Bunge Global S.A. (BG) stock analysis and fair value

Bunge Global S.A. key numbers

Market cap

19,8 B US$

P/E (price ÷ earnings)

21,0

Dividend yield

2,68%

Revenue growth

5,7%

a year, over 9 years

Profit margin

1,2%

Quality checks

3/7

Fiscal 2025 financials, as filed with the SEC.

About Bunge Global S.A.

Bunge Global S.A., established in 1818 and headquartered in St. Louis, Missouri, operates as a prominent international agribusiness and food corporation. Its diverse operations are categorized into four main divisions: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment involves the sourcing, storage, transportation, processing, and sale of agricultural goods and their derivatives. Key commodities include various oilseeds such as soybeans, rapeseed, canola, and sunflower seeds, alongside grains like wheat and corn. These oilseeds are further processed into vegetable oils and protein-rich meals. This segment supplies a wide range of clients, including animal feed and livestock producers, millers of wheat and corn, other oilseed processors, and companies involved in edible oil and biofuel production, catering to both industrial and biodiesel applications. The Refined and Specialty Oils division produces and distributes a variety of packaged and bulk oils and fats. Offerings span cooking oils, shortenings, margarines, and mayonnaise, as well as specialized products for baked goods, snacks, and confectionery. Its clientele includes food manufacturers (e.g., bakeries, snack producers, confectioners, infant nutrition companies), restaurant chains, foodservice providers, and various retail channels such as grocery stores, wholesalers, and distributors. Within the Milling segment, Bunge provides an array of milled products. This includes diverse wheat flours and bakery mixes. Corn milling offerings encompass dry and wet-milled corn meals and flours, masa, flaking, and brewer's grits, along with fortified corn meals and blends. The segment also supplies whole grain and fiber ingredients, specialty grains like quinoa and millet, die-cut pellets, and non-genetically modified products. Finally, the Sugar and Bioenergy segment focuses on the production of sugar and ethanol. An additional activity in this division is the generation of electricity by utilizing sugarcane bagasse.