Bunge Global SA vs Cal-Maine Foods Inc

Bunge Global SA (BG) is slightly overvalued and Cal-Maine Foods Inc (CALM) is undervalued.

Against our estimates of intrinsic value, CALM trades at the wider discount: a margin of safety of +56%, against -13% for BG.

Values as of the 22 Sept 2026 close.

Bunge Global SA (BG)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $97.33; the price of $110.00 is 13% above that value, and 77% of that value comes from beyond year five.

Leak Score 15/100 on 6 of 12 signals

Cal-Maine Foods Inc (CALM)

Discounting its cash flows at 7.2% (average of 3 methods) values the shares at $165.29; the price of $73.13 is 56% below that value, and 83% of that value comes from beyond year five.

Leak Score 100/100 on 2 of 12 signals

MetricBGCALM
VerdictSlightly overvaluedUndervalued
Price$110.00$73.13
Intrinsic value$97.33$165.29
Margin of safety-13%+56%
Leak Score15/100 (6/12)100/100 (2/12)
Market cap$21.1B$3.4B
Revenue growth, 5 years11.2%16.6%
Operating margin2.2%11.8%
Net margin1.1%10.9%
Return on equity7.5%12.2%
Debt to equity1.060.00
P/E21.3x11.2x
Forward P/E9.9x24.8x
P/B1.3x1.3x
Dividend yield2.6%0.5%

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