BUNGE GLOBAL SA vs J M SMUCKER Co, two Food & Beverage stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BG and SJM diverge most: on fcf yield, BG reads -5.8% and SJM reads 12.4%; on gross margin, BG reads 3.5% and SJM reads 44.1%. The rest of the comparable metrics sit closer together. What SJM'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 | SJM |
|---|---|---|
| Price | $102.78 | $119.81 |
| Market cap | $20.1B | $12.8B |
| Sector | Food & Beverage | Food & Beverage |
| Stage | Growth | Mature |
| Implied growth (priced in) | +7.8% | — |
| P/E | — | 56.0 |
| P/B | 1.15 | 2.23 |
| P/S | 0.25 | 1.40 |
| EV/EBITDA | 41.2 | 17.5 |
| Revenue growth | +57.8% | +5.1% |
| Gross margin | 3.5% | 44.1% |
| Operating margin | — | 23.1% |
| Net margin | 0.8% | 2.5% |
| Return on equity | 3.9% | 4.0% |
| Return on assets | 1.4% | 1.4% |
| Return on invested capital | — | 5.0% |
| FCF yield | -5.8% | 12.4% |
| Dividend yield | 2.7% | 3.7% |
| Debt / equity | 0.84 | 1.17 |
| Current ratio | 1.60 | 0.87 |
| Altman Z (solvency) | 8.34 | 1.39 |
| Piotroski F (quality) | 3 / 9 | 4 / 9 |
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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.