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Bunge GlobalBGCompetitor analysis, valuation and peers

United States · USD·Consumer Staples›Agricultural Commodities/Milling

Global agribusiness that processes oilseeds and trades grain into food, feed and renewable-fuel feedstocks, merged with Viterra.

Momentum weak 29
Mkt cap
$19.0B
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$173M
20-day average traded
Fwd P/E
9.2×
forward earnings
ROIC−WACC
+0.3 pp
WACC 6.9%
Hurdle
n/a
no reverse DCF
Official | Implied
A- / A-
agencies · bond market
Next earnings
96 days
10 Feb 2027
Close · USD$99.10
1D+0.6%
1W+2.5%
1M-8.1%
3M-12.0%
6M-20.2%
YTD+12.6%
1Y+5.7%
ATR %3.3%
Beta-0.15
52w lowhigh26.5% off high

What Bunge Global does

Global agribusiness that processes oilseeds and trades grain into food, feed and renewable-fuel feedstocks, merged with Viterra.

Buys oilseeds and grain from farmers and sells the products on: it crushes soybeans and other seeds into meal for animal feed and oil for food and fuel, earning the margin between the seed cost and the value of the products, plus fees for storing, shipping and trading grain. The 2025 merger with Viterra added a large grain-trading and port network. It is Swiss-domiciled.

Products and services

  • Agribusiness (grain origination/trading)
  • Oilseed processing (crush, refined oils)
  • Milling and food ingredients

Customers

  • Food manufacturers
  • Animal feed producers
  • Renewable diesel/biofuel producers

Where it sits in the supply chain

  • Agriculture
  • Ag commodity processing/trading
  • Oilseed crushing and grain…

What could go right

  • Viterra merger synergies and expanded footprint
  • Renewable diesel feedstock demand

What could go wrong

  • Crush-margin volatility
  • Merger integration risk

Moat: narrow (scale, distribution, installed base). Global crush/handling asset network, expanded via the Viterra merger, is costly to replicate.

Headquarters: St. Louis, Missouri, US · Founded: 1818 · Employees: 34,000

Named competitors

Bunge Global at a glance

Size Bunge Global (BG) is a United States Consumer Staples company (Agricultural Commodities/Milling) with a market value of $19.0B, the 507th largest of 3,117 United States companies the cockpit tracks. Shares closed at $99.10 on 6 Nov 2026.

Performance Over six months the shares fell 20.2%, against -2.0% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 10 in its peer set.

Growth Revenue grew 55.5% over the last twelve months (peer median +1.0%); the operating margin is 3.5% (peer median 2.8%).

Valuation It trades at 9.2× forward earnings against a peer median of 16.1× (cheapest of 7).

Capital Return on invested capital runs 0.3 points above its cost of capital (6.9% WACC).

Credit Bunge Global has 13 bonds outstanding ($8.04B), rated A- by the agencies and trading like A- at a weighted spread of 75 bp.

Short interest Short interest is 4.0% of the free float (15 Oct 2026).

Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 100BG 79
Six months, rebased to 100: Bunge Global against the median of its 9 peers (local-currency closes).

Bunge Global financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$93.5B$70.3B$53.1B$59.5B$67.2B
Revenue growth—+32%-11%-11%—
Gross profit$5.67B$3.17B$3.49B$3.91B$4.05B
EBITDA$4.25B$1.76B$2.18B$2.65B$3.09B
Net income$1.16B$819M$1.14B$2.24B$1.61B
Free cash flow-$2.64B-$894M$560M$2.16B-$6.43B
Capital expenditure$1.70B$1.72B$1.38B$1.12B$555M
Total debt$18.3B$15.9B$7.12B$5.76B$5.62B

Quarterly statements and history in the cockpit →

Bunge Global competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%-10%0%+10%+20%300498F34600887002311ADM2714SALM600438PPCBG6-month return →1-month return →
Up and to the right = strong over both horizons. Bunge Global is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%10×15×20×F34600887002311ADMSALMPPCBGRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Bunge Global is the large dot.

Bunge Global competitors and peer comparison

Head to head with its named competitors (BG vs ADM vs F34.SI vs ANDE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Bunge Global BG$19.0B-20%+55%4%9.2×n/a
Archer Daniels Midland ADM$33.3B-9%+1%3%12.0×8.0%
Wilmar International F34.SI$14.5B-19%+6%3%10.2×n/a
Andersons ANDE$1.87B-23%-4%1%8.7×n/a

How Bunge Global compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Bunge Global against its 9 peers (data as of 6 Nov 2026)
MeasureBGPeer medianRank in peer set
1-month return-8.1%+4.8%3rd lowest of 10
6-month return-20.2%-2.0%2nd lowest of 10
Distance from 52-week high-26.5%-21.2%3rd lowest of 10
Revenue growth (TTM)+55.5%+1.0%highest of 10
Operating margin3.5%2.8%4th highest of 10
Forward P/E9.2×16.1×cheapest of 7
ROIC minus cost of capital+0.3 pp-0.9 pp5th highest of 10
Net debt / EBITDA4.1×2.3×2nd most indebted of 5
Bond spread75 bp135 bp2nd tightest of 4

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Bunge Global BGUnited States$19.0B-20%+55%4%9.2×n/an/a
Wen's Foodstuff 300498.SZChina$16.7B+2%-5%-4%n/an/an/a
Wilmar International F34.SISingapore$14.5B-19%+6%3%10.2×n/an/a
Inner Mongolia Yili Industrial 600887.SSChina$29.3B+15%+2%9%19.2×-0.1%+3.7%
Guangdong Haid 002311.SZChina$12.1B-1%+8%3%21.1×-1.1%+16.3%
Archer Daniels Midland ADMUnited States$33.3B-9%+1%3%12.0×8.0%+4.5%
Muyuan Foods 2714.HKHong Kong$33.4B-12%-14%-4%n/an/an/a
SalMar SALM.OLNorway$8.35B+5%+14%19%22.2×3.5%+16.3%
Tongwei 600438.SSChina$8.27B-29%-12%-15%n/an/an/a
Pilgrim's Pride PPCUnited States$6.79B-2%0%5%13.0×-4.8%+8.9%

Bunge Global bonds and credit

Bunge Global has 13 bonds outstanding with $8.04B face value. The agencies rate it A-; its bonds trade like A-. Weighted yield 5.39%, a spread of 75 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Bunge Global's main competitors?
Named competitors: Archer Daniels Midland (ADM), Cargill (private or unlisted), Louis Dreyfus Company (private or unlisted), COFCO International (private or unlisted), Wilmar International (F34.SI), The Andersons (ANDE). The cockpit's measured peer set (industry) also includes Wen's Foodstuff (300498.SZ), Wilmar International (F34.SI), Inner Mongolia Yili Industrial (600887.SS), Guangdong Haid (002311.SZ), Archer Daniels Midland (ADM), Muyuan Foods (2714.HK).
Is Bunge Global expensive compared with its peers?
On forward p/e it trades at 9.2× against a peer median of 16.1×, cheapest of 7 in its peer set.
How has Bunge Global stock performed?
Over six months to 6 Nov 2026 the shares returned -20.2% against -2.0% for the median peer; over one year +5.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.