As part of our series: Gold, Bitcoin, Commodities, and Agriculture: Diversification Is Key—But How Much and Where? 🌾 

📍 Ticker: BG
💰 Price: $74.55
📈 +0.70 (+0.95%) as of Jun-06-2025, 4:10 PM ET

🚜 Meet Bunge: The Titan of Taters, Toast, and Tofu

Headquartered in Chesterfield, Missouri (that’s middle-of-the-map commodity capital), Bunge Global SA is one of the world’s leading agribusiness and food companies.

They don’t just do grains—they do grain empires.
Here’s the menu:

🥜 Agribusiness – Soy, wheat, canola… if it grows, they probably process it.
🧈 Refined & Specialty Oils – Cooking oils, shortenings, even renewable diesel feedstock (your fries and your fuel, in one).
🌾 Milling – Wheat into flour, dreams into bread.
🍬 Sugar & Bioenergy – Sweet deals and renewable spins (though they’re exiting this JV).

🐋 Big Fish Love This Grain Boat

🎯 94.81% of float is held by institutions—yes, the whales are grazing in this field.

Top Institutional Holders:

• 🏆 Vanguard – 12.41%

• ⚫ BlackRock – 11.97%

• 🧱 State Street – 5.07%

• 💼 Capital World, FMR, Geode, Invesco, DFA... the gang’s all here.

🔍 For full Institutional Ownership breakdown, see here.

So why does this stock feel so... undercooked?

🧾 Bunge’s 2024 Report Card: A Bit Bland?

Q4 & Full-Year 2024:

• GAAP EPS: $7.99 (vs. $14.87 in 2023 😬)

• Adjusted EPS: $9.19 (vs. $13.66 😐)

• Agribusiness: Mixed bag – Merchandising up, Processing down

• Refined Oils: Not-so-special in North America

• Share Buybacks: 🤑 $1.1B in FY24

• Viterra Merger: Still pending, but almost there

Q1 2025:

• GAAP EPS: $1.48 (down from $1.68)

• Adjusted EPS: $1.81 (was $3.04 😮)

• Cash flow from operations: -$285M (vs. +$994M last year. Ouch.)

📌 Bunge’s CEO remains upbeat: “Resilient global footprint… delivering essential food, feed, and fuel.”

👉 Want the full picture? Dive into Bunge's financials here.

🌱 What's Growing, What's Withering

✅ Green Shoots:

• 🤑 Cheap valuation: P/E of 9.46, forward P/E 9.41. That’s a steal in a world full of tech bubbles.

• 💵 Dividend Yield: 3.76% – Your portfolio gets snacks.

• 🧃 Share buybacks galore

• 🤝 $34B Viterra merger near final regulatory approval. Global scale, cost synergies, and a buffet of potential.

❌ Weeds in the Field:

• 🌪️ Geopolitical risks, especially US-China tensions delaying Viterra deal

• 💸 Dropping EPS, sliding revenue, and sinking operational cash flow

• ⚖️ Exposure to everything from interest rates to exchange rates, weather events, tariffs, sanctions, and alien motherships (we exaggerate... maybe)

• 🔀 Bunge's been trying to pivot—but a smooth turnaround still isn’t baked in

Interested in another investment idea?
Check our take on UnitedHealth Group.

🤔 Should You Load the Tractor?

Bunge is:

• 🥦 Out of favor but far from rotten

• 🐘 Institutionally loved

• 🌍 A rare play on global food security and fuel

• 📉 Trading nearly 50% below its all-time high (Jan 2008, $135)

This could be a true contrarian gem—IF you have the patience and appetite for volatility.

👨🌾 Final Thoughts: Diversify Like a Farmer, Not a Gambler

In a portfolio filled with tech, biotech, and electric dreams, Bunge brings you back to Earth—literally. 🌾

Commodities and agriculture can hedge against inflation, market downturns, and bad decisions (well, some of them).

Just remember: the harvest takes time. 🌦️🌱💰

Disclaimer: We chew over data and spit out insight—but we’re not financial nutritionists. Eat your greens, do your homework, and always invest responsibly. 🥬📊

🧭 Want More Like This?

👉 Browse our Insider Purchases Center
👉 Explore our Follow the Pundits Hub: When Big Bets Matter or our Young Guns & Turnaround Stocks 
👉 Dive into Stock Market Humor & Serious-ish Plays
👉 Gold, Bitcoin, Commodities, and Agriculture: Diversification Is Key—But How Much and Where? 🌾 
👉 For even older brands on new missions, explore our Corporate Resurrection Series. Nope, doesn't exist anymore.