COMPARE · Data as of August 24, 2026
BG vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. BG scored 40.5, JBS scored 71.3 — JBS leads.
Compare another set
Different reporting periods. BG's fundamentals are as of March 2026, but JBS's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BG
Bunge Global SA
40.5
$110.16 · $21.2B
fundamentals as of
Score gap
30.8
JBS leads
JBS
JBS N.V.
71.3
$13.88 · $14.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBG+17.5%
- Strongest balance sheetBG0.98
- Highest qualityJBS69 / 100
- Largest discount to fair valueJBS-24%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BG
stronger →← stronger
JBS
33
Qualityreturns · margins · balance sheet
69
70
Growthrevenue & earnings expansion
69
29
Valuevaluation vs sector peers
76
JBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BG
JBS
-$1.2bF
FCF
$833mC+
+17.5%B+
Rev
+11.7%B
0.98B
D/E
2.83D
1.2xB+
P/S
—
1.37B
PEG
0.45A
—
P/E
13.0xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BG
JBS
—
Price vs fair valuelower is cheaper
24% below
—
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
—
1-yr DCF upside
+0%
—
5-yr DCF upside
+32%
—
10-yr DCF upside
+97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BG
Why this score
- Diluting shareholders
JBS
Why this score
- Short track record
The companies
BGBunge Global SA
Why now
Farm Products · market cap $21.2b. 18% off the 52-week high of $134.87. Revenue growing +17%, comfortably above the S&P median. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $141.22 (implying +28% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$1.2b) — capital raises or debt issuance likely required; dilution / leverage risk. Net margin 3.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
JBSJBS N.V.
Why now
Packaged Foods · market cap $14.9b. Down 26% from 52-week high of $18.65 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.45 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $18.14 (implying +31% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 2.83 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 93% of earnings on a 9.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Net margin 2.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BG and JBS diverge
On the headline score the gap is 30.8 points in favor of JBS. The widest single difference is Value, where JBS leads by 47.2 points.
- ValueBG 28.6 · JBS 75.8JBS +47.2
- QualityBG 33.3 · JBS 69.4JBS +36.1
- GrowthBG 69.9 · JBS 69.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.