MDLZ vs. V
MDLZ (Mondelez International, Inc.) and V (Visa Inc.) are both stocks. MDLZ operates in Confectioners (Consumer Defensive), while V operates in Credit Services (Financial Services). Over the past 10 years, MDLZ returned 6.09%/yr vs 15.98%/yr for V. At a 0.37 correlation, their price movements are largely independent.
Performance
MDLZ vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, MDLZ achieves a 18.03% return, which is significantly higher than V's -7.69% return. Over the past 10 years, MDLZ has underperformed V with an annualized return of 6.09%, while V has yielded a comparatively higher 15.98% annualized return.
MDLZ
- 1D
- -0.58%
- 1M
- 4.22%
- YTD
- 18.03%
- 6M
- 18.65%
- 1Y
- -2.75%
- 3Y*
- -1.98%
- 5Y*
- 2.36%
- 10Y*
- 6.09%
V
- 1D
- 1.05%
- 1M
- -1.03%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -7.91%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
MDLZ vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDLZ Mondelez International, Inc. | 18.03% | -7.03% | -15.30% | 11.17% | 2.92% | 15.87% | 8.58% | 40.42% | -4.27% | -1.58% |
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
Correlation
The correlation between MDLZ and V is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.37 |
Over the past year, the correlation between MDLZ and V has dropped to 0.10 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
MDLZ:
$2.68
V:
$15.24
MDLZ:
23.51
V:
21.16
MDLZ:
1.56
V:
10.93
MDLZ:
$39.30B
V:
$43.03B
MDLZ:
$11.31B
V:
$16.94B
MDLZ:
$4.67B
V:
$27.63B
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Return for Risk
MDLZ vs. V — Risk / Return Rank
MDLZ
V
MDLZ vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mondelez International, Inc. (MDLZ) and Visa Inc. (V). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MDLZ | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.92 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | -0.73 | +0.56 |
| Martin ratioReturn relative to average drawdown | -0.30 | -1.57 | +1.26 |
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Drawdowns
MDLZ vs. V - Drawdown Comparison
The maximum MDLZ drawdown since its inception was -42.52%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MDLZ and V.
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Drawdown Indicators
| MDLZ | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -51.90% | +9.38% |
Max Drawdown (1Y)Largest decline over 1 year | -25.93% | -17.18% | -8.75% |
Max Drawdown (3Y)Largest decline over 3 years | -29.00% | -20.38% | -8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -28.60% | -0.54% |
Max Drawdown (10Y)Largest decline over 10 years | -29.74% | -36.36% | +6.62% |
Current DrawdownCurrent decline from peak | -12.59% | -12.96% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -8.26% | -2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.70% | 10.73% | +3.97% |
Volatility
MDLZ vs. V - Volatility Comparison
Mondelez International, Inc. (MDLZ) and Visa Inc. (V) have volatilities of 5.46% and 5.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDLZ | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.57% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 17.57% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.26% | 22.35% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 22.82% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 24.45% | -3.42% |
Dividends
MDLZ vs. V - Dividend Comparison
MDLZ's dividend yield for the trailing twelve months is around 3.13%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDLZ Mondelez International, Inc. | 3.13% | 3.60% | 3.00% | 2.24% | 2.21% | 2.01% | 2.05% | 1.98% | 2.40% | 1.92% | 1.62% | 1.43% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
MDLZ vs. V - Financials Comparison
This section allows you to compare key financial metrics between Mondelez International, Inc. and Visa 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
MDLZ vs. V - Profitability Comparison
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%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
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%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
MDLZ and V have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
V has higher volatility (5.57%) compared to MDLZ (5.46%). In terms of maximum drawdown, MDLZ dropped -42.52% vs V's -51.90%.
MDLZ currently has the higher Sharpe Ratio (-0.20 vs -0.56), 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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