Bunge Global SA (BG) stock analysis
Bunge Global SA (BG) clears 4 of this site's 8 mechanical value filters, 3 of 8 Buffett-style checks and 3 of 5 Lynch-style checks. At $103.15 it trades 2.8% below this site's neutral DCF value (a margin of safety of +2.8%). Its earnings quality rates Weak and it returns +4.7% to shareholders net of dilution. Figures are as of October 23, 2026, from SEC filings and market data refreshed weekly; this is educational analysis, not investment advice.
Data as of October 23, 2026. Refreshed weekly from SEC filings and market data.
What does Bunge Global SA do?
Bunge Global buys, processes and ships oilseeds and grains, and sells vegetable oils, flour and other ingredients to food companies.
What stands out about Bunge Global SA?
- The share price implies 7.3% yearly growth. At $103.15, BG's free cash flow of $6.21 per share would have to grow 7.3% a year, fading to 2.5% by year 10, for this site's DCF (10% discount rate) to match the price. This site's baseline starts at 8%, so the price asks for less growth than the baseline. Change the assumptions.
- Misses 1 of the 8 value filters. It fails Market Cap > $25B ($19.8B); the other 4 pass and 3 were not evaluated. See every filter.
- Strongest against peers: revenue growth. At 80.5% (peer median 0.7%) it ranks 1st of 11 among food products stocks this site tracks. See the ranking.
- Weakest against peers: free-cash-flow yield. At 6.0% (peer median 7.3%) it ranks 10th of 11 among food products stocks this site tracks. See the ranking.
- Earnings quality: Weak · 2 flags. Beneish M-score −1.54 (above the −1.78 line), mostly from receivables growing faster than sales · accruals −0.1% of assets · 144% of profit arrived as cash · stock comp 0.1% of revenue · share count +5.1% a year. From the latest 10-K (year to Dec 2025). See the Earnings Quality Screener.
How has Bunge Global SA's share price moved?
The interactive price chart needs JavaScript.
Is Bunge Global SA undervalued? The value diligence check
Every value-investing signal this site computes for this stock, gathered in one place: the same real numbers from the tools below, not a new score.
- Margin of safety (DCF) +2.8%
- P/E vs. its own history 19.7x · at/above its priciest point Real range: 6.8x–18.2x over 5 years (net income per diluted share from each fiscal year's 10-K, paired with the real closing price at that fiscal year-end).
- Wall St. analyst rating Buy · 4.15/5 20 analysts this month: 5 strong buy, 13 buy, 2 hold, 0 sell, 0 strong sell (Finnhub).
- Earnings quality (is the profit real?) Weak · 2 flags Beneish M-score −1.54 (above the −1.78 line), mostly from receivables growing faster than sales · accruals −0.1% of assets · 144% of profit arrived as cash · stock comp 0.1% of revenue · share count +5.1% a year. From the latest 10-K (year to Dec 2025) - see the Earnings Quality Screener for how each check is scored.
- Shareholder yield (cash back to owners) +4.7% net Latest fiscal year (2025): dividends 2.3% + buybacks 2.8% − stock comp 0.4%, as a share of today's market cap. See Shareholder Yield Leaders.
- Capital needed to grow (See's test) n/a (too few years of filings)
- PEG (growth at a reasonable price) n/a (no PEG reported)
- Compounder lenses (4) 1 of 4 · misses capital-light (n/a), real profit, price (n/a) Capital-light growth: cannot be measured (too few years of filings); Profit is real: not cleared (2 earnings-quality flags); Cash to owners: cleared; Fair price (PEG): cannot be measured (no PEG reported). See Compounders at a Fair Price, which also lets you move the PEG bar.
- Value trap check Clear
- Munger's Inversion Check 0 flags
- Standing vs. sector peers 3 of 7 measures above the median Compared with the 10 other food products stocks this site tracks: 2 in the top third, 2 in the bottom third.
- Dividend payout sustainability 0/6 · clean
How does Bunge Global SA compare with its peers?
3 of 7 measures sit above the median of the 10 other food products stocks tracked here, 2 in the top third and 2 in the bottom third.
- P/E ratiolower is cheaper · peer median 26.1× 19.7× ✓2nd of 8
- Free-cash-flow yieldhigher is cheaper · peer median 7.3% 6.0% ✕10th of 11
- Return on equityhigher is better · peer median 4% 6% –5th of 11
- Net marginhigher is better · peer median 2.2% 1.1% –7th of 11
- Revenue growthhigher is better, year on year · peer median 0.7% 80.5% ✓1st of 11
- Debt / equitylower is safer · peer median 0.81 0.96 –7th of 11
- Dividend yieldamong dividend payers · peer median 4.02% 2.77% ✕10th of 11
Peers are the stocks this site tracks in the same sector group, not every listed competitor. The bar runs from the weakest peer (left) to the strongest (right); the tick is the middle. Measures that don't apply to a sector (cash-flow yield for banks, debt for financials) are left out.
What would Buffett & Lynch say?
Buffett's checklist is built around durable, profitable businesses bought at sensible prices, and BG doesn't clear enough of it yet. In its favor: BG and has kept that profitability up over five years, not just this year, is trading below what a conservative discounted-cash-flow estimate says it's worth - his own "price is what you pay, value is what you get" test, not a fixed multiple ceiling, and trades at a reasonable multiple of owner earnings, his own term for the real cash a business could pay out. Where it comes up short: BG isn't clearing the return-on-equity bar he'd want to see right now, carries more debt relative to equity than he typically tolerates, runs thinner pretax margins than he'd like to see, hasn't grown earnings per share fast enough over five years to impress him, and doesn't cover its interest expense as comfortably as he'd want.
- ROE (TTM) > 11% ✕
- ROE (5yr avg) > 11% ✓
- Debt/Equity < 0.5 ✕
- Pretax margin > 15% ✕
- EPS growth (5yr) > 7% ✕
- Interest coverage > 5x ✕
- Trading below intrinsic value (DCF) ✓
- Price vs. owner earnings < 25x ✓
- Bonus: returning capital via buybacks FY2025
Lynch looked for growth stories that weren't overpriced for that growth, and BG falls short of his bar. In its favor: BG pays a real dividend, the actual reason he bought slow growers at all, is cheap enough for a business with limited growth ahead of it, and converts earnings into real cash at a reasonable price. Where it comes up short: BG isn't even growing at the modest pace he'd expect from a slow grower, and carries more debt than he liked to see, even allowing for the extra room a large, stable business gets.
- Dividend yield > 2.5% ✓
- EPS growth 0%-10% ✕
- Debt/Equity < 0.6 ✕
- P/E < 20 ✓
- Price/FCF < 25 ✓
Quantitative approximations of each investor's documented approach, not endorsed by either investor or their estates - commentary, not this site's actual ranking criteria. Buffett never published a numeric checklist: only 2 of his 8 checks here trace to his own documented concepts ("owner earnings," from his 1986 shareholder letter, and "price is what you pay, value is what you get," his case against fixed P/E/P/B ceilings) - the other 6 (ROE, debt, margins, growth, interest coverage) use commonly-cited thresholds that are not numbers he himself published. The 8 hard filters below (plus the Munger check and Graham margin of safety) are this site's real, mechanical screen and are computed completely independently of the checklists above.
Berkshire Hathaway's own filing
Which of the 8 value filters does Bunge Global SA pass?
- Market Cap > $25B $19.8B
- Trailing P/E < 25 19.68
- PEG Ratio < 1.5 n/a
- Price/Book < 8 1.24
- Price/Sales < 7 0.22
- EPS Growth YoY > -5% +33.0%
- vs 50-day MA (±12%) Not evaluated †
- vs 200-day MA (±12%) Not evaluated †
What is Bunge Global SA's margin of safety?
History tracking starts this week - check back in a future week to see how this has moved.
Where is Bunge Global SA in its 52-week range?
What is the short interest in Bunge Global SA?
7,762,835 shares short as of 2026-09-30 (FINRA settlement date). Reported twice a month, so this only changes roughly every two weeks, not daily.
What could go wrong with Bunge Global SA? Munger's inversion check
"Invert, always invert." Instead of reasons to buy, these are reasons to hesitate, not a verdict, and not everything worth knowing about a business.
- Margin of safety, even in the bull case +43%
- Short interest under 5% of float 5.0%
- Passes most of the 6 fundamental filters 5/6 passed
- Price run-up backed by value, not just momentum +27% off 52wk low
- Debt/equity stable since 2022 0.41 → 0.58
Doesn't cover circle of competence, management quality, or accounting concerns: those need judgment, not data.
How much have Bunge Global SA shareholders gained per year?
Earnings growth per share plus dividend.
An earnings-based proxy, not a stock-price total return - it doesn't capture multiple expansion/contraction or reinvested dividends. EPS from BG's own 10-K filings; dividend yield is the current trailing yield on today's price, from the same weekly fetch as the rest of this site.
What do Bunge Global SA's 10-year financials show?
From BG's own 10-K filings (SEC EDGAR): up to the last 5 fiscal years. Press any year's bars for the exact figures.
Frequently asked questions about Bunge Global SA
What kind of company is Bunge Global SA?
Bunge Global buys, processes and ships oilseeds and grains, and sells vegetable oils, flour and other ingredients to food companies. This site groups it with Food Products stocks.
Is Bunge Global SA trading above or below its DCF value?
At $103.15, BG trades 2.8% below this site's neutral DCF value of $106.13 per share, a margin of safety of +2.8%. That DCF projects free cash flow for 10 years, with growth starting at 8% and fading to 2.5%, discounted at 10%; it is one set of assumptions, not a forecast. Test your own in the Intrinsic Value Calculator.
How many of this site's 8 value filters does Bunge Global SA pass?
BG passes 4 of 8. It passes Trailing P/E < 25 (19.68), Price/Book < 8 (1.24), Price/Sales < 7 (0.22) and EPS Growth YoY > -5% (+33.0%). It misses Market Cap > $25B ($19.8B). PEG Ratio < 1.5, vs 50-day MA (±12%) and vs 200-day MA (±12%) were not evaluated, because the moving-average checks only run on stocks that clear the fundamentals first. The 8-filter list shows every stock that passes all of them.
Are Bunge Global SA's reported earnings reliable?
This site's earnings-quality check rates BG Weak · 2 flags. Beneish M-score −1.54 (above the −1.78 line), mostly from receivables growing faster than sales · accruals −0.1% of assets · 144% of profit arrived as cash · stock comp 0.1% of revenue · share count +5.1% a year. From the latest 10-K (year to Dec 2025). Concerns: the Beneish M-score (flagged) and share dilution (flagged). The five checks are the Beneish M-score (manipulation risk), accruals, cash conversion, stock-based compensation and share dilution; the Earnings Quality Screener shows how each is graded.
Is Bunge Global SA's P/E ratio high or low compared with its own history?
BG trades at 19.7× trailing earnings. At the end of each of its last 5 fiscal years its P/E was between 6.8× and 18.2× (average 10.2×), so today's multiple is at or above the highest of those years. Each year's P/E pairs net income per diluted share from the 10-K with the closing price at that fiscal year-end.
When does Bunge Global SA report earnings next?
Bunge Global SA's next earnings report is expected on November 3, 2026 before the market opens, with analysts expecting earnings of $2.50 per share. Dates come from the Finnhub earnings calendar and can move. In its last 4 quarters it beat the estimate 3 times, by an average of +28.7%.
Where do these numbers come from?
- Financial statements: Bunge Global SA's 10-K annual report for the year ended Dec 31, 2025, filed Feb 19, 2026 (filing index). Every earlier year in the 10-year financials comes from the company's older 10-K filings, all listed on SEC EDGAR.
- Prices and market data: quotes, P/E and analyst ratings from Finnhub; daily price history and the 52-week range from Twelve Data, both refreshed weekly. Short interest comes from FINRA, reported twice a month.
- How to check a figure: click any number in the card above to see its exact source, and read the Editorial Standards for every rule behind the checks.
About this Bunge Global SA analysis
This page shows every value-investing check the site runs on Bunge Global SA (BG) in one place: the 8 mechanical filters, the Buffett and Lynch checklists, a margin of safety from a disclosed DCF, earnings quality, shareholder yield and how it ranks against its sector peers. The numbers come from SEC filings and public market data, refreshed weekly, and the same rules apply to every stock on the stock list. See Editorial Standards for the sources and the rules, or run your own filters in the stock screener.