ITEM 1. BUSINESS General Development of Business We are a leading global producer of industrial packaging products and services with operations in over 35 countries. We offer a comprehensive line of rigid industrial packaging products, such as steel, fibre and plastic drums, rigid intermediate bulk containers, jerrycans and other small plastics, closure systems for industrial packaging products, transit protection products, water bottles and remanufactured and reconditioned industrial containers, and services, such as container life cycle management, logistics, warehousing and other packaging services. We produce and sell containerboard, corrugated sheets, corrugated containers and other corrugated products to customers in North America in industries such as packaging, automotive, food and building products.
| 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 | 4.2B | 5.4B | 5.2B | 6.3B | 5.6B | 4.5B |
| Net Income | 295M | 269M | 359M | 377M | 391M | 109M |
| EPS | $0.00 | $6.98 | $9.32 | $9.53 | $9.84 | $2.74 |
| Free Cash Flow | 139M | 170M | 436M | 481M | 255M | 323M |
| ROIC | 8.7% | 10.3% | 12.1% | 13.6% | 14.3% | 5.9% |
| Gross Margin | 21.6% | 19.7% | 22.0% | 20.2% | 19.7% | 20.3% |
| Debt/Equity | 0.32 | 1.32 | 1.14 | 1.09 | 1.47 | 2.16 |
| Dividends/Share | $3.28 | $3.14 | $3.02 | $2.82 | $2.66 | $2.63 |
| Operating Income | 419M | 465M | 606M | 621M | 585M | 305M |
| Operating Margin | 9.9% | 8.5% | 11.6% | 9.8% | 10.5% | 6.8% |
| ROE | 10.0% | 13.3% | 18.4% | 21.4% | 25.8% | 9.4% |
| Shares Outstanding | 39M | 39M | 39M | 40M | 40M | 40M |
GREIF, INC passes 3 of 9 quality checks, indicating weak fundamentals.
GREIF, INC trades at 9.0x 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 12.2x 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 4.8%. At current prices, the estimated annualized return to fair value is +17.4%.
GREIF, INC (GEF) has a current P/E ratio of 9.0, 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 $2.6B. It is classified as a mid-cap stock.
Yes, GREIF, INC (GEF) pays a dividend with a trailing twelve-month yield of 4.79%.
Based on historical P/E analysis, GREIF, INC (GEF) appears fair. The current P/E of 9.0 is 11% above its historical median of 8.1. The estimated fair value CAGR (P/E method) is 11.3%.
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, 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.