A Business at a Glance
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GREIF, INC
GEF
$3.0B
Mkt Cap
$78.62
+2.38%
GREIF, INC (GEF) has a current P/E ratio of 10.3, compared to its historical median P/E of 8.1. The stock is currently considered Fair based on its historical valuation range.
GREIF, INC (GEF) has a 5-year average return on invested capital (ROIC) of 11.2%. This indicates solid capital allocation.
GREIF, INC (GEF) has a market capitalization of $3.0B. It is classified as a mid-cap stock.
Yes, GREIF, INC (GEF) pays a dividend with a trailing twelve-month yield of 4.20%.
Based on historical P/E analysis, GREIF, INC (GEF) appears fair. The current P/E of 10.3 is 27% above its historical median of 8.1. The estimated fair value CAGR (P/E method) is 10.4%.
GREIF, INC (GEF) operates in the Metal Shipping Barrels, Drums, Kegs & Pails industry, within the Industrials sector.
GREIF, INC (GEF) reported annual revenue of $5.4 billion in its most recent fiscal year, based on SEC EDGAR filings.
Greif is a leading global producer of industrial packaging products and services operating in over 35 countries, offering a comprehensive portfolio including steel, fibre and plastic drums, rigid intermediate bulk containers, jerrycans, closure systems, transit protection products, and container life cycle management services across chemicals, paints, food and beverage, petroleum, and pharmaceutical industries. The company also manufactures containerboard, corrugated sheets and containers, coated and uncoated recycled paperboard, tubes and cores, and bulk partitions primarily for North American markets in packaging, automotive, food and building products sectors. Additionally, Greif manages approximately 175,000 acres of timber properties in the southeastern United States, harvesting timber and periodically selling timberland and special use land to maximize long-term value. The business model combines capital-efficient industrial packaging operations with recurring service revenues from container life cycle management and logistics, supported by a cost optimization program targeting structural SG&A and network efficiency improvements. Greif serves a diverse customer base ranging from Fortune 500 companies to medium and small-sized enterprises across multiple industries, with no single customer representing a principal portion of total operations, and faces competition from large vertically integrated companies and numerous smaller regional players.
【Cost optimization driving margin expansion】 Management is executing a comprehensive cost optimization program targeting $120 million in cumulative run-rate savings by fiscal year-end 2027, with $75 million achieved as of Q2 FY2026 and confidence in reaching the full-year target range of $80 million–$90 million despite near-term demand headwinds. The company is navigating a muted industrial environment with adjusted EBITDA guidance revised downward to reflect direct and potential disruptive impacts from the Middle East conflict, though management expects to maintain strong free cash flow conversion of approximately 50% and preserve leverage below 2 times. Capital allocation priorities focus on organic growth-enabling bolt-on acquisitions in target end markets, particularly in resin-based and small polymers sectors, combined with regular share repurchases under a $300 million authorization and disciplined dividend increases. Management expects volumes in metals and fibre to decline mid-single digits while polymers remain flat, with pricing tailwinds from a $60 per ton URB increase partially offset by a $5 per ton OCC increase, positioning the company to deliver durable shareholder returns through the cycle.
| Metric | Target | Period |
|---|---|---|
| Adjusted EBITDA | $610 million | FY2026 |
| Adjusted Free Cash Flow | $315 million | FY2026 |
| Cost Optimization Cumulative Run-Rate Commitment | $120 million | FY2027 |
Adjusted EBITDA (FY2026): “we are revising our low-end guidance to $610 million of adjusted EBITDA”
Adjusted Free Cash Flow (FY2026): “maintaining our low-end adjusted free cash flow guidance of $315 million”
Cost Optimization Cumulative Run-Rate Commitment (FY2027): “We will also expand our anticipated full year 2027 cumulative run rate commitment from $100 million to $120 million.”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q2 FY2026 Earnings Call, Q1 FY2026 Earnings Call, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call
| Segment | 2020 | 2021 | 2022 | 2023 | 2024 | % of Total |
|---|---|---|---|---|---|---|
Global Industrial Packaging | $2.57B | $3.32B | $3.65B | $2.94B | $3.12B | 32% |
Paper Packaging & Services | $1.92B | $2.22B | $2.68B | $2.26B | $2.30B | 24% |
United States | $1.89B | $2.18B | $2.63B | $2.22B | $2.26B | 23% |
Europe, Middle East and Africa | $1.29B | $1.67B | $1.70B | $1.31B | $1.39B | 14% |
Asia Pacific and Other Americas | $441M | $598M | $665M | $533M | $612M | 6% |
| Metric | TTM | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Revenue | 4.0B | 5.4B | 5.2B | 6.3B | 5.6B | 4.5B |
| Net Income | 299M | 269M | 359M | 377M | 391M | 109M |
| EPS | $0.00 | $6.98 | $9.32 | $9.53 | $9.84 | $2.74 |
| Free Cash Flow | 266M | 170M | 436M | 481M | 255M | 323M |
| ROIC | 8.2% | 10.3% | 12.1% | 13.6% | 14.3% | 5.9% |
| Gross Margin | 22.7% | 19.7% | 22.0% | 20.2% | 19.7% | 20.3% |
| Debt/Equity | 0.34 | 1.32 | 1.14 | 1.09 | 1.47 | 2.16 |
| Dividends/Share | $3.30 | $3.14 | $3.02 | $2.82 | $2.66 | $2.63 |
| Operating Income | 395M | 465M | 606M | 621M | 585M | 305M |
| Operating Margin | 9.8% | 8.5% | 11.6% | 9.8% | 10.5% | 6.8% |
| ROE | 10.1% | 13.3% | 18.4% | 21.4% | 25.8% | 9.4% |
| Shares Outstanding | 39M | 39M | 39M | 40M | 40M | 40M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 4.2B | 4.2B | 3.6B | 3.3B | 3.6B | 3.9B | 4.6B | 4.5B | 5.6B | 6.3B | 5.2B | 5.4B | 4.0B |
| Gross Margin | 19.7% | 19.1% | 18.5% | 20.6% | 19.6% | 20.4% | 20.9% | 20.3% | 19.7% | 20.2% | 22.0% | 19.7% | 22.7% |
| R&D | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A | 477M | 497M | 413M | 377M | 380M | 397M | 507M | 516M | 566M | 581M | 549M | 635M | 646M |
| EBIT | 342M | 249M | 193M | 226M | 300M | 371M | 399M | 305M | 585M | 621M | 606M | 465M | 395M |
| Op. Margin | 8.1% | 5.9% | 5.3% | 6.8% | 8.2% | 9.6% | 8.7% | 6.8% | 10.5% | 9.8% | 11.6% | 8.5% | 9.8% |
| Net Income | 145M | 92M | 72M | 75M | 119M | 209M | 171M | 109M | 391M | 377M | 359M | 269M | 299M |
| Net Margin | 3.4% | 2.2% | 2.0% | 2.3% | 3.3% | 5.4% | 3.7% | 2.4% | 7.0% | 5.9% | 6.9% | 4.9% | 7.4% |
| Non-Recurring | 10M | 75M | 31M | 12M | 24M | 19M | 48M | 76M | 36M | 92M | 42M | 17M | 43M |
| Returns on Capital | |||||||||||||
| ROIC | 8.5% | 6.4% | 5.4% | 6.8% | 10.7% | 15.3% | 7.8% | 5.9% | 14.3% | 13.6% | 12.1% | 10.3% | 8.2% |
| ROE | 11.8% | 7.6% | 6.7% | 7.6% | 12.1% | 18.9% | 15.1% | 9.4% | 25.8% | 21.4% | 18.4% | 13.3% | 10.1% |
| ROA | 3.7% | 2.4% | 2.1% | 2.3% | 3.7% | 6.6% | 3.2% | 2.0% | 6.7% | 6.9% | 6.0% | 4.3% | 5.3% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 250M | 262M | 206M | 301M | 305M | 253M | 390M | 455M | 396M | 658M | 650M | 356M | 426M |
| Free Cash Flow | 114M | 124M | 71M | 201M | 208M | 113M | 233M | 323M | 255M | 481M | 436M | 170M | 266M |
| Owner Earnings | 89M | 102M | 69M | 172M | 183M | 120M | 171M | 211M | 128M | 407M | 405M | 84M | 167M |
| CapEx | 136M | 138M | 136M | 100M | 97M | 140M | 157M | 131M | 141M | 176M | 214M | 187M | 161M |
| Maint. CapEx | 158M | 156M | 135M | 128M | 121M | 127M | 206M | 243M | 234M | 217M | 231M | 261M | 249M |
| Growth CapEx | 0 | 0 | 1.2M | 0 | 0 | 13M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D&A | 158M | 156M | 135M | 128M | 121M | 127M | 206M | 243M | 234M | 217M | 231M | 261M | 249M |
| CapEx/OCF | 54.5% | 52.7% | 65.8% | 33.3% | 31.7% | 55.4% | 4.8% | 3.8% | 9.8% | 3.7% | 4.5% | 4.7% | 37.7% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 98M | 99M | 99M | 99M | 99M | 100M | 104M | 104M | 106M | 111M | 117M | 121M | 127M |
| Dividend Yield | N/A | N/A | N/A | N/A | N/A | 6.1% | 8.7% | 8.5% | 5.5% | 5.1% | 4.9% | 5.3% | 4.2% |
| Share Buybacks | 200K | 0 | 0 | 5.2M | 0 | 0 | 0 | 0 | 0 | 71M | 64M | 0 | 0 |
| Buyback Yield | N/A | N/A | N/A | 0.4% | N/A | N/A | N/A | N/A | N/A | 2.9% | 2.8% | N/A | 0.0% |
| Stock-Based Comp | 3.7M | 3.6M | 2.8M | 1.1M | 1.4M | 6.5M | 13M | 1.2M | 34M | 34M | 14M | 11M | 11M |
| Debt Repayment | 1.3B | 1.2B | 870M | 1.1B | 1.6B | 1.1B | 2.1B | 1.6B | 2.2B | 4.1B | 2.0B | 2.0B | 2.0B |
| Balance Sheet | |||||||||||||
| Net Debt | 1.2B | 1.1B | 1.1B | 923M | 825M | 722M | 2.6B | 2.3B | 2.0B | 1.6B | 1.9B | 2.3B | 720M |
| Cash & Equiv. | 78M | 85M | 106M | 104M | 142M | 94M | 77M | 106M | 125M | 147M | 181M | 198M | 286M |
| Long-Term Debt | 1.2B | 1.1B | 1.1B | 975M | 938M | 884M | 2.7B | 2.3B | 2.1B | 1.8B | 2.1B | 2.6B | 701M |
| Debt/Equity | 1.01 | 1.01 | 1.17 | 1.08 | 0.96 | 0.82 | 2.43 | 2.16 | 1.47 | 1.09 | 1.14 | 1.32 | 0.34 |
| Interest Coverage | 25.5 | 24.2 | 26.8 | N/A | 46.8 | 7.3 | 3.5 | 2.6 | 6.3 | 10.2 | 6.3 | 3.4 | 157.9 |
| Equity | 1.3B | 1.1B | 1.0B | 947M | 1.0B | 1.1B | 1.1B | 1.2B | 1.5B | 1.8B | 1.9B | 2.1B | 2.9B |
| Total Assets | 3.9B | 3.7B | 3.3B | 3.2B | 3.2B | 3.2B | 5.4B | 5.5B | 5.8B | 5.5B | 6.0B | 6.6B | 5.6B |
| Total Liabilities | 2.5B | 2.4B | 2.3B | 2.2B | 2.2B | 2.0B | 4.2B | 4.3B | 4.2B | 3.7B | 4.0B | 4.5B | 211M |
| Intangibles | 185M | 167M | 133M | 111M | 98M | 81M | 777M | 715M | 648M | 576M | 792M | 937M | 794M |
| Retained Earnings | 1.4B | 1.4B | 1.4B | 1.3B | 1.4B | 1.5B | 1.5B | 1.5B | 1.8B | 2.1B | 2.3B | 2.5B | 3.3B |
| Working Capital | 291M | 288M | 362M | 253M | 307M | 307M | 424M | 303M | 350M | 452M | 430M | 535M | 338M |
| Current Assets | 1.1B | 1.1B | 1.0B | 912M | 995M | 977M | 1.2B | 1.3B | 1.7B | 1.5B | 1.4B | 1.5B | 1.6B |
| Current Liabilities | 809M | 852M | 647M | 659M | 688M | 670M | 825M | 1.0B | 1.3B | 1.0B | 939M | 1.0B | 1.2B |
| Per Share Data | |||||||||||||
| EPS | N/A | N/A | N/A | N/A | N/A | 5.33 | 4.33 | 2.74 | 9.84 | 9.53 | 9.32 | 6.98 | 0.00 |
| Owner EPS | N/A | N/A | N/A | N/A | N/A | 3.04 | 4.32 | 5.31 | 3.21 | 10.28 | 10.51 | 2.18 | 4.33 |
| Book Value | N/A | N/A | N/A | N/A | N/A | 28.20 | 28.69 | 29.02 | 38.14 | 44.56 | 50.54 | 54.07 | 76.40 |
| Cash Flow/Share | N/A | N/A | N/A | N/A | N/A | 6.44 | 9.86 | 11.45 | 9.97 | 16.63 | 16.85 | 9.24 | 14.21 |
| Dividends/Share | N/A | N/A | N/A | N/A | N/A | 2.55 | 2.63 | 2.63 | 2.66 | 2.82 | 3.02 | 3.14 | 3.30 |
| Shares Out. | N/A | N/A | N/A | N/A | N/A | 39.3M | 39.5M | 39.7M | 39.7M | 39.5M | 38.5M | 38.5M | 38.5M |
| Valuation | |||||||||||||
| P/E Ratio | 9.1 | 12.3 | 12.7 | 17.6 | 14.0 | 6.6 | 7.5 | 12.4 | 5.7 | 6.5 | 6.3 | 8.6 | N/A |
| P/FCF | N/A | N/A | N/A | N/A | N/A | 12.3 | 5.5 | 4.2 | 8.8 | 5.1 | 5.2 | 13.7 | 11.4 |
| EV/EBIT | 7.1 | 8.5 | 9.8 | 9.5 | 7.8 | 5.7 | 9.7 | 11.9 | 7.2 | 6.6 | 6.8 | 10.0 | 9.5 |
| Price/Book | 1.0 | 1.0 | 0.9 | 1.4 | 1.6 | 1.3 | 1.1 | 1.2 | 1.5 | 1.4 | 1.2 | 1.1 | 1.0 |
| Price/Sales | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.5 | 0.4 | 0.8 |
| FCF Yield | 8.7% | 11.0% | 7.7% | 15.3% | 12.6% | 8.1% | 18.1% | 24.0% | 11.4% | 19.6% | 19.2% | 7.3% | 8.8% |
| Market Cap | 1.3B | 1.1B | 912M | 1.3B | 1.7B | 1.4B | 1.3B | 1.3B | 2.2B | 2.5B | 2.3B | 2.3B | 3.0B |
| Avg. Price | 31.29 | 33.24 | 25.97 | 25.45 | 40.88 | 42.01 | 30.41 | 30.86 | 48.84 | 55.65 | 61.56 | 59.62 | 78.62 |
| Year-End Price | 33.53 | 28.71 | 23.21 | 33.36 | 42.21 | 35.35 | 32.56 | 33.87 | 56.56 | 62.01 | 58.79 | 60.34 | 78.62 |
GREIF, INC passes 3 of 9 quality checks, indicating weak fundamentals.
GREIF, INC trades at 10.3x trailing earnings, compared to its 15-year median P/E of 8.1x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 14.0x vs a median of 5.5x. The company's 5-year average ROIC is 11.2% with a gross margin of 20.4%. Total shareholder yield (dividends) is 4.2%. At current prices, the estimated annualized return to fair value is +14.9%.
GREIF, INC (GEF) has a net profit margin of 4.9%. This is a modest margin.
GREIF, INC (GEF) generated $170 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
GREIF, INC (GEF) has a debt-to-equity ratio of 1.32. This indicates moderate leverage.
GREIF, INC (GEF) reported earnings per share (EPS) of $6.98 in its most recent fiscal year.
GREIF, INC (GEF) has a return on equity (ROE) of 13.3%. This indicates moderate shareholder returns.
GREIF, INC (GEF) has a 5-year average gross margin of 20.4%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 17 years of financial data for GREIF, INC (GEF), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
GREIF, INC (GEF) has a book value per share of $54.07, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management is executing a comprehensive cost optimization program targeting $120 million in cumulative run-rate savings by fiscal year-end 2027, with $75 million achieved as of Q2 FY2026 and confidence in reaching the full-year target range of $80 million–$90 million despite near-term demand headwinds. The company is navigating a muted industrial environment with adjusted EBITDA guidance revised downward to reflect direct and potential disruptive impacts from the Middle East conflict, though management expects to maintain strong free cash flow conversion of approximately 50% and preserve leverage below 2 times. Capital allocation priorities focus on organic growth-enabling bolt-on acquisitions in target end markets, particularly in resin-based and small polymers sectors, combined with regular share repurchases under a $300 million authorization and disciplined dividend increases. Management expects volumes in metals and fibre to decline mid-single digits while polymers remain flat, with pricing tailwinds from a $60 per ton URB increase partially offset by a $5 per ton OCC increase, positioning the company to deliver durable shareholder returns through the cycle.
Based on recent SEC filings and earnings calls, GREIF, INC (GEF) has provided the following forward guidance: Adjusted EBITDA: $610 million (FY2026); Adjusted Free Cash Flow: $315 million (FY2026); Cost Optimization Cumulative Run-Rate Commitment: $120 million (FY2027).