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

Performance

MKC vs. MDLZ - Performance Comparison

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

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MKC vs. MDLZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MKC
McCormick & Company, Incorporated
-28.97%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%11.34%
MDLZ
Mondelez International, Inc.
6.94%-7.03%-15.30%11.17%2.92%15.87%8.58%40.42%-4.27%-1.58%

Fundamentals

Market Cap

MKC:

$13.03B

MDLZ:

$73.73B

EPS

MKC:

$6.10

MDLZ:

$1.89

PE Ratio

MKC:

7.93

MDLZ:

30.23

PS Ratio

MKC:

1.83

MDLZ:

1.92

PB Ratio

MKC:

1.87

MDLZ:

2.85

Total Revenue (TTM)

MKC:

$7.11B

MDLZ:

$38.54B

Gross Profit (TTM)

MKC:

$2.70B

MDLZ:

$10.94B

EBITDA (TTM)

MKC:

$1.22B

MDLZ:

$4.50B

Returns By Period

In the year-to-date period, MKC achieves a -28.97% return, which is significantly lower than MDLZ's 6.94% return. Over the past 10 years, MKC has underperformed MDLZ with an annualized return of 1.53%, while MDLZ has yielded a comparatively higher 5.73% annualized return.


MKC

1D
-4.08%
1M
-30.79%
YTD
-28.97%
6M
-27.60%
1Y
-39.64%
3Y*
-14.58%
5Y*
-9.68%
10Y*
1.53%

MDLZ

1D
-0.99%
1M
-4.76%
YTD
6.94%
6M
-8.04%
1Y
-12.83%
3Y*
-3.81%
5Y*
2.13%
10Y*
5.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MKC vs. MDLZ — Risk / Return Rank

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

MKC
MKC Risk / Return Rank: 11
Overall Rank
MKC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 22
Sortino Ratio Rank
MKC Omega Ratio Rank: 33
Omega Ratio Rank
MKC Calmar Ratio Rank: 11
Calmar Ratio Rank
MKC Martin Ratio Rank: 00
Martin Ratio Rank

MDLZ
MDLZ Risk / Return Rank: 1919
Overall Rank
MDLZ Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
MDLZ Sortino Ratio Rank: 1515
Sortino Ratio Rank
MDLZ Omega Ratio Rank: 1616
Omega Ratio Rank
MDLZ Calmar Ratio Rank: 2424
Calmar Ratio Rank
MDLZ Martin Ratio Rank: 2424
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.

MKC vs. MDLZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) 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.


MKCMDLZDifference

Sharpe ratio

Return per unit of total volatility

-1.41

-0.57

-0.84

Sortino ratio

Return per unit of downside risk

-2.09

-0.68

-1.41

Omega ratio

Gain probability vs. loss probability

0.76

0.92

-0.16

Calmar ratio

Return relative to maximum drawdown

-1.00

-0.50

-0.50

Martin ratio

Return relative to average drawdown

-2.40

-0.96

-1.44

MKC vs. MDLZ - Sharpe Ratio Comparison

The current MKC Sharpe Ratio is -1.41, which is lower than the MDLZ Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of MKC 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.


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Sharpe Ratios by Period


MKCMDLZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.41

-0.57

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.41

0.11

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.27

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.32

+0.11

Correlation

The correlation between MKC and MDLZ is 0.50, 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.


Dividends

MKC vs. MDLZ - Dividend Comparison

MKC's dividend yield for the trailing twelve months is around 3.78%, more than MDLZ's 3.45% yield.


TTM20252024202320222021202020192018201720162015
MKC
McCormick & Company, Incorporated
3.78%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%
MDLZ
Mondelez International, Inc.
3.45%3.60%3.00%2.24%2.21%2.01%2.05%1.98%2.40%1.92%1.62%1.43%

Drawdowns

MKC vs. MDLZ - Drawdown Comparison

The maximum MKC drawdown since its inception was -49.54%, which is greater than MDLZ's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for MKC and MDLZ.


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Drawdown Indicators


MKCMDLZDifference

Max Drawdown

Largest peak-to-trough decline

-49.54%

-42.52%

-7.02%

Max Drawdown (1Y)

Largest decline over 1 year

-38.93%

-25.93%

-13.00%

Max Drawdown (5Y)

Largest decline over 5 years

-49.54%

-29.14%

-20.40%

Max Drawdown (10Y)

Largest decline over 10 years

-49.54%

-29.74%

-19.80%

Current Drawdown

Current decline from peak

-49.54%

-20.81%

-28.73%

Average Drawdown

Average peak-to-trough decline

-10.82%

-10.99%

+0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.53%

13.57%

+2.96%

Volatility

MKC vs. MDLZ - Volatility Comparison

McCormick & Company, Incorporated (MKC) has a higher volatility of 10.84% compared to Mondelez International, Inc. (MDLZ) at 7.03%. This indicates that MKC'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.


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Volatility by Period


MKCMDLZDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.84%

7.03%

+3.81%

Volatility (6M)

Calculated over the trailing 6-month period

22.28%

16.35%

+5.93%

Volatility (1Y)

Calculated over the trailing 1-year period

28.18%

22.47%

+5.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.89%

19.22%

+4.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.99%

21.01%

+2.98%

Financials

MKC vs. MDLZ - Financials Comparison

This section allows you to compare key financial metrics between McCormick & Company, Incorporated 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.


Quarterly
Annual

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


2.00B4.00B6.00B8.00B10.00B20222023202420252026
1.87B
10.50B
(MKC) Total Revenue
(MDLZ) Total Revenue
Values in USD except per share items

MKC vs. MDLZ - Profitability Comparison

The chart below illustrates the profitability comparison between McCormick & Company, Incorporated and Mondelez International, Inc. 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
37.8%
28.2%
Portfolio components
MKC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.

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%.

MKC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.

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%.

MKC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.

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%.