Bunge Limited (BG) AI Stock Analysis

Bunge Limited is a global agribusiness and food production company operating across four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. Its Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities such as soybeans, rapeseed, canola, sunflower seeds, wheat, and corn, while processing oilseeds into vegetable oils and protein meals. The Refined and Specialty Oils division supplies packaged and bulk cooking oils, shortenings, margarines, and mayonnaise to food manufacturers, restaurants, and grocery retailers. The Milling segment produces wheat flours, bakery mixes, and corn milling products. Sugar and Bioenergy produces sugar and ethanol while generating electricity from sugarcane bagasse.

Over the five years from FY2020 to FY2025, Bunge produced a revenue compound annual growth rate of 11.2%. Revenue reached $70.33B in FY2025, up 32.4% from $53.11B in FY2024, though net income fell from $1.14B to $816.0M as net margin declined to 1.2% and gross margin stood at 4.8%. This followed revenue declines of 11.4% in FY2023 and 10.8% in FY2024. In the latest quarter ended June 30, 2026, quarterly revenue grew 88.3% year-over-year and quarterly earnings grew 33.0%. For the trailing twelve months, revenue was $91.82B, with an operating margin of 4.6% and EPS of $5.02.

As of June 30, 2026, Bunge held $593.0M in cash and short-term investments against $16.81B in total debt, resulting in net debt of $16.22B. Shareholders' equity was $15.95B, yielding a debt-to-equity ratio of 1.05 and a current ratio of 1.57. Total assets stood at $46.78B. In FY2025, the company generated $844.0M in operating cash flow and recorded negative free cash flow of -$879.0M after $1.72B in capital expenditures. During that fiscal year, capital allocation included $551.0M in share buybacks and $459.0M in dividends paid.

Bunge trades at a trailing P/E of 21.1x and a forward P/E of 9.6x, compared to median values of 23.5x and 15.3x for its S&P 500 Consumer Defensive peers. Its enterprise value of $37.44B corresponds to an EV/EBITDA multiple of 12.5x, below the peer group median of 14.8x, and its price-to-sales ratio is 0.2x compared to the sector median of 1.8x. Over the past year, Bunge generated a return of 14.2%, trailing the 16.8% return for the S&P 500 (SPY). Over five years, the stock gained 41.8% against 83.0% for the index.

Bunge pays a quarterly dividend with an annual forward payout of $2.88, representing a dividend yield of 2.71% and a payout ratio of 35.4%. The company has paid dividends for 26 consecutive years and generated an annualized 5-year dividend growth rate of 6.8%. The last ex-dividend date is February 16, 2027.

Wall Street coverage includes 5 Strong Buy, 3 Buy, and 1 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target is $140.56, representing 32.4% upside compared to the last close of $106.14. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $9.51 on revenue of $91.74B. Bunge has exceeded quarterly EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of Bunge Limited (BG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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