ARCHER-DANIELS-MIDLAND CO vs BUNGE GLOBAL SA, two Food & Beverage stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADM and BG diverge most: on revenue growth, ADM reads -3.7% and BG reads +57.8%; on fcf yield, ADM reads 12.5% and BG reads -5.6%. The rest of the comparable metrics sit closer together. On valuation, today's ADM price has a different growth bar priced in than BG (+4.3% implied for ADM vs +8.4% for BG); the higher figure is the steeper assumption to clear, not a better or worse stock. What ADM's price implies is a bet that sits within the historical range (whole-company basis). What BG's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADM | BG |
|---|---|---|
| Price | $79.22 | $106.14 |
| Market cap | $38.3B | $20.8B |
| Sector | Food & Beverage | Food & Beverage |
| Stage | Mature | Growth |
| Implied growth (priced in) | +4.3% | +8.4% |
| P/E | 35.4 | — |
| P/B | 1.68 | 1.19 |
| P/S | 0.48 | 0.26 |
| EV/EBITDA | 38.7 | 43.7 |
| Revenue growth | -3.7% | +57.8% |
| Gross margin | 6.0% | 3.5% |
| Net margin | 1.3% | 0.8% |
| Return on equity | 4.7% | 3.9% |
| Return on assets | 1.9% | 1.4% |
| FCF yield | 12.5% | -5.6% |
| Dividend yield | 2.6% | 2.6% |
| Debt / equity | 0.36 | 0.91 |
| Current ratio | 1.31 | 1.60 |
| Altman Z (solvency) | 8.16 | 8.34 |
| Piotroski F (quality) | 6 / 9 | 3 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.