Greif, Inc. (NYSE:GEF-B)

Greif, Inc. GEF-B

Consumer Cyclical - Packaging & Containers - NYSE - US

Watchlist

$ 72.26

0.571 %

$ 3.29 B

Market Cap

10.47

P/E

1. INTRINSIC VALUE

Greif, Inc. engages in the production and sale of industrial packaging products and services worldwide. It operates in three segments: Global Industrial Packaging; Paper Packaging & Services; and Land Management. The Global Industrial Packaging segment produces and sells industrial packaging products, including steel, fiber, and plastic drums; rigid and flexible intermediate bulk containers; closure systems for industrial packaging products; transit protection products; water bottles, and remanufactured and reconditioned industrial containers; and various services, such as container life cycle management, filling, logistics, warehousing, and other packaging services to chemicals, paints and pigments, food and beverage, petroleum, industrial coatings, agriculture, pharmaceuticals, mineral product, and other industries.[ Read More ]

The intrinsic value of one GEF-B stock under the base case scenario is HIDDEN Compared to the current market price of 72.3 USD, Greif, Inc. is HIDDEN

GEF-B Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart GEF-B

FINANCIALS

Annual
Quarterly

5.22 B REVENUE

Growth Rates

1Year -17.81%

3Years 4.95%

5Years 6.14%

7Years 6.66%

10Years 1.83%

606 M OPERATING INCOME

Growth Rates

1Year -2.53%

3Years 25.70%

5Years 10.32%

7Years 15.15%

10Years 5.95%

379 M NET INCOME

Growth Rates

1Year -3.78%

3Years 45.02%

5Years 10.56%

7Years 25.93%

10Years 9.79%

650 M OPERATING CASH FLOW

Growth Rates

1Year -1.22%

3Years 12.62%

5Years 20.75%

7Years 11.61%

10Years 10.00%

-670 M INVESTING CASH FLOW

Growth Rates

1Year -2276.60%

3Years -198.49%

5Years -37.74%

7Years -59.88%

10Years -20.87%

69.7 M FINANCING CASH FLOW

Growth Rates

1Year 113.13%

3Years 29.50%

5Years 19.53%

7Years 12.32%

10Years 9.31%

1.45 B REVENUE

Growth Rates

1Year -17.81%

3Years 4.95%

5Years 6.14%

7Years 6.66%

10Years 1.83%

171 M OPERATING INCOME

Growth Rates

1Year -2.53%

3Years 25.70%

5Years 10.32%

7Years 15.15%

10Years 5.95%

87.1 M NET INCOME

Growth Rates

1Year -3.78%

3Years 45.02%

5Years 10.56%

7Years 25.93%

10Years 9.79%

76.8 M OPERATING CASH FLOW

Growth Rates

1Year -1.22%

3Years 12.62%

5Years 20.75%

7Years 11.61%

10Years 10.00%

-41.2 M INVESTING CASH FLOW

Growth Rates

1Year -2276.60%

3Years -198.49%

5Years -37.74%

7Years -59.88%

10Years -20.87%

-43.2 M FINANCING CASH FLOW

Growth Rates

1Year 113.13%

3Years 29.50%

5Years 19.53%

7Years 12.32%

10Years 9.31%

Balance Sheet Decomposition Greif, Inc.

5.96 B ASSETS
3.85 B LIABILITIES

Current Assets	1.37 B
Cash & Short-Term Investments	181 M
Receivables	659 M
Other Current Assets	529 M
Non-Current Assets	4.59 B
Long-Term Investments	0
PP&E	1.88 B
Other Non-Current Assets	2.71 B

Current Liabilities	939 M
Accounts Payable	498 M
Short-Term Debt	151 M
Other Current Liabilities	291 M
Non-Current Liabilities	2.91 B
Long-Term Debt	2.39 B
Other Non-Current Liabilities	520 M

EFFICIENCY

Earnings Waterfall Greif, Inc.

Revenue	5.22 B
Cost Of Revenue	4.07 B
Gross Profit	1.15 B
Operating Expenses	549 M
Operating Income	606 M
Other Expenses	226 M
Net Income	379 M

RATIOS

21.96% GROSS MARGIN

Averages

1Year 21.96%

3Years 20.63%

5Years 20.61%

7Years 20.43%

10Years 20.13%

11.60% OPERATING MARGIN

Averages

1Year 11.60%

3Years 10.64%

5Years 9.47%

7Years 9.20%

10Years 8.24%

6.88% NET MARGIN

Averages

1Year 6.88%

3Years 6.62%

5Years 5.20%

7Years 4.95%

10Years 4.10%

18.44% ROE

Averages

1Year 18.44%

3Years 21.88%

5Years 18.03%

7Years 17.26%

10Years 14.30%

6.03% ROA

Averages

1Year 6.03%

3Years 6.55%

5Years 4.95%

7Years 5.00%

10Years 4.20%

11.08% ROIC

Averages

1Year 11.08%

3Years 12.05%

5Years 9.76%

7Years 10.26%

10Years 8.57%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Greif, Inc.

Net Income	379 M
Depreciation & Amortization	231 M
Capital Expenditures	-214 M
Stock-Based Compensation	0
Change in Working Capital	58.3 M
Others	148 M
Free Cash Flow	436 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Greif, Inc.

GEF-B has no price targets from Wall Street.

4. DIVIDEND ANALYSIS

0.78% DIVIDEND YIELD

0.81 USD DIVIDEND PER SHARE

5. COMPETITION

Pactiv Evergreen Inc. manufactures and distributes fresh foodservice and food merchandising products, and fresh beverage cartons in North America. It operates through three segments: Foodservice, Food Merchandising, and Beverage Merchandising.

0.84 USD

PTVE

Overvalued 93.17%

Myers Industries, Inc. engages in distribution of tire service supplies in Ohio. It operates through The Material Handling and Distribution segments.

30.6 USD

MYE

Undervalued 161.15%

Silgan Holdings Inc., together with its subsidiaries, manufactures and sells rigid packaging for consumer goods products in North America, Europe, and internationally.

87.1 USD

SLGN

Undervalued 62.61%

Sonoco Products Company, together with its subsidiaries, manufactures and sells industrial and consumer packaging products in North and South America, Europe, Australia, and Asia.

86.6 USD

SON

Undervalued 72.96%

Avery Dennison Corporation manufactures and markets pressure-sensitive materials and products in the United States, Europe, Asia, Latin America, and internationally. The company's Label and Graphic Materials segment offers pressure-sensitive label and packaging materials; and graphics and reflective products under the Fasson, JAC, Avery Dennison, and Mactac brands, as well as durable cast and reflective films.

Reynolds Consumer Products Inc. produces and sells products in cooking, waste and storage, and tableware product categories in the United States and internationally.

27.2 USD

REYN

Overvalued 0.01%

Sealed Air Corporation provides food safety and security, and product protection solutions and equipment in North America, South America, Europe, the Middle East, Africa, and the Asia Pacific.

19.2 USD

SEE

Overvalued 46.42%

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments.

134 USD

PKG

Overvalued 43.32%

O-I Glass, Inc., through its subsidiaries, manufactures and sells glass containers to food and beverage manufacturers primarily in the Americas, Europe, and the Asia Pacific.

10.2 USD

Overvalued 21.53%

6. Ownership

Insider Ownership Greif, Inc.

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

149 K USD 1

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
10 months ago Dec 27, 2023	Bought 102 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 1510	67.6484 USD
10 months ago Dec 26, 2023	Bought 47.3 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 700	67.588 USD
1 year ago Jul 05, 2023	Bought 230 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 2968	77.56 USD
1 year ago Jul 03, 2023	Sell 206 K USD	Hilsheimer Lawrence A. EVP and CFO	- 2968	69.2745 USD
1 year ago Jul 05, 2023	Bought 0 USD	Hilsheimer Lawrence A. EVP and CFO	+ 2968	0 USD
1 year ago Jul 03, 2023	Sell 206 K USD	Hilsheimer Lawrence A. EVP and CFO	- 2968	69.2745 USD
1 year ago Jun 15, 2023	Sell 311 K USD	Sathyanarayanan Bala EVP, Chief Human Resources Off	- 4506	69.01 USD
1 year ago Jun 16, 2023	Sell 26.1 K USD	Krabill Anthony John Corporate Treasurer	- 374	69.7601 USD
1 year ago Jun 16, 2023	Sell 101 K USD	Bergwall Timothy SVP, President PPS & Soterra	- 1450	69.9757 USD
1 year ago Mar 17, 2023	Bought 250 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 3600	69.3979 USD
1 year ago Mar 10, 2023	Bought 61.3 K USD	Schoner Tina R. SVP Chief Supply Chain Officer	+ 1000	61.3 USD
1 year ago Mar 16, 2023	Bought 244 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 3500	69.7747 USD
1 year ago Mar 15, 2023	Bought 208 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 3000	69.4483 USD
1 year ago Mar 14, 2023	Bought 176 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 2500	70.3261 USD
1 year ago Mar 14, 2023	Sell 885 K USD	Hilsheimer Lawrence A. EVP and CFO	- 14596	60.61 USD
1 year ago Mar 13, 2023	Sell 51.1 K USD	Hilsheimer Lawrence A. EVP and CFO	- 833	61.33 USD
1 year ago Mar 13, 2023	Bought 51 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 728	70.1 USD
1 year ago Mar 14, 2023	Bought 7.76 K USD	Sathyanarayanan Bala EVP, Chief Human Resources Off	+ 109	71.23 USD
1 year ago Jan 06, 2023	Bought 4.92 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 62	79.3458 USD
1 year ago Dec 27, 2022	Bought 320 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 4050	78.9259 USD
1 year ago Dec 23, 2022	Sell 318 K USD	Hilsheimer Lawrence A. EVP and CFO	- 4750	66.9542 USD
1 year ago Dec 21, 2022	Bought 167 K USD	Hilsheimer Lawrence A. EVP and CFO	+ 2180	76.78 USD
2 years ago Sep 08, 2022	Sell 33.8 K USD	Mullaney Patrick Gerard SVP, Pres. Global Industrial P	- 500	67.65 USD
2 years ago Sep 09, 2022	Sell 32.6 K USD	Mullaney Patrick Gerard SVP, Pres. Global Industrial P	- 482	67.58 USD
2 years ago Nov 10, 2022	Sell 281 K USD	Petitti Nicholas Joseph Director	- 3741	75.19 USD
2 years ago Nov 11, 2022	Sell 260 K USD	Petitti Nicholas Joseph Director	- 3473	74.89 USD
2 years ago Nov 08, 2022	Sell 280 K USD	Petitti Nicholas Joseph Director	- 3765	74.4 USD
2 years ago Nov 09, 2022	Sell 274 K USD	Petitti Nicholas Joseph Director	- 3728	73.37 USD
2 years ago Nov 04, 2022	Sell 289 K USD	Petitti Nicholas Joseph Director	- 3976	72.74 USD
2 years ago Nov 07, 2022	Sell 284 K USD	Petitti Nicholas Joseph Director	- 3843	73.97 USD
2 years ago Nov 02, 2022	Sell 292 K USD	Petitti Nicholas Joseph Director	- 4148	70.5 USD
2 years ago Nov 03, 2022	Sell 289 K USD	Petitti Nicholas Joseph Director	- 4104	70.44 USD
2 years ago Oct 31, 2022	Sell 301 K USD	Petitti Nicholas Joseph Director	- 4221	71.32 USD
2 years ago Nov 01, 2022	Sell 297 K USD	Petitti Nicholas Joseph Director	- 4211	70.57 USD
2 years ago Oct 27, 2022	Sell 328 K USD	Petitti Nicholas Joseph Director	- 4542	72.15 USD
2 years ago Oct 28, 2022	Sell 332 K USD	Petitti Nicholas Joseph Director	- 4537	73.15 USD
2 years ago Oct 25, 2022	Sell 336 K USD	Petitti Nicholas Joseph Director	- 4647	72.28 USD
2 years ago Oct 26, 2022	Sell 337 K USD	Petitti Nicholas Joseph Director	- 4618	72.87 USD
2 years ago Oct 21, 2022	Sell 320 K USD	Petitti Nicholas Joseph Director	- 4557	70.13 USD
2 years ago Oct 24, 2022	Sell 331 K USD	Petitti Nicholas Joseph Director	- 4615	71.62 USD

7. News

Greif: Attractive Enough To Be Bullish About Greif, Inc.'s recent financial performance has been mixed, with rising revenue but declining profits and cash flows, yet shares remain attractively priced. Despite weak results and a 2.1% stock decline, I maintain a “buy” rating due to Greif's growth potential and significant capital investments. Recent acquisitions, including Ipackchem and Lee Container, highlight Greif's growth strategy, though they complicate year-over-year comparisons. seekingalpha.com - 1 month ago

Vicki Avril-Groves to Step Down from Greif Board of Directors DELAWARE, Ohio, Oct. 03, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, today announced that Vicki Avril-Groves will be retiring from the Greif Board of Directors effective November 1, 2024, due to personal reasons. She joined the Board in 2004 and has served on a variety of Board committees, including the Audit Committee as Chairperson for several years. globenewswire.com - 1 month ago

Greif Named to Newsweek's Top 100 Most Loved Workplaces for Fourth Consecutive Year DELAWARE, Ohio, Oct. 02, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, today announced that it has been recognized as a Top 100 Most Loved Workplace for the fourth consecutive year by Newsweek. "We are honored to be recognized as one of Newsweek's Top 100 Most Loved Workplaces for the fourth consecutive year," said Ole Rosgaard, Greif President and Chief Executive Officer. globenewswire.com - 1 month ago

Greif Analysts Slash Their Forecasts After Q3 Earnings Greif, Inc. GEF reported worse-than-expected earnings for its third quarter, after the closing bell on Wednesday. benzinga.com - 2 months ago

Greif Reports Fiscal Third Quarter 2024 Results DELAWARE, Ohio, Aug. 28, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, today announced fiscal third quarter 2024 results. globenewswire.com - 2 months ago

Andy Rose Joins Greif Board of Directors DELAWARE, Ohio, Aug. 26, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B) , a global leader in industrial packaging products and services, announced that Andy Rose, President and CEO of Worthington Enterprises, has been elected to its Board of Directors. "We are thrilled to welcome Andy to the Board," said Bruce Edwards, Greif's Non-Executive Chairman. globenewswire.com - 2 months ago

Greif Announces Sale of Delta Petroleum Company DELAWARE, Ohio, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, today announced it has sold Delta Petroleum Company, Inc. (“Delta”), a North American filling and logistics services business, to PSC Group LLC, a North American leader in product handling, site logistics, railcar repair, and sustainability services for the petrochemical, refining, and marine industries. "We are happy to have worked with the PSC Group in a transaction that brings value to both parties," said Ole Rosgaard, President and Chief Executive Officer of Greif. globenewswire.com - 3 months ago

Greif Announces Price Increase for Uncoated Recycled Paperboard (URB) DELAWARE, Ohio, June 04, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a world leader in industrial packaging products and services, announced today it is implementing a $50 to $70 per short ton increase for all grades of uncoated recycled paperboard (URB) products. The uncoated recycled paperboard increase is effective with new orders and shipments on and after July 8, 2024. globenewswire.com - 5 months ago

Jillian Evanko Joins Greif Board of Directors DELAWARE, Ohio, June 03, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, announced today that Jillian (Jill) Evanko has been appointed to its Board of Directors. Ms. Evanko is President and Chief Executive Officer of Chart Industries, Inc. (NYSE: GTLS). globenewswire.com - 5 months ago

Greif, Inc. Declares Quarterly Dividend DELAWARE, Ohio, June 03, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, announced today that its Board of Directors has declared quarterly cash dividends of $0.52 per share on its Class A Common Stock, and $0.78 per share on its Class B Common Stock. globenewswire.com - 5 months ago

Greif Named to Newsweek's List of the Top 100 Global Most Loved Workplaces For 2024 DELAWARE, Ohio, May 29, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, announced today the company has been named to Newsweek's list of the 2024 Top 100 Global Most Loved Workplaces. The results were determined after surveying more than 2 million employees from businesses with workforces varying in size from 30 to more than 10,000. globenewswire.com - 5 months ago

Greif Named 2024 Gallup Exceptional Workplace Award Winner DELAWARE, Ohio, April 03, 2024 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, is proud to announce the Company has been recognized with the 2024 Gallup Exceptional Workplace Award (GEWA) for building a culture around the prioritization of engagement of our colleagues. globenewswire.com - 7 months ago

8. Profile Summary

Greif, Inc. GEF-B

COUNTRY US

INDUSTRY Packaging & Containers

MARKET CAP $ 3.29 B

Dividend Yield 0.78%

Description Greif, Inc. engages in the production and sale of industrial packaging products and services worldwide. It operates in three segments: Global Industrial Packaging; Paper Packaging & Services; and Land Management. The Global Industrial Packaging segment produces and sells industrial packaging products, including steel, fiber, and plastic drums; rigid and flexible intermediate bulk containers; closure systems for industrial packaging products; transit protection products; water bottles, and remanufactured and reconditioned industrial containers; and various services, such as container life cycle management, filling, logistics, warehousing, and other packaging services to chemicals, paints and pigments, food and beverage, petroleum, industrial coatings, agriculture, pharmaceuticals, mineral product, and other industries. This segment also offers flexible intermediate bulk containers and related services to the agriculture, construction, and food industries. The Paper Packaging & Services segment produces and sells containerboards, corrugated sheets and containers, and other corrugated and specialty products to customers in the packaging, automotive, food, and building products markets; and produces and sells coated and uncoated recycled paperboard, and recycled fiber. This segment's corrugated container products are used to ship various products, such as home appliances, small machinery, grocery products, automotive components, books, and furniture, as well as various other applications. The Land Management segment engages in harvesting and regeneration of timber properties; and sale of timberland and special use properties. As of October 31, 2021, this segment owned approximately 175,000 acres of timber properties in the southeastern United States. The company was formerly known as Greif Bros. Corporation and changed its name to Greif, Inc. in 2001. Greif, Inc. was founded in 1877 and is headquartered in Delaware, Ohio.

Contact 425 Winter Road, Delaware, OH, 43015 https://www.greif.com

IPO Date Oct. 7, 2003

Employees 12000

Officers Mr. Bill D'Onofrio Vice President of Investor Relations & Corporate Development Mr. Bala V. Sathyanarayanan Executive Vice President & Chief Human Resources Officer Ms. Tina R. Schoner Senior Vice President & Chief Supply Chain Officer Mr. Patrick G. Mullaney Senior Vice President & Group President of Global Industrial Packaging Mr. Anthony John Krabill Vice President & Corporate Treasurer Mr. Ole G. Rosgaard President, Chief Executive Officer & Director Ms. Kimberly A. Kellermann Senior Vice President of Global Operations Group Mr. Michael Joseph Taylor Vice President, Corporate Controller & Chief Accounting Officer Ms. Vivian E. Bouet Vice President and Chief Information & Digital Officer Mr. Timothy L. Bergwall Senior Vice President and Group President of Paper Packaging & Services & Soterra LLC

Price Chart GEF-B

Greif, Inc. GEF-B

Premium Plan

Unlimited Plan