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Bunge Global SA (BG)

Juste valeur
Consumer DefensiveFarm ProductsUnited States

Fondamental

37

Prix

$106.69

Capitalisation boursière

$20.95B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybeans and soybean related products, as well as biodiesel and fertilizer production and distribution for the food, animal feed and biofuel industries. The Softseed Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of softseeds and softseed related products, as well as biodiesel production and distribution. The Other Oilseeds Processing and Refining Segment is involved in products of a specialty nature, including the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of these related products. The Grain Merchandising and Milling segment is involved in the purchase, storage, transportation, distribution, and marketing of commodities primarily consisting of corn, wheat, barley, cotton, pulses, and sugar; milling of wheat and sugar; and related services including ocean freight and financial services. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.

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Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users

P/E: 21.7Score: 60Market cap: $38.74B

ADM is the competitor Bunge names first in every processing category of its 10-K, buying the same oilseeds and grain from the same farmers and selling the same meal, vegetable oils and food ingredients to the same food, feed and biofuel customers worldwide.

Cargill, IncorporatedNot tracked

Cargill, privately held and the largest agricultural trader in the world, competes with Bunge on origination of grain and oilseeds, crushing and refining, and on the supply contracts of the same large food and feed manufacturers.

Louis Dreyfus Company B.V.Not tracked

Louis Dreyfus is the other member of the historic 'ABCD' quartet of grain traders: it originates soybeans, corn and wheat in the same producing countries — above all Brazil, Argentina and the United States — and sells into the same export destinations.

Wilmar International LimitedF34

Wilmar is Bunge's direct rival in oilseed crushing and in refined and specialty vegetable oils, and it is the dominant supplier of edible oils to the Asian food industry where Bunge also sells.

COFCO International Limited (中粮国际)Not tracked

COFCO International, the overseas arm of China's state grain group, competes with Bunge for South American soybean and corn origination and for the shipments that feed Chinese crushing demand.

CHS Inc.CHSCP

CHS, the large US farmer-owned cooperative, competes with Bunge for North American grain and oilseed origination at the elevator and for the soybean meal and oil sold to domestic processors and renewable fuel producers.

Bilan & Liquidités

Chiffre d'affaires

$36.82B

12 derniers mois (au 31/03/2026)

Résultat net

$683M

12 derniers mois (au 31/03/2026)

Flux de trésorerie libre

$-879M

Capitaux propres totaux

$15.90B

Passif total

$27.16B

Ratio de liquidité général

1.60

Couverture des intérêts

-

Dette/EBITDA

5.18

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralJustement valorisé

Juste valeur

$118.23

Prix actuel

$106.69

Marge de sécurité

+9.8%

Fourchette de juste valeur

$76.85 - $159.61

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$141.78
Flux de trésorerie actualisés (DCF):$192.46
Multiple de résultat (P/E):$48.80
Formule de croissance de Graham:$34.71
Valeur de la capacité bénéficiaire (EPV):$93.17
P/B justifié:$52.66
Actualisation des dividendes (Gordon):$51.91
P/FFO, les fonds provenant de l'exploitation:$125.27
Bénéfices de milieu de cycle:Données insuffisantes pour le calculer
Multiple sur le chiffre d'affaires:$556.84
Consensus des analystes:Achat fort (18B / 2H / 0S)
Dernière surprise sur les résultats:-0.34%

Indicateurs de valorisation

Ratio P/E

24.93

ROE

5.1%

Ratio P/B

1.29

P/FCF

-

Marge brute

9.7%

ROIC

-

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

-

WACC

6.0%

ROIC − WACC

-

Critères d'analyse fondamentale

Réussi (10)

  • Price CAGR 5.42%
  • P/B Ratio 1.29
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • Low reliance on intangibles
  • Revenue Growth 5Y 11.2%
  • Analyst Consensus 90% Buy
  • Earnings Surprise avg 28.7%
  • Earnings Quality (OCF/NI) 0.86

Échoué (11)

  • EPS shows upward trend
  • EPS CAGR -22.54%
  • Gross Margin 9.7%
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • ROE 6.3%
  • Share Dilution 16.8%
  • Net Margin Trend 1.9% vs 4.4%
  • Piotroski F-Score 3/9

Indisponible (7)

  • ROIC NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • CapEx intensity
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Score F de Piotroski

3/9

Préoccupations financières sérieuses

score
criteria

Qualité des bénéfices

0.86

Modérée : certain écart entre profits et trésorerie

Dilution du capital

16.8%

Émission de nouvelles actions, diluant la participation

Participations institutionnelles

Aucune déclaration institutionnelle pour cette entreprise.

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Gregory A. HeckmanCEO & Director63
Mr. John W. Neppl CPAExecutive VP & CFO59
Mr. Julio GarrosChief Operating Officer49
Mr. Joseph A. Podwika J.D.Executive VP, Chief Legal Officer & Assistant Secretary62
Mr. Christos DimopoulosExecutive VP of Global Markets & Chief Sustainability Officer51
Mr. Jerry Matthews Simmons Jr.Chief Accounting Officer & Controller60
Mr. Mark HadenVP of Investor Relations60
Ms. Kellie SearsChief Human Resources Officer55
Mr. Pierre MaugerChief Transformation Officer53
Mr. Robert WagnerChief Risk Officer47

Risque d'audit

3

Risque du conseil

4

Risque de rémunération

7

Risque droits des actionnaires

6

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

  • Rapport annuel (10-K)

    Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.

    Déposé le 2026-02-19

    Voir le document
  • Rapport trimestriel (10-Q)

    Une mise à jour de la performance financière des trois derniers mois.

    Déposé le 2026-07-29

    Voir le document
  • Rapport d'événement important (8-K)

    Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.

    Déposé le 2026-09-21

    Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

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