Campbell’s (NASDAQ:CPB – Get Free Report) and Bunge Global (NYSE:BG – Get Free Report) are both consumer staples companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, valuation, profitability, dividends, risk and analyst recommendations.
Insider & Institutional Ownership
52.3% of Campbell’s shares are held by institutional investors. Comparatively, 86.2% of Bunge Global shares are held by institutional investors. 19.8% of Campbell’s shares are held by insiders. Comparatively, 0.6% of Bunge Global shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Profitability
This table compares Campbell’s and Bunge Global’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Campbell’s | 4.04% | 16.44% | 4.25% |
| Bunge Global | 1.10% | 9.15% | 3.43% |
Earnings & Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Campbell’s | $9.74 billion | 0.62 | $398.00 million | $1.31 | 15.43 |
| Bunge Global | $70.33 billion | 0.30 | $816.00 million | $5.15 | 21.50 |
Bunge Global has higher revenue and earnings than Campbell’s. Campbell’s is trading at a lower price-to-earnings ratio than Bunge Global, indicating that it is currently the more affordable of the two stocks.
Dividends
Campbell’s pays an annual dividend of $1.56 per share and has a dividend yield of 7.7%. Bunge Global pays an annual dividend of $2.88 per share and has a dividend yield of 2.6%. Campbell’s pays out 119.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Bunge Global pays out 55.9% of its earnings in the form of a dividend.
Volatility & Risk
Campbell’s has a beta of 0.03, suggesting that its share price is 97% less volatile than the S&P 500. Comparatively, Bunge Global has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500.
Analyst Ratings
This is a breakdown of recent recommendations and price targets for Campbell’s and Bunge Global, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Campbell’s | 7 | 12 | 0 | 0 | 1.63 |
| Bunge Global | 0 | 3 | 8 | 0 | 2.73 |
Campbell’s presently has a consensus price target of $19.88, indicating a potential downside of 1.66%. Bunge Global has a consensus price target of $129.33, indicating a potential upside of 16.79%. Given Bunge Global’s stronger consensus rating and higher possible upside, analysts clearly believe Bunge Global is more favorable than Campbell’s.
Summary
Bunge Global beats Campbell’s on 10 of the 16 factors compared between the two stocks.
About Campbell’s
The Campbell’s Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell’s condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell’s gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell’s tomato juice; and snacking products in foodservice in Canada. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, which include Goldfish crackers, Snyder’s of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, Pop Secret popcorn, and other snacking products. This segment is also involved in the retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores, as well as e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was founded in 1869 and is headquartered in Camden, New Jersey.
About Bunge Global
Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains comprising wheat and corn; and processes oilseeds into vegetable oils and protein meals. This segment offers its products for animal feed manufacturers, livestock producers, wheat and corn millers, and other oilseed processors, as well as third-party edible oil processing and biofuel companies for biofuel production applications. The Refined and Specialty Oils segment sells packaged and bulk oils and fats that comprise cooking oils, shortenings, margarines, mayonnaise, renewable diesel feedstocks, and other products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, and other food manufacturers, as well as grocery chains, wholesalers, distributors, and other retailers. This segment also refines and fractionates palm oil, palm kernel oil, coconut oil, and shea butter, and olive oil; and produces specialty ingredients derived from vegetable oils, such as lecithin. The Milling segment provides wheat flours and bakery mixes; corn milling products that comprise dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer’s grits, as well as soy-fortified corn meal, corn-soy blends, and other products; whole grain and fiber ingredients; die-cut pellets; and non-GMO products. The Sugar and Bioenergy segment produces sugar and ethanol; and generates electricity from burning sugarcane bagasse. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.
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