Bunge Global (NYSE:BG): Valuation Check After Capital Reduction and Governance Updates

Bunge Global (NYSE:BG) just formally canceled more than 12 million repurchased shares and updated its Swiss capital band, tightening up its equity structure after a stretch of solid earnings driven by the Viterra deal.

See our latest analysis for Bunge Global.

Despite the capital reduction and leadership reshuffle around the Viterra integration, the stock’s 90 day share price return of 18.58 percent and five year total shareholder return of 62.75 percent suggest momentum is still firmly on Bunge’s side.

If this kind of disciplined capital management has you rethinking your watchlist, it could be a good moment to explore fast growing stocks with high insider ownership for other potential standouts.

With earnings beating expectations, the Viterra integration on track and the share count shrinking, the market has rewarded Bunge with strong recent gains. At today’s price, however, the key question is whether there is still a buying opportunity, or if potential future growth is already reflected in the stock.

Most Popular Narrative: 13.4% Undervalued

With Bunge Global last closing at $91.47 versus a narrative fair value near $105.67, the story points to meaningful upside if its assumptions play out.

Organic investments in crush expansions (e.g., Morristown, Destrehan) and value-added product lines (specialty oils, plant-based proteins) are expected to ramp up in late 2024 and beyond, enhancing capacity, shifting product mix toward higher-margin offerings, and supporting long-term net margin expansion.

Read the complete narrative.

Curious how modest margin shifts and steady earnings can still justify a richer future multiple than today, even with conservative growth baked in? The full narrative unpacks the revenue runway, profitability glide path, and valuation bridge in detail, but leaves one crucial growth lever hiding in plain sight.

Result: Fair Value of $105.67 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, shifts in biofuel policy or setbacks in integrating Viterra could quickly undermine the margin expansion and synergy assumptions behind this upside case.

Find out about the key risks to this Bunge Global narrative.

Build Your Own Bunge Global Narrative

If you see the story differently, or simply want to dig into the numbers yourself, you can build a custom view in minutes: Do it your way.

A great starting point for your Bunge Global research is our analysis highlighting 4 key rewards and 5 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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