Bunge Global SA (BG)vsBrasilagro Adr (LND)
BG
Bunge Global SA
$117.13
-3.80%
CONSUMER DEFENSIVE · Cap: $23.80B
LND
Brasilagro Adr
$3.59
+0.28%
CONSUMER DEFENSIVE · Cap: $369.57M
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 9681% more annual revenue ($91.82B vs $938.74M). BG leads profitability with a 1.1% profit margin vs -1.6%. BG earns a higher WallStSmart Score of 69/100 (B-).
BG
Strong Buy69
out of 100
Grade: B-
LND
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.2%
Fair Value
$94.45
Current Price
$117.13
$22.68 premium
Margin of Safety
+62.7%
Fair Value
$10.53
Current Price
$3.59
$6.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 88.3% year-over-year
Earnings expanding 33.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 6.3% — below average capital efficiency
1.1% margin — thin
Smaller company, higher risk/reward
Weak financial health signals
ROE of -0.1% — below average capital efficiency
Revenue declined 15.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BG
The strongest argument for BG centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 88.3% demonstrates continued momentum.
Bull Case : LND
The strongest argument for LND centers on Price/Book.
Bear Case : BG
The primary concerns for BG are PEG Ratio, P/E Ratio, Return on Equity. Thin 1.1% margins leave little buffer for downturns.
Bear Case : LND
The primary concerns for LND are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
BG profiles as a hypergrowth stock while LND is a turnaround play — different risk/reward profiles.
BG carries more volatility with a beta of 0.66 — expect wider price swings.
BG is growing revenue faster at 88.3% — sustainability is the question.
LND generates stronger free cash flow (156M), providing more financial flexibility.
Bottom Line
BG scores higher overall (69/100 vs 25/100) and 88.3% revenue growth. LND offers better value entry with a 62.7% margin of safety. Both earn "Strong Buy" and "Avoid" 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 Global SA
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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