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BG Bunge Global

consumer_staples · valued with glm-5.2 medium conviction · deep-dived 2026-09-14

STRONG SELL
Intrinsic value$17.09
Price (at call)$122.41
Margin of safety -86.0%
vs market (rating basis) -47.5%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

Revenue growth (Y1)3.0%
Terminal growth3.5%
Forecast horizon10y
Target operating margin2.3%
Years to target margin5
Sales-to-capital3.04
Beta0.66
Failure probability0.0%
Cost of capital (WACC)7.7%
Terminal WACC8.6%

Valuation bridge

PV of explicit FCFF5.29B
PV of terminal value12.64B
Equity value3.28B
÷ shares → per share$17.09

News

score · 8 articles

  • 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
  • Is BUNGE GLOBAL SA (BG) Stock Outpacing Its Basic Materials Peers This Year?
  • 2 Agriculture - Products Stocks to Buy in a Promising Industry
  • Is Bunge Global (BG) A Bargain On Its Value Upgrade?
  • Bunge Global Stock: Analyst Estimates & Ratings

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 94.57B 3.0% 2.3% 1.66B 904.89M 751.81M 698.12M
2 97.46B 3.1% 2.3% 1.71B 949.30M 758.02M 653.63M
3 100.50B 3.1% 2.3% 1.76B 996.09M 764.35M 612.01M
4 103.68B 3.2% 2.3% 1.82B 1.05B 770.76M 573.08M
5 107.02B 3.2% 2.3% 1.87B 1.10B 777.26M 536.64M
6 110.53B 3.3% 2.3% 1.94B 1.15B 783.81M 502.52M
7 114.21B 3.3% 2.3% 2.00B 1.21B 790.41M 470.56M
8 118.08B 3.4% 2.3% 2.07B 1.27B 797.02M 440.62M
9 122.15B 3.4% 2.3% 2.14B 1.34B 803.63M 412.55M
10 126.42B 3.5% 2.3% 2.21B 1.40B 810.21M 386.22M

⚠ Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.

History

DatePriceIntrinsicMoSRating
2026-09-14$122.41 $17.09 -86.0% STRONG SELL
2026-08-05$106.73 $49.38 -53.7% HOLD
2026-06-24$110.86 $23.83 -78.5% SELL
2026-06-22$111.42 $5.45 -95.1% STRONG SELL