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BTI vs MDLZ

BTI
British American Tobacco p.l.c.
NEUTRAL
Price
$59.16
Market Cap
$128.41B
Sector
Consumer Defensive
AI Confidence
72%
MDLZ
Mondelez International, Inc.
NEUTRAL
Price
$57.42
Market Cap
$73.7B
Sector
Consumer Defensive
AI Confidence
85%

Valuation

P/E Ratio
BTI
31.47
MDLZ
30.38
Forward P/E
BTI
12.14
MDLZ
17.1
P/B Ratio
BTI
2.13
MDLZ
2.85
P/S Ratio
BTI
5.02
MDLZ
1.91
EV/EBITDA
BTI
13.09
MDLZ
18.74

Profitability

Gross Margin
BTI
82.86%
MDLZ
28.38%
Operating Margin
BTI
42.04%
MDLZ
9.53%
Profit Margin
BTI
12.06%
MDLZ
6.36%
ROE
BTI
6.27%
MDLZ
9.33%
ROA
BTI
5.59%
MDLZ
3.24%

Growth

Revenue Growth
BTI
-2.2%
MDLZ
9.3%
Earnings Growth
BTI
1.6%
MDLZ
-60.4%

Financial Health

Debt/Equity
BTI
0.75
MDLZ
0.85
Current Ratio
BTI
0.87
MDLZ
0.59
Quick Ratio
BTI
0.53
MDLZ
0.32

Dividends

Dividend Yield
BTI
5.3%
MDLZ
3.47%
Payout Ratio
BTI
168.95%
MDLZ
102.65%

AI Verdict

BTI NEUTRAL

BTI's deterministic health score is stable with a Piotroski F-Score of 6/9, indicating moderate financial strength, though the absence of an Altman Z-Score limits distress risk assessment. The stock trades significantly above its Graham Number of $34.30 at $59.16, reflecting a rich valuation despite declining revenue and a concerning 168.95% dividend payout ratio. Strong operating margins and a high dividend yield provide support, but deteriorating growth and weak technicals (10/100) offset these advantages. Analysts recommend a buy with a near-current target price, suggesting limited upside.

Strengths
High dividend yield of 5.30% offers attractive income potential
Exceptional operating margin of 42.04% and gross margin of 82.86% reflect strong pricing power
Piotroski F-Score of 6 indicates stable financial health
Risks
Dividend payout ratio of 168.95% is unsustainable long-term
Revenue growth is negative YoY at -2.20%, indicating top-line contraction
Current ratio of 0.87 and quick ratio of 0.53 suggest short-term liquidity pressure
MDLZ NEUTRAL

MDLZ presents a conflicted profile with a stable Piotroski F-Score of 4/9 but severe valuation gaps, trading at $57.42 against a Graham Number of $29.28 and an Intrinsic Value of $13.23. While revenue growth remains robust at 9.3%, the company is facing a critical earnings collapse (-60.4% YoY) and an unsustainable dividend payout ratio of 102.65%. The strong analyst 'buy' consensus and consistent earnings beat history are offset by poor liquidity ratios and a bearish technical trend.

Strengths
Consistent earnings beat track record over 25 quarters
Strong top-line revenue growth (9.3% YoY)
Attractive PEG ratio of 0.95 suggesting growth is undervalued relative to P/E
Risks
Unsustainable dividend payout ratio (102.65%) exceeding net income
Severe short-term earnings contraction (-60.4% YoY)
Poor liquidity position with a Current Ratio of 0.59 and Quick Ratio of 0.32

Compare Another Pair

BTI vs MDLZ: Head-to-Head Comparison

This page compares British American Tobacco p.l.c. (BTI) and Mondelez International, Inc. (MDLZ) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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