Added to YB: 2025-02-06
Pitch date: 2025-02-05
BG [bullish]
Bunge Global SA
+35.77%
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: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy.
Market Cap
$18.6B
Pitch Price
$68.38
Price Target
N/A
Dividend
2.90%
EV/EBITDA
9.86
P/E
11.07
EV/Sales
0.58
Sector
Food Products
Category
value
Tactical Commodities Basket - Stock #4 - Bunge Global SA
BG: Leading agri-trader, 2nd largest post-Viterra merger. Oligopoly member, critical to global food supply. Benefits from price volatility. Strong mgmt, disciplined capital allocation, 1.3x leverage. Supportive outlook: climate change, biofuels. Cash-generative, high ROIC. Undervalued at <5x LTM EBITDA vs 8x historical. 10% FCFE yield. Risks: cyclical, weather, regulation.
Read full article (3 min)