MDLZ vs BAM

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

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

MDLZ vs BAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

MDLZ

$79B

BAM

$79B

Max Drawdown

MDLZ

52.10%

Winner

BAM

32.16%

Sharpe Ratio

MDLZ

-0.30

Winner

BAM

-0.26

5Y Beta

Winner

MDLZ

0.09

BAM

1.27

Industry

MDLZ

Confectioners

BAM

Asset Management

P/E Ratio

MDLZ

34.09

Winner

BAM

31.87

Forward P/E

Winner

MDLZ

20.41

BAM

25.51

PEG Ratio

Winner

MDLZ

1.01

BAM

1.95

Dividend Yield

MDLZ

3.21%

Winner

BAM

3.60%

5Y Dividends CAGR

MDLZ

14.68%

BAM

N/A

5Y EPS CAGR

MDLZ

-3.90%

BAM

N/A

Debt to Equity

Winner

MDLZ

11.19%

BAM

41.07%

Free Cash Flow Yield

Winner

MDLZ

3.24%

BAM

2.81%

P/S Ratio

Winner

MDLZ

2.02

BAM

16.54

P/B Ratio

Winner

MDLZ

3.06

BAM

9.61

MDLZ vs BAM - Historical Returns

Returns include dividend reinvestment.

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

MDLZ

+4.62%

Winner

BAM

+9.90%

Winner

MDLZ

+2.23%

BAM

-2.34%

Winner

MDLZ

+9.58%

BAM

-4.41%

Winner

MDLZ

-5.38%

BAM

-9.52%

5Y(CAGR)

MDLZ

+2.52%

BAM

N/A

10Y(CAGR)

MDLZ

+5.78%

BAM

N/A

Max(CAGR)

MDLZ

+7.17%

Winner

BAM

+17.57%

MDLZ vs BAM - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

MDLZ vs BAM Drawdown Comparison

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

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

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

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

Correlation

Correlation between MDLZ and BAM 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)

MDLZ vs BAM dividend yield comparison.

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