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TRV vs MDLZ

Comparison between Travelers Companies Inc (TRV, Company) and Mondelez International Inc - Class A (MDLZ, Company).

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

5-Year PerformanceTRV has outperformed MDLZ, delivering a return of +22.9% compared to +1.1%

TRV vs MDLZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TRV
$78B
Winner
MDLZ
$78B
Max Drawdown
TRV
57.08%
Winner
MDLZ
52.10%
Sharpe Ratio
Winner
TRV
1.69
MDLZ
-0.60
5Y Beta
TRV
0.34
Winner
MDLZ
0.03
Industry
TRV
Insurance - Property & Casualty
MDLZ
Confectioners
P/E Ratio
Winner
TRV
9.65
MDLZ
33.53
Forward P/E
Winner
TRV
13.05
MDLZ
19.80
PEG Ratio
Winner
TRV
0.15
MDLZ
0.98
Dividend Yield
TRV
1.23%
Winner
MDLZ
3.27%
5Y Dividends CAGR
TRV
10.50%
Winner
MDLZ
14.41%
5Y EPS CAGR
Winner
TRV
20.61%
MDLZ
-3.90%
Debt to Equity
Winner
TRV
0.00%
MDLZ
11.19%
Free Cash Flow Yield
Winner
TRV
14.21%
MDLZ
3.30%
P/S Ratio
Winner
TRV
1.58
MDLZ
1.99
P/B Ratio
Winner
TRV
2.33
MDLZ
2.98

TRV vs MDLZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TRV
+18.74%
MDLZ
-0.80%
3M
Winner
TRV
+22.96%
MDLZ
+4.95%
6M
Winner
TRV
+36.57%
MDLZ
+4.61%
1Y
Winner
TRV
+44.41%
MDLZ
-11.42%
5Y(CAGR)
Winner
TRV
+22.91%
MDLZ
+1.11%
10Y(CAGR)
Winner
TRV
+14.83%
MDLZ
+5.36%
Max(CAGR)
Winner
TRV
+12.45%
MDLZ
+7.04%

TRV vs MDLZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTRVMDLZ
2026+32.99%+13.88%
2025+22.38%-6.67%
2024+28.14%-16.92%
2023+4.14%+11.85%
2022+22.95%+3.45%
2021+17.94%+16.99%
2020+4.93%+10.03%
2019+19.38%+40.92%
2018-7.14%-3.39%
2017+14.79%-2.73%
2016+13.87%+2.96%
2015+9.52%+23.80%
2014+21.22%+6.05%
2013+27.23%+34.64%
2012+25.19%+7.06%
2011+9.04%+22.02%
2010+14.92%+19.29%
2009+13.46%+4.02%
2008-11.39%-13.02%
2007+2.64%-5.45%
2006+19.37%+31.08%
2005+22.61%-16.93%
2004-3.02%+13.65%
2003+16.69%-16.00%
2002-19.40%+13.65%
2001-12.21%+9.74%
2000+69.04%N/A
1999+7.35%N/A

TRV vs MDLZ Drawdown Comparison

The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.

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

The current MDLZ drawdown is -15.96%.

RankTRVMDLZ
#1-55.14%
Dec 8, 2000 - Oct 4, 2006
-42.49%
Jun 18, 2002 - Apr 15, 2011
#2-46.25%
Jul 15, 2019 - Feb 23, 2021
-29.74%
Feb 14, 2020 - Oct 13, 2020
#3-44.32%
May 11, 2007 - Nov 9, 2009
-29.14%
May 11, 2023 - Jan 7, 2026
#4-39.21%
Nov 5, 1999 - Apr 28, 2000
-22.29%
Oct 22, 2015 - May 15, 2017
#5-25.84%
May 3, 2011 - Apr 20, 2012
-18.76%
Jun 2, 2017 - Jan 31, 2019
#6-23.15%
Feb 1, 2018 - May 14, 2019
-18.34%
Jan 21, 2022 - Nov 30, 2022
#7-18.90%
Mar 25, 2022 - Nov 22, 2022
-16.39%
Jul 14, 2014 - Nov 18, 2014
#8-17.15%
Jan 13, 2023 - Dec 29, 2023
-12.46%
Aug 6, 2015 - Oct 22, 2015
#9-12.76%
Jun 2, 2000 - Jul 25, 2000
-12.05%
Nov 28, 2014 - May 7, 2015
#10-12.65%
Sep 28, 2000 - Oct 30, 2000
-11.05%
Apr 23, 2013 - Aug 2, 2013
#11-12.47%
Nov 27, 2024 - Mar 17, 2025
-10.59%
Jan 10, 2014 - Apr 28, 2014
#12-12.34%
Mar 29, 2010 - Oct 18, 2010
-10.51%
Oct 4, 2012 - Jan 17, 2013
#13-12.14%
Apr 5, 2024 - Sep 4, 2024
-10.45%
Jul 27, 2021 - Dec 16, 2021
#14-11.84%
Mar 20, 2015 - Oct 20, 2015
-9.83%
Dec 4, 2020 - Mar 22, 2021
#15-11.81%
Mar 17, 2025 - May 2, 2025
-9.81%
Oct 13, 2020 - Dec 4, 2020

Correlation

Correlation between TRV and MDLZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

TRV vs MDLZ dividend yield comparison.

YearTRVMDLZ
20260.62%1.67%
20251.50%3.60%
20241.72%3.00%
20232.06%2.24%
20221.96%2.21%
20212.23%2.01%
20202.40%2.05%
20192.36%1.98%
20182.53%2.40%
20172.09%1.92%
20162.14%1.62%
20152.11%1.43%
20142.03%1.60%
20132.16%1.53%
20122.49%61.68%
20112.69%3.10%
20102.53%3.68%
20092.47%4.27%
20082.63%4.17%
20072.10%3.19%
20061.88%2.69%
20052.04%3.09%
20043.70%2.16%
20032.93%2.05%
20023.41%1.44%
20012.55%0.76%
20001.99%0.00%
19990.77%0.00%

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