Published

29 Jan 26

Updated

14 Aug 26

Views

Not Invested

GreifGEF

Fair Value

US$74

Share price14 Aug

US$87.9118.8% overvalued

1Y29.68%

7D0.64%

Muted Demand And Cost Cuts Will Limit Returns From New Packaging Investments

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

29 Jan 26

Updated

14 Aug 26

Views

Not Invested

Shared on 14 Aug 26

Fair value Increased 8.82%

GEF: Sector Demand Weakness Will Eventually Pressure Overvalued Shares

Wall Street sounds split on Greif: some see solid execution, but others warn weak demand across much of the packaging market could catch up and limit further gains. With mixed ratings and recent target changes, the key question is whether Greif can keep its momentum if industry volumes stay soft.

3 views

Shared on 02 Jul 26

Fair value Increased 13%

GEF: Lowered Expectations For Execution Risk Will Drive Shares Lower

Some analysts turn more cautious on Greif, trimming their targets as they worry the company may struggle to deliver on its plans and keep profits growing. That skepticism could weigh on the shares until there’s clearer proof the business can execute and the earnings hold up.

1 view

Fair Value vs Share Price

US$74

vs US$87.9118.8% overvalued

1.4%

Revenue growth

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Greif

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Excellent balance sheet and fair value.

Market capUS$4.5b

PB1.7x

Estimated Growth2.6%

Dividend Yield2.8%

Full analysis

CEO & management

Ole Rosgaard

CEO

4.0yrs

CEO Tenure

Produces and sells industrial packaging products and services worldwide.