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Mondelez International, Inc. (MDLZ) Stock Analysis

Score B

Value · Grade D · Bullish

Consumer Defensive · Confectioners

$61.48

Fair Value

$62.06

+0.9%

Conviction

5/10

Quality

D

Classification

Value

Investment Thesis

Price is above modeled value range. Quality supports holding but not attractive for new positions.

Trading near modeled fair value. No strong quantitative signal.

For New Investors

Price above modeled value range

For Current Holders

Quantitative score: neutral

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $62.06 (+0.9%). Slightly undervalued. (Methods diverge significantly. Conservative estimate shown.)

PEG-Based EPS

$47.30

FCF DCF Model

$92.22

EV/EBITDA

$20.15

Blended Fair Value

$62.06

Confidence

Low

Methods

PEG-Based EPS (conservative), FCF 2-Stage DCF, EV/EBITDA

Quality Analysis

D

59/120 points

Low Quality

ROE (3Y Avg)

14.7%

ROIC-WACC Spread

0.6%

D/E Ratio

0.9x

Current Ratio

0.6x

Interest Coverage

13x

FCF Positive Years

3/3

Quality Flags

  • ROIC spread: 0.6pp (got 1/25 pts)
  • Leverage: D/E 0.9x (6/15 pts)
  • Liquidity: Current Ratio 0.59 (2/10 pts)
  • Volatile gross margins: std dev 4.7pp (need <3.0pp)

Market Sentiment

Wall Street Consensus

$67.00

+9.0% Upside

25 analysts

Range: $61.00$73.00

Rating: Buy

Our model is slightly more cautious than Wall Street.

Trend & Technical

Bullish

Price ($61.33) is 5.5% above SMA 200 ($58.15). Bullish trend confirmed.

Technical Score83/100

Tech Score 83/100 — Strong technical setup. Trend, momentum, and positioning aligned bullish.

Risk & Reward

Asymmetry Ratio

2.11:1

Expected Return

+6.5%

Bull Upside

+33.6%

Bear Downside

-16.0%

Good asymmetry: 2.11:1 ratio. Upside justifies risk.

Verdict: Favorable

Scenario Analysis

Bear

Base

Bull

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Frequently Asked Questions

What is the fair value of MDLZ?

Based on our multi-method conviction analysis, the estimated fair value of Mondelez International, Inc. (MDLZ) is $62.06. This is calculated by blending PEG-Based EPS (conservative), FCF 2-Stage DCF, EV/EBITDA and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is low.

Is MDLZ a buy, sell, or hold?

MDLZ currently has a HOLD rating with a conviction score of 5/10. Price is above modeled value range. Quality supports holding but not attractive for new positions. Price above modeled value range.

Is MDLZ a high-quality stock?

Mondelez International, Inc. has a quality grade of D (59/120 points), rated as Low Quality. Key metrics include ROE of 14.7%, ROIC-WACC spread of 0.6%, and D/E ratio of 0.9x.

What type of stock is MDLZ?

MDLZ is classified as a "value" in our framework. High P/E: 30.4x, High dividend: 3.2%, Mature growth: 9.2%, Moderate growth: 9.2%, Dividend paying: 3.2%

What do Wall Street analysts say about MDLZ?

25 Wall Street analysts have a consensus price target of $67.00 for MDLZ, representing +9.0% upside. Targets range from $61.00 to $73.00. The consensus recommendation is "Buy". Our model is slightly more cautious than Wall Street.

What are the risks of investing in MDLZ?

The risk/reward asymmetry ratio for MDLZ is 2.11:1, rated as Favorable. Good asymmetry: 2.11:1 ratio. Upside justifies risk. The expected return is +6.5%, with bull case upside of +33.6% and bear case downside of -16.0%.

What is the current trend for MDLZ?

MDLZ is in a bullish trend. Price ($61.33) is 5.5% above SMA 200 ($58.15). Bullish trend confirmed. The technical score is 83/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.