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Upturn AI Summary - About
Mondelez International Inc(MDLZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MDLZ
11/13/2026: MDLZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Mondelez International is a major global player in the snack industry, known for iconic brands like Oreo, Cadbury, and Ritz. The company maintains a leading position by focusing on high-margin 'Power Brands' and expanding its presence in emerging markets. Its primary growth story revolves around strategic acquisitions in the wellness space and operational efficiencies that sustain solid profit margins. However, investors should monitor risks related to commodity cost volatility, the health-conscious consumer shift, and potential regulatory changes. The stock may best suit dividend and value investors looking for defensive, long-term exposure to the resilient global snacking sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it offers steady growth, it is a mature company unlikely to provide explosive capital appreciation. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on positive price trends reflecting short-term market enthusiasm. |
| Value investor | Strong fit | It offers stable, defensive characteristics and reasonable valuation multiples for a blue-chip consumer staple. |
| Dividend investor | Strong fit | The company is a reliable dividend payer with a history of annual increases. |
| Low-risk investor | Strong fit | Snacking is a defensive industry with low cyclicality, providing relative stability during market downturns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | As a consumer staple, the stock generally exhibits lower beta than the broader market. |
| Valuation risk | Medium | Current multiples are consistent with peer averages but could compress if growth targets are missed. |
| Competition risk (commodity snacking competition) | Medium | Intense competition from store brands and emerging health brands requires constant marketing spend. |
| Business quality | Strong | The company owns highly recognizable, resilient global brands with significant consumer loyalty. |
| Dividend income | Strong | The company prioritizes consistent cash returns to shareholders. |
| Execution risk | Medium | Successfully integrating acquisitions and managing input cost volatility is critical for margin protection. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 84.25B USD | Price to earnings Ratio 21 | 1Y Target Price 70.45 |
Price to earnings Ratio 21 | 1Y Target Price 70.45 | ||
Volume (30-day avg) 7.7M shares | Beta 0.36 | 52 Weeks Range 49.90 - 68.75 | Updated Date 11/13/2026 |
52 Weeks Range 49.90 - 68.75 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 3.03% | Basic EPS (TTM) 3.17 |
Sector & Industry Intelligence
Sector
Consumer Defensive
Defensive- Sentiment
- Correction Expected
- Momentum
- BUY Breadth Improving
- BUY participation
- 95.0%
- Active BUY / eligible
- 19 / 20
- 30-Day BUY Count Change
- +13
- Market state
- Correction Expected
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Industry classification is unavailable for this snapshot.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -8.79% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Biscuits | Oreo, Ritz, LU, Chips Ahoy! biscuits. | The company's core moneymaker, relying on strong global brand recognition. |
| Chocolate | Cadbury, Milka, Toblerone bars. | A major contributor to global revenue, particularly in Europe. |
| Geography | Operations across North America, Europe, Latin America, and AMEA. | Global reach provides diversification, though it exposes the company to foreign currency fluctuations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 0.72 | Actual 0.78 |
Profitability
Profit Margin 10.22% | Operating Margin (TTM) 15.36% |
Management Effectiveness
Return on Assets (TTM) 5.35% | Return on Equity (TTM) 15.48% |
Valuation
Trailing PE 21 | Forward PE 19.72 | Enterprise Value 104.96B | Price to Sales(TTM) 2.11 |
Enterprise Value 104.96B | Price to Sales(TTM) 2.11 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA 14.4 | Shares Outstanding 1.27B | Shares Floating 1.26B |
Shares Outstanding 1.27B | Shares Floating 1.26B | ||
Percent Insiders 0.24 | Percent Institutions 90.13 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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