WallStSmart

Archer-Daniels-Midland Company (ADM)vsBunge Limited (BG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bunge Limited generates 0% more annual revenue ($80.55B vs $80.27B). ADM leads profitability with a 1.3% profit margin vs 0.8%. ADM appears more attractively valued with a PEG of 0.97. BG earns a higher WallStSmart Score of 59/100 (C).

ADM

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 4.0Value: 6.7Quality: 8.5
Piotroski: 4/9Altman Z: 4.85

BG

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 4.0Value: 6.7Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADMUndervalued (+23.8%)

Margin of Safety

+23.8%

Fair Value

$90.91

Current Price

$79.19

$11.72 discount

UndervaluedFair: $90.91Overvalued
BGUndervalued (+31.4%)

Margin of Safety

+31.4%

Fair Value

$177.95

Current Price

$130.37

$47.58 discount

UndervaluedFair: $177.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADM3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
4.8510/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

BG2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
87.8%10/10

Revenue surging 87.8% year-over-year

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

ADM4 concerns · Avg: 3.3/10
P/E RatioValuation
33.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
1.3%3/10

1.3% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

BG4 concerns · Avg: 3.3/10
P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Operating MarginProfitability
1.2%3/10

Operating margin of 1.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : ADM

The strongest argument for ADM centers on Altman Z-Score, PEG Ratio, Price/Book. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bull Case : BG

The strongest argument for BG centers on Revenue Growth, Price/Book. Revenue growth of 87.8% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bear Case : ADM

The primary concerns for ADM are P/E Ratio, Return on Equity, Profit Margin. Thin 1.3% margins leave little buffer for downturns.

Bear Case : BG

The primary concerns for BG are P/E Ratio, Return on Equity, Profit Margin. Thin 0.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

ADM profiles as a value stock while BG is a hypergrowth play — different risk/reward profiles.

BG carries more volatility with a beta of 0.70 — expect wider price swings.

BG is growing revenue faster at 87.8% — sustainability is the question.

ADM generates stronger free cash flow (-669M), providing more financial flexibility.

Bottom Line

BG scores higher overall (59/100 vs 51/100) and 87.8% revenue growth. ADM offers better value entry with a 23.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Archer-Daniels-Midland Company

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

The Archer-Daniels-Midland Company, commonly known as ADM, is an American multinational food processing and commodities trading corporation founded in 1902 and headquartered in Chicago, Illinois. The company operates more than 270 plants and 420 crop procurement facilities worldwide, where cereal grains and oilseeds are processed into products used in food, beverage, nutraceutical, industrial, and animal feed markets worldwide.

Bunge Limited

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.

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