WallStSmart

Bunge Limited (BG)vsBrasilagro Adr (LND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bunge Limited generates 7186% more annual revenue ($70.33B vs $965.21M). BG leads profitability with a 1.2% profit margin vs -0.2%. BG earns a higher WallStSmart Score of 59/100 (C).

BG

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 4.0Value: 7.3Quality: 4.5
Piotroski: 1/9

LND

Hold

36

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BGSignificantly Overvalued (-264.1%)

Margin of Safety

-264.1%

Fair Value

$33.52

Current Price

$125.40

$91.88 premium

UndervaluedFair: $33.52Overvalued

Intrinsic value data unavailable for LND.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BG2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
75.5%10/10

Revenue surging 75.5% year-over-year

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

LND2 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.8%8/10

Revenue surging 24.8% year-over-year

Areas to Watch

BG4 concerns · Avg: 3.5/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

P/E RatioValuation
25.2x4/10

Moderate valuation

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
1.2%3/10

1.2% margin — thin

LND4 concerns · Avg: 2.3/10
Market CapQuality
$403.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-0.1%2/10

ROE of -0.1% — below average capital efficiency

EPS GrowthGrowth
-73.5%2/10

Earnings declined 73.5%

Free Cash FlowQuality
$-159.87M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BG

The strongest argument for BG centers on Revenue Growth, Price/Book. Revenue growth of 75.5% demonstrates continued momentum.

Bull Case : LND

The strongest argument for LND centers on Price/Book, Revenue Growth. Revenue growth of 24.8% demonstrates continued momentum.

Bear Case : BG

The primary concerns for BG are PEG Ratio, P/E Ratio, Return on Equity. Thin 1.2% margins leave little buffer for downturns.

Bear Case : LND

The primary concerns for LND are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

BG profiles as a hypergrowth stock while LND is a growth play — different risk/reward profiles.

BG carries more volatility with a beta of 0.74 — expect wider price swings.

BG is growing revenue faster at 75.5% — sustainability is the question.

BG generates stronger free cash flow (799M), providing more financial flexibility.

Bottom Line

BG scores higher overall (59/100 vs 36/100) and 75.5% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Bunge Limited

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

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

Brasilagro Adr

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

BrasilAgro - Companhia Brasileira de Propriedades Agrcolas is dedicated to the acquisition, development, exploration and sale of rural properties suitable for agricultural activities in Brazil. The company is headquartered in Sao Paulo, Brazil.

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