Live Report · Updated January 26, 2026

Mondelez vs Colgate-Palmolive

Mondelez and Colgate-Palmolive are presented on this page to compare their business models, financial performance, and market context. The analysis focuses on how each company creates value across its product categories, distribution channels, and regional exposure, while avoiding speculation or investment recommendations. Educational content, not financial advice.

Mondelez and Colgate-Palmolive are presented on this page to compare their business models, financial performance, and market context. The analysis focuses on how each company creates value across its...

Comparison Snapshot

Key Financial Metrics

MDLZ

Metric

CL

$75.52B

Market Cap

$68.68B

13.76%

Potential Profit

2.50%

Buy

Analyst Rating

Buy

Why It's Moving

Texas Pension Giant Boosts Mondelez Stake Amid Valuation Buzz

Teacher Retirement System of Texas added 24,298 shares, lifting its holding to 289,473 shares valued at $18.08 million, underscoring institutional faith in Mondelez's steady dividend and market position.
JPMorgan trimmed its price target to $69 from $71 but stuck with an 'overweight' rating, highlighting potential upside amid a 'Moderate Buy' consensus.
DCF analysis pegs intrinsic value at $116 per share versus the recent $58.40 close, suggesting the stock trades at a 50% discount that could attract value hunters.

Sentiment:

🐃Bullish

Colgate-Palmolive Draws Mixed Analyst Views Ahead of Pivotal Q4 Earnings

JPMorgan hiked its target to $93 with an Overweight rating, betting on plain-vanilla stability despite mixed U.S. consumer signals in the sector preview.
TD Cowen cut to $86 but held Buy, warning of a tough 2026 with weak volume growth echoing last year's -0.9% dip.
Ex-dividend action hit January 21, delivering $0.52 per share to holders, underscoring CL's appeal as a dividend stalwart in uncertain times.

Sentiment:

⚖️Neutral

Texas Pension Giant Boosts Mondelez Stake Amid Valuation Buzz

Teacher Retirement System of Texas added 24,298 shares, lifting its holding to 289,473 shares valued at $18.08 million, underscoring institutional faith in Mondelez's steady dividend and market position.
JPMorgan trimmed its price target to $69 from $71 but stuck with an 'overweight' rating, highlighting potential upside amid a 'Moderate Buy' consensus.
DCF analysis pegs intrinsic value at $116 per share versus the recent $58.40 close, suggesting the stock trades at a 50% discount that could attract value hunters.

Sentiment:

🐃Bullish

Colgate-Palmolive Draws Mixed Analyst Views Ahead of Pivotal Q4 Earnings

JPMorgan hiked its target to $93 with an Overweight rating, betting on plain-vanilla stability despite mixed U.S. consumer signals in the sector preview.
TD Cowen cut to $86 but held Buy, warning of a tough 2026 with weak volume growth echoing last year's -0.9% dip.
Ex-dividend action hit January 21, delivering $0.52 per share to holders, underscoring CL's appeal as a dividend stalwart in uncertain times.

Sentiment:

⚖️Neutral

Investment Analysis

Mondelez

MDLZ

Pros

Mondelez has strong pricing power and strategic cost controls, including efficient cocoa sourcing adjustments to manage tariff impacts.
It is positioned for sustained long-term growth by expanding in emerging markets and shifting towards healthier product options.
The company has scale advantages that support profitability even amid commodity cost volatility and inflation pressures.

Considerations

Recent Q3 2025 results showed a revenue shortfall and margin pressure from historically high cocoa costs, causing a negative market reaction.
Its stock price has declined significantly over the past year, reflecting concerns about ongoing cost inflation and macroeconomic risks.
Sensitivity to commodity and tariff fluctuations poses risks to supply chain stability and profit margins, creating uncertainty.

Colgate-Palmolive

CL

Pros

Colgate-Palmolive maintains a broad, well-established global brand presence with a diversified product portfolio in oral care and personal products.
The company benefits from relatively stable demand and less commodity cost volatility compared to food-focused peers.
It has demonstrated consistent profitability with efficient cost management and resilient cash flow generation.

Considerations

Colgate-Palmolive has experienced stock underperformance compared to peers, impacted by modest organic growth challenges.
Growth prospects may be limited by mature market exposure and competitive intensity in key categories like oral care.
The company faces execution risks related to innovation pace and evolving consumer preferences in a crowded personal care market.

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