Cluenex
Log inStart free
All stocks · Consumer Defensive · Agricultural Products & Services

Bunge Global BG

Bunge Global scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$102.73Oct 10, 2026
Business qualityWeak
Next earningsNov 3, 2026, before the open
Insiders, 90 daysBuying

Why it matters

  1. What Bunge Global does

    Bunge Global processes and trades agricultural commodities, buying oilseeds and grains from farmers to sell processed oils and meals to food processors and animal feed producers.

  2. What it does best

    Bunge moves massive agricultural volumes globally, achieving a revenue growth rate ranking in the top decile of its sector at 98. Peer ADM posted a revenue decline of 6.1%, highlighting Bunge's unmatched top-line scale in commodity execution.

  3. The main risk

    Net debt has climbed to $11.2B while free cash flow remains negative at -$711M, threatening liquidity if commodity processing margins tighten further and debt servicing costs rise from the current 2.9x interest coverage.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin sits at 2.5% and FCF margin is negative 1%, reflecting extreme thinness where scale fails to generate meaningful cash conversion.

MoatWeak

Low-margin commodity processing limits the moat, reflected in a gross margin sector percentile of just 1 where rivals easily replicate undifferentiated grain handling.

GrowthSteady

Revenue grew 32.4% to $91.8B, marking an acceleration from prior annual contractions as the top-line engine outpaces historical periods.

Financial healthWeak

Total debt sits at $14.3B against $3.1B in cash, while free cash flow burned $711M with negative margins of 1%, pointing to a softer financial base under heavy capital spending.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $689K on the open market.

Our sealed record on BG

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is BG a good business?

Bunge Global scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is weak, moat weak, growth steady and financial health weak.

Are insiders buying BG?

In the last 90 days of SEC Form 4 filings: 1 insider bought $689K on the open market.

When does BG report earnings?

Nov 3, 2026, before the open.

For members

See BG today

  • Today's verdict on BG, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “Bunge Global (BG)”, https://cluenex.com/stocks/bg/, data as of Oct 10, 2026.