Bunge Limited (BG)vsUnilever PLC ADR (UL)
BG
Bunge Limited
$127.07
+0.60%
CONSUMER DEFENSIVE · Cap: $24.48B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Limited generates 39% more annual revenue ($70.33B vs $50.50B). UL leads profitability with a 18.8% profit margin vs 1.2%. BG appears more attractively valued with a PEG of 1.71. BG earns a higher WallStSmart Score of 59/100 (C).
BG
Buy59
out of 100
Grade: C
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.4%
Fair Value
$155.26
Current Price
$127.07
$28.19 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 75.5% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 31 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 6.0% — below average capital efficiency
1.2% margin — thin
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 75.5% 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 1.2% margins leave little buffer for downturns.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
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 0.70 — expect wider price swings.
BG is growing revenue faster at 75.5% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 46/100) and 75.5% 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 Limited
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.
Compare with Other FARM PRODUCTS Stocks
Want to dig deeper into these stocks?