Bunge Global SABG
NYSE•Consumer Defensive•Farm Products
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. The Soybean Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybeans and soybean related products, as well as biodiesel and fertilizer production and distribution for the food, animal feed and biofuel industries. The Softseed Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of softseeds and softseed related products, as well as biodiesel production and distribution. The Other Oilseeds Processing and Refining Segment is involved in products of a specialty nature, including the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of these related products. The Grain Merchandising and Milling segment is involved in the purchase, storage, transportation, distribution, and marketing of commodities primarily consisting of corn, wheat, barley, cotton, pulses, and sugar; milling of wheat and sugar; and related services including ocean freight and financial services. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.
Bunge Limited (BG) reported trailing twelve months revenue of $80.55B as of March 2026, a 56.9% increase year-over-year. Quarterly revenue reached $21.86B, reflecting continued top-line momentum.
Bunge Limited generated $683.00M in TTM net income, with quarterly EBITDA of $246.00M. The operating margin contracted from 1.7% to 0.0%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (0.0%) and net margin (0.3%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 1.7% a year ago, reflecting increased costs or interest expense.
BG trades at a P/E of 35.8x (a premium multiple) and a P/S of 0.3x. The price-to-book ratio of 1.5x reflects a moderate premium to book value.
The company reported negative free cash flow of $-877.00M, indicating cash consumption over the period. The balance sheet shows $47.58B in total assets with $9.95B in long-term debt against $16.05B in stockholders equity for a debt-to-equity ratio of 0.6. Data based on the most recent quarterly reports.
Competitive analysis based on 10 quarters of fundamental data
Operating margins are positive at ~1.4% on average, but show some variability — pricing power may be sensitive to market conditions.
ROE is positive at ~11.4% on average, adequate but below the threshold typically associated with wide moats.
Only 4 of the last 8 quarters had positive FCF — the business may require external capital to sustain operations.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 10 quarters
Operating margins dropped 48.5% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
Free cash flow has been negative in 4 of the last 8 quarters — earnings are not translating to cash.
Debt-to-equity has risen 39.1% recently — increasing financial risk even if the current ratio is manageable.
Revenue is stable or growing over recent quarters — demand appears durable.
4 of the last 8 quarters had negative FCF — inconsistent cash generation raises sustainability concerns.
Shares decreased 8.8% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation