Bunge Limited (BG)vsTyson Foods Inc (TSN)
BG
Bunge Limited
$130.37
+2.15%
CONSUMER DEFENSIVE · Cap: $24.18B
TSN
Tyson Foods Inc
$68.43
-0.47%
CONSUMER DEFENSIVE · Cap: $22.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Limited generates 46% more annual revenue ($80.55B vs $55.13B). BG leads profitability with a 0.8% profit margin vs 0.4%. TSN appears more attractively valued with a PEG of 1.04. BG earns a higher WallStSmart Score of 59/100 (C).
BG
Buy59
out of 100
Grade: C
TSN
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.4%
Fair Value
$177.95
Current Price
$130.37
$47.58 discount
Margin of Safety
+39.7%
Fair Value
$106.77
Current Price
$68.43
$38.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.8% year-over-year
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.9% — below average capital efficiency
0.8% margin — thin
Operating margin of 1.2%
ROE of 1.3% — below average capital efficiency
0.4% margin — thin
Operating margin of 2.9%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TSN
The strongest argument for TSN centers on Price/Book, Altman Z-Score. PEG of 1.04 suggests the stock is reasonably priced for its growth.
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 : TSN
The primary concerns for TSN are Return on Equity, Profit Margin, Operating Margin. A P/E of 113.7x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
BG profiles as a hypergrowth stock while TSN is a value 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.
TSN generates stronger free cash flow (-258M), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 53/100) and 87.8% revenue growth. TSN offers better value entry with a 39.7% 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.
Bunge Limited
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
Tyson Foods Inc
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Tyson Foods, Inc. is an American multinational corporation based in Springdale, Arkansas, that operates in the food industry.
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