Bunge Global (BG) AI Stock Analysis

• Market Cap: $10.94B
• Dividend Yield: 3.44%
• Average Volume (3M): 1.87M
• Price to Earnings (P/E): 10.3
• Beta (1Y): 0.20
• 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: 134,404,970
• 10 Day Avg. Volume: 1,684,746
• 30 Day Avg. Volume: 1,865,952
• 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: 1.24
• Enterprise Value/Revenue: 0.06
• Enterprise Value/Gross Profit: 4.36
• Enterprise Value/Ebitda: 1.31
• 1Y Price Target: $86.40
• Price Target Upside: 6.13% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5

• Rating: 64 Neutral
• Price Target: $83.00 ▲(1.95%Upside)

Bunge Global's overall score reflects strong financial stability and strategic initiatives, offset by challenges in cash flow, revenue decline, and regulatory uncertainties. The low valuation and high dividend yield offer some appeal, while technical indicators suggest cautious optimism.

Positive Factors

Earnings Outlook

Favorable RVO outcome should restore greater visibility to BG's earnings outlook.

Guidance

Guidance reaffirmed; RVO potential game changer.

Negative Factors

Acquisition

Termination of CJ Selecta acquisition is disappointing given accretion profile.

EPS Performance

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

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 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
	EBIT
1.61B	1.83B	3.42B	2.40B	2.76B	1.66B
	EBITDA
2.38B	2.46B	4.02B	2.88B	3.23B	2.11B
	Net Income Common Stockholders
1.09B	1.14B	2.24B	1.61B	2.08B	1.15B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
3.88B	3.79B	2.71B	1.22B	1.42B	698.00M
	Total Assets
26.66B	24.90B	25.37B	24.58B	23.82B	23.66B
	Total Debt
7.66B	7.12B	5.76B	5.62B	6.82B	8.10B
	Net Debt
4.42B	3.81B	3.15B	4.52B	5.92B	7.75B
	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: Positive
• Last Price: 81.41
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

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 81.41 is above the 20-day moving average (MA) of 77.69, above the 50-day MA of 77.35, and above the 200-day MA of 81.21, indicating a bullish trend. The MACD of -0.21 indicates Negative momentum. The RSI at 62.56 is Neutral, neither overbought nor oversold. The STOCH value of 59.46 is Neutral, 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
CALM	84 Outperform	$5.14B	4.76	48.27%	14.34%	60.00%	259.01%
FDP	76 Outperform	$1.57B	10.72	7.51%	3.66%	-0.64%	―
SFD	72 Outperform	$9.26B	―		12.74%	―	―
ADM	71 Outperform	$24.98B	18.54	6.03%	3.92%	-8.59%	-50.72%
TSN	67 Neutral	$19.14B	20.88	5.01%	3.65%	1.39%	―
BG	64 Neutral	$10.94B	10.32	10.36%	3.44%	-10.90%	-36.54%
Sector *	51 Neutral	$2.03B	-1.27	-21.09%	3.98%	2.91%	-30.50%

Bunge Global Corporate Events

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.