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TickerBG
SectorAgricultural Farm Products
Mkt cap$24.2B
EV / EBITDA13.7×
PostureHigh Velocity
Composite64/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1996862

Bunge Global SA

BGHIGH VELOCITYFILING INTENSITY

Bunge Global SA reads as an High Velocity (composite 64/100); Transformational Buyer deploying $13B across 6 disclosed transactions, newly disclosed vs the prior cycle · primary market Consumer Products.

Lens

Disclosed M&A capital (2023–2025)

$13B

new

vs N/A in 2020–2022

Disclosed transactions

6

new

3/3 active fiscal years in window

Buyer archetype

Transformational Buyer

Episodic but very large disclosed transactions drive the profile.

Composite score

64

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$80.5B
EBITDA$2.8B
Enterprise value$37.7B
EV / Revenue0.5×
EV / EBITDA13.7×
P/EN/A
Cash$839M
Total debt$4.6B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

59/100

Companies actively deploying disclosed capital into M&A

  • $13B disclosed buyer spend

Buyer Cadence

35/100

Buyer-side companies with recent filing activity

  • Filed within 41d
  • 52 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

0/100

Issuers showing financial-distress filing patterns

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
64/100

Issuers with the highest filing-activity intensity

  • 52 8-Ks
  • 4 form types

Quiet Power

49/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $37.7B
  • 10-Q 41d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $8,600M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20252$4.1B$2.1BN/A
20242$252M$126MN/A
20232$8.6B$4.3BN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    25%
  • Geographic Expansion
    25%
  • Platform
    25%
  • Horizontal Consolidation
    25%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • platform
  • geographic_expansion
  • horizontal_consolidation
  • bolt_on
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

create an innovative global agribusiness company well positioned to meet the demands of increasingly complex markets

10-KFY2024

Acquisition of Viterra creates a premier global agribusiness solutions company

10-KFY2025

Acquisition of Viterra will create an innovative global agribusiness company

10-KFY2023

immediately began integrating Viterra into its ongoing operations

10-KFY2025

pending business combination with Viterra Limited

10-KFY2023
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Consumer Products

Market spend (2023–2025)
$145.2B
Market spend (2020–2022)
$102.1B
Recent vs prior
+42%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

13.7×EV / EBITDA

BG trades at a +1.5-turn premium to the Consumer Products peer median of 12.2×.

EV / Revenue
0.5×
Net debt / EBITDA
1.4×
Peer median EV / EBITDA
12.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
15.7×2.3×2.0×$164.7B$24.6B
Bunge Global SABG
13.7×0.5×1.4×$80.5B$13B
8.7×1.3×-0.1×$10B$5.5B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Consumer Products. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)32026-02-19
  • 10-Q (quarterly)72026-04-29
  • 8-K (event)522026-04-29
  • Proxy / DEF 14A62026-04-10
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Bunge Global SA: Issuer Brief | SE-Cluster