BUNGE GLOBAL SA vs THE J. M. SMUCKER COMPANY, 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 implied growth (priced in), BG reads +10.4% and SJM reads -3.5%; on net margin, BG reads 0.8% and SJM reads -1.5%. The rest of the comparable metrics sit closer together. On valuation, today's BG price has a different growth bar priced in than SJM (+10.4% implied for BG vs -3.5% for SJM); the higher figure is the steeper assumption to clear, not a better or worse stock. 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 | $106.14 | $119.34 |
| Market cap | $20.8B | $12.7B |
| Sector | Food & Beverage | Food & Beverage |
| Stage | Growth | Mature |
| Implied growth (priced in) | +10.4% | -3.5% |
| P/B | 1.19 | 2.30 |
| P/S | 0.26 | 1.41 |
| EV/EBITDA | 43.7 | 44.2 |
| Revenue growth | +57.8% | +3.7% |
| Gross margin | 3.5% | 38.0% |
| Operating margin | — | 19.6% |
| Net margin | 0.8% | -1.5% |
| Return on equity | 3.9% | -2.5% |
| Return on assets | 1.4% | -0.9% |
| Return on invested capital | — | 2.3% |
| FCF yield | -5.6% | 9.1% |
| Dividend yield | 2.6% | 3.7% |
| Debt / equity | 0.91 | 1.26 |
| Current ratio | 1.60 | 0.78 |
| Altman Z (solvency) | 8.34 | 1.31 |
| Piotroski F (quality) | 3 / 9 | 7 / 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.