Bunge Global (BG) AI Stock Analysis

• Market Cap: $15.39B
• Dividend Yield: 3.55%
• Average Volume (3M): 1.98M
• Price to Earnings (P/E): 9.7
• Beta (1Y): 0.16
• Revenue Growth: -10.90%
• EPS Growth: -36.54%
• Country: US
• Employees: 23,000
• Sector: Basic Materials
• Sector Strength: 67
• Industry: Agricultural Farm Products
• EPS (TTM): 1.81
• Shares Outstanding: 200,056,700
• 10 Day Avg. Volume: 1,589,910
• 30 Day Avg. Volume: 1,976,370
• PEG Ratio: -0.36
• Price to Book (P/B): 1.49
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -2.43
• Enterprise Value/Market Cap: 0.88
• Enterprise Value/Revenue: 0.06
• Enterprise Value/Gross Profit: 4.36
• Enterprise Value/Ebitda: 1.31
• 1Y Price Target: $88.17
• Price Target Upside: 14.11% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 67 Neutral
• Price Target: $85.00 ▲(10.00%Upside)

Bunge Global's overall stock score is primarily driven by its solid profitability and strategic corporate events, such as the merger with Viterra. However, concerns over cash flow issues and declining revenue, along with mixed technical indicators, moderate the overall score. The company's attractive valuation and strategic initiatives provide a positive offset to these challenges.

Positive Factors

Acquisition Approval

Bunge's proposed merger with Viterra has received the long-awaited approval from Chinese regulators, which is likely a net positive for the equity in the near-term.

Cyclicality Reduction

The more diversified entity resulting from the Viterra acquisition reduces cyclicality, which could benefit the company in the long run.

Long-term Benefits

Despite near-term dilution, the Viterra acquisition is viewed as a good long-term move, as it provides substantial unquantified network synergies and strong liquidity.

Negative Factors

Earnings Uncertainty

There is increasing uncertainty on earnings near-term, including the deal dilution and lack of pro forma guidance until later this year, which could result in choppy stock performance.

EPS Dilution

The Viterra acquisition has resulted in significant EPS dilution on a pro forma basis, which could impact earnings negatively in the near term.

Operating Environment Challenges

EPS upside lower quality and 40-45% profit decline across segments demonstrates operating environment challenges.

Bunge Global Business Overview & Revenue Model

Company Description

Bunge Global (BG) is a leading agribusiness and food company that operates in various sectors, including the sourcing, processing, and distribution of agricultural commodities. The company's core products and services include oilseed processing, grain trading, sugar and bioenergy production, and food and ingredient manufacturing. With a global presence, Bunge serves customers ranging from farmers to consumers, providing essential products that support the global food supply chain.

How the Company Makes Money

Bunge Global makes money through several key revenue streams, primarily centered around its diverse operations in the agricultural sector. The company generates revenue from the processing and sale of oilseeds into vegetable oils and protein meals, which are sold to food manufacturers, animal feed producers, and the biodiesel industry. In addition, Bunge earns income from the trading and merchandising of grains and oilseeds, leveraging its extensive network of storage facilities, transport assets, and customer relationships. The sugar and bioenergy segment contributes to revenues through the production and sale of sugar, ethanol, and electricity. Bunge's food and ingredients division adds another layer of revenue by supplying a variety of packaged food products and food ingredients to retail and foodservice channels. Significant partnerships, such as joint ventures and strategic alliances with other agribusiness entities, enhance Bunge's market reach and operational efficiency, further contributing to its earnings.

Bunge Global Financial Statement Overview

Summary

Bunge Global demonstrates strong profitability metrics with healthy margins, but faces challenges with declining revenue and negative free cash flow. The balance sheet is stable, though increasing debt levels necessitate careful management.

Income Statement

Bunge Global's income statement shows a strong gross profit margin of 6.1% and a net profit margin of 2.1% for TTM (Trailing-Twelve-Months). The EBIT margin is at a healthy 3.1%, and the EBITDA margin is 4.6%. However, the company has experienced a decline in revenue, with a negative revenue growth rate of -3.3% compared to the previous year, indicating potential challenges in maintaining revenue levels.

Balance Sheet

The balance sheet reflects a stable financial position with a debt-to-equity ratio of 0.72, suggesting moderate leverage. The return on equity (ROE) stands at 10.3%, indicating effective use of equity to generate profits. The equity ratio is 39.7%, showcasing a solid equity foundation. Despite these strengths, the company's debt levels have increased, which could pose risks if not managed carefully.

Cash Flow

The cash flow analysis reveals a challenging situation with a negative free cash flow of -814 million in TTM (Trailing-Twelve-Months), down from a positive free cash flow the previous year. The operating cash flow to net income ratio is 0.58, indicating that the company is generating less cash relative to its net income. Additionally, the free cash flow to net income ratio is negative, highlighting concerns over cash generation capabilities.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	51.33B	53.11B	59.54B	67.23B	59.15B	41.40B
Gross Profit	3.11B	3.39B	4.84B	3.68B	3.36B	2.79B
EBITDA	2.38B	2.46B	4.02B	2.88B	3.23B	2.11B
Net Income	1.09B	1.14B	2.24B	1.61B	2.08B	1.15B
Balance Sheet
Total Assets	26.66B	24.90B	25.37B	24.58B	23.82B	23.66B
Cash, Cash Equivalents and Short-Term Investments	3.88B	3.79B	2.71B	1.22B	1.42B	698.00M
Total Debt	7.66B	7.12B	5.76B	5.62B	6.82B	8.10B
Total Liabilities	15.07B	13.95B	13.56B	14.62B	15.61B	17.04B
Stockholders Equity	10.58B	9.91B	10.85B	9.22B	7.67B	6.07B
Cash Flow
Free Cash Flow	-814.00M	524.00M	2.19B	-6.10B	-3.29B	-3.90B
Operating Cash Flow	636.00M	1.90B	3.31B	-5.55B	-2.89B	-3.54B
Investing Cash Flow	-982.00M	-1.11B	-1.01B	6.50B	5.11B	1.81B
Financing Cash Flow	643.00M	-90.00M	-856.00M	-769.00M	-1.63B	1.76B

Bunge Global Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 77.27
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BG, the sentiment is Neutral. The current price of 77.27 is above the 20-day moving average (MA) of 76.62, below the 50-day MA of 78.44, and below the 200-day MA of 78.87, indicating a neutral trend. The MACD of -0.82 indicates Negative momentum. The RSI at 50.43 is Neutral, neither overbought nor oversold. The STOCH value of 86.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BG.

Bunge Global Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CALM	84 Outperform	$5.13B	4.78	55.96%	6.42%	60.00%	259.01%
SFD	73 Outperform	$9.35B	―		2.09%	―	―
FDP	72 Outperform	$1.69B	11.52	7.51%	3.09%	-0.64%	―
TSN	70 Neutral	$18.86B	20.72	5.01%	3.69%	1.39%	―
BG	67 Neutral	$15.39B	9.75	10.36%	3.55%	-10.90%	-36.54%
ADM	66 Neutral	$26.66B	20.04	6.03%	3.65%	-8.59%	-50.72%
Sector *	44 Neutral	C$979.11M	-6.82	-13.73%	1.75%	17.37%	-32.84%

Bunge Global Corporate Events

Bunge Global Completes Exchange Offers and Solicitations

On July 8, 2025, Bunge Limited Finance Corp., a subsidiary of Bunge Global SA, completed its exchange offers and consent solicitations for various notes issued by Viterra Finance B.V. This involved exchanging existing Viterra notes for new Bunge notes and cash, and amending the terms of the existing notes to eliminate certain covenants and provisions. The completion of these offers resulted in the issuance of new notes with different interest rates and maturity dates, impacting Bunge’s financial operations and obligations. The remaining Viterra notes that were not exchanged will continue under the modified terms.

The most recent analyst rating on (BG) stock is a Buy with a $128.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Finalizes Viterra Exchange Offers Results

On July 7, 2025, Bunge Global SA announced the expiration and final results of its Exchange Offers and Consent Solicitations related to Viterra’s outstanding notes, following the completion of Bunge’s acquisition of Viterra on July 2, 2025. The Exchange Offers, which expired on July 3, 2025, involved exchanging Viterra’s notes for new notes issued by Bunge Limited Finance Corp. and cash, with sufficient consents received to amend existing indentures and release guarantees. The settlement is expected on July 8, 2025, marking a significant step in Bunge’s strategic integration of Viterra, potentially impacting its financial structure and market positioning.

The most recent analyst rating on (BG) stock is a Buy with a $128.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Completes Merger with Viterra Limited

On July 2, 2025, Bunge Global completed its merger with Viterra Limited, creating a premier global agribusiness solutions company. This strategic combination aims to enhance Bunge’s capabilities in connecting farmers to consumers, with a focus on meeting the evolving needs of customers and maximizing stakeholder value. The merger is expected to provide significant financial and operational benefits, including improved logistics, trading optionality, and a more stable cash flow profile. Additionally, the merger brings together experienced management teams to drive value creation and operational efficiency.

The most recent analyst rating on (BG) stock is a Buy with a $128.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Amends Business Combination Agreement

On June 13, 2025, Bunge, along with Glencore, CPPIB, and BCI, amended their Business Combination Agreement, setting the closing date for their transactions, including an acquisition, to July 2, 2025. The amendment also extended the outside date to July 3, 2025, and waived certain conditions for closing. Approvals were received from regulatory bodies in China and Mexico, satisfying antitrust and foreign investment laws, with the transactions expected to be completed on July 2, 2025.

The most recent analyst rating on (BG) stock is a Hold with a $85.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Extends Exchange Offers for Viterra Acquisition

On June 12, 2025, Bunge Global SA announced that its subsidiary, Bunge Limited Finance Corp., extended the expiration date for its exchange offers and consent solicitations related to Viterra Finance B.V.’s notes. This extension is part of Bunge’s pending acquisition of Viterra, with the expiration date moved to July 3, 2025, to accommodate the completion of the business combination. The extension aims to facilitate the exchange of existing notes for new Bunge notes and cash, while also amending certain indentures to eliminate covenants and modify provisions. The move is expected to impact the liquidity of Viterra’s existing notes and reduce protections for remaining holders.

The most recent analyst rating on (BG) stock is a Buy with a $128.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Shareholders Approve Key Proposals at AGM

At the 2025 Annual General Meeting held on May 15, Bunge Global SA’s shareholders approved several key proposals, including the Swiss statutory financial statements for 2024, a cash dividend of $2.80 per share, and the discharge of board members from liability for 2024. Additionally, the meeting saw the election of new directors, including Linda Jojo, whose expertise in business technology and cybersecurity is expected to bolster Bunge’s innovation efforts. The shareholders also approved the appointments of additional directors contingent on the closing of the Viterra Limited acquisition, reflecting Bunge’s strategic moves to enhance its market position.

The most recent analyst rating on (BG) stock is a Buy with a $128.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.