Reading the tape
NYSE: BG
Bunge Global S.A.
Consumer Defensive · Agricultural Farm Products
Market Cap
$24.24B
52w High
$133.93
52w Low
$71.60
P/E
35.29
Volume
1.03M
Outstanding Shares
194.02M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inHigh confidence
1Y Price: 63.81%Revenue (TTM): 56.9%FCF (TTM): 101.69%P/E: 89th pct
What changed
The stock rose 63.81% over the last year. Revenue grew 56.9% over the trailing twelve months. Operating margin moved from 2.74% to 2.41%. Free cash flow grew 101.69% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/E range (89th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 2.41% — continued expansion would be needed to justify the premium. Revenue growth of 56.9% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Bunge Limited operates as an agribusiness and food company worldwide.
CEOGregory A. Heckman
SectorConsumer Defensive
IndustryAgricultural Farm Products
Employees34,000
IPO dateAug 2, 2001
Valuation
Forward P/E—
EV/EBITDA17.31
Enterprise value$30.52B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth87.75%
Gross margin5.22%▼29.36%vs FY2024
Operating margin2.41%▼50.50%vs FY2024
ROE4.72%▼58.89%vs FY2024
Analyst consensus
RatingBuy
Target price$133.67▲6.99%
21
Buy
4
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 29, 2026
Q3 FY26 · EPS est $1.98 · Revenue est $23.36B
View
Dividends
$2.88/shareQuarterlyDividend Achiever · 24yrEx-div May 22, 2026 · in 13dAt RiskBG pays a dividend with a 2.31% declared yield, 24 consecutive years of growth, growing at 6.78% annually, covered -2.0× by free cash flow.
Declared Yield
2.31%
Annual Div / Share
$2.88
TTM $2.80
5yr CAGR
+6.78%
Doubles every ~10.6yr
Payout Ratio
73.47%
At Risk
Dividend Growth Rate
3yr CAGR
+3.3%
5yr CAGR
+6.78%
10yr CAGR
+5.79%
Dividend Safety
2/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$2.88+2.9%
2025$2.80+2.9%
2024$2.72+4.1%
2023$2.61+8.9%
2022$2.40+15.7%
2021$2.08+3.7%
2020$2.00+0.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$23/yr
$2/mo
In 5 yrs
$32/yr+39%
$3/mo
In 10 yrs
$44/yr+93%
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$23/yr $2/mo | $32/yr+39% $3/mo | $44/yr+93% $4/mo |
Yield-on-cost grows from 2.31% → 4.44% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
BG has raised its dividend for 24 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Strong dividend growth rate
The 5-year CAGR of 6.78% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only -2.01× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.