No connection

Search Results

KO vs MDLZ

KO
The Coca-Cola Company
BEARISH
Price
$75.44
Market Cap
$324.71B
Sector
Consumer Defensive
AI Confidence
85%
MDLZ
Mondelez International, Inc.
NEUTRAL
Price
$57.42
Market Cap
$73.7B
Sector
Consumer Defensive
AI Confidence
85%

Valuation

P/E Ratio
KO
24.82
MDLZ
30.38
Forward P/E
KO
21.85
MDLZ
17.1
P/B Ratio
KO
10.09
MDLZ
2.85
P/S Ratio
KO
6.77
MDLZ
1.91
EV/EBITDA
KO
22.31
MDLZ
18.74

Profitability

Gross Margin
KO
61.63%
MDLZ
28.38%
Operating Margin
KO
24.66%
MDLZ
9.53%
Profit Margin
KO
27.34%
MDLZ
6.36%
ROE
KO
43.32%
MDLZ
9.33%
ROA
KO
9.15%
MDLZ
3.24%

Growth

Revenue Growth
KO
2.4%
MDLZ
9.3%
Earnings Growth
KO
3.6%
MDLZ
-60.4%

Financial Health

Debt/Equity
KO
1.4
MDLZ
0.85
Current Ratio
KO
1.46
MDLZ
0.59
Quick Ratio
KO
0.89
MDLZ
0.32

Dividends

Dividend Yield
KO
2.73%
MDLZ
3.47%
Payout Ratio
KO
67.11%
MDLZ
102.65%

AI Verdict

KO BEARISH

KO exhibits a significant disconnect between its current market price ($75.44) and its deterministic value markers, with a Piotroski F-Score of 3/9 indicating weak financial health trends. The stock trades at a massive premium to both its Graham Number ($22.43) and Intrinsic Value ($37.08), while a PEG ratio of 3.95 suggests severe overvaluation relative to its stagnant growth. Despite strong historical earnings beats and high ROE, the combination of bearish insider selling and a 0/100 technical trend signals a lack of immediate catalyst for upside.

Strengths
Exceptional Return on Equity (ROE) of 43.32%
Strong profit margins (27.34%) and gross margins (61.63%)
Consistent track record of beating earnings estimates over 25 quarters
Risks
Severe overvaluation relative to Graham and Intrinsic value models
Weak operational health trend as indicated by a Piotroski F-Score of 3/9
Stagnant revenue growth (2.40% YoY) failing to justify the P/E multiple
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

KO vs MDLZ: Head-to-Head Comparison

This page compares The Coca-Cola Company (KO) 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.

Home
Terminal
AI Chat
Markets
Profile