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BG$130.59+0.48%
Fair $130.59+0.0%

BG

Bunge Global SA

Consumer Defensive / Farm ProductsNYSE

$130.59

+0.62 (+0.48%)

Fairly Valued+0.0%Fair Value $130.59Fund rank 22/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $524.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BGLocal privado en este navegador · Bunge Global SA
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$25.3B

P/E

34.4x

↑

EV/EBITDA

16.2x

↑

ROE

5.1%

↓

Gross Margin

4.8%

↓

Debt/Equity

1.00

↑
52-Week Range$131
$72$134

TradingView lightweight chart

BG price, volumen y niveles de valoración

Último $130.59Periodo +716.2%
Fair value: $130.59

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+43.0%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.33B · net income $816.0M · FCF $-879.0M

2021-FY → 2025-FY

Gross margin

4.8%-15.2% pts

Operating margin

1.8%— pts

Net margin

1.2%-11.2% pts

FCF margin

-1.2%+18.3% pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$70.33B$70.33B$53.11B$59.54B$67.23B$16.81B
Net Income$816.0M$816.0M$1.14B$2.24B$1.61B$2.08B
EBITDA$2.46B$2.46B$2.46B$4.02B$2.88B—
EPS4.224.227.9914.8710.5113.64
Gross Margin4.8%4.8%6.4%8.1%5.5%20.0%
Operating Margin1.8%1.8%3.0%5.3%3.4%—
Net Margin1.2%1.2%2.1%3.8%2.4%12.4%
Balance Sheet
Debt/Equity1.001.000.720.530.61—
Current Ratio1.601.60————
Cash Flow
Free Cash Flow$-879.0M$-879.0M$524.0M$2.19B$-6.10B$-3.29B
Returns
ROE5.1%5.1%11.5%20.7%17.5%—
Valuation
P/E34.3734.379.676.599.19—
EV/EBITDA16.2216.226.004.466.71—
P/B1.591.591.111.361.60—
Growth & Yield
Revenue Growth32.4%32.4%-10.8%-11.4%——
EPS Growth-47.2%-47.2%-46.3%41.5%——
Dividend Yield2.2%2.2%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$11.59

Spread vs growth

-87.2%

5Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$14.02

Spread vs growth

-74.3%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$22.58

Spread vs growth

-65.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +68.9%

Total return

+68.9%

Start / end P/E

9.8x → 31.0x

EPS bridge

7.99 → 4.22

Residual

-101.7%

EPS growth-47.2%
Multiple rerating+215.6%
Dividend+2.2%
Residual / FX / buybacks / cross-term-101.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.