MDLZ
Mondelez International, Inc.
Food Confectioners
Market Cap$78.70B
5Y Perf.+17.6%
Compare Stocks
4 / 10Try these comparisons:
Stock Comparison
MDLZ vs SJM vs CAG vs CPB
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%
CAG
Conagra Brands, Inc.
Packaged Foods
Market Cap$6.86B
5Y Perf.-58.8%
CPB
Campbell Soup Company
Packaged Foods
Market Cap$6.34B
5Y Perf.-58.3%
MDLZ vs SJM vs CAG vs CPB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | MDLZ | SJM | CAG | CPB |
|---|---|---|---|---|
| Industry | Food Confectioners | Packaged Foods | Packaged Foods | Packaged Foods |
| Market Cap | $78.70B | $10.58B | $6.86B | $6.34B |
| Revenue (TTM) | $39.30B | $8.93B | $11.18B | $10.04B |
| Net Income (TTM) | $2.61B | $-1.26B | $13M | $550M |
| Gross Margin | 28.8% | 33.6% | 24.6% | 29.3% |
| Operating Margin | 9.4% | -8.0% | 13.1% | 12.1% |
| Forward P/E | 20.1x | 11.0x | 8.4x | 9.7x |
| Total Debt | $22.40B | $7.76B | $8.31B | $7.21B |
| Cash & Equiv. | $2.13B | $70M | $68M | $132M |
MDLZ vs SJM vs CAG vs CPB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
MDLZ
SJM
CAG
CPB
| 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% |
| Conagra Brands, Inc. (CAG) | 100 | 41.2 | -58.8% |
| Campbell Soup Compa… (CPB) | 100 | 41.7 | -58.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MDLZ vs SJM vs CAG vs CPB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: MDLZ leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and recent price momentum and sentiment. The J. M. Smucker Company is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. CAG also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
MDLZ
Mondelez International, Inc.
The Long-Run Compounder
MDLZ carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 68.4% 10Y total return vs SJM's 5.6%
- 6.6% margin vs SJM's -14.1%
- -5.8% vs CPB's -35.4%
- 3.7% ROA vs SJM's -7.7%, ROIC 6.0% vs -3.4%
Best for: long-term compounding
SJM
The J. M. Smucker Company
The Income Pick
SJM is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- 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
- 6.7% revenue growth vs CAG's -4.8%
Best for: income & stability and sleep-well-at-night
CAG
Conagra Brands, Inc.
The Value Play
CAG is the clearest fit if your priority is value and dividends.
- Lower P/E (8.4x vs 9.7x)
- 9.8% yield, 6-year raise streak, vs SJM's 4.3%
Best for: value and dividends
CPB
Campbell Soup Company
The Growth Play
CPB is the clearest fit if your priority is growth exposure.
- Rev growth 6.4%, EPS growth 6.3%, 3Y rev CAGR 6.2%
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SJM | 6.7% revenue growth vs CAG's -4.8% |
| Value | CAG | Lower P/E (8.4x vs 9.7x) |
| Quality / Margins | MDLZ | 6.6% margin vs SJM's -14.1% |
| Stability / Safety | SJM | Beta 0.04 vs CAG's 0.06 |
| Dividends | CAG | 9.8% yield, 6-year raise streak, vs SJM's 4.3% |
| Momentum (1Y) | MDLZ | -5.8% vs CPB's -35.4% |
| Efficiency (ROA) | MDLZ | 3.7% ROA vs SJM's -7.7%, ROIC 6.0% vs -3.4% |
MDLZ vs SJM vs CAG vs CPB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2025
FY 2025
MDLZ vs SJM vs CAG vs CPB — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMDLZLAGGINGSJM
Who Leads Where
MDLZ leads in 2 of 6 categories
CAG leads 1 • CPB leads 1 • SJM leads 0 • 2 tied
Explore the data ↓SJMThe J. M. Smucker Com…
0leads
CPBCampbell Soup Company
1leads
CAGConagra Brands, Inc.
1leads
MDLZMondelez Internationa…
2leads
6 Total Categories
CATEGORYLEADERvs CAGvs CPBMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
MDLZ3/6
Valuation MetricsMultiples, price ratios, and targets
CAG4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CPB6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
MDLZ6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
MDLZ leads this category, winning 3 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%. On growth, MDLZ holds the edge at +8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $39.3B | $8.9B | $11.2B | $10.0B |
| EBITDAEarnings before interest/tax | $4.9B | -$595M | $1.9B | $1.6B |
| Net IncomeAfter-tax profit | $2.6B | -$1.3B | $13M | $550M |
| Free Cash FlowCash after capex | $2.6B | $971M | $634M | $919M |
| Gross MarginGross profit ÷ Revenue | +28.8% | +33.6% | +24.6% | +29.3% |
| Operating MarginEBIT ÷ Revenue | +9.4% | -8.0% | +13.1% | +12.1% |
| Net MarginNet income ÷ Revenue | +6.6% | -14.1% | +0.1% | +5.5% |
| FCF MarginFCF ÷ Revenue | +6.6% | +10.9% | +5.7% | +9.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.2% | +7.0% | -6.8% | -4.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +38.7% | -9.3% | -3.4% | -17.2% |
MDLZ leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
CAG leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 6.0x trailing earnings, CAG trades at a 82% valuation discount to MDLZ's 32.4x P/E. On an enterprise value basis, CPB's 7.5x EV/EBITDA is more attractive than MDLZ's 19.9x.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| Market CapShares × price | $78.7B | $10.6B | $6.9B | $6.3B |
| Enterprise ValueMkt cap + debt − cash | $99.0B | $18.3B | $15.1B | $13.4B |
| Trailing P/EPrice ÷ TTM EPS | 32.44x | -8.59x | 5.95x | 10.57x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.06x | 11.01x | 8.44x | 9.74x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.85x | — |
| EV / EBITDAEnterprise value multiple | 19.88x | — | 8.61x | 7.51x |
| Price / SalesMarket cap ÷ Revenue | 2.04x | 1.21x | 0.59x | 0.62x |
| Price / BookPrice ÷ Book value/share | 3.07x | 1.74x | 0.77x | 1.63x |
| Price / FCFMarket cap ÷ FCF | 24.33x | 12.96x | 5.27x | 8.99x |
CAG leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
CPB leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
CPB delivers a 14.0% return on equity — every $100 of shareholder capital generates $14 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 CPB's 1.85x. On the Piotroski fundamental quality scale (0–9), CPB scores 7/9 vs SJM's 5/9, reflecting strong financial health.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +10.0% | -24.0% | +0.2% | +14.0% |
| ROA (TTM)Return on assets | +3.7% | -7.7% | +0.1% | +3.7% |
| ROICReturn on invested capital | +6.0% | -3.4% | +6.0% | +9.1% |
| ROCEReturn on capital employed | +7.3% | -4.3% | +8.2% | +11.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.87x | 1.28x | 0.93x | 1.85x |
| Net DebtTotal debt minus cash | $20.3B | $7.7B | $8.2B | $7.1B |
| Cash & Equiv.Liquid assets | $2.1B | $70M | $68M | $132M |
| Total DebtShort + long-term debt | $22.4B | $7.8B | $8.3B | $7.2B |
| Interest CoverageEBIT ÷ Interest expense | 10.01x | -1.88x | 1.56x | 3.14x |
CPB leads this category, winning 6 of 9 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 $5,565 for CAG. Over the past 12 months, MDLZ leads with a -5.8% total return vs CPB's -35.4%. The 3-year compound annual growth rate (CAGR) favors MDLZ at -5.1% vs CPB's -22.0% — a key indicator of consistent wealth creation.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +15.2% | +4.0% | -13.0% | -20.5% |
| 1-Year ReturnPast 12 months | -5.8% | -7.5% | -31.5% | -35.4% |
| 3-Year ReturnCumulative with dividends | -14.5% | -28.5% | -50.8% | -52.6% |
| 5-Year ReturnCumulative with dividends | +12.6% | -12.0% | -44.3% | -41.9% |
| 10-Year ReturnCumulative with dividends | +68.4% | +5.6% | -27.9% | -44.9% |
| CAGR (3Y)Annualised 3-year return | -5.1% | -10.6% | -21.1% | -22.0% |
MDLZ leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — MDLZ and CPB each lead in 1 of 2 comparable metrics.
Risk & Volatility
CPB is the less volatile stock with a -0.02 beta — it tends to amplify market swings less than CAG's 0.06 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MDLZ currently trades 86.2% from its 52-week high vs CPB's 58.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.06x | 0.04x | 0.06x | -0.02x |
| 52-Week HighHighest price in past year | $71.15 | $119.39 | $23.47 | $36.16 |
| 52-Week LowLowest price in past year | $51.20 | $88.25 | $13.61 | $19.76 |
| % of 52W HighCurrent price vs 52-week peak | +86.2% | +83.3% | +61.1% | +58.8% |
| RSI (14)Momentum oscillator 0–100 | 68.7 | 50.1 | 36.1 | 46.7 |
| Avg Volume (50D)Average daily shares traded | 9.0M | 2.1M | 14.1M | 9.1M |
Evenly matched — MDLZ and CPB each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — SJM and CAG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MDLZ as "Buy", SJM as "Hold", CAG as "Hold", CPB as "Hold". Consensus price targets imply 22.3% upside for CAG (target: $18) vs 9.3% for MDLZ (target: $67). For income investors, CAG offers the higher dividend yield at 9.75% vs MDLZ's 3.13%.
| Metric | MDLZMondelez Internat… | SJMThe J. M. Smucker… | CAGConagra Brands, I… | CPBCampbell Soup Com… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $67.00 | $113.38 | $17.55 | $25.83 |
| # AnalystsCovering analysts | 41 | 29 | 25 | 29 |
| Dividend YieldAnnual dividend ÷ price | +3.1% | +4.3% | +9.8% | +7.2% |
| Dividend StreakConsecutive years of raises | 12 | 15 | 6 | 1 |
| Dividend / ShareAnnual DPS | $1.92 | $4.28 | $1.40 | $1.53 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.0% | +0.0% | +0.9% | +1.0% |
Evenly matched — SJM and CAG each lead in 1 of 2 comparable metrics.
Key Takeaway
MDLZ leads in 2 of 6 categories (Income & Cash Flow, Total Returns). CAG leads in 1 (Valuation Metrics). 2 tied.
Best OverallMondelez International, Inc. (MDLZ)Leads 2 of 6 categories
Loading custom metrics...
MDLZ vs SJM vs CAG vs CPB: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MDLZ or SJM or CAG or CPB 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). Conagra Brands, Inc. (CAG) offers the better valuation at 6. 0x trailing P/E (8. 4x 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 or CAG or CPB?
On trailing P/E, Conagra Brands, Inc.
(CAG) is the cheapest at 6. 0x versus Mondelez International, Inc. at 32. 4x. On forward P/E, Conagra Brands, Inc. is actually cheaper at 8. 4x.
03Which is the better long-term investment — MDLZ or SJM or CAG or CPB?
Over the past 5 years, Mondelez International, Inc.
(MDLZ) delivered a total return of +12. 6%, compared to -44. 3% for Conagra Brands, Inc. (CAG). Over 10 years, the gap is even starker: MDLZ returned +68. 4% versus CPB's -44. 9%. 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 or CAG or CPB?
By beta (market sensitivity over 5 years), Campbell Soup Company (CPB) is the lower-risk stock at -0.
02β versus Conagra Brands, Inc. 's 0. 06β — meaning CAG is approximately -452% more volatile than CPB relative to the S&P 500. On balance sheet safety, Mondelez International, Inc. (MDLZ) carries a lower debt/equity ratio of 87% versus 185% for Campbell Soup Company — giving it more financial flexibility in a downturn.
05Which is growing faster — MDLZ or SJM or CAG or CPB?
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: Campbell Soup Company grew EPS 6. 3% 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 or CAG or CPB?
Conagra Brands, Inc.
(CAG) is the more profitable company, earning 9. 9% net margin versus -14. 1% for The J. M. Smucker Company — meaning it keeps 9. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CPB leads at 13. 2% 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 or CAG or CPB more undervalued right now?
On forward earnings alone, Conagra Brands, Inc.
(CAG) trades at 8. 4x forward P/E versus 20. 1x for Mondelez International, Inc. — 11. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CAG: 22. 3% to $17. 55.
08Which pays a better dividend — MDLZ or SJM or CAG or CPB?
All stocks in this comparison pay dividends.
Conagra Brands, Inc. (CAG) offers the highest yield at 9. 8%, versus 3. 1% for Mondelez International, Inc. (MDLZ).
09Is MDLZ or SJM or CAG or CPB 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%, CAG: -27. 9%), 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 and CAG and CPB?
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.
In terms of investment character: MDLZ is a mid-cap income-oriented stock; SJM is a mid-cap income-oriented stock; CAG is a small-cap deep-value stock; CPB is a small-cap deep-value stock. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
Revenue Growth>
%
(MDLZ: 8.2% · SJM: 7.0%)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.