Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GEF
HOLDREMOVEGreif, Inc. · Consumer Cyclical · United States · $3.6B · Avg Vol: $15M/d
While industrial packaging is necessary, Greif is a highly cyclical business with low return on capital, failing our quality compounder criteria.
COMPANY DESCRIPTION
Greif, Inc. is a global leader in industrial packaging products and services, manufacturing steel and plastic drums, intermediate bulk containers, and corrugated products for diverse industries. The company benefits from its vast global manufacturing and distribution network, offering customized solutions and strong customer relationships. Greif is a long-established, vertically integrated industrial packaging specialist focused on sustainability.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.6B | 6.3B | 4.2B | 4.4B | -7.8% |
| EPS | 6.57 | 6.36 | 6.22 | 4.54 | -11.6% |
| Shares | 94M | 94M | 94M | 94M | 0.0% |
| Debt | 2.5B | 2.2B | 2.5B | 3.0B | 6.0% |
| Equity | 1.5B | 1.8B | 1.9B | 2.1B | 11.2% |
| Op CF | 396M | 658M | 650M | 356M | -3.5% |
| Inv CF | 47M | -28M | -670M | -658M | — |
| Fin CF | -423M | -531M | 70M | 324M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of GEF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GEF | Greif, Inc.(you) | $3.6B | 54 | HOLD |
| SLGN | Silgan Holdings Inc. | $4.0B | 59 | HOLD |
| GPK | Graphic Packaging Holding Company | $3.4B | 35 | HOLD |
| AVY | Avery Dennison Corporation | $12.3B | 64 | HOLD |
| BALL | Ball Corporation | $15.0B | 62 | HOLD |
| REYN | Reynolds Consumer Products Inc. | $4.7B | 85 | STRONG BUY |
| CCK | Crown Holdings, Inc. | $10.9B | 72 | BUY |
| IP | International Paper Company | $17.6B | 41 | HOLD |
| SON | Sonoco Products Company | $4.9B | 93 | STRONG BUY |
| PKG | Packaging Corporation of America | $19.4B | 68 | BUY |
Peer medians: ROE 10.1% · P/E 22.9x · Gross margin 38.1%