Latest revenue
$21.86B
as of 2026-03-31
Latest net income
$68.0M
as of 2026-03-31
Net margin
0.3%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Fats & Oils (5 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Historical multiples
How does BG's current valuation compare to its own past?
Year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. Best read as “is this stock expensive vs. its own history?” rather than a precise historical P/E.
Community sentiment
Where do you think BG is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $24.54B
- Enterprise value
- $38.25B
- P/E (trailing)
- 30.1×
- Forward P/E
- —
- P/B
- 1.53×
- Dividend yield
- 3.9%
- 52-wk high
- $134.87
- 52-wk low
- $71.60
- Beta
- —
- Shares out
- 194.0M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
Bunge buys, stores, transports, processes, and sells agricultural commodities — primarily oilseeds like soybeans and grains — turning them into vegetable oils, protein meal, and specialty ingredients for food, feed, and biofuel customers. It generates revenue mainly by selling these processed crop products globally, with margins driven by crush spreads and trading across its grain and oilseed value chain. The company nearly doubled its sales base after closing the Viterra acquisition in July 2025, but Q1 2026 net income fell sharply to $68M from $201M as integration costs and higher interest expense pressured earnings.
Generated from BG's filing dated 2026-02-19
Key risks
- Earnings collapse: Q1 2026 EPS fell to $0.35 from $1.50 YoY despite net sales nearly doubling to $21.9B post-Viterra deal.
- Leverage surge: Long-term debt rose to $9.95B from $8.83B; Q1 operating cash burn of $541M driven by $2.17B inventory build.
- Viterra integration risk: $101M measurement period adjustment to noncontrolling interests; D&A doubled to $238M, pressuring margins as gross margin compressed to 3.5%.
Generated from BG's filing dated 2026-02-19
Profitability
Gross margin
4.8%
24.1%Net margin
1.2%
45.8%Return on equity
5.1%
55.3%Return on assets
1.8%
59.9%Leverage
Debt / equity
1.80×
19.1%Long-term debt / equity
0.56×
17.3%Debt / assets
64.3%
6.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $21.86B | +87.8% | $68.0M | -66.2% | 0.3% |
Q4 2025 2025-12-31 | $23.76B | +75.5% | $95.0M | -84.2% | 0.4% |
Q3 2025 2025-09-30 | $22.16B | +71.6% | $166.0M | -24.9% | 0.7% |
Q2 2025 2025-06-30 | $12.77B | -3.6% | $354.0M | +405.7% | 2.8% |
Q1 2025 2025-03-31 | $11.64B | -13.2% | $201.0M | -17.6% | 1.7% |
Q4 2024 2024-12-31 | $13.54B | — | $602.0M | — | 4.4% |
Q3 2024 2024-09-30 | $12.91B | -9.3% | $221.0M | -40.8% | 1.7% |
Q2 2024 2024-06-30 | $13.24B | -12.0% | $70.0M | -88.7% | 0.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Fats & Oils · SIC 2070
Your notes
Keep private notes on BG — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$408.6K
Insider selling
$2.7M
Net activity
−$2.3M
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BG
Institutional value
$13.97B
Total shares held
110.5M
Distinct holders
477
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Glencore plc | 32.8M | $4.17B | — | New |
| 2 | Capital World Investors | 20.2M | $2.57B | — | New |
| 3 | BlackRock, Inc. | 14.7M | $1.86B | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.4M | $1.20B | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $904.9M | — | New |
| 6 | Invesco Ltd. | 2.8M | $352.2M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $260.6M | — | New |
| 8 | DEUTSCHE BANK AG\ | 1.3M | $167.9M | — | New |
| 9 | Bank of New York Mellon Corp | 1.3M | $162.9M | — | New |
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.2M | $147.4M | — | New |
| 11 | UBS Group AG | 1.0M | $127.9M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 776.8K | $98.8M | — | New |
| 13 | JPMORGAN CHASE & CO | 756.3K | $95.5M | — | New |
| 14 | CITIGROUP INC | 730.1K | $92.9M | — | New |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 588.6K | $74.9M | — | New |
| 16 | Nuveen, LLC | 588.3K | $74.8M | — | New |
| 17 | BANK OF MONTREAL /CAN/ | 586.3K | $74.6M | — | New |
| 18 | Legal & General Group Plc | 544.8K | $69.3M | — | New |
| 19 | Swiss National Bank | 397.2K | $50.5M | — | New |
| 20 | Sumitomo Mitsui Trust Group, Inc. | 373.0K | $47.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Net income collapsed to $68M from $201M despite revenue nearly doubling to $21.9B post-Viterra—when does the deal become EPS accretive?
- 2
Gross margin compressed to 3.5% from 5.1% YoY; how much is structural crush margin pressure versus integration friction you can fix?
- 3
Operating cash burn widened to $541M with inventories up $2.2B and a $958M derivative swing—quantify mark-to-market exposure if soy/corn rally continues.
Refreshed when BG files a new report · last from 2026-02-19
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