Mondelez International (MDLZ) is a packaged foods & meats company in the Consumer Staples sector. Listed on the NASDAQ, Mondelez International is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $64.18.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $64.18 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.63% |
| Risk / Std Dev (Annualized) | 19.53% |
| Sharpe Ratio (rf=4.5%) | 0.01 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Packaged Foods & Meats
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.63% with an annualized volatility of 19.53%. The Sharpe ratio of 0.01 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 82.38B |
| Enterprise Value | 102.54B |
| Trailing P/E | 31.77 |
| Forward P/E | 18.95 |
| Price to Book | 3.2 |
| Price to Sales | 2.1 |
| EV/Revenue | 2.61 |
| EV/EBITDA | 19.66 |
| Profitability | | | Profit Margin | 6.64% | | Operating Margin | 9.31% | | ROE | 10.16% | | ROA | 3.43% |
| Growth | | | Revenue Growth | 8.2% | | Earnings Growth | 41.3% |
| Dividend | | | Dividend Yield | 312.0% | | Payout Ratio | 97.52% | | 5Y Avg Yield | 249.0% |
| Financial Health | | | Total Revenue | 39.3B | | Total Debt | 21.62B | | Total Cash | 1.52B | | Free Cash Flow | 2.85B | | Operating Cash Flow | 3.89B |
| Price & Technical | | | 52W High | $71.15$ | | 52W Low | $51.2$ | | 50-Day Avg | $59.88$ | | 200-Day Avg | $58.9$ | | Beta | 0.4 | | Shares Outstanding | 1.28B | | Float Shares | 1.28B | | Insider Holdings | 0.24% | | Institutional Holdings | 90.11% | | Short Ratio | 4.59 | | Short % of Float | 3.02% |
| Analyst Targets | | | Target High | $75.0$ | | Target Low | $55.0$ | | Target Mean | $67.21$ | | Target Median | $67.5$ | | # of Analysts | 24 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.