Bunge Limited (BG)vsTyson Foods Inc (TSN)
BG
Bunge Limited
$118.15
-3.19%
CONSUMER DEFENSIVE · Cap: $22.86B
TSN
Tyson Foods Inc
$58.18
-1.59%
CONSUMER DEFENSIVE · Cap: $20.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Limited generates 28% more annual revenue ($70.33B vs $55.13B). BG leads profitability with a 116.0% profit margin vs 36.0%. TSN appears more attractively valued with a PEG of 0.92. BG earns a higher WallStSmart Score of 59/100 (C).
BG
Buy59
out of 100
Grade: C
TSN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-264.1%
Fair Value
$33.52
Current Price
$118.15
$84.63 premium
Margin of Safety
-1620.3%
Fair Value
$3.74
Current Price
$58.18
$54.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 116 of every $100 in revenue as profit
Strong operational efficiency at 126.0%
Revenue surging 75.5% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 126 in profit
Keeps 36 of every $100 in revenue as profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
ROE of 6.0% — below average capital efficiency
Weak financial health signals
Earnings declined 88.8%
Operating margin of 2.9%
Premium valuation, high expectations priced in
Earnings declined 76.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : BG
The strongest argument for BG centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 116.0% and operating margin at 126.0%. Revenue growth of 75.5% demonstrates continued momentum.
Bull Case : TSN
The strongest argument for TSN centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 36.0% and operating margin at 2.9%. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : BG
The primary concerns for BG are PEG Ratio, Return on Equity, Piotroski F-Score.
Bear Case : TSN
The primary concerns for TSN are Operating Margin, P/E Ratio, EPS Growth. A P/E of 105.8x leaves little room for execution misses.
Key Dynamics to Monitor
BG profiles as a growth stock while TSN is a mature play — different risk/reward profiles.
BG carries more volatility with a beta of 0.74 — expect wider price swings.
BG is growing revenue faster at 75.5% — sustainability is the question.
BG generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 55/100), backed by strong 116.0% margins and 75.5% revenue growth. 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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