Bunge Global SA (BG)
合理估值基本面
37
价格
$106.95
市值
$20.95B
第一部分 · 这家公司值多少
概览
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users
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, 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 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 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, 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, 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.
资产负债表与流动性
营收
$36.82B
最近12个月（截至2026/3/31）
净利润
$683M
最近12个月（截至2026/3/31）
自由现金流
$-879M
股东权益合计
$15.90B
负债合计
$27.16B
流动比率
1.60
利息覆盖率
-
债务/EBITDA
5.18
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$118.23
当前价格
$106.95
安全边际
+9.5%
公允价值区间
$76.85 - $159.61
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
24.93
ROE
5.1%
市净率（P/B）
1.29
P/FCF
-
毛利率
9.7%
ROIC
-
盈利能力雷达图
价值创造（经济护城河）
ROIC
-
WACC
6.0%
ROIC − WACC
-
基本面分析标准
通过（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
未通过（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
不可用（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-评分
存在严重财务隐患
盈利质量
中等：利润与现金之间存在一定差距
股权稀释
正在发行新股，稀释所有权
机构持股
该公司暂无机构申报数据。
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| Mr. Gregory A. Heckman | CEO & Director | 63 |
| Mr. John W. Neppl CPA | Executive VP & CFO | 59 |
| Mr. Julio Garros | Chief Operating Officer | 49 |
| Mr. Joseph A. Podwika J.D. | Executive VP, Chief Legal Officer & Assistant Secretary | 62 |
| Mr. Christos Dimopoulos | Executive VP of Global Markets & Chief Sustainability Officer | 51 |
| Mr. Jerry Matthews Simmons Jr. | Chief Accounting Officer & Controller | 60 |
| Mr. Mark Haden | VP of Investor Relations | 60 |
| Ms. Kellie Sears | Chief Human Resources Officer | 55 |
| Mr. Pierre Mauger | Chief Transformation Officer | 53 |
| Mr. Robert Wagner | Chief Risk Officer | 47 |
审计风险
3
董事会风险
4
薪酬风险
7
股东权利风险
6
第二部分 · 价格与买入时机
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损益历史
via SEC EDGAR
Latest News
Recent headlines for BG, sourced from Markets Gazette.