MDLZ
Mondelez International, Inc.
Food Confectioners
Market Cap$78.70B
5Y Perf.+17.6%
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Stock Comparison
MDLZ vs SJM
Revenue, margins, valuation, and 5-year total return — side by side.
SJM
The J. M. Smucker Company
Packaged Foods
Market Cap$10.58B
5Y Perf.-12.7%
MDLZ vs SJM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | MDLZ | SJM |
|---|---|---|
| Industry | Food Confectioners | Packaged Foods |
| Market Cap | $78.70B | $10.58B |
| Revenue (TTM) | $39.30B | $8.93B |
| Net Income (TTM) | $2.61B | $-1.26B |
| Gross Margin | 28.8% | 33.6% |
| Operating Margin | 9.4% | -8.0% |
| Forward P/E | 20.1x | 11.0x |
| Total Debt | $22.40B | $7.76B |
| Cash & Equiv. | $2.13B | $70M |
MDLZ vs SJM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
MDLZ
SJM
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Mondelez Internatio… (MDLZ) | 100 | 117.6 | +17.6% |
| The J. M. Smucker C… (SJM) | 100 | 87.3 | -12.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MDLZ vs SJM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SJM leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Mondelez International, Inc. is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
MDLZ
Mondelez International, Inc.
The Growth Play
MDLZ is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 5.8%, EPS growth -44.7%, 3Y rev CAGR 7.0%
- 68.4% 10Y total return vs SJM's 5.6%
- 6.6% margin vs SJM's -14.1%
Best for: growth exposure and long-term compounding
SJM
The J. M. Smucker Company
The Income Pick
SJM carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 15 yrs, beta 0.04, yield 4.3%
- Lower volatility, beta 0.04, current ratio 0.81x
- Beta 0.04, yield 4.3%, current ratio 0.81x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SJM | 6.7% revenue growth vs MDLZ's 5.8% |
| Value | SJM | Lower P/E (11.0x vs 20.1x) |
| Quality / Margins | MDLZ | 6.6% margin vs SJM's -14.1% |
| Stability / Safety | SJM | Beta 0.04 vs MDLZ's 0.06 |
| Dividends | SJM | 4.3% yield, 15-year raise streak, vs MDLZ's 3.1% |
| Momentum (1Y) | MDLZ | -5.8% vs SJM's -7.5% |
| Efficiency (ROA) | MDLZ | 3.7% ROA vs SJM's -7.7%, ROIC 6.0% vs -3.4% |
MDLZ vs SJM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
MDLZ vs SJM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMDLZLAGGINGSJM
SJMThe J. M. Smucker Com…
2leads
MDLZMondelez Internationa…
3leads
6 Total Categories
CATEGORYLEADERvs SJMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
MDLZ4/6
Valuation MetricsMultiples, price ratios, and targets
SJM5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MDLZ6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
MDLZ6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
SJM2/2
Income & Cash Flow (Last 12 Months)
MDLZ leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MDLZ is the larger business by revenue, generating $39.3B annually — 4.4x SJM's $8.9B. MDLZ is the more profitable business, keeping 6.6% of every revenue dollar as net income compared to SJM's -14.1%.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| RevenueTrailing 12 months | $39.3B | $8.9B |
| EBITDAEarnings before interest/tax | $4.9B | -$595M |
| Net IncomeAfter-tax profit | $2.6B | -$1.3B |
| Free Cash FlowCash after capex | $2.6B | $971M |
| Gross MarginGross profit ÷ Revenue | +28.8% | +33.6% |
| Operating MarginEBIT ÷ Revenue | +9.4% | -8.0% |
| Net MarginNet income ÷ Revenue | +6.6% | -14.1% |
| FCF MarginFCF ÷ Revenue | +6.6% | +10.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.2% | +7.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +38.7% | -9.3% |
MDLZ leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
SJM leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| Market CapShares × price | $78.7B | $10.6B |
| Enterprise ValueMkt cap + debt − cash | $99.0B | $18.3B |
| Trailing P/EPrice ÷ TTM EPS | 32.44x | -8.59x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.06x | 11.01x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 19.88x | — |
| Price / SalesMarket cap ÷ Revenue | 2.04x | 1.21x |
| Price / BookPrice ÷ Book value/share | 3.07x | 1.74x |
| Price / FCFMarket cap ÷ FCF | 24.33x | 12.96x |
SJM leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
MDLZ leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
MDLZ delivers a 10.0% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-24 for SJM. MDLZ carries lower financial leverage with a 0.87x debt-to-equity ratio, signaling a more conservative balance sheet compared to SJM's 1.28x.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| ROE (TTM)Return on equity | +10.0% | -24.0% |
| ROA (TTM)Return on assets | +3.7% | -7.7% |
| ROICReturn on invested capital | +6.0% | -3.4% |
| ROCEReturn on capital employed | +7.3% | -4.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.87x | 1.28x |
| Net DebtTotal debt minus cash | $20.3B | $7.7B |
| Cash & Equiv.Liquid assets | $2.1B | $70M |
| Total DebtShort + long-term debt | $22.4B | $7.8B |
| Interest CoverageEBIT ÷ Interest expense | 10.01x | -1.88x |
MDLZ leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
MDLZ leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MDLZ five years ago would be worth $11,260 today (with dividends reinvested), compared to $8,802 for SJM. Over the past 12 months, MDLZ leads with a -5.8% total return vs SJM's -7.5%. The 3-year compound annual growth rate (CAGR) favors MDLZ at -5.1% vs SJM's -10.6% — a key indicator of consistent wealth creation.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| YTD ReturnYear-to-date | +15.2% | +4.0% |
| 1-Year ReturnPast 12 months | -5.8% | -7.5% |
| 3-Year ReturnCumulative with dividends | -14.5% | -28.5% |
| 5-Year ReturnCumulative with dividends | +12.6% | -12.0% |
| 10-Year ReturnCumulative with dividends | +68.4% | +5.6% |
| CAGR (3Y)Annualised 3-year return | -5.1% | -10.6% |
MDLZ leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — MDLZ and SJM each lead in 1 of 2 comparable metrics.
Risk & Volatility
SJM is the less volatile stock with a 0.04 beta — it tends to amplify market swings less than MDLZ's 0.06 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.06x | 0.04x |
| 52-Week HighHighest price in past year | $71.15 | $119.39 |
| 52-Week LowLowest price in past year | $51.20 | $88.25 |
| % of 52W HighCurrent price vs 52-week peak | +86.2% | +83.3% |
| RSI (14)Momentum oscillator 0–100 | 68.7 | 50.1 |
| Avg Volume (50D)Average daily shares traded | 9.0M | 2.1M |
Evenly matched — MDLZ and SJM each lead in 1 of 2 comparable metrics.
Analyst Outlook
SJM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates MDLZ as "Buy" and SJM as "Hold". Consensus price targets imply 14.0% upside for SJM (target: $113) vs 9.3% for MDLZ (target: $67). For income investors, SJM offers the higher dividend yield at 4.30% vs MDLZ's 3.13%.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $67.00 | $113.38 |
| # AnalystsCovering analysts | 41 | 29 |
| Dividend YieldAnnual dividend ÷ price | +3.1% | +4.3% |
| Dividend StreakConsecutive years of raises | 12 | 15 |
| Dividend / ShareAnnual DPS | $1.92 | $4.28 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.0% | +0.0% |
SJM leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
MDLZ leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SJM leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
Best OverallMondelez International, Inc. (MDLZ)Leads 3 of 6 categories
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MDLZ vs SJM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MDLZ or SJM a better buy right now?
For growth investors, The J.
M. Smucker Company (SJM) is the stronger pick with 6. 7% revenue growth year-over-year, versus 5. 8% for Mondelez International, Inc. (MDLZ). Mondelez International, Inc. (MDLZ) offers the better valuation at 32. 4x trailing P/E (20. 1x forward), making it the more compelling value choice. Analysts rate Mondelez International, Inc. (MDLZ) a "Buy" — based on 41 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — MDLZ or SJM?
On forward P/E, The J.
M. Smucker Company is actually cheaper at 11. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — MDLZ or SJM?
Over the past 5 years, Mondelez International, Inc.
(MDLZ) delivered a total return of +12. 6%, compared to -12. 0% for The J. M. Smucker Company (SJM). Over 10 years, the gap is even starker: MDLZ returned +68. 4% versus SJM's +5. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MDLZ or SJM?
By beta (market sensitivity over 5 years), The J.
M. Smucker Company (SJM) is the lower-risk stock at 0. 04β versus Mondelez International, Inc. 's 0. 06β — meaning MDLZ is approximately 38% more volatile than SJM relative to the S&P 500. On balance sheet safety, Mondelez International, Inc. (MDLZ) carries a lower debt/equity ratio of 87% versus 128% for The J. M. Smucker Company — giving it more financial flexibility in a downturn.
05Which is growing faster — MDLZ or SJM?
By revenue growth (latest reported year), The J.
M. Smucker Company (SJM) is pulling ahead at 6. 7% versus 5. 8% for Mondelez International, Inc. (MDLZ). On earnings-per-share growth, the picture is similar: Mondelez International, Inc. grew EPS -44. 7% year-over-year, compared to -262. 3% for The J. M. Smucker Company. Over a 3-year CAGR, MDLZ leads at 7. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — MDLZ or SJM?
Mondelez International, Inc.
(MDLZ) is the more profitable company, earning 6. 4% net margin versus -14. 1% for The J. M. Smucker Company — meaning it keeps 6. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MDLZ leads at 9. 4% versus -7. 7% for SJM. At the gross margin level — before operating expenses — SJM leads at 38. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is MDLZ or SJM more undervalued right now?
On forward earnings alone, The J.
M. Smucker Company (SJM) trades at 11. 0x forward P/E versus 20. 1x for Mondelez International, Inc. — 9. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SJM: 14. 0% to $113. 38.
08Which pays a better dividend — MDLZ or SJM?
All stocks in this comparison pay dividends.
The J. M. Smucker Company (SJM) offers the highest yield at 4. 3%, versus 3. 1% for Mondelez International, Inc. (MDLZ).
09Is MDLZ or SJM better for a retirement portfolio?
For long-horizon retirement investors, Mondelez International, Inc.
(MDLZ) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 06), 3. 1% yield). Both have compounded well over 10 years (MDLZ: +68. 4%, SJM: +5. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between MDLZ and SJM?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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