Bunge Global SA (BG) is slightly overvalued and Tyson Foods Inc (TSN) is overvalued.
Both trade above our estimate of their intrinsic value. BG is the closer of the two: -13%, against -26% for TSN.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $41.09; the price of $51.82 is 26% above that value, and 83% of that value comes from beyond year five.
Leak Score 36/100 on 8 of 12 signals
| Metric | BG | TSN |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $110.00 | $51.82 |
| Intrinsic value | $97.33 | $41.09 |
| Margin of safety | -13% | -26% |
| Leak Score | 15/100 (6/12) | 36/100 (8/12) |
| Market cap | $21.1B | $17.9B |
| Revenue growth, 5 years | 11.2% | 4.7% |
| Operating margin | 2.2% | 2.5% |
| Net margin | 1.1% | 1.0% |
| Return on equity | 7.5% | 3.1% |
| Debt to equity | 1.06 | 0.44 |
| P/E | 21.3x | 31.3x |
| Forward P/E | 9.9x | 12.4x |
| P/B | 1.3x | 1.0x |
| Dividend yield | 2.6% | 4.1% |