| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 66 | 26.4x | 17.8x | Around median | |
Growth | 59 | 80.5% | 7.1% | Around median | |
Quality | 27 | 8.9% | 4.5% | Bottom tier | |
Safety | 50 | 5.2x | 2.6x | Around median | |
Capital Return | 38 | 2.29% | 2.12% | Bottom tier | |
Momentum | 77 | 28.5% | 2.9% | Top tier | |
Sentiment | 89 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Bunge Global S.A. operates through an integrated global platform for sourcing grains and oilseeds, processing them, refining oils, marketing products, and transporting them to food, feed, and fuel customers. Its operating earnings are distributed across soybean processing and refining, softseed processing and refining, tropical oils and specialty ingredients, grain merchandising and milling, as well as ocean freight and commercial services. The integration of Viterra's assets expanded origination, processing, and distribution capabilities, particularly in Argentina, Canada, and Europe, and also doubled ocean freight fleet flows, according to management on the July 29, 2026 call.
In Q2 fiscal year 2026, revenue was $24.04 billion and adjusted earnings per share were $2.00, both exceeding expectations, while reported earnings per share were $3.47 versus $2.61 in the comparative fiscal year 2025 period. Adjusted segment earnings before interest and taxes rose to $796 million from $373 million, an increase of approximately 113%, benefiting from strong soybean and softseed processing across multiple regions. The reported result included a positive mark-to-market timing difference of $1.67 per share and a negative impact of $0.20 per share from Viterra transaction and integration costs, explaining the substantial gap between reported and adjusted earnings.
EDGAR filings for Q1 fiscal year 2026 showed revenue of $21.9 billion, gross profit of $766 million, net income of $68 million, and earnings per share of $0.35. On a trailing-twelve-month basis ending in fiscal year 2026, revenue was $115.1 billion, gross profit was $3.6 billion, net income was $683 million, and earnings per share were approximately $3.49. Fiscal year 2025 recorded revenue of $70.3 billion, gross profit of $3.4 billion, net income of $816 million, and earnings per share of $4.91.
The average analyst price target is $143.33, within a relatively wide range of $130 to $150, compared with a 52-week share-price range of $76.01 to $134.87; accordingly, the average target and the highest target are above the top of the 52-week range, while the lowest target falls within that range. The “Buy” consensus is supported by improved Q2 fiscal year 2026 earnings and the increase in adjusted earnings per share guidance to $9.25–$9.75, but the absence of an available price-to-earnings multiple in the data and the wide target range warrant caution, particularly given weak grain merchandising, higher interest expense, and Viterra integration costs.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Revenue in Q2 fiscal year 2026 was approximately $24.04 billion, and adjusted earnings per share were $2.00 versus $1.31 in the comparative period. Adjusted segment earnings before interest and taxes rose to $796 million from $373 million, led by soybean processing in North America and South America and improved softseed results across all regions. Reported earnings per share were $3.47, but included a positive revaluation timing difference of $1.67 per share and a negative impact of $0.20 from Viterra costs.
Viterra expanded Bunge's crop origination, processing, and distribution network, adding an important balance of soybean capacity in Argentina and softseed capacity in Argentina, Canada, and Europe. Management said on July 29, 2026 that the integrated platform deals directly with more farmers and has more options to redirect flows among processing, distribution, and export channels, while ocean freight fleet flows also doubled. The company raised its cost-savings target from $250 million to $350 million, confirming that execution was ahead of plan.
Bunge raised adjusted earnings per share guidance for fiscal year 2026 to $9.25–$9.75, from $9.00–$9.50 in the previous outlook. The company expects higher results in soybean processing and refining and slightly higher results in softseeds, offset by lower results in grain merchandising and milling. It also maintained its expectations for an adjusted tax rate of 22%–26%, net interest expense of $620–$660 million, capital expenditures of $1.5–$1.7 billion, and depreciation and amortization of approximately $975 million.
Automated analysis for informational purposes only — not investment advice.
On the July 29, 2026 call, management said the expanded barge unloading unit in Destrehan was scheduled to begin operations during August 2026 and that the multi-seed processing plant was targeted for near the end of Q3 fiscal year 2026. The Morristown soy protein concentrate plant began operating, but was still in the production ramp-up and customer qualification phase, while the Avondale refined tropical oils expansion was targeted for the period following the call. The Westhaven project in the Netherlands remained targeted for the end of Q1 fiscal year 2027, with expectations of adding greater refined oils and specialty ingredients capabilities in Europe.
Bunge signed an agreement in Brazil to supply certified soybean oil to Acelen for use in sustainable aviation fuel and renewable diesel. It also entered into a partnership with Petrobras and Vibra to supply Brazilian feedstocks certified under Low-LUC CORSIA for the production and marketing of sustainable aviation fuel. U.S. RVO requirements and higher biodiesel blending rates support demand for oils, but management also noted that exemption decisions and subsequent policies remain factors to monitor.
Committed credit facilities totaled $9.7 billion at the end of Q2 fiscal year 2026, with approximately $8.8 billion unused. The $3 billion commercial paper program also had $2.4 billion available, and the adjusted leverage ratio was 1.9 times. From the beginning of fiscal year 2026 through the end of Q2, the company generated approximately $1.3 billion in adjusted funds from operations, but it also expects capital expenditures of $1.5–$1.7 billion and may require additional working capital financing in the second half.
