PEP vs. MDLZ
Compare and contrast key facts about PepsiCo, Inc. (PEP) and Mondelez International, Inc. (MDLZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEP or MDLZ.
Correlation
The correlation between PEP and MDLZ is 0.48, 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
PEP vs. MDLZ - Performance Comparison
Key characteristics
PEP:
-1.20
MDLZ:
-0.09
PEP:
-1.57
MDLZ:
0.07
PEP:
0.81
MDLZ:
1.01
PEP:
-0.78
MDLZ:
-0.05
PEP:
-1.84
MDLZ:
-0.10
PEP:
12.36%
MDLZ:
11.99%
PEP:
19.63%
MDLZ:
20.82%
PEP:
-40.41%
MDLZ:
-46.04%
PEP:
-28.69%
MDLZ:
-9.73%
Fundamentals
PEP:
$180.97B
MDLZ:
$87.79B
PEP:
$6.80
MDLZ:
$2.69
PEP:
19.41
MDLZ:
25.20
PEP:
2.36
MDLZ:
4.55
PEP:
1.98
MDLZ:
2.41
PEP:
9.97
MDLZ:
3.40
PEP:
$91.52B
MDLZ:
$36.46B
PEP:
$50.10B
MDLZ:
$11.94B
PEP:
$16.57B
MDLZ:
$5.95B
Returns By Period
In the year-to-date period, PEP achieves a -12.80% return, which is significantly lower than MDLZ's 13.33% return. Over the past 10 years, PEP has underperformed MDLZ with an annualized return of 6.24%, while MDLZ has yielded a comparatively higher 7.83% annualized return.
PEP
-12.80%
-6.32%
-18.46%
-23.44%
2.54%
6.24%
MDLZ
13.33%
4.93%
3.82%
-1.88%
8.28%
7.83%
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Risk-Adjusted Performance
PEP vs. MDLZ — Risk-Adjusted Performance Rank
PEP
MDLZ
PEP vs. MDLZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PepsiCo, Inc. (PEP) 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.
Dividends
PEP vs. MDLZ - Dividend Comparison
PEP's dividend yield for the trailing twelve months is around 4.14%, more than MDLZ's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 4.14% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.79% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
MDLZ Mondelez International, Inc. | 2.73% | 3.00% | 2.24% | 2.21% | 2.01% | 2.05% | 1.98% | 2.40% | 1.92% | 1.62% | 1.43% | 1.60% |
Drawdowns
PEP vs. MDLZ - Drawdown Comparison
The maximum PEP drawdown since its inception was -40.41%, smaller than the maximum MDLZ drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for PEP and MDLZ. For additional features, visit the drawdowns tool.
Volatility
PEP vs. MDLZ - Volatility Comparison
PepsiCo, Inc. (PEP) has a higher volatility of 8.39% compared to Mondelez International, Inc. (MDLZ) at 7.08%. This indicates that PEP'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.
Financials
PEP vs. MDLZ - Financials Comparison
This section allows you to compare key financial metrics between PepsiCo, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
PEP vs. MDLZ - Profitability Comparison
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a gross profit of 9.99B and revenue of 17.92B. Therefore, the gross margin over that period was 55.8%.
MDLZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mondelez International, Inc. reported a gross profit of 2.43B and revenue of 9.31B. Therefore, the gross margin over that period was 26.1%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported an operating income of 2.58B and revenue of 17.92B, resulting in an operating margin of 14.4%.
MDLZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mondelez International, Inc. reported an operating income of 680.00M and revenue of 9.31B, resulting in an operating margin of 7.3%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a net income of 1.83B and revenue of 17.92B, resulting in a net margin of 10.2%.
MDLZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mondelez International, Inc. reported a net income of 402.00M and revenue of 9.31B, resulting in a net margin of 4.3%.