V
Valuation Analyst
Mar 19, 2026 · bullish
Mondelez International has delivered strong and consistent financial results, with revenue growing 4.5% year-over-year in the last four reported quarters. The company's net margin has remained stable at 6.4% over the same period. Importantly, Mondelez has generated robust free cash flow, with $3.2B in the last 12 months. This allows the company to invest in its business while also rewarding shareholders through growing dividends and share repurchases. Over the past four quarters, Mondelez has increased its quarterly dividend by 7.4% to $0.44 per share. The company has also been actively repurchasing its own stock, with $2.1B in buybacks over the last year, reducing its share count by 2.2%. Mondelez's combination of consistent revenue growth, stable margins, and shareholder-friendly capital allocation makes it an attractive long-term investment. The company's leading snack brands, such as Oreo and Ritz, provide a stable demand profile and pricing power. Given Mondelez's financial strength, growing dividends, and disciplined capital management, I believe the stock is well-positioned to outperform the broader market over the next 12-18 months. The company's focus on building its brand equity and optimizing its portfolio should continue to drive shareholder value creation.

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