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S&P 500 Review: Visa and Waste Management Outperform Mondelez

By Stocks Desk · 2026-09-20 · 1 min read
A stack of colorful snack cookies next to a plastic waste bin
Illustration: Tradingbird

Waste Management and Visa demonstrate strong growth metrics, while Mondelez faces slowing unit sales and profit margin compression.

Waste Management and Visa exhibit robust fundamental growth, contrasting with Mondelez’s recent operational headwinds. As reported by GN stocks/nasdaq, Waste Management benefits from market share expansion and high margins, while Visa leverages its global payment network to drive earnings growth through buybacks.

Mondelez presents a riskier profile, with unit sales declining over the past two years and earnings per share falling by 3% annually. The snack giant’s estimated 2.6% sales growth for the next 12 months indicates a slowdown in demand relative to its three-year trend.

Waste Management Captures Market Share

Waste Management (NYSE:WM) has achieved 10.6% annual revenue growth over the last two years, signaling successful market share acquisition. The Houston-based firm maintains a 39.1% gross margin, supported by superior product capabilities and pricing power.

Disciplined cost controls have resulted in a long-term operating margin of 17.5%. At $213.41 per share, the company trades at a 25.1x forward P/E ratio, reflecting investor confidence in its efficient management and steady cash flow generation.

Visa Drives Earnings via Buybacks

Visa (NYSE:V) processes over 829 million transactions daily across more than 200 countries. The company has sustained 14.5% annual revenue growth over five years, driven by the complexity of its global payment solutions.

Share buybacks have propelled annual earnings per share growth to 18.8%, outpacing revenue gains. This capital allocation strategy, combined with high return on equity, underscores management’s ability to identify and execute profitable business opportunities within its network.

Mondelez Faces Margin Compression

Mondelez (NASDAQ:MDLZ) reports declining unit sales, suggesting the company may need to lower prices to stimulate volume. Its forward P/E of 19.3x at $61.80 per share reflects a valuation that may not account for the slowing demand trajectory.

The snack maker’s incremental sales have been less profitable, with EPS declining by 3% annually over the past three years. This erosion in profitability contrasts with the strong growth seen in peers like Visa and Waste Management.

Based on reporting by StockStory, compiled by the Tradingbird desk.

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