Bunge Global (BG)
Consumer Staples · $21.5B market cap · SEC CIK 0001996862
fundamentals score out of 100
Next reports on Nov 3, 2026, before the open, with analysts expecting $2.56 in earnings per share.
The case for BG
- Trades at 1.30× book value, close to what the balance sheet says it owns.
- Revenue up 81% on the year. A jump that size is often a deal or an accounting change, so check the filing.
- Has compounded revenue at 11.2% a year over five years.
- Moves less than the market (beta 0.69).
- Pays a modest 2.5% dividend.
- Up 42.2% over the past year.
The case against
- Burned $879M of free cash in FY2025.
- Earnings per share down 48.7%.
- Long-term debt of $8.8B would take 10 years of operating cash flow to repay.
- Return on equity of only 6%.
- Net margin of 1.1% leaves very little room for error.
- Free-cash-flow yield of -4.1% is lower than 100% of Consumer Staples companies.
What the score is made of
Each factor is half a curve over reported figures and half a rank among the other Consumer Staples companies (momentum is judged against fixed thresholds only), and the five are blended by weight. It describes the last filing and the current price. It is not a forecast.
| Valuewhat you pay for the earnings, sales, assets and cash | 57 |
|---|---|
| Growthhow fast revenue and earnings are moving, this year and over five | 72 |
| Profitabilityhow much of the revenue becomes profit, and how much of that is cash | 18 |
| Momentumhow the price has behaved lately | 64 |
| Stabilityhow violently it moves, what it owes and what it pays you | 29 |
- Each factor except momentum is half fixed thresholds, half rank among the 36 Consumer Staples companies.
Key numbers
| Price / earnings | 21.4× |
|---|---|
| Price / book | 1.30× |
| Price / sales | 0.2× |
| Revenue growth (YoY) | +80.5% |
| EPS growth (YoY) | -48.7% |
| Gross margin | 5% |
| Operating margin | 2% |
| Net margin | 1% |
| Return on equity | 6% |
| Debt / equity | 0.96× |
| Current ratio | 1.57 |
| Dividend yield | 2.45% |
| Beta | 0.69 |
| 52-week range | $76.01 – $134.87 |
| Position in that range | 58% of the way up |
| 3-month return | 0.0% |
| 1-year return | +42.2% |
Five years of financials, as filed
Pulled from Bunge Global's XBRL filings on SEC EDGAR. Italic rows are derived from the rows above.
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| Revenue | $16.9B | $15.6B | $17.8B | $21.1B | $16.8B |
| Gross profit | $3.4B | $3.4B | $4.8B | $3.7B | $3.4B |
| Net income | $816M | $1.1B | $2.2B | $1.6B | $2.1B |
| Operating cash flow | $844M | $1.9B | $3.3B | -$5.5B | -$2.9B |
| Capital expenditure | $1.7B | $1.4B | $1.1B | $555M | $399M |
| Total assets | $44.5B | $24.9B | $25.4B | $24.6B | $23.8B |
| Shareholder equity | $15.9B | $9.9B | $10.9B | $9.2B | — |
| Cash | $1.1B | $3.3B | $2.6B | $1.1B | $902M |
| Long-term debt | $8.8B | $4.7B | $4.1B | $3.3B | — |
| Free cash flow | -$879M | $524M | $2.2B | -$6.1B | -$3.3B |
| Gross margin | 20.1% | 21.8% | 27.2% | 17.5% | 20.0% |
| Net margin | 4.8% | 7.3% | 12.6% | 7.6% | 12.4% |
| Diluted shares | 166M | 142M | 151M | 153M | 152M |
Share count is up 9.3% over 4 years. Mild issuance.
What Bunge Global says it does
Information About Our Executive Officers and Key Employees," which information is incorporated herein by reference. Item 11. Executive Compensation We will provide information that is responsive to this Item 11 in our definitive proxy statement for our 2026 Annual Meeting under the captions "Executive Compensation Highlights," "Director Compensation," "Human Resources and Compensation Committee Report," and possibly elsewhere therein. That information is incorporated in this Item 11 by reference. Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters We will provide information that is responsive to this Item 12 in our definitive proxy statement for our 2026 Annual Meeting under the caption "Share Ownership of Directors, Executive Officers and Principal Shareholders" and possibly elsewhere therein. That information is incorporated in this Item 12 by reference. The information required by…
Risk factors BG lists in its 10-K
- Soybean Processing and Refining Segment
- Key Regions and Processing Capacity
- Softseed Processing and Refining Segment
- Other Oilseeds Processing and Refining Segment
- Grain Merchandising and Milling Segment
- Business Combination with Viterra Limited
- Management's Discussion and Analysis of Financial Condition and Results of Operations
- Operating Segments and Geographic Areas
- Research and Development, Innovation, Patents, and Licenses
- Information About Our Executive Officers and Key Employees
- Risks Relating to Our Business and Industries
- The ongoing war between Russia and Ukraine may adversely affect our business, financial condition or results of operations
- Our information technology systems, processes and sites may suffer interruptions, security breaches or failures that may adversely affect our ability to conduct our business
- We are subject to fluctuations in agricultural commodity and other raw material prices, energy prices, and other factors outside of our control that could adversely affect our operating results