Bunge Global SA
BG—
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Bunge Global SA AI Insights
Informational only. Not investment advice.Snapshot
- Revenue 60.1B TTM is 41x industry median with asset turnover 1.68x vs 0.93x median - scale advantage in capital-intensive agribusiness[Total Revenue TTM]
- FCF negative (-1.1B TTM) despite 1.3B net income; 4.1B M&A spend and 1.7B capex consuming all cash generation[Free Cash Flow TTM]
- Gross margin 5.8% TTM vs industry median 29.7% - commodity processor economics with thin margins requiring volume scale[Gross Margin TTM]
Watch Triggers
- Free Cash Flow TTM: Turns positive (>0) — Current -1.1B FCF with dividend obligations requires debt; positive FCF validates M&A thesis
- Operating Margin TTM: Rises above 4% — At 2.6% vs 5.2% median, margin expansion signals synergy realization from 4.1B M&A
- Debt to Equity: Falls below 1.0x — Currently 1.13x with 525M interest; deleveraging would improve earnings quality
Bull Case
P/E 9.6x vs industry median 17.8x and P/B 1.4x on 10.2% ROE TTM - valued like distressed despite stable returns
PE RatioROE TTMPB Ratio
Revenue 72% 1Y growth with dominant 41x scale vs peers positions for commodity cycle upside
Total Revenue 1Y GrowthTotal Revenue TTM
Bear Case
Debt/equity 1.13x with 525M interest expense TTM consuming 40% of operating income; net debt 14.8B vs 15.8B equity
Debt to EquityInterest Expense TTMNet Debt
Negative FCF (-1.1B) while paying 2.76/share dividend requires debt funding; unsustainable without FCF turnaround
Free Cash Flow TTMDividends Paid Per Share TTM
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
45%
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Forward Thesis
M&A integration (4.1B deployed) should drive margin expansion as synergies materialize
1-3ymed
- Purchase of business 4.1B in current period
- Operating margin 2.6% has room to expand toward 5% industry median
- Asset turnover already best-in-class at 1.68x
Net business purchase -3.6B TTMOperating margin 2.6% vs median 5.2%Revenue 60.1B provides synergy leverage
Valuation Context
Caveats
Public Strategies Rankings
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BG Fundamentals
Manufacturing → Food Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$25.33B | — | ||
$40.05B | — | ||
26 | — | ||
$70.33B | +32.4% | — | |
$4.91 | -42.8% | — | |
1.84% | -1.2% | — | |
1.16% | -1.0% | — | |
$-879.0M | — | ||
6.32% | -4.6% | — | |
Beta 5Y (Monthly) | unknown | — |
BG Dividend History
98 dividends
2026
$0.700002/17/26$0.7000
2025
$2.780011/17/25$0.7000
08/19/25$0.7000
05/19/25$0.7000
02/18/25$0.6800
2024
$2.702511/18/24$0.6800
08/19/24$0.6800
05/17/24$0.6800
02/15/24$0.6625
2023
$2.575011/16/23$0.6625
08/17/23$0.6625
05/18/23$0.6250
02/15/23$0.6250
2022
$2.300011/17/22$0.6250
08/18/22$0.6250
05/18/22$0.5250
02/15/22$0.5250
2021
$2.050011/17/21$0.5250
08/18/21$0.5250
05/18/21$0.5000
02/12/21$0.5000
2020
$2.000011/17/20$0.5000
08/14/20$0.5000
05/15/20$0.5000
02/13/20$0.5000
2019
$2.000011/15/19$0.5000
08/19/19$0.5000
05/17/19$0.5000
02/15/19$0.5000
2018
$1.920011/16/18$0.5000
08/21/18$0.5000
05/18/18$0.4600
02/15/18$0.4600
2017
$1.760011/17/17$0.4600
08/18/17$0.4600
05/17/17$0.4200
02/14/17$0.4200
2016
$1.600011/16/16$0.4200
08/17/16$0.4200
05/17/16$0.3800
02/12/16$0.3800
2015
$1.440011/12/15$0.3800
08/17/15$0.3800
05/15/15$0.3400
02/12/15$0.3400
2014
$1.280011/14/14$0.3400
08/15/14$0.3400
05/14/14$0.3000
02/13/14$0.3000
2013
$1.140011/14/13$0.3000
08/16/13$0.3000
05/16/13$0.2700
02/13/13$0.2700
2012
$1.040011/15/12$0.2700
08/17/12$0.2700
05/17/12$0.2500
02/15/12$0.2500
2011
$0.960011/16/11$0.2500
08/12/11$0.2500
05/17/11$0.2300
02/14/11$0.2300
2010
$0.880011/16/10$0.2300
08/17/10$0.2300
05/17/10$0.2100
02/11/10$0.2100
2009
$0.800011/16/09$0.2100
08/17/09$0.2100
05/15/09$0.1900
02/11/09$0.1900
2008
$0.720011/14/08$0.1900
08/13/08$0.1900
05/15/08$0.1700
02/13/08$0.1700
2007
$0.660011/14/07$0.1700
08/15/07$0.1700
05/15/07$0.1600
02/12/07$0.1600
2006
$0.620011/14/06$0.1600
08/15/06$0.1600
05/15/06$0.1500
02/10/06$0.1500
2005
$0.560011/14/05$0.1500
08/11/05$0.1500
05/13/05$0.1300
02/10/05$0.1300
2004
$0.480011/12/04$0.1300
08/12/04$0.1300
05/13/04$0.1100
02/11/04$0.1100
2003
$0.420011/12/03$0.1100
08/13/03$0.1100
05/13/03$0.1000
02/12/03$0.1000
2002
$0.385011/13/02$0.1000
08/13/02$0.0950
05/13/02$0.0950
02/06/02$0.0950
2001
$0.095011/13/01$0.0950
BG Stock Splits
No stock splits
BG SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
02/19/26 | 12/31/25 | Unknown | |
11/05/25 | 09/30/25 | 10-Q | |
08/05/25 | 06/30/25 | 10-Q | |
05/07/25 | 03/31/25 | 10-Q | |
02/20/25 | 12/31/24 | Unknown | |
10/30/24 | 09/30/24 | 10-Q | |
08/01/24 | 06/30/24 | 10-Q | |
04/24/24 | 03/31/24 | 10-Q | |
02/22/24 | 12/31/23 | 10-K | |
10/26/23 | 09/30/23 | 10-Q | |
08/09/23 | 06/30/23 | 10-Q | |
05/03/23 | 03/31/23 | 10-Q | |
02/24/23 | 12/31/22 | 10-K | |
10/26/22 | 09/30/22 | 10-Q | |
07/27/22 | 06/30/22 | 10-Q | |
04/27/22 | 03/31/22 | 10-Q | |
02/24/22 | 12/31/21 | 10-K | |
10/27/21 | 09/30/21 | 10-Q | |
07/28/21 | 06/30/21 | 10-Q | |
05/04/21 | 03/31/21 | 10-Q | |
02/19/21 | 12/31/20 | 10-K | |
10/28/20 | 09/30/20 | 10-Q | |
07/29/20 | 06/30/20 | 10-Q | |
05/07/20 | 03/31/20 | 10-Q | |
02/21/20 | 12/31/19 | 10-K | |
10/30/19 | 09/30/19 | 10-Q | |
07/31/19 | 06/30/19 | 10-Q | |
05/08/19 | 03/31/19 | 10-Q | |
02/22/19 | 12/31/18 | 10-K | |
10/31/18 | 09/30/18 | 10-Q | |
08/01/18 | 06/30/18 | 10-Q | |
05/02/18 | 03/31/18 | 10-Q | |
02/23/18 | 12/31/17 | 10-K | |
11/01/17 | 09/30/17 | 10-Q | |
08/02/17 | 06/30/17 | 10-Q | |
05/03/17 | 03/31/17 | 10-Q | |
02/28/17 | 12/31/16 | 10-K | |
11/02/16 | 09/30/16 | 10-Q | |
07/28/16 | 06/30/16 | 10-Q | |
04/28/16 | 03/31/16 | 10-Q | |
02/25/16 | 12/31/15 | 10-K | |
11/06/15 | 09/30/15 | 10-Q | |
07/31/15 | 06/30/15 | 10-Q | |
04/30/15 | 03/31/15 | 10-Q | |
03/02/15 | 12/31/14 | 10-K | |
02/25/16 | 09/30/14 | 10-Q/A | |
11/07/14 | 09/30/14 | 10-Q | |
07/31/14 | 06/30/14 | 10-Q | |
05/06/14 | 03/31/14 | 10-Q | |
02/28/14 | 12/31/13 | 10-K | |
11/08/13 | 09/30/13 | 10-Q | |
08/05/13 | 06/30/13 | 10-Q | |
05/03/13 | 03/31/13 | 10-Q | |
03/01/13 | 12/31/12 | 10-K | |
11/06/12 | 09/30/12 | 10-Q | |
08/01/12 | 06/30/12 | 10-Q | |
05/07/12 | 03/31/12 | 10-Q | |
02/27/12 | 12/31/11 | 10-K | |
11/09/11 | 09/30/11 | 10-Q | |
08/09/11 | 06/30/11 | 10-Q | |
05/10/11 | 03/31/11 | 10-Q | |
03/01/11 | 12/31/10 | 10-K | |
11/09/11 | 09/30/10 | 10-Q | |
08/09/10 | 06/30/10 | 10-Q | |
05/10/10 | 03/31/10 | 10-Q | |
03/01/10 | 12/31/09 | 10-K | |
11/09/09 | 09/30/09 | 10-Q | |
11/09/10 | 09/30/09 | 10-Q | |
08/10/09 | 06/30/09 | 10-Q | |
05/11/09 | 03/31/09 | 10-Q | |
03/02/09 | 12/31/08 | 10-K | |
11/10/08 | 09/30/08 | Unknown | -- |
08/11/08 | 06/30/08 | Unknown | -- |
05/12/08 | 03/31/08 | Unknown | -- |
03/03/08 | 12/31/07 | Unknown | -- |
11/09/07 | 09/30/07 | Unknown | -- |
08/09/07 | 06/30/07 | Unknown | -- |
05/10/07 | 03/31/07 | Unknown | -- |
03/01/07 | 12/31/06 | Unknown | -- |
11/09/06 | 09/30/06 | Unknown | -- |
08/09/06 | 06/30/06 | Unknown | -- |
05/10/06 | 03/31/06 | Unknown | -- |
03/15/06 | 12/31/05 | Unknown | -- |
11/09/05 | 09/30/05 | Unknown | -- |
08/09/05 | 06/30/05 | Unknown | -- |
05/10/05 | 03/31/05 | Unknown | -- |
03/16/05 | 12/31/04 | Unknown | -- |
11/09/04 | 09/30/04 | Unknown | -- |
08/09/04 | 06/30/04 | Unknown | -- |
07/27/04 | 03/31/04 | Unknown | -- |
07/27/04 | 12/31/03 | Unknown | -- |
09/30/03 | 09/30/03 | Unknown | -- |
06/30/03 | 06/30/03 | Unknown | -- |
03/31/03 | 03/31/03 | Unknown | -- |
03/31/03 | 12/31/02 | Unknown | -- |
09/30/02 | 09/30/02 | Unknown | -- |
06/30/02 | 06/30/02 | Unknown | -- |
03/31/02 | 03/31/02 | Unknown | -- |
03/28/02 | 12/31/01 | Unknown | -- |
09/30/01 | 09/30/01 | Unknown | -- |
06/30/01 | 06/30/01 | Unknown | -- |
03/31/01 | 03/31/01 | Unknown | -- |