Return on Assets (ROA)
since 2005
Calculation
Mondelēz International Inc., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net earnings attributable to Mondelēz International1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 3.43% | = | 100 | × | 2,451) | ÷ | 71,487) |
| Dec 31, 2024 | 6.73% | = | 100 | × | 4,611) | ÷ | 68,497) |
| Dec 31, 2023 | 6.95% | = | 100 | × | 4,959) | ÷ | 71,391) |
| Dec 31, 2022 | 3.82% | = | 100 | × | 2,717) | ÷ | 71,161) |
| Dec 31, 2021 | 6.41% | = | 100 | × | 4,300) | ÷ | 67,092) |
| Dec 31, 2020 | 5.24% | = | 100 | × | 3,555) | ÷ | 67,810) |
| Dec 31, 2019 | 6.00% | = | 100 | × | 3,870) | ÷ | 64,549) |
| Dec 31, 2018 | 5.39% | = | 100 | × | 3,381) | ÷ | 62,729) |
| Dec 31, 2017 | 4.63% | = | 100 | × | 2,922) | ÷ | 63,109) |
| Dec 31, 2016 | 2.70% | = | 100 | × | 1,659) | ÷ | 61,538) |
| Dec 31, 2015 | 11.56% | = | 100 | × | 7,267) | ÷ | 62,843) |
| Dec 31, 2014 | 3.27% | = | 100 | × | 2,184) | ÷ | 66,815) |
| Dec 31, 2013 | 5.40% | = | 100 | × | 3,915) | ÷ | 72,557) |
| Dec 31, 2012 | 4.01% | = | 100 | × | 3,028) | ÷ | 75,478) |
| Dec 31, 2011 | 3.76% | = | 100 | × | 3,527) | ÷ | 93,837) |
| Dec 31, 2010 | 4.32% | = | 100 | × | 4,114) | ÷ | 95,289) |
| Dec 31, 2009 | 4.53% | = | 100 | × | 3,021) | ÷ | 66,714) |
| Dec 31, 2008 | 4.60% | = | 100 | × | 2,901) | ÷ | 63,078) |
| Dec 31, 2007 | 3.81% | = | 100 | × | 2,590) | ÷ | 67,993) |
| Dec 31, 2006 | 5.51% | = | 100 | × | 3,060) | ÷ | 55,574) |
| Dec 31, 2005 | 4.57% | = | 100 | × | 2,632) | ÷ | 57,628) |
Based on: 10-K (reporting date: 2025-12-31), 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).
1 US$ in millions
The Return on Assets (ROA) for the period between 2005 and 2025 exhibits considerable fluctuation, though generally trends upward over the long term. Initial values demonstrate a rise from 4.57% in 2005 to a peak of 5.51% in 2006, followed by a decline to 3.81% in 2007. Subsequent years through 2010 show relative stability, fluctuating between 4.32% and 4.60%. A significant surge is then observed in 2015, reaching 11.56%, before returning to a lower value of 2.70% in 2016. The period from 2017 to 2019 shows a consistent increase, culminating in a high of 6.00% in 2019. A decrease is noted in 2020, followed by a peak of 6.95% in 2022, before declining to 3.43% in 2025.
- Overall Trend
- Despite interim volatility, the ROA generally demonstrates an upward trajectory when comparing the beginning and end of the analyzed period. The ROA in 2005 was 4.57%, while in 2025 it was 3.43%. While the final value is lower than the initial, the peak values achieved in the late 2010s and early 2020s indicate periods of strong asset utilization efficiency.
- Significant Fluctuations
- The most notable fluctuation occurs between 2015 and 2016, with a dramatic increase from 3.27% to 11.56% followed by a substantial decrease to 2.70%. This suggests a significant change in profitability relative to asset base during these years, potentially due to extraordinary items or strategic shifts. The decline from 6.41% in 2021 to 3.82% in 2022 and further to 3.43% in 2025 also warrants further investigation.
- Correlation with Net Earnings and Total Assets
- The ROA’s fluctuations appear to correlate with changes in both net earnings and total assets. The peak in 2015 coincides with a particularly high net earnings figure. Conversely, the decrease in 2016 follows a significant reduction in net earnings. The increase in total assets between 2009 and 2010 did not result in a corresponding increase in ROA, suggesting a potential inefficiency in asset utilization during that period. The increase in ROA from 2017-2019 occurred alongside a relatively stable asset base and increasing net earnings.
In conclusion, the ROA demonstrates a complex pattern of change over the analyzed period. While a general upward trend is observable, significant fluctuations highlight the importance of examining underlying factors driving profitability and asset management efficiency. The pronounced changes in 2015-2016 and 2022-2025 require further scrutiny to understand the specific events and strategic decisions influencing these results.
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Comparison to Competitors
Mondelēz International Inc., ROA, long-term trends, comparison to competitors
| Mondelēz International Inc. | Coca-Cola Co. | PepsiCo Inc. | Philip Morris International Inc. | |
|---|---|---|---|---|
| Dec 31, 2025 | 3.43% | 12.50% | 7.67% | 16.40% |
| Dec 31, 2024 | 6.73% | 10.57% | 9.63% | 11.42% |
| Dec 31, 2023 | 6.95% | 10.97% | 9.03% | 11.96% |
| Dec 31, 2022 | 3.82% | 10.29% | 9.67% | 14.67% |
| Dec 31, 2021 | 6.41% | 10.36% | 8.25% | 22.06% |
| Dec 31, 2020 | 5.24% | 8.87% | 7.66% | 17.98% |
| Dec 31, 2019 | 6.00% | 10.33% | 9.31% | 16.76% |
| Dec 31, 2018 | 5.39% | 7.73% | 16.12% | 19.88% |
| Dec 31, 2017 | 4.63% | 1.42% | 6.09% | 14.05% |
| Dec 31, 2016 | 2.70% | 7.48% | 8.54% | 18.91% |
| Dec 31, 2015 | 11.56% | 8.16% | 7.83% | 20.24% |
| Dec 31, 2014 | 3.27% | 7.71% | 9.24% | 21.29% |
| Dec 31, 2013 | 5.40% | 9.53% | 8.70% | 22.47% |
| Dec 31, 2012 | 4.01% | 10.47% | 8.28% | 23.36% |
| Dec 31, 2011 | 3.76% | 10.72% | 8.84% | 24.21% |
| Dec 31, 2010 | 4.32% | 16.19% | 9.27% | 20.71% |
| Dec 31, 2009 | 4.53% | 14.02% | 14.92% | 18.35% |
| Dec 31, 2008 | 4.60% | 14.33% | 14.29% | 20.90% |
| Dec 31, 2007 | 3.81% | 13.82% | 16.34% | — |
| Dec 31, 2006 | 5.51% | 16.95% | 18.85% | — |
| Dec 31, 2005 | 4.57% | 16.56% | 12.85% | — |
Based on: 10-K (reporting date: 2025-12-31), 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).
Comparison to Sector (Food, Beverage & Tobacco)
Mondelēz International Inc., ROA, long-term trends, comparison to sector (food, beverage & tobacco)
| Mondelēz International Inc. | Food, Beverage & Tobacco | |
|---|---|---|
| Dec 31, 2025 | 3.43% | 9.96% |
| Dec 31, 2024 | 6.73% | 9.65% |
| Dec 31, 2023 | 6.95% | 9.72% |
| Dec 31, 2022 | 3.82% | 9.51% |
| Dec 31, 2021 | 6.41% | 10.44% |
| Dec 31, 2020 | 5.24% | 9.04% |
| Dec 31, 2019 | 6.00% | 10.02% |
| Dec 31, 2018 | 5.39% | 11.48% |
| Dec 31, 2017 | 4.63% | 5.50% |
| Dec 31, 2016 | 2.70% | 8.27% |
| Dec 31, 2015 | 11.56% | 10.50% |
| Dec 31, 2014 | 3.27% | 8.80% |
| Dec 31, 2013 | 5.40% | 10.00% |
| Dec 31, 2012 | 4.01% | 9.86% |
| Dec 31, 2011 | 3.76% | 9.62% |
| Dec 31, 2010 | 4.32% | 10.87% |
| Dec 31, 2009 | 4.53% | 11.66% |
| Dec 31, 2008 | 4.60% | 12.02% |
| Dec 31, 2007 | 3.81% | 9.75% |
| Dec 31, 2006 | 5.51% | 11.94% |
| Dec 31, 2005 | 4.57% | 9.75% |
Based on: 10-K (reporting date: 2025-12-31), 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).
Comparison to Industry (Consumer Staples)
Mondelēz International Inc., ROA, long-term trends, comparison to industry (consumer staples)
| Mondelēz International Inc. | Consumer Staples | |
|---|---|---|
| Dec 31, 2025 | 3.43% | 9.47% |
| Dec 31, 2024 | 6.73% | 8.89% |
| Dec 31, 2023 | 6.95% | 8.28% |
| Dec 31, 2022 | 3.82% | 8.95% |
| Dec 31, 2021 | 6.41% | 8.75% |
| Dec 31, 2020 | 5.24% | 8.24% |
| Dec 31, 2019 | 6.00% | 6.41% |
| Dec 31, 2018 | 5.39% | 8.40% |
| Dec 31, 2017 | 4.63% | 7.42% |
| Dec 31, 2016 | 2.70% | 7.94% |
| Dec 31, 2015 | 11.56% | 7.69% |
| Dec 31, 2014 | 3.27% | 7.96% |
| Dec 31, 2013 | 5.40% | 8.75% |
| Dec 31, 2012 | 4.01% | 8.63% |
| Dec 31, 2011 | 3.76% | 8.89% |
| Dec 31, 2010 | 4.32% | 9.45% |
| Dec 31, 2009 | 4.53% | 9.43% |
| Dec 31, 2008 | 4.60% | 9.11% |
| Dec 31, 2007 | 3.81% | 8.07% |
| Dec 31, 2006 | 5.51% | 8.42% |
| Dec 31, 2005 | 4.57% | 9.55% |
Based on: 10-K (reporting date: 2025-12-31), 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).