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Bunge Global SA (BG)

Valor Justo
Consumer DefensiveFarm ProductsUnited States

Fundamental

37

Preço

$105.61

Capitalização de Mercado

$20.95B

Parte 1 · Quanto vale a empresa

Visão Geral

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 de setembro de 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.

Balanço & Liquidez

Receita

$36.82B

Últimos 12 meses (até 31/03/2026)

Resultado Líquido

$683M

Últimos 12 meses (até 31/03/2026)

Fluxo de Caixa Livre

$-879M

Capital Próprio Total

$15.90B

Passivo Total

$27.16B

Rácio de Liquidez

1.60

Cobertura de Juros

-

Dívida/EBITDA

5.18

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Caso geralJustamente Valorizada

Valor Justo

$118.23

Preço Atual

$105.61

Margem de Segurança

+10.7%

Intervalo de Valor Justo

$76.85 - $159.61

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$141.78
Fluxo de caixa descontado (DCF):$192.46
Multiplicador de lucros (P/E):$48.80
Fórmula de crescimento de Graham:$34.71
Valor da capacidade de gerar lucro (EPV):$93.17
P/B justificado:$52.66
Desconto de dividendos (Gordon):$51.91
P/FFO, fundos de operações:$125.27
Lucros de meio de ciclo:Dados insuficientes para o calcular
Multiplicador sobre as receitas:$556.84
Consenso dos Analistas:Compra Forte (18B / 2H / 0S)
Última Surpresa de Resultados:-0.34%

Métricas de Avaliação

Rácio P/E

24.93

ROE

5.1%

Rácio P/B

1.29

P/FCF

-

Margem Bruta

9.7%

ROIC

-

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

-

WACC

6.0%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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

Indisponível (7)

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

Piotroski F-Score

3/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

0.86

Moderada: alguma diferença entre lucros e caixa

Diluição de Ações

16.8%

A emitir novas ações, diluindo a participação

Participações institucionais

Não há declarações institucionais para esta empresa.

Governação

Equipa Executiva

NomeCargoIdade
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

Risco de Auditoria

3

Risco do Conselho

4

Risco de Remuneração

7

Risco dos Direitos dos Acionistas

6

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-19

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-07-29

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-09-21

    Ver documento

via SEC EDGAR

Histórico de Resultados

via SEC EDGAR

Latest News

Recent headlines for BG, sourced from Markets Gazette.

No recent news for BG.