Bunge Global (BG) AI Stock Analysis

• Market Cap: $22.86B
• Dividend Yield: 3.14%
• Average Volume (3M): 1.67M
• Price to Earnings (P/E): 18.1
• Beta (1Y): 0.28
• Revenue Growth: 10.29%
• EPS Growth: 17.32%
• Country: US
• Employees: 34,000
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Agricultural Farm Products
• EPS (TTM): 1.99
• Shares Outstanding: 193,509,080
• 10 Day Avg. Volume: 2,257,331
• 30 Day Avg. Volume: 1,669,324
• PEG Ratio: -0.46
• Price to Book (P/B): 0.85
• Price to Sales (P/S): 0.21
• P/FCF Ratio: -16.02
• Enterprise Value/Market Cap: 1.69
• Enterprise Value/Revenue: 0.55
• Enterprise Value/Gross Profit: 11.35
• Enterprise Value/Ebitda: 15.69
• 1Y Price Target: $135.83
• Price Target Upside: 14.96% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 7
• EPS Forecast (FY): 8.08
• Revenue Forecast (FY): $92.84B

• Rating: 64 Neutral
• Price Target: $131.00 ▲(10.88% Upside)
• Action: Reiterated Date: 03/20/26
• Date: Action: Reiterated 03/20/26

The score is held back primarily by weaker profitability versus prior years, increased leverage, and historically volatile cash generation. These risks are partly offset by strong technical momentum (clear uptrend), constructive 2026 guidance with ahead-of-plan Viterra synergies, and a reasonable valuation supported by a moderate dividend yield.

Positive Factors

Expanded global origination & logistics footprint

The Viterra combination materially expands Bunge's global origination, processing and logistics footprint, improving connectivity between origin and destination markets. This scale supports durable merchandising advantages, tighter supply chains, and higher recurring volumes that compound over multiple years.

Realized and guided synergies

Management has realized early integration synergies and baked ~$190M into 2026 guidance with a ~$220M run-rate target. Structural cost, procurement, and network efficiencies from integration are likely to persist, incrementally improving margins and cash generation as operations standardize.

Strong liquidity and recurring cash generation

Bunge produced meaningful adjusted funds from operations and discretionary cash flow in 2025 while maintaining large unused committed credit lines. This durable liquidity profile supports ongoing capex, strategic investment, buybacks, and provides a multi-quarter buffer through commodity cycles, preserving strategic optionality.

Negative Factors

Marked increase in leverage

Leverage stepped up sharply following acquisition activity and note issuance, reducing balance-sheet flexibility. Higher debt raises interest-cost sensitivity and refinancing risk in downturns, constraining the company's capacity to fund opportunistic investments or absorb prolonged commodity-driven earnings weakness.

Margin compression and weaker profitability

Despite revenue recovery, profitability has materially weakened and margins compressed. In a low-margin, cyclical commodity business, sustained margin contraction reduces earnings durability and leaves limited buffer for cost inflation or adverse market moves, elevating long-term earnings volatility.

Volatile cash conversion and working-capital swings

Operating cash flow has been inconsistent, reflecting working-capital swings and cyclical merchandising exposures. This volatility weakens predictability of free cash flow for reinvestment and returns, increasing reliance on asset sales, capital markets or credit lines to smooth funding needs across cycles.

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 primarily makes money by buying agricultural commodities (notably oilseeds such as soybeans and other grains), transforming and moving them through its network, and selling processed and merchandised products to end markets. A major revenue stream comes from oilseed processing: Bunge purchases oilseeds, crushes them into two main outputs—vegetable oils and protein meals—and sells these to customers in food manufacturing, animal feed, and industrial/biofuel-related markets; earnings are driven by the processing margin (the spread between input costs and the market value of the outputs), plant utilization, and operational efficiency. Another key revenue stream is merchandising and trading: Bunge originates crops from farmers and elevators, aggregates and stores them, transports them via its logistics system (e.g., ports, export terminals, and related infrastructure), and sells to domestic and export customers; profitability depends on merchandising margins, freight/logistics optimization, and risk management rather than simply commodity price direction. The company also generates revenue from refined and specialty oils and other value-added products where applicable, typically earning through product premiums, customer relationships, and service reliability. Across these activities, Bunge uses hedging and risk management to manage exposure to commodity price movements and currency/freight factors, supporting more stable realized margins on processing and merchandising activities. Specific partnership details not publicly available are null.

Bunge Global Financial Statement Overview

Summary

Top-line rebounded in 2025, but profitability has compressed materially versus 2023 and the earnings run-rate is lower. Balance-sheet risk increased with a sharp step-up in debt, while cash flow is positive in 2025 but remains volatile over the cycle.

Income Statement

Revenue rebounded strongly in 2025 (up ~17% to $70.3B after a down 2023–2024), but profitability has weakened versus prior years. Net income fell to $0.82B in 2025 from $1.14B in 2024 and $2.24B in 2023, and margins compressed meaningfully (net margin ~1.2% in 2025 vs ~2.1% in 2024 and ~3.8% in 2023). Overall, solid top-line scale and recovery, offset by clear margin pressure and a lower earnings run-rate.

Balance Sheet

Leverage increased sharply in 2025: total debt rose to $13.8B from $7.1B in 2024 while equity expanded to $17.4B, alongside a large jump in total assets to $44.5B. While the larger equity base helps, the step-up in debt raises financial risk and reduces balance sheet flexibility versus the prior 2–3 years when leverage looked more moderate.

Cash Flow

Cash generation is mixed and somewhat volatile. Operating cash flow improved to $0.84B in 2025 (positive) but is down from $1.9B in 2024 and well below $3.3B in 2023; earlier years (2020–2022) saw sizable negative operating cash flow. Free cash flow was positive at $0.84B in 2025 and covered net income about 1.0x, but the overall pattern suggests working-capital swings and less consistent cash conversion than ideal.

Breakdown	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	70.33B	53.11B	59.54B	67.23B	59.15B
Gross Profit	3.41B	3.39B	4.84B	3.68B	3.36B
EBITDA	2.46B	2.46B	4.02B	2.88B	3.23B
Net Income	816.00M	1.14B	2.24B	1.61B	2.08B
Balance Sheet
Total Assets	44.53B	24.90B	25.37B	24.58B	23.82B
Cash, Cash Equivalents and Short-Term Investments	1.34B	3.79B	2.71B	1.22B	1.42B
Total Debt	16.95B	7.12B	5.76B	5.62B	6.82B
Total Liabilities	27.11B	13.95B	13.56B	14.62B	15.61B
Stockholders Equity	17.37B	9.91B	10.85B	9.22B	7.67B
Cash Flow
Free Cash Flow	-923.00M	524.00M	2.19B	-6.10B	-3.29B
Operating Cash Flow	800.00M	1.90B	3.31B	-5.55B	-2.89B
Investing Cash Flow	-5.04B	-1.11B	-1.01B	6.50B	5.11B
Financing Cash Flow	2.07B	-90.00M	-856.00M	-769.00M	-1.63B

Bunge Global Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 118.15
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

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 118.15 is below the 20-day moving average (MA) of 120.65, above the 50-day MA of 116.25, and above the 200-day MA of 92.41, indicating a neutral trend. The MACD of 1.82 indicates Positive momentum. The RSI at 47.09 is Neutral, neither overbought nor oversold. The STOCH value of 44.92 is Neutral, 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	86 Outperform	$3.73B	9.73	44.65%	10.53%	65.80%	197.95%
SFD	77 Outperform	$9.09B	9.27	―	4.44%	―	―
FDP	70 Outperform	$1.89B	18.92	4.53%	3.34%	1.11%	414.23%
ADM	66 Neutral	$31.84B	25.81	4.80%	3.55%	-4.31%	-29.96%
BG	64 Neutral	$22.86B	18.12	5.98%	3.14%	10.29%	17.32%
TSN	63 Neutral	$20.08B	59.42	1.10%	3.48%	2.12%	-40.75%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Bunge Global Corporate Events

Bunge Global Raises $1.2 Billion Through Senior Notes

On March 17, 2026, Bunge Limited Finance Corp., a wholly owned subsidiary of Bunge Global SA, completed the sale and issuance of $1.2 billion in senior unsecured notes, split between $500 million of 4.800% notes due 2033 and $700 million of 5.150% notes due 2036. The notes, which are fully and unconditionally guaranteed by Bunge, were issued under an existing shelf registration with the U.S. Securities and Exchange Commission.

The offering generated approximately $1.19 billion in net proceeds after underwriting discounts and expenses, which Bunge plans to use for general corporate purposes, including potential debt repayment, working capital, capital expenditures, share repurchases and investments in subsidiaries. The transaction underscores Bunge’s continued access to U.S. capital markets and provides additional financial flexibility as it navigates commodity cycles and executes its broader capital allocation and strategic plans.

The most recent analyst rating on (BG) stock is a Buy with a $140.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Bunge Global Completes Acquisition of Viterra Limited

On July 2, 2025, Bunge Global SA completed its previously announced stock-and-cash acquisition of Viterra Limited from a shareholder group that included affiliates of Glencore, Canada Pension Plan Investment Board, and British Columbia Investment Management Corporation. The deal brings under Bunge’s control a business that generated $21.0 billion in revenue but a $199 million loss for the six months to June 30, 2025, and comes with a balance sheet showing $18.0 billion in assets, higher non‑current borrowings, and reduced inventories and current liabilities, underscoring both the scale and leverage profile Bunge is absorbing as it integrates Viterra’s operations.

For the first half of 2025, Viterra reported a sharp swing to a net loss and a decline in gross margin compared with the same period in 2024, even as it maintained substantial cash reserves and a modest decrease in total equity. These figures, now incorporated into Bunge’s reporting, highlight integration and financing risks alongside the strategic benefit of enhanced global origination, logistics, and merchandising capacity for stakeholders across the agricultural supply chain.

The most recent analyst rating on (BG) stock is a Buy with a $138.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.