BG vs. MTDR
BG (Bunge Limited) and MTDR (Matador Resources Company) are both stocks. BG operates in Farm Products (Consumer Defensive), while MTDR operates in Oil & Gas E&P (Energy). Over the past 10 years, BG returned 9.82%/yr vs 9.53%/yr for MTDR. At a 0.33 correlation, their price movements are largely independent.
Performance
BG vs. MTDR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BG achieves a 29.85% return, which is significantly higher than MTDR's 22.72% return. Both investments have delivered pretty close results over the past 10 years, with BG having a 9.82% annualized return and MTDR not far behind at 9.53%.
BG
- 1D
- 0.62%
- 1M
- -8.75%
- 6M
- 15.68%
- YTD
- 29.85%
- 1Y
- 53.17%
- 3Y*
- 6.89%
- 5Y*
- 11.18%
- 10Y*
- 9.82%
MTDR
- 1D
- -0.08%
- 1M
- -4.25%
- 6M
- 23.27%
- YTD
- 22.72%
- 1Y
- 0.99%
- 3Y*
- 0.56%
- 5Y*
- 9.41%
- 10Y*
- 9.53%
BG vs. MTDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BG Bunge Limited | 29.85% | 18.56% | -20.74% | 3.79% | 9.28% | 46.77% | 18.92% | 11.77% | -17.99% | -4.76% |
MTDR Matador Resources Company | 22.72% | -22.31% | 0.37% | 0.57% | 55.83% | 207.33% | -32.89% | 15.71% | -50.11% | 20.85% |
Correlation
The correlation between BG and MTDR is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2012 | 0.33 |
Fundamentals
BG:
$22.18B
MTDR:
$6.38B
BG:
$3.89
MTDR:
$3.89
BG:
29.40
MTDR:
13.19
BG:
0.25
MTDR:
1.90
BG:
1.29
MTDR:
1.14
BG:
$80.55B
MTDR:
$3.36B
BG:
$3.58B
MTDR:
$3.43B
BG:
$2.19B
MTDR:
$1.97B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BG vs. MTDR — Risk / Return Rank
BG
MTDR
BG vs. MTDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bunge Limited (BG) and Matador Resources Company (MTDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BG | MTDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.70 | ||
| Sortino ratioReturn per unit of downside risk | +2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.04 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 0.06 | +2.61 |
| Martin ratioReturn relative to average drawdown | 9.27 | 0.12 | +9.15 |
Loading charts...
Drawdowns
BG vs. MTDR - Drawdown Comparison
The maximum BG drawdown since its inception was -77.34%, smaller than the maximum MTDR drawdown of -96.50%. Use the drawdown chart below to compare losses from any high point for BG and MTDR.
Loading charts...
Drawdown Indicators
| BG | MTDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.34% | -96.50% | +19.16% |
Max Drawdown (1Y)Largest decline over 1 year | -20.18% | -28.76% | +8.58% |
Max Drawdown (3Y)Largest decline over 3 years | -38.82% | -46.83% | +8.01% |
Max Drawdown (5Y)Largest decline over 5 years | -41.49% | -48.29% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -60.49% | -96.50% | +36.01% |
Current DrawdownCurrent decline from peak | -13.01% | -24.81% | +11.80% |
Average DrawdownAverage peak-to-trough decline | -28.83% | -25.07% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 14.27% | -8.47% |
Volatility
BG vs. MTDR - Volatility Comparison
Bunge Limited (BG) and Matador Resources Company (MTDR) have volatilities of 9.66% and 9.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BG | MTDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 9.39% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 20.94% | 30.06% | -9.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 40.37% | -9.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.36% | 47.08% | -17.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.04% | 64.91% | -33.87% |
Dividends
BG vs. MTDR - Dividend Comparison
BG's dividend yield for the trailing twelve months is around 2.47%, less than MTDR's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BG Bunge Limited | 2.47% | 3.12% | 3.48% | 2.55% | 2.31% | 2.76% | 3.05% | 3.48% | 3.59% | 2.62% | 2.21% | 2.11% |
MTDR Matador Resources Company | 2.80% | 3.09% | 1.51% | 1.14% | 0.52% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BG vs. MTDR - Financials Comparison
This section allows you to compare key financial metrics between Bunge Limited and Matador Resources Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BG vs. MTDR - Profitability Comparison
BG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Bunge Limited reported a gross profit of 766.00M and revenue of 21.86B. Therefore, the gross margin over that period was 3.5%.
MTDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Matador Resources Company reported a gross profit of 564.11M and revenue of 671.64M. Therefore, the gross margin over that period was 84.0%.
BG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Bunge Limited reported an operating income of 235.00M and revenue of 21.86B, resulting in an operating margin of 1.1%.
MTDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Matador Resources Company reported an operating income of 46.82M and revenue of 671.64M, resulting in an operating margin of 7.0%.
BG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Bunge Limited reported a net income of 68.00M and revenue of 21.86B, resulting in a net margin of 0.3%.
MTDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Matador Resources Company reported a net income of -35.87M and revenue of 671.64M, resulting in a net margin of -5.3%.
Frequently Asked Questions
BG and MTDR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BG has higher volatility (9.66%) compared to MTDR (9.39%). In terms of maximum drawdown, BG dropped -77.34% vs MTDR's -96.50%.
BG currently has the higher Sharpe Ratio (1.74 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BG and MTDR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer