Bunge Global SA vs Del Monte Corp

Bunge Global SA (BG) is slightly overvalued and Del Monte Corp (DMC) is slightly undervalued.

Against our estimates of intrinsic value, DMC trades at the wider discount: a margin of safety of +12%, 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

Del Monte Corp (DMC)

Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $35.85; the price of $31.56 is 12% below that value, and 82% of that value comes from beyond year five.

Leak Score 63/100 on 10 of 12 signals

MetricBGDMC
VerdictSlightly overvaluedSlightly undervalued
Price$110.00$31.56
Intrinsic value$97.33$35.85
Margin of safety-13%+12%
Leak Score15/100 (6/12)63/100 (10/12)
Market cap$21.1B$1.5B
Revenue growth, 5 years11.2%0.6%
Operating margin2.2%3.8%
Net margin1.1%0.8%
Return on equity7.5%1.7%
Debt to equity1.060.30
P/E21.3x44.3x
Forward P/E9.9x10.0x
P/B1.3x0.7x
Dividend yield2.6%3.8%

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