Bunge Global SA (BG)vsBrasilagro Adr (LND)
BG
Bunge Global SA
$114.32
+0.62%
CONSUMER DEFENSIVE · Cap: $21.11B
LND
Brasilagro Adr
$3.67
+1.94%
CONSUMER DEFENSIVE · Cap: $357.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 8480% more annual revenue ($80.55B vs $938.74M). BG leads profitability with a 0.8% profit margin vs -1.6%. BG earns a higher WallStSmart Score of 59/100 (C).
BG
Buy59
out of 100
Grade: C
LND
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.9%
Fair Value
$81.94
Current Price
$114.32
$32.38 premium
Margin of Safety
+62.5%
Fair Value
$10.48
Current Price
$3.67
$6.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 87.8% year-over-year
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 4.3% — below average capital efficiency
0.8% margin — thin
Operating margin of 1.2%
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. Revenue growth of 87.8% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bull Case : LND
The strongest argument for LND centers on Price/Book.
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.
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 0.64 — expect wider price swings.
BG is growing revenue faster at 87.8% — sustainability is the question.
LND generates stronger free cash flow (-84M), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 30/100) and 87.8% revenue growth. LND offers better value entry with a 62.5% margin of safety. Both earn "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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