BAM vs MDLZ

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Mondelez International Inc - Class A (MDLZ, Company).

BAM is from the Financial Services sector, while MDLZ is from the Consumer Defensive sector.

BAM vs MDLZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAM(COMPANY)	MDLZ(COMPANY)
Market Cap	$79B	$79B
Max Drawdown	32.16%	52.10%
Sharpe Ratio	-0.26	-0.30
5Y Beta	1.27	0.09
Industry	Asset Management	Confectioners
P/E Ratio	31.87	34.09
Forward P/E	25.51	20.41
PEG Ratio	1.95	1.01
Dividend Yield	3.60%	3.21%
5Y Dividends CAGR	N/A	14.68%
5Y EPS CAGR	N/A	-3.90%
Debt to Equity	41.07%	11.19%
Free Cash Flow Yield	2.81%	3.24%
P/S Ratio	16.54	2.02
P/B Ratio	9.61	3.06

Market Cap

BAM

$79B

Winner

MDLZ

$79B

Max Drawdown

Winner

BAM

32.16%

MDLZ

52.10%

Sharpe Ratio

Winner

BAM

-0.26

MDLZ

-0.30

5Y Beta

BAM

1.27

Winner

MDLZ

0.09

Industry

BAM

Asset Management

MDLZ

Confectioners

P/E Ratio

Winner

BAM

31.87

MDLZ

34.09

Forward P/E

BAM

25.51

Winner

MDLZ

20.41

PEG Ratio

BAM

1.95

Winner

MDLZ

1.01

Dividend Yield

Winner

BAM

3.60%

MDLZ

3.21%

5Y Dividends CAGR

BAM

N/A

MDLZ

14.68%

5Y EPS CAGR

BAM

N/A

MDLZ

-3.90%

Debt to Equity

BAM

41.07%

Winner

MDLZ

11.19%

Free Cash Flow Yield

BAM

2.81%

Winner

MDLZ

3.24%

P/S Ratio

BAM

16.54

Winner

MDLZ

2.02

P/B Ratio

BAM

9.61

Winner

MDLZ

3.06

BAM vs MDLZ - Historical Returns

Returns include dividend reinvestment.

Period	BAM	MDLZ
1 month	+9.90%	+4.62%
3 months	-2.34%	+2.23%
6 months	-4.41%	+9.58%
1 year	-9.52%	-5.38%
5 years(CAGR)	N/A	+2.52%
10 years(CAGR)	N/A	+5.78%
Max(CAGR)	+17.57%	+7.17%

Winner

BAM

+9.90%

MDLZ

+4.62%

BAM

-2.34%

Winner

MDLZ

+2.23%

BAM

-4.41%

Winner

MDLZ

+9.58%

BAM

-9.52%

Winner

MDLZ

-5.38%

5Y(CAGR)

BAM

N/A

MDLZ

+2.52%

10Y(CAGR)

BAM

N/A

MDLZ

+5.78%

Max(CAGR)

Winner

BAM

+17.57%

MDLZ

+7.17%

BAM vs MDLZ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BAM	MDLZ
2026	-5.94%	+15.72%
2025	-0.56%	-6.67%
2024	+44.51%	-16.92%
2023	+46.61%	+11.85%
2022	-10.41%	+3.45%
2021	N/A	+16.99%
2020	N/A	+10.03%
2019	N/A	+40.92%
2018	N/A	-3.39%
2017	N/A	-2.73%
2016	N/A	+2.96%
2015	N/A	+23.80%
2014	N/A	+6.05%
2013	N/A	+34.64%
2012	N/A	+7.06%
2011	N/A	+22.02%
2010	N/A	+19.29%
2009	N/A	+4.02%
2008	N/A	-13.02%
2007	N/A	-5.45%
2006	N/A	+31.08%
2005	N/A	-16.93%
2004	N/A	+13.65%
2003	N/A	-16.00%
2002	N/A	+13.65%
2001	N/A	+9.74%

BAM vs MDLZ Drawdown Comparison

The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for MDLZ was -42.49%, occurring on Mar 5, 2009. Recovery took 2224 trading sessions.

The current BAM drawdown is -19.20%. The current MDLZ drawdown is -14.59%.

Rank	BAM	MDLZ
#1	-30.36% Jul 24, 2025 - Mar 24, 2026	-42.49% Jun 18, 2002 - Apr 15, 2011
#2	-29.54% Jan 29, 2025 - Jul 17, 2025	-29.74% Feb 14, 2020 - Oct 13, 2020
#3	-20.47% Sep 15, 2023 - Dec 1, 2023	-29.14% May 11, 2023 - Jan 7, 2026
#4	-17.87% Dec 2, 2022 - Feb 2, 2023	-22.29% Oct 22, 2015 - May 15, 2017
#5	-13.12% Feb 15, 2023 - Aug 11, 2023	-18.76% Jun 2, 2017 - Jan 31, 2019
#6	-12.04% Dec 11, 2024 - Jan 24, 2025	-18.34% Jan 21, 2022 - Nov 30, 2022
#7	-11.72% Mar 21, 2024 - Jul 22, 2024	-16.39% Jul 14, 2014 - Nov 18, 2014
#8	-11.57% Jul 31, 2024 - Sep 11, 2024	-12.46% Aug 6, 2015 - Oct 22, 2015
#9	-8.01% Aug 14, 2023 - Sep 11, 2023	-12.05% Nov 28, 2014 - May 7, 2015
#10	-6.41% Dec 27, 2023 - Jan 26, 2024	-11.05% Apr 23, 2013 - Aug 2, 2013
#11	-4.84% Nov 11, 2024 - Nov 26, 2024	-10.59% Jan 10, 2014 - Apr 28, 2014
#12	-4.61% Mar 7, 2024 - Mar 21, 2024	-10.51% Oct 4, 2012 - Jan 17, 2013
#13	-4.58% Jan 29, 2024 - Feb 15, 2024	-10.45% Jul 27, 2021 - Dec 16, 2021
#14	-2.84% Jul 22, 2024 - Jul 30, 2024	-9.83% Dec 4, 2020 - Mar 22, 2021
#15	-2.50% Dec 1, 2023 - Dec 12, 2023	-9.81% Oct 13, 2020 - Dec 4, 2020

Correlation

Correlation between BAM and MDLZ is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101

Dividend Comparison (2001 - 2026)

BAM vs MDLZ dividend yield comparison.

Year	BAM	MDLZ
2026	1.01%	0.81%
2025	3.34%	3.60%
2024	2.80%	3.00%
2023	3.19%	2.24%
2022	0.00%	2.21%
2021	0.00%	2.01%
2020	0.00%	2.05%
2019	0.00%	1.98%
2018	0.00%	2.40%
2017	0.00%	1.92%
2016	0.00%	1.62%
2015	0.00%	1.43%
2014	0.00%	1.60%
2013	0.00%	1.53%
2012	0.00%	61.68%
2011	0.00%	3.10%
2010	0.00%	3.68%
2009	0.00%	4.27%
2008	0.00%	4.17%
2007	0.00%	3.19%
2006	0.00%	2.69%
2005	0.00%	3.09%
2004	0.00%	2.16%
2003	0.00%	2.05%
2002	0.00%	1.44%
2001	0.00%	0.76%