The Estée Lauder Companies Inc. (EL) vs Mondelez International, Inc. (MDLZ)

A side-by-side comparison of The Estée Lauder Companies Inc. and Mondelez International, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnEL vs MDLZ

growth of $100 · dividends reinvested · last 10y
EL +29.5% (+2.6%/yr)MDLZ +80.0% (+6.1%/yr)MDLZ compounded faster over this window
100200300400Start $10020182020202220242026$130$180
EL MDLZ

EL vs MDLZ: by the numbers

  • MDLZ is the larger company ($78.43B vs $36.48B market cap).
  • MDLZ trades at the lower trailing earnings multiple (23.04 vs 202.30 P/E), one valuation lens rather than an overall verdict.
  • MDLZ converts more revenue to profit (8.86% vs 1.21% net margin).
  • MDLZ grew revenue faster over the past five years (7.34% vs -1.48% CAGR).
  • MDLZ pays the higher dividend yield (3.20% vs 1.38%).

Metrics side by side

Valuation

MetricELMDLZ
P/E ratio202.3023.04
Forward P/EN/A20.48
P/S ratio2.452.03
P/B ratio9.703.03
EV / EBITDA26.9917.07
FCF yield3.57%3.82%

Profitability

MetricELMDLZ
Gross margin75.50%31.15%
Operating margin5.18%11.42%
Net margin1.21%8.86%
ROE4.78%13.20%
ROIC2.97%6.47%

Dividends

MetricELMDLZ
Dividend yield1.38%3.20%
Payout ratio280.00%105.82%

Growth (annualized)

MetricELMDLZ
Revenue CAGR (5Y)-1.48%7.34%
EPS CAGR (5Y)-42.44%-5.29%
FCF CAGR (5Y)-15.16%0.85%
Total return CAGR (5Y)-20.51%2.87%

Frequently asked

Which has the lower trailing P/E, EL or MDLZ?
MDLZ has the lower trailing P/E: EL trades at 202.30 and MDLZ at 23.04. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, EL or MDLZ?
Over the past five years, MDLZ grew revenue faster — EL at a -1.48% CAGR versus MDLZ at 7.34%.
Does EL or MDLZ pay a bigger dividend?
EL yields 1.38% and MDLZ yields 3.20% based on trailing dividends and the latest price.
Is EL or MDLZ more profitable?
MDLZ runs the higher net margin — EL at 1.21% versus MDLZ at 8.86%.
How have EL and MDLZ total returns compared?
Over the past 10 years, EL delivered 2.52% and MDLZ delivered 6.00% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 3, 2026.