MDLZ

Mondelez International, Inc.

Consumer Defensive · $75.5B market cap

Share price

$58.19

close of Oct 3, 2026

Fair value

$35.58

Sticker Price

Payback Price

$14.23

buy price

Overpriced

MDLZ is Overpriced: at $58.19 it trades 64% above its fair value of $35.58. Its buy price (Payback Price) is $14.23, 76% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Dividend Discount Model. It has paid a dividend for 10+ years in a row, raised it most years, and yields over 2%. For a steady payer like this, the dividend is the best guide to value.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth1.6% a year✗

Equity per share growth0.8% a year✗

Sales growth-0.7% a year✗

Free cash flow growth1.6% a year✗

Return on invested capital7.4%✗

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Superinvestors

4 of the investors we track hold MDLZ. In Q2 2026, 1 opened a position and 1 trimmed. Who we track

Bill Nygren

Oakmark Funds · as of Q2 2026

$319.3M

5,520,536 shares

Lindsell Train

Lindsell Train · as of Q2 2026

$148.4M

2,565,453 shares

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$685K

11,840 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$602K

10,411 shares

Moves in Q2 2026

New position: Lee Ainslie

Trimmed: Lindsell Train

Insider activity

Since Jul 1, 2026: no open-market purchases, 1 sale worth $8.6M and 5 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Van de Put Dirk

Chief Executive Officer · 2026-08-19

Sold

$8.6M

Other filings

Zaramella Luca

EVP & Chief Operating Officer · 2026-09-02

Tax withholding

$1.2M

Zaramella Luca

EVP & Chief Operating Officer · 2026-09-02

Option exercise

$975K

Van de Put Dirk

Chief Executive Officer · 2026-08-19

Option exercise

$5.6M

BANATI AMIT

EVP and CFO · 2026-07-01

Award

20,370 shares

BANATI AMIT

EVP and CFO · 2026-07-01

Award

$7.3M

About Mondelez International, Inc.

Mondelez International, Inc. operates as a prominent global entity in the snack and beverage sector, focusing on the production, promotion, and distribution of a wide array of food items. Its extensive reach spans multiple continents, including North America, Latin America, Asia, the Middle East, Africa, and Europe. The company's diverse product portfolio encompasses biscuits (such as cookies, crackers, and various…

Food Confectioners

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works