MDLZ · NMS · Consumer Defensive
Mondelez International, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 44.34
Market price
USD 60.85
Implied upside
-27.1%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 41.2bn | USD 44.1bn | USD 47.2bn | USD 50.4bn | USD 53.9bn | +7.0% |
| EBIT | USD 5.7bn | USD 6.1bn | USD 6.5bn | USD 7.0bn | USD 7.5bn | +7.0% |
| NOPAT | USD 4.5bn | USD 4.8bn | USD 5.2bn | USD 5.5bn | USD 5.9bn | +7.0% |
| Add depreciation & amortisation | USD 1.4bn | USD 1.5bn | USD 1.6bn | USD 1.8bn | USD 1.9bn | +7.0% |
| Less capital expenditure | USD -1.3bn | USD -1.4bn | USD -1.5bn | USD -1.7bn | USD -1.8bn | +7.0% |
| Less increase in working capital | USD -1.2bn | USD -1.3bn | USD -1.4bn | USD -1.5bn | USD -1.6bn | +7.0% |
| Free cashflow to firm | USD 3.3bn | USD 3.6bn | USD 3.8bn | USD 4.1bn | USD 4.4bn | +7.0% |
| Discount factor | 0.9652 | 0.8992 | 0.8377 | 0.7804 | 0.7270 | - |
| Present value | USD 3.2bn | USD 3.2bn | USD 3.2bn | USD 3.2bn | USD 3.2bn | -0.4% |
| Present Value Of The Forecast | USD 16.0bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.599 | Reported 0.402, pulled toward 1.0 (Blume) |
| Cost of equity | 8.29% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 77.7bn | 78.1% of capital |
| Total debt | USD 21.8bn | 21.9% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.34% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
79% of EV
- Forecast FCFF, final year
- USD 4.4bn
- Capex at depreciation, working capital in reinvestment
- USD 5.9bn
- Less reinvestment at g/ROIC (32.5% of NOPAT)
- USD -1.9bn
- Capitalised
- USD 4.0bn
- ROIC (reported)
- 7.7%
- Terminal value, undiscounted
- USD 84.2bn
- Terminal value, discounted
- USD 61.2bn
- Enterprise value
- USD 77.2bn
- Less net debt
- USD 19.7bn
- Equity value
- USD 57.6bn
Exit at 19.6x EBITDA
89% of EV
- Terminal value, undiscounted
- USD 182.7bn
- Terminal value, discounted
- USD 132.9bn
- Enterprise value
- USD 148.9bn
- Less net debt
- USD 19.7bn
- Equity value
- USD 129.2bn
Spread between methods: 77%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.34% | 74.18 | 78.90 | 85.21 | 94.10 | 107.70 |
| 6.34% | 55.58 | 57.32 | 59.46 | 62.17 | 65.76 |
| 7.34% | 43.36 | 43.82 | 44.34 | 44.93 | 45.61 |
| 8.34% | 35.44 | 35.63 | 35.82 | 36.01 | 36.20 |
| 9.34% | 29.66 | 29.82 | 29.98 | 30.14 | 30.31 |
Outlined: this model. Green text: above today's price of 60.85. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 7.0% | 14.4% | +7.5pp |
| EBIT margin | 13.8% | 17.4% | +3.6pp |
| Discount rate | 7.3% | 6.3% | -1.1pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.