - Dividend Comparison
MDLZ's dividend yield for the trailing twelve months is around 2.34%, less than KHC's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDLZ Mondelez International, Inc. | 2.34% | 2.24% | 2.21% | 2.01% | 2.05% | 1.98% | 2.40% | 1.92% | 1.62% | 1.43% | 1.60% | 1.90% |
KHC The Kraft Heinz Company | 4.17% | 4.33% | 3.93% | 4.46% | 4.62% | 4.98% | 5.81% | 3.15% | 2.69% | 3.09% | 3.43% | 3.80% |
Drawdowns
MDLZ vs. KHC - Drawdown Comparison
The maximum MDLZ drawdown since its inception was -38.16%, smaller than the maximum KHC drawdown of -76.08%. Use the drawdown chart below to compare losses from any high point for MDLZ and KHC. For additional features, visit the drawdowns tool.
Volatility
MDLZ vs. KHC - Volatility Comparison
Mondelez International, Inc. (MDLZ) has a higher volatility of 4.79% compared to The Kraft Heinz Company (KHC) at 3.90%. This indicates that MDLZ's price experiences larger fluctuations and is considered to be riskier than KHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MDLZ vs. KHC - Financials Comparison
This section allows you to compare key financial metrics between Mondelez International, Inc. and The Kraft Heinz 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.
Total Revenue: Total amount of money received from sales and other business activities