Bunge Global (BG) AI Stock Analysis

• Market Cap: $22.02B
• Dividend Yield: 3.14%
• Average Volume (3M): 1.49M
• Price to Earnings (P/E): 12.2
• Beta (1Y): 0.28
• Revenue Growth: 10.29%
• EPS Growth: 17.32%
• Country: US
• Employees: 23,000
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Agricultural Farm Products
• EPS (TTM): 2.27
• Shares Outstanding: 193,361,050
• 10 Day Avg. Volume: 1,713,303
• 30 Day Avg. Volume: 1,487,151
• PEG Ratio: -0.21
• Price to Book (P/B): 1.10
• Price to Sales (P/S): 0.20
• P/FCF Ratio: 20.72
• Enterprise Value/Market Cap: 1.76
• Enterprise Value/Revenue: 0.64
• Enterprise Value/Gross Profit: 11.14
• Enterprise Value/Ebitda: 13.35
• 1Y Price Target: $117.20
• Price Target Upside: 0.90% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 66 Neutral
• Price Target: $123.00 ▲(5.90% Upside)

Bunge Global's overall stock score is driven by strong revenue growth and attractive valuation, but tempered by cash flow challenges and mixed technical indicators. The successful integration of Viterra and strategic financial management are positive, yet concerns remain regarding EPS decline and macroeconomic uncertainties.

Positive Factors

Viterra integration

Completed Viterra integration expands Bunge's global footprint and supply-chain scale, delivering lasting synergies in procurement, logistics and trading. Greater scale and cross-border coordination can sustainably lower unit costs and improve competitive positioning over the medium term.

Top-line growth

Sustained double-digit revenue growth signals strengthening market share and product demand across oilseeds, grains and ingredients. Robust top-line expansion supports capacity utilization, justifies incremental investment, and provides a foundation for durable margin recovery if cost discipline continues.

Return on equity & cash generation initiatives

A healthy ROE and strong adjusted funds from operations demonstrate the business’s ability to generate shareholder returns. Continued FFO and active buybacks reflect disciplined capital allocation and signal management prioritizes long-term value creation and balance-sheet optimization.

Negative Factors

Free cash flow weakness

Sharp deterioration in free cash flow undermines the firm's ability to self-fund capex, dividends and integration costs. Persistent negative FCF growth increases reliance on external financing and reduces financial flexibility, heightening execution risk during cyclical commodity downcycles.

Low profit margins

Thin gross and net margins leave limited buffer against commodity price swings, freight costs and input inflation. Structural low profitability means even modest adverse moves in spreads or volumes can erode earnings, making durable margin improvement critical for long-term resilience.

EPS decline & higher corporate costs

Reported EPS decline and elevated corporate expenses tied to integration and compensation reduce near-term earnings power. If higher overhead persists post-merger, it could pressure margins and cash flow, complicating realization of merger synergies and sustainable profitability.

Bunge Global Business Overview & Revenue Model

Company Description

Bunge Limited operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains primarily wheat and corn; and processes oilseeds into vegetable oils and protein meals. This segment offers its products for animal feed manufacturers, livestock producers, wheat and corn millers, and other oilseed processors, as well as third-party edible oil processing and biofuel companies; and for industrial and biodiesel production applications. The Refined and Specialty Oils segment sells packaged and bulk oils and fats that include cooking oils, shortenings, margarines, mayonnaise, and other products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, and other food manufacturers, as well as grocery chains, wholesalers, distributors, and other retailers. The Milling segment provides wheat flours and bakery mixes; corn milling products that comprise dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer's grits, as well as soy-fortified corn meal, corn-soy blends, and other products; whole grain and fiber ingredients; quinoas and millets; die-cut pellets; and non-GMO products. The Sugar and Bioenergy segment produces sugar and ethanol; and generates electricity from burning sugarcane bagasse. Bunge Limited was founded in 1818 and is headquartered in St. Louis, Missouri.

How the Company Makes Money

Bunge Global generates revenue through multiple key streams within its agribusiness operations. The primary revenue sources include the sale of processed agricultural products, such as oils and meal from oilseeds, and grain trading. The company also earns income from its fertilizer business, which involves the production and distribution of crop nutrients to farmers. Additionally, BG benefits from global commodity trading and has established significant partnerships with farmers and food manufacturers, allowing for efficient supply chain management and operational synergies. The company’s expansive global network and diversified product offerings help mitigate risks and stabilize earnings across different market conditions.

Bunge Global Financial Statement Overview

Summary

Bunge Global exhibits strong revenue growth but faces challenges in cash flow management and leverage. The income statement shows robust top-line expansion, but low profit margins indicate room for improvement in cost management. The balance sheet reflects moderate leverage with a healthy ROE, while cash flow analysis highlights significant cash flow challenges.

Income Statement

Bunge Global's income statement shows a strong revenue growth rate of 18.18% TTM, indicating robust top-line expansion. However, the gross profit margin of 6.27% and net profit margin of 2.71% TTM are relatively low, suggesting room for improvement in cost management and profitability. The EBIT margin of 4.48% and EBITDA margin of 5.42% TTM are moderate, reflecting stable operational efficiency.

Balance Sheet

The balance sheet reveals a debt-to-equity ratio of 1.12 TTM, indicating a moderate level of leverage. The return on equity (ROE) of 13.28% TTM is healthy, showcasing effective use of equity to generate profits. However, the equity ratio is not explicitly provided, which limits a full assessment of financial stability.

Cash Flow

Cash flow analysis highlights a concerning free cash flow growth rate of -111.38% TTM, pointing to significant cash flow challenges. The operating cash flow to net income ratio of 0.10 TTM suggests limited cash generation relative to net income, while the negative free cash flow to net income ratio indicates cash flow issues that need addressing.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	60.11B	53.11B	59.54B	67.23B	59.15B	41.40B
Gross Profit	3.48B	3.39B	4.84B	3.68B	3.36B	2.79B
EBITDA	2.90B	2.46B	4.02B	2.88B	3.23B	2.11B
Net Income	1.32B	1.14B	2.24B	1.61B	2.08B	1.15B
Balance Sheet
Total Assets	46.30B	24.90B	25.37B	24.58B	23.82B	23.66B
Cash, Cash Equivalents and Short-Term Investments	3.72B	3.79B	2.71B	1.22B	1.42B	698.00M
Total Debt	17.78B	7.12B	5.76B	5.62B	6.82B	8.10B
Total Liabilities	29.01B	13.95B	13.56B	14.62B	15.61B	17.04B
Stockholders Equity	15.77B	9.91B	10.85B	9.22B	7.67B	6.07B
Cash Flow
Free Cash Flow	61.00M	524.00M	2.19B	-6.10B	-3.29B	-3.90B
Operating Cash Flow	550.00M	1.90B	3.31B	-5.55B	-2.89B	-3.54B
Investing Cash Flow	-5.68B	-1.11B	-1.01B	6.50B	5.11B	1.81B
Financing Cash Flow	3.56B	-90.00M	-856.00M	-769.00M	-1.63B	1.76B

Bunge Global Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 116.15
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BG, the sentiment is Positive. The current price of 116.15 is above the 20-day moving average (MA) of 102.14, above the 50-day MA of 96.85, and above the 200-day MA of 85.42, indicating a bullish trend. The MACD of 5.80 indicates Negative momentum. The RSI at 84.65 is Negative, neither overbought nor oversold. The STOCH value of 95.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BG.

Bunge Global Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SFD	77 Outperform	$9.26B	10.69	14.44%	4.44%	―	―
CALM	73 Outperform	$3.93B	3.48	48.69%	10.53%	65.80%	197.95%
FDP	71 Outperform	$1.84B	23.54	3.95%	3.34%	1.11%	414.23%
TSN	69 Neutral	$22.05B	46.79	2.60%	3.48%	2.12%	-40.75%
BG	66 Neutral	$22.02B	12.23	10.24%	3.14%	10.29%	17.32%
ADM	64 Neutral	$32.38B	27.41	5.35%	3.55%	-4.31%	-29.96%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Bunge Global Corporate Events

Bunge Global Reduces Share Capital and Updates Governance

Effective December 16, 2025, Bunge Global SA reduced its share capital by USD 123,826.10, from USD 2,208,943.73 to USD 2,085,117.63, following the cancellation of 12,382,610 repurchased registered shares with a nominal value of $0.01 per share as part of its share repurchase program. In connection with this capital reduction, the company also amended Article 4a of its Articles of Association to update its Swiss capital band provision, formalizing the changes to its equity structure and governance framework.

The most recent analyst rating on (BG) stock is a Buy with a $120.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Announces Leadership Change in COO Role

On December 12, 2025, Bunge Global SA announced the departure of David Mattiske from his role as co-Chief Operating Officer to explore other professional opportunities. Julio Garros, currently serving as co-Chief Operating Officer, will take over as Chief Operating Officer starting December 12, 2025, ensuring a smooth transition of responsibilities.

The most recent analyst rating on (BG) stock is a Hold with a $99.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Reports New Financial Obligation

Bunge Global has released a current report on Form 8-K, which is a standard form used by publicly traded companies to disclose significant events that shareholders should know about. The report’s content, however, is not detailed in the provided text, leaving the specific impact on Bunge Global’s operations, industry positioning, or implications for stakeholders unclear.

The most recent analyst rating on (BG) stock is a Hold with a $99.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.