BUNGE GLOBAL SA vs DARLING INGREDIENTS INC., two Food & Beverage stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BG and DAR diverge most: on fcf yield, BG reads -5.6% and DAR reads 9.9%; on gross margin, BG reads 3.5% and DAR reads 26.1%. The rest of the comparable metrics sit closer together. On valuation, today's BG price has a different growth bar priced in than DAR (+8.4% implied for BG vs +20.4% for DAR); the higher figure is the steeper assumption to clear, not a better or worse stock. What BG's price implies is a somewhat stretched bet versus history (whole-company basis). What DAR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BG | DAR |
|---|---|---|
| Price | $106.14 | $60.72 |
| Market cap | $20.8B | $9.8B |
| Sector | Food & Beverage | Food & Beverage |
| Stage | Growth | Mature |
| Implied growth (priced in) | +8.4% | +20.4% |
| P/E | — | 44.0 |
| P/B | 1.19 | 1.98 |
| P/S | 0.26 | 1.55 |
| EV/EBITDA | 43.7 | 14.0 |
| Revenue growth | +57.8% | +11.2% |
| Gross margin | 3.5% | 26.1% |
| Operating margin | — | 14.6% |
| Net margin | 0.8% | 3.5% |
| Return on equity | 3.9% | 4.5% |
| Return on assets | 1.4% | 2.1% |
| Return on invested capital | — | 4.1% |
| FCF yield | -5.6% | 9.9% |
| Dividend yield | 2.6% | — |
| Debt / equity | 0.91 | 0.83 |
| Current ratio | 1.60 | 1.58 |
| Altman Z (solvency) | 8.34 | 2.31 |
| Piotroski F (quality) | 3 / 9 | 7 / 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.