Added to YB: 2025-04-08
Pitch date: 2025-04-05
BG [bullish]
Bunge Global SA
+83.43%
current return
Author Info
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Company Info
Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling.
Market Cap
$24.0B
Pitch Price
$70.04
Price Target
183.00 (+42%)
Dividend
2.26%
EV/EBITDA
10.89
P/E
25.17
EV/Sales
0.56
Sector
Food Products
Category
special_situation
A Tariff-ic Set-Up? - Bunge Global SA
BG: Doubling down at $70.48 after Q4 drop. Viterra merger soon, creating #2 global agri-trader. Food volatility thesis intact. 60%+ non-US rev, well-positioned for tariffs. Post-merger, $183+ PT (145% upside), 34.7% IRR, 2.45x MOIC. 7.4x EBITDA pre-synergies vs 9-10x peers. Limited downside risk.
Read full article (8 min)