IMPUY vs. BG

Last updated Jun 4, 2026

IMPUY (Impala Platinum Holdings Limited ADR) and BG (Bunge Limited) are both stocks. IMPUY operates in Other Precious Metals & Mining (Basic Materials), while BG operates in Farm Products (Consumer Defensive). Over the past 10 years, IMPUY returned 18.56%/yr vs 10.10%/yr for BG. At a 0.17 correlation, their price movements are largely independent.

Performance

IMPUY vs. BG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Impala Platinum Holdings Limited ADR (IMPUY) and Bunge Limited (BG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IMPUY achieves a -13.46% return, which is significantly lower than BG's 49.26% return. Over the past 10 years, IMPUY has outperformed BG with an annualized return of 18.56%, while BG has yielded a comparatively lower 10.10% annualized return.

IMPUY

• 1D: -5.23%
• 1M: -4.24%
• YTD: -13.46%
• 6M: 7.19%
• 1Y: 90.87%
• 3Y*: 19.06%
• 5Y*: -2.55%
• 10Y*: 18.56%

BG

• 1D: 1.77%
• 1M: 3.59%
• YTD: 49.26%
• 6M: 39.53%
• 1Y: 77.15%
• 3Y*: 15.81%
• 5Y*: 11.16%
• 10Y*: 10.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IMPUY vs. BG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IMPUY Impala Platinum Holdings Limited ADR	-13.46%	236.44%	-4.39%	-58.79%	-4.08%	10.90%	42.27%	307.97%	-3.09%	-17.99%
BG Bunge Limited	49.26%	18.56%	-20.74%	3.79%	9.28%	46.77%	18.92%	11.77%	-17.99%	-4.76%

Correlation

The correlation between IMPUY and BG is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.13
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (10Y) Calculated over the trailing 10-year period	0.17
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016	0.17

Fundamentals

Market Cap IMPUY : $11.99B BG : $25.76B
EPS IMPUY : -$10.34 BG : $4.12
PS Ratio IMPUY : 0.06 BG : 0.27
PB Ratio IMPUY : 0.12 BG : 1.48
Total Revenue (TTM) IMPUY : $186.32B BG : $80.55B
Gross Profit (TTM) IMPUY : $14.03B BG : $3.58B
EBITDA (TTM) IMPUY : $28.96B BG : $2.19B

Return for Risk

IMPUY vs. BG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IMPUY

IMPUY Risk / Return Rank: 73
IMPUY Sharpe Ratio Rank: 78
IMPUY Sortino Ratio Rank: 72
IMPUY Omega Ratio Rank: 71
IMPUY Calmar Ratio Rank: 75
IMPUY Martin Ratio Rank: 73

BG

BG Risk / Return Rank: 91
BG Sharpe Ratio Rank: 91
BG Sortino Ratio Rank: 92
BG Omega Ratio Rank: 89
BG Calmar Ratio Rank: 91
BG Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IMPUY vs. BG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Impala Platinum Holdings Limited ADR (IMPUY) and Bunge Limited (BG). 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.

	IMPUY	BG	Difference
Sharpe ratio: Return per unit of total volatility	1.31	2.48	-1.17
Sortino ratio: Return per unit of downside risk	1.83	3.62	-1.79
Omega ratio: Gain probability vs. loss probability	1.23	1.42	-0.19
Calmar ratio: Return relative to maximum drawdown	2.07	5.04	-2.97
Martin ratio: Return relative to average drawdown	4.43	14.09	-9.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IMPUY vs. BG - Sharpe Ratio Comparison

The current IMPUY Sharpe Ratio is 1.31, which is lower than the BG Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of IMPUY and BG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IMPUY	BG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	2.48	-1.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	0.38	-0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	0.33	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.33	+0.07

Drawdowns

IMPUY vs. BG - Drawdown Comparison

The maximum IMPUY drawdown since its inception was -82.06%, which is greater than BG's maximum drawdown of -77.34%. Use the drawdown chart below to compare losses from any high point for IMPUY and BG.

Drawdown Indicators

	IMPUY	BG	Difference
Max Drawdown Largest peak-to-trough decline	-82.06%	-77.34%	-4.72%
Max Drawdown (1Y) Largest decline over 1 year	-44.16%	-15.39%	-28.77%
Max Drawdown (3Y) Largest decline over 3 years	-63.00%	-38.82%	-24.18%
Max Drawdown (5Y) Largest decline over 5 years	-81.49%	-41.49%	-40.00%
Max Drawdown (10Y) Largest decline over 10 years	-82.06%	-60.49%	-21.57%
Current Drawdown Current decline from peak	-41.98%	0.00%	-41.98%
Average Drawdown Average peak-to-trough decline	-38.50%	-28.91%	-9.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.58%	5.50%	+15.08%

Volatility

IMPUY vs. BG - Volatility Comparison

Impala Platinum Holdings Limited ADR (IMPUY) has a higher volatility of 21.21% compared to Bunge Limited (BG) at 8.83%. This indicates that IMPUY's price experiences larger fluctuations and is considered to be riskier than BG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IMPUY	BG	Difference
Volatility (1M) Calculated over the trailing 1-month period	21.21%	8.83%	+12.38%
Volatility (6M) Calculated over the trailing 6-month period	56.51%	19.24%	+37.27%
Volatility (1Y) Calculated over the trailing 1-year period	69.89%	31.41%	+38.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	61.06%	29.26%	+31.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	61.91%	30.99%	+30.92%

Dividends

IMPUY vs. BG - Dividend Comparison

IMPUY's dividend yield for the trailing twelve months is around 2.52%, more than BG's 2.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BG Bunge Limited	2.15%	3.12%	3.48%	2.55%	2.31%	2.76%	3.05%	3.48%	3.59%	2.62%	2.21%	2.11%
IMPUY Impala Platinum Holdings Limited ADR	2.52%	0.60%	0.00%	6.42%	7.65%	9.50%	2.18%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

IMPUY vs. BG - Profitability Comparison

The chart below illustrates the profitability comparison between Impala Platinum Holdings Limited ADR and Bunge Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

IMPUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported a gross profit of 12.80B and revenue of 57.89B. Therefore, the gross margin over that period was 22.1%.

BG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

IMPUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported an operating income of 12.79B and revenue of 57.89B, resulting in an operating margin of 22.1%.

BG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunge Limited reported an operating income of 235.00M and revenue of 21.86B, resulting in an operating margin of 1.1%.

IMPUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported a net income of 8.87B and revenue of 57.89B, resulting in a net margin of 15.3%.

BG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunge Limited reported a net income of 68.00M and revenue of 21.86B, resulting in a net margin of 0.3%.

Frequently Asked Questions

Can I hold both IMPUY and BG in my portfolio?

IMPUY and BG have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IMPUY or BG?

IMPUY has higher volatility (21.21%) compared to BG (8.83%). In terms of maximum drawdown, IMPUY dropped -82.06% vs BG's -77.34%.

Which has better risk-adjusted returns?

BG currently has the higher Sharpe Ratio (2.48 vs 1.31), 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.