Bunge Global SA (BG)vsUnilever PLC ADR (UL)
BG
Bunge Global SA
$126.46
-2.29%
CONSUMER DEFENSIVE · Cap: $24.67B
UL
Unilever PLC ADR
$56.72
+3.03%
CONSUMER DEFENSIVE · Cap: $127.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 59% more annual revenue ($80.55B vs $50.50B). UL leads profitability with a 18.8% profit margin vs 0.8%. BG appears more attractively valued with a PEG of 1.71. BG earns a higher WallStSmart Score of 57/100 (C).
BG
Buy57
out of 100
Grade: C
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.2%
Fair Value
$81.77
Current Price
$126.46
$44.69 premium
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.8% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 76 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.8% margin — thin
Elevated debt levels
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
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.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : BG
The primary concerns for BG are PEG Ratio, P/E Ratio, Return on Equity. Thin 0.8% margins leave little buffer for downturns.
Bear Case : UL
The primary concerns for UL are Debt/Equity, PEG Ratio, Revenue Growth. Debt-to-equity of 1.91 is elevated, increasing financial risk.
Key Dynamics to Monitor
BG profiles as a hypergrowth stock while UL is a declining play — different risk/reward profiles.
BG carries more volatility with a beta of 0.62 — expect wider price swings.
BG is growing revenue faster at 87.8% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BG scores higher overall (57/100 vs 46/100) and 87.8% 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 Global SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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