---
title: Bunge Global (BG) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/bg
ticker: BG
as_of: 2026-10-17
sector: Consumer Defensive
industry: Agricultural Farm Products
---
# Bunge Global (BG)

Bunge Global (BG) closed at $106.14 on Oct 16, 2026, overvalued by 1% vs its model value of $104.71 (from its peers' median P/E).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $106.14 (Oct 16, 2026) |
| Model value (from its peers' median P/E) | $104.71 |
| Price vs model | overvalued by 1% vs model |
| Range of that model | $92.08 – $161.88 |
| Market value | $20.4B |
| P/E (fiscal 2025) | 21.6 |
| Net margin (fiscal 2025) | 1.2% |
| Free cash flow (fiscal 2025) | -$879.0M |
| Dividend yield (trailing twelve months) | 2.68% |
| Beta | 0.72 |
| Cost of capital (WACC) | 6.55% |
| Business classification | Cyclical (Revenue declining (~-3% recent), Thin margins (4.8% net margin), Pays dividends, Highly cyclical earnings, Negative free cash flow) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Insider buying | #24 | $689,050 | https://sweetvaluelab.com/lists/insider-buying |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 2.68% |
| Dividends per share, last 12 months | $2.84 |
| Coverage | — |
| Raised | 5 years in a row |
| Growth over 5 years | 7.0% a year |
| Latest payment | $0.72, ex-date Aug 18, 2026, paid Sep 1, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Aug 18, 2021 | $2.03 |
| To Aug 18, 2022 | $2.20 |
| To Aug 17, 2023 | $2.54 |
| To Aug 19, 2024 | $2.69 |
| To Aug 19, 2025 | $2.76 |
| Trailing twelve months (to Aug 18, 2026) | $2.84 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $0.00 |
| DCF · Perpetuity growth · 10y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 5y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 10y | cross check | $0.00 | $0.00 | $0.00 |
| P/E · peers | cross check | $104.71 | $92.08 | $161.88 |
| P/E · own history | cross check | $65.73 | $50.93 | $75.57 |
| PEG | sanity check | $235.74 | $235.74 | $235.74 |
| EV/EBITDA · peers | cross check | $168.73 | $140.05 | $216.00 |
| EV/Revenue · peers | cross check | $152.69 | $94.65 | $168.89 |
| Earnings power value | cross check | $15.64 | $0.00 | $43.32 |
| Dividend discount | cross check | $67.66 | $46.21 | $112.16 |

## Insider activity (SEC Form 4)

Past 90 days: 2 open-market buys ($689,050) and 0 open-market sales ($0); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Sep 1, 2026 | Isman Adrian | Director | Grant / award | 10 | $1,192.5 |
| Sep 1, 2026 | Dimopoulos Christos | EVP and CSO | Grant / award | 160 | $19,080 |
| Sep 1, 2026 | McGurk Monica Houle | Director | Grant / award | 10 | $1,192.5 |
| Sep 1, 2026 | Sears Kellie | Chief Human Resources Officer | Grant / award | 117 | $13,952.3 |
| Sep 1, 2026 | Zenuk Mark N | Director | Grant / award | 20 | $2,385 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Oct 5, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1996862/000162828026064933/bg-20261005.htm |
| Sep 21, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1996862/000162828026062880/bg-20260917.htm |
| Sep 3, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1996862/000162828026060388/bg-20260901.htm |
| Aug 19, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1996862/000110465926098782/tm2623458d1_8k.htm |
| Jul 29, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1996862/000162828026050540/bg-20260630.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Lee Ainslie | 2026-06-30 | 40,018 | $4.3M |
| Soros | 2026-06-30 | 33,054 | $3.5M |

2 tracked managers in all.

## About

Bunge Global S.A., established in 1818 and headquartered in St. Louis, Missouri, operates as a prominent international agribusiness and food corporation. Its diverse operations are categorized into four main divisions: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment involves the sourcing, storage, transportation, processing, and sale of agricultural goods and their derivatives. Key commodities include various oilseeds such as soybeans, rapeseed, canola, and sunflower seeds, alongside grains like wheat and corn. These oilseeds are further processed into vegetable oils and protein-rich meals. This segment supplies a wide range of clients, including animal feed and livestock producers, millers of wheat and corn, other oilseed processors, and companies involved in edible oil and biofuel production, catering to both industrial and biodiesel…

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Source: https://sweetvaluelab.com/stocks/bg (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.