BG
Bunge Global S.A.
Agricultural Farm Products
Market Cap$24.46B
5Y Perf.+223.0%
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Stock Comparison
BG vs CF
Revenue, margins, valuation, and 5-year total return — side by side.
CF
CF Industries Holdings, Inc.
Agricultural Inputs
Market Cap$18.39B
5Y Perf.+307.7%
BG vs CF — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BG | CF |
|---|---|---|
| Industry | Agricultural Farm Products | Agricultural Inputs |
| Market Cap | $24.46B | $18.39B |
| Revenue (TTM) | $80.54B | $7.41B |
| Net Income (TTM) | $686M | $1.76B |
| Gross Margin | 5.2% | 40.4% |
| Operating Margin | 2.4% | 27.1% |
| Forward P/E | 14.6x | 8.5x |
| Total Debt | $16.95B | $3.95B |
| Cash & Equiv. | $1.14B | $1.98B |
BG vs CF — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BG
CF
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Bunge Global S.A. (BG) | 100 | 323.0 | +223.0% |
| CF Industries Holdi… (CF) | 100 | 407.7 | +307.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BG vs CF
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CF leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Bunge Global S.A. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BG
Bunge Global S.A.
The Income Pick
BG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.25, yield 2.2%
- Rev growth 32.4%, EPS growth -38.4%, 3Y rev CAGR 1.5%
- Beta 0.25, yield 2.2%, current ratio 1.61x
Best for: income & stability and growth exposure
CF
CF Industries Holdings, Inc.
The Long-Run Compounder
CF carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 333.0% 10Y total return vs BG's 142.9%
- Lower volatility, beta -0.62, Low D/E 50.8%, current ratio 3.37x
- Lower P/E (8.5x vs 14.6x)
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BG | 32.4% revenue growth vs CF's 19.3% |
| Value | CF | Lower P/E (8.5x vs 14.6x) |
| Quality / Margins | CF | 23.7% margin vs BG's 0.9% |
| Stability / Safety | CF | Lower D/E ratio (50.8% vs 97.3%) |
| Dividends | BG | 2.2% yield, 5-year raise streak, vs CF's 1.7% |
| Momentum (1Y) | BG | +64.9% vs CF's +48.5% |
| Efficiency (ROA) | CF | 12.4% ROA vs BG's 1.6%, ROIC 18.7% vs 3.3% |
BG vs CF — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
BG vs CF — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCFLAGGINGBG
BGBunge Global S.A.
1leads
CFCF Industries Holding…
4leads
6 Total Categories
CATEGORYLEADERvs BGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CF5/6
Valuation MetricsMultiples, price ratios, and targets
CF3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CF9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
CF5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
BG2/2
Income & Cash Flow (Last 12 Months)
CF leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BG is the larger business by revenue, generating $80.5B annually — 10.9x CF's $7.4B. CF is the more profitable business, keeping 23.7% of every revenue dollar as net income compared to BG's 0.9%. On growth, BG holds the edge at +87.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| RevenueTrailing 12 months | $80.5B | $7.4B |
| EBITDAEarnings before interest/tax | $2.8B | $2.7B |
| Net IncomeAfter-tax profit | $686M | $1.8B |
| Free Cash FlowCash after capex | $112M | $1.6B |
| Gross MarginGross profit ÷ Revenue | +5.2% | +40.4% |
| Operating MarginEBIT ÷ Revenue | +2.4% | +27.1% |
| Net MarginNet income ÷ Revenue | +0.9% | +23.7% |
| FCF MarginFCF ÷ Revenue | +0.1% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +87.8% | +19.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -76.4% | +115.1% |
CF leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
CF leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 13.3x trailing earnings, CF trades at a 48% valuation discount to BG's 25.6x P/E. On an enterprise value basis, CF's 6.2x EV/EBITDA is more attractive than BG's 22.8x.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| Market CapShares × price | $24.5B | $18.4B |
| Enterprise ValueMkt cap + debt − cash | $40.3B | $20.4B |
| Trailing P/EPrice ÷ TTM EPS | 25.62x | 13.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.64x | 8.48x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.31x |
| EV / EBITDAEnterprise value multiple | 22.84x | 6.24x |
| Price / SalesMarket cap ÷ Revenue | 0.35x | 2.60x |
| Price / BookPrice ÷ Book value/share | 1.20x | 2.50x |
| Price / FCFMarket cap ÷ FCF | — | 10.21x |
CF leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
CF leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
CF delivers a 20.4% return on equity — every $100 of shareholder capital generates $20 in annual profit, vs $4 for BG. CF carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to BG's 0.97x. On the Piotroski fundamental quality scale (0–9), CF scores 8/9 vs BG's 2/9, reflecting strong financial health.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| ROE (TTM)Return on equity | +4.3% | +20.4% |
| ROA (TTM)Return on assets | +1.6% | +12.4% |
| ROICReturn on invested capital | +3.3% | +18.7% |
| ROCEReturn on capital employed | +4.5% | +18.3% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 8 |
| Debt / EquityFinancial leverage | 0.97x | 0.51x |
| Net DebtTotal debt minus cash | $15.8B | $2.0B |
| Cash & Equiv.Liquid assets | $1.1B | $2.0B |
| Total DebtShort + long-term debt | $17.0B | $3.9B |
| Interest CoverageEBIT ÷ Interest expense | 3.10x | 12.23x |
CF leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
CF leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CF five years ago would be worth $24,581 today (with dividends reinvested), compared to $15,585 for BG. Over the past 12 months, BG leads with a +64.9% total return vs CF's +48.5%. The 3-year compound annual growth rate (CAGR) favors CF at 22.9% vs BG's 14.2% — a key indicator of consistent wealth creation.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| YTD ReturnYear-to-date | +36.8% | +50.1% |
| 1-Year ReturnPast 12 months | +64.9% | +48.5% |
| 3-Year ReturnCumulative with dividends | +48.7% | +85.6% |
| 5-Year ReturnCumulative with dividends | +55.8% | +145.8% |
| 10-Year ReturnCumulative with dividends | +142.9% | +333.0% |
| CAGR (3Y)Annualised 3-year return | +14.2% | +22.9% |
CF leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — BG and CF each lead in 1 of 2 comparable metrics.
Risk & Volatility
CF is the less volatile stock with a -0.62 beta — it tends to amplify market swings less than BG's 0.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BG currently trades 94.1% from its 52-week high vs CF's 84.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.25x | -0.62x |
| 52-Week HighHighest price in past year | $133.93 | $141.96 |
| 52-Week LowLowest price in past year | $71.60 | $75.42 |
| % of 52W HighCurrent price vs 52-week peak | +94.1% | +84.3% |
| RSI (14)Momentum oscillator 0–100 | 61.2 | 56.0 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 4.9M |
Evenly matched — BG and CF each lead in 1 of 2 comparable metrics.
Analyst Outlook
BG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BG as "Buy" and CF as "Buy". Consensus price targets imply 6.0% upside for BG (target: $134) vs -9.1% for CF (target: $109). For income investors, BG offers the higher dividend yield at 2.19% vs CF's 1.68%.
| Metric | BGBunge Global S.A. | CFCF Industries Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $133.67 | $108.89 |
| # AnalystsCovering analysts | 25 | 41 |
| Dividend YieldAnnual dividend ÷ price | +2.2% | +1.7% |
| Dividend StreakConsecutive years of raises | 5 | 0 |
| Dividend / ShareAnnual DPS | $2.76 | $2.01 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.3% | 0.0% |
BG leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
CF leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). BG leads in 1 (Analyst Outlook). 1 tied.
Best OverallCF Industries Holdings, Inc. (CF)Leads 4 of 6 categories
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BG vs CF: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BG or CF a better buy right now?
For growth investors, Bunge Global S.
A. (BG) is the stronger pick with 32. 4% revenue growth year-over-year, versus 19. 3% for CF Industries Holdings, Inc. (CF). CF Industries Holdings, Inc. (CF) offers the better valuation at 13. 3x trailing P/E (8. 5x forward), making it the more compelling value choice. Analysts rate Bunge Global S. A. (BG) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BG or CF?
On trailing P/E, CF Industries Holdings, Inc.
(CF) is the cheapest at 13. 3x versus Bunge Global S. A. at 25. 6x. On forward P/E, CF Industries Holdings, Inc. is actually cheaper at 8. 5x.
03Which is the better long-term investment — BG or CF?
Over the past 5 years, CF Industries Holdings, Inc.
(CF) delivered a total return of +145. 8%, compared to +55. 8% for Bunge Global S. A. (BG). Over 10 years, the gap is even starker: CF returned +333. 0% versus BG's +142. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BG or CF?
By beta (market sensitivity over 5 years), CF Industries Holdings, Inc.
(CF) is the lower-risk stock at -0. 62β versus Bunge Global S. A. 's 0. 25β — meaning BG is approximately -140% more volatile than CF relative to the S&P 500. On balance sheet safety, CF Industries Holdings, Inc. (CF) carries a lower debt/equity ratio of 51% versus 97% for Bunge Global S. A. — giving it more financial flexibility in a downturn.
05Which is growing faster — BG or CF?
By revenue growth (latest reported year), Bunge Global S.
A. (BG) is pulling ahead at 32. 4% versus 19. 3% for CF Industries Holdings, Inc. (CF). On earnings-per-share growth, the picture is similar: CF Industries Holdings, Inc. grew EPS 33. 1% year-over-year, compared to -38. 4% for Bunge Global S. A.. Over a 3-year CAGR, BG leads at 1. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BG or CF?
CF Industries Holdings, Inc.
(CF) is the more profitable company, earning 20. 5% net margin versus 1. 2% for Bunge Global S. A. — meaning it keeps 20. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CF leads at 33. 4% versus 1. 5% for BG. At the gross margin level — before operating expenses — CF leads at 38. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BG or CF more undervalued right now?
On forward earnings alone, CF Industries Holdings, Inc.
(CF) trades at 8. 5x forward P/E versus 14. 6x for Bunge Global S. A. — 6. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BG: 6. 0% to $133. 67.
08Which pays a better dividend — BG or CF?
All stocks in this comparison pay dividends.
Bunge Global S. A. (BG) offers the highest yield at 2. 2%, versus 1. 7% for CF Industries Holdings, Inc. (CF).
09Is BG or CF better for a retirement portfolio?
For long-horizon retirement investors, CF Industries Holdings, Inc.
(CF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 62), 1. 7% yield, +333. 0% 10Y return). Both have compounded well over 10 years (CF: +333. 0%, BG: +142. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BG and CF?
These companies operate in different sectors (BG (Consumer Defensive) and CF (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
- Sector: Consumer Defensive
- Market Cap > $100B
- Revenue Growth > 43%
- Dividend Yield > 0.8%
Revenue Growth>
%
(BG: 87.8% · CF: 19.4%)P/E Ratio<
x
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