Bunge Global SA (BG)vsThe Coca-Cola Company (KO)
BG
Bunge Global SA
$107.78
-8.17%
CONSUMER DEFENSIVE · Cap: $23.12B
KO
The Coca-Cola Company
$89.13
+0.92%
CONSUMER DEFENSIVE · Cap: $353.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 63% more annual revenue ($80.55B vs $49.28B). KO leads profitability with a 27.8% profit margin vs 0.8%. BG appears more attractively valued with a PEG of 1.71. KO earns a higher WallStSmart Score of 65/100 (B-).
BG
Buy57
out of 100
Grade: C
KO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.7%
Fair Value
$82.05
Current Price
$107.78
$25.73 premium
Margin of Safety
-42.9%
Fair Value
$61.78
Current Price
$89.13
$27.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 87.8% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 41 in profit
Strong operational efficiency at 35.1%
Keeps 28 of every $100 in revenue as profit
Generating 1.8B 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
Moderate valuation
Trading at 11.4x book value
Elevated debt levels
Expensive relative to growth rate
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.
Bull Case : KO
The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 35.1%. Revenue growth of 12.1% demonstrates continued momentum.
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 : KO
The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.
Key Dynamics to Monitor
BG profiles as a hypergrowth stock while KO is a mature 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.
KO generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
KO scores higher overall (65/100 vs 57/100), backed by strong 27.8% margins and 12.1% revenue growth. Both earn "Strong 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 Global SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
The Coca-Cola Company
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.
Visit Website →Compare with Other FARM PRODUCTS Stocks
Want to dig deeper into these stocks?