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BG Bunge Global

consumer_staples · 2026-09-22

N/A
too hard · 36
Owner-earnings value$84.51
Price$112.61
Margin of safety -25.0%

Quality gate · 36/100

Returns on capital 14.0/30
Consistency 14.9/22
Margins / pricing power 5.2/16
Balance sheet 1.8/16
Cash conversion 0/10
Capital allocation 0/6

⚠ over-levered (net debt/EBITDA 4.7x > 4x)

Median ROIC11.2%
Gross margin4.9%
Net debt / EBITDA4.7x
FCF conversion-74%
Share count / yr+8.9%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.01B
Owner-earnings yield4.7%
Free-cash-flow yield-3.3%
Growth used (normalized)1.5%
Market-implied growth (reverse DCF)8.4%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
11.02B 1.5%937.83M
21.04B 1.7%874.83M
31.06B 1.8%817.39M
41.08B 2.0%764.96M
51.10B 2.2%717.05M
61.13B 2.3%673.23M
71.16B 2.5%633.11M
81.19B 2.7%596.34M
91.22B 2.8%562.61M
101.26B 3.0%531.64M

Recent news

score · 8 articles

  • 3 Reasons BG is Risky and 1 Stock to Buy Instead
  • Bunge Lifts 2026 EPS Outlook as Oilseed Momentum Offsets Grain Risks
  • Is Bunge Worth Buying as Oilseed Strength Meets Integration Risks?
  • Intel Upgraded, CVS Health Downgraded: Updated Rankings on Top Blue-Chip Stocks
  • Bunge Global and Nature's Sunshine Shares Are Falling, What You Need To Know
  • US Equity Markets End Lower as Oil, Bond Yields Rise After US Strikes on Iran
  • Why Bunge Global (BG) Stock Is Up Today
  • Zacks Industry Outlook Highlights Bunge Global and GrowGeneration

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~8%/yr owner-earnings growth over 10y (reverse DCF); model credits 2%.

History

DateQualityPriceValueMoSRating
2026-09-22 36 $112.61 $84.51 -25.0% N/A
2026-08-13 36 $111.75 $84.51 -24.4% N/A
2026-07-06 35 $106.46 $56.76 -46.7% N/A
2026-07-02 35 $104.89 $56.76 -45.9% N/A
2026-06-29 35 $110.54 $56.76 -48.7% N/A
2026-06-25 35 $108.99 $56.76 -47.9% N/A
2026-06-23 35 $110.86 $56.76 -48.8% N/A