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Greif, Inc.Informe acción NYSE:GEF

Capitalización bursátil US$3.6b
Precio de las acciones
US$69.90
US$78.2
10.6% infravalorado descuento intrínseco
1Y10.9%
7D8.4%
1D
Valor de la cartera
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Greif, Inc.

Informe acción NYSE:GEF

Capitalización de mercado: US$3.6b

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Competidores de Greif, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Greif
Precios históricos de las acciones
Precio actual de la acciónUS$69.90
Máximo en las últimas 52 semanasUS$77.14
Mínimo de 52 semanasUS$55.75
Beta0.81
Cambio en 1 mes11.18%
Variación en 3 meses10.30%
Cambio de 1 año10.88%
Variación en 3 años3.36%
Variación en 5 años15.31%
Variación desde la OPV6,113.33%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 02

GEF: Earnings Discipline And Buybacks Will Support Future Capital Returns

Analysts have trimmed their price targets on Greif by $1 to $4. This reflects updated views on the company’s earnings potential and valuation that feed into this new price target narrative.

Recent updates

Actualización de narrativa Jun 02

GEF: Earnings Discipline And Buybacks Will Support Future Capital Returns

Analysts have trimmed their price targets on Greif by $1 to $4. This reflects updated views on the company’s earnings potential and valuation that feed into this new price target narrative.
Actualización de narrativa May 03

GEF: Revised Assumptions And Dividend Outlook Will Support Future Capital Returns

Analysts have trimmed their price target on Greif by $6 to $90, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations affect where Greif should trade.
Actualización de narrativa Apr 18

GEF: Cash Returns And Share Repurchases Will Support Future Upside

Analysts have trimmed Greif's implied value slightly, with the fair value estimate moving from about $79.00 to roughly $78.20 as they factor in updated assumptions on discount rates, revenue growth, profit margins, future P/E, and recent shifts in Street price targets from firms such as BofA and Baird. Analyst Commentary Recent Street research on Greif shows a tight cluster of target price moves, with some analysts nudging estimates higher and others trimming them, which helps explain the modest step down in the overall fair value estimate.
Actualización de narrativa Apr 03

GEF: Beverage Packaging Demand And Cash Returns Will Support Future Upside

Narrative Update on Greif Greif's updated analyst price target has shifted modestly to $79.00. Analysts point to mixed packaging volume expectations, ongoing beverage can growth in North America and Europe, disciplined containerboard supply management, and uncertainty around the use of recent asset sale proceeds as key drivers of their revised views.
Actualización de narrativa Mar 20

GEF: Containerboard Sale Proceeds Will Support Future Capital Returns And Margin Resilience

Narrative Update on Greif Analyst price targets for Greif have moved higher, with recent increases of $6 at BofA, $15 at Baird, and $8 at Truist, reflecting analyst expectations tied to disciplined supply management in containerboard and steady beverage can volume trends in North America and Europe. Analyst Commentary Recent Street research on Greif points to a more constructive tone, with several bullish analysts lifting price targets as they reassess the company after the sale of its containerboard business and review end market trends.
Actualización de narrativa Mar 06

GEF: Beverage Packaging Resilience And Cash Deployment Will Support Future Upside

Analysts have lifted their price targets for Greif, supporting a modest fair value adjustment to about $80 per share as they factor in updated discount rate assumptions, slightly different revenue and margin expectations, and a revised future P/E outlook. Analyst Commentary Recent Street research around Greif centers on how the company will execute after the sale of its containerboard business and how that translates into valuation support around the updated price targets in the mid to high US$70s.
Actualización de narrativa Feb 19

GEF: Beverage Can Demand And Cash Deployment Will Shape Future Risk Balance

Analysts have lifted their Greif price targets, with one moving to $74 and another to $79, citing cautious expectations for packaging volumes, support from beverage can growth, and disciplined containerboard pricing. Analyst Commentary Recent research on Greif focuses on how the company might balance its recent portfolio changes with a packaging demand outlook that is described as modestly challenged, while still supporting higher valuation targets.
Actualización de narrativa Feb 05

GEF: Capital Deployment From Containerboard Sale Will Support Future Margin Strength

Analysts have nudged their Greif price targets higher, with recent moves such as BofA lifting its target to $74 from $68 and Truist to $79 from $71. They cite expectations for steadier packaging volumes, ongoing beverage can growth in North America and Europe, and disciplined supply management supporting containerboard pricing.
Nueva narrativa Jan 29

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

Catalysts About Greif Greif is a global industrial packaging company focused on polymers, metals, fiber based products and closures that serve industrial, chemical, agricultural, mining and paper related end markets. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 22

GEF: Beverage Can Demand And Capital Allocation Will Support Stronger Margins

Analysts have lifted their price targets on Greif into the mid to high US$70s, citing expectations for steadier packaging trends, ongoing beverage can demand, and disciplined containerboard pricing as key supports for the updated outlook. Analyst Commentary Recent research updates show bullish analysts lifting their price targets on Greif into a higher trading range, with targets in the mid to high US$70s.
Actualización de narrativa Jan 06

GEF: Beverage Can Demand And Capital Deployment Will Shape Balanced Risk Profile

Greif's updated fair value estimate of $73.80, up from $72.60, aligns with recent analyst price target increases into the mid to high $70s. Analysts point to steadier packaging demand, continued growth in beverage cans and disciplined containerboard supply management.
Actualización de narrativa Dec 14

GEF: Containerboard Exit Will Support Stronger Margins And Shareholder Returns

Analysts have nudged their fair value estimate for Greif higher to $96 from $93 per share, as they factor in a lower perceived risk profile, stronger margin outlook, and supportive industry dynamics following the sale of its containerboard assets. They believe this transaction should enhance cash generation and return potential.
Actualización de narrativa Nov 29

GEF: Asset Sale Proceeds And Cash Position Will Balance Near-Term Volume Risks

Analysts have slightly reduced their price target for Greif from $72 to $71, citing ongoing volume challenges and a desire for greater visibility on earnings replacement following recent asset sales. Analyst Commentary Recent analyst notes provide a mixed outlook for Greif, reflecting both opportunities and ongoing challenges in the company's strategic positioning and market environment.
Actualización de narrativa Nov 15

GEF: Proceeds From Recent Asset Sales Will Support Financial Flexibility

Greif's analyst price target has shifted slightly lower, from $73.80 to $72.60, as analysts weigh the impact of recent asset sales and evolving industry headwinds while considering stable financial fundamentals. Analyst Commentary Recent Street research presents a mix of optimism and caution regarding Greif's outlook.
Actualización de narrativa Nov 01

GEF: Balance Sheet Flexibility And Asset Sales Will Drive Future Momentum

Analysts have lowered their price target for Greif from $72 to $71 per share. They cite continued challenges in volume growth and uncertainties around replacing earnings after recent asset sales.
Actualización de narrativa Oct 18

Cost Optimization And Polymer Packaging Will Build Future Efficiency

Greif's analyst price target has been revised downward from $75.80 to $73.80, reflecting tempered expectations following recent asset sales and ongoing sector headwinds cited by analysts. Analyst Commentary Recent analyst coverage of Greif has reflected a mix of optimism and caution regarding the company’s valuation and future prospects following recent asset sales and shifting sector trends.
Seeking Alpha Sep 08

Greif: Good Greif, Firepower For M&A

Summary Despite macro headwinds and uneven segment volumes, Greif's underlying profitability and free cash flow are improving, highlighting business resilience. Recent asset sales have strengthened the balance sheet, providing significant capital for M&A, with management targeting high-margin, growth segments. Portfolio pivot by divesting containerboard/timberlands to focus on higher-margin pharma, F&B, agrochemicals. Management sees recovery only by 2H26; rate cuts help slowly; tariffs immaterial directly but weigh on customers. Read the full article on Seeking Alpha
Artículo de análisis Apr 30

Greif (NYSE:GEF) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Apr 28

Grief Over Greif Represents A Buying Opportunity

Summary Despite a challenging market, Greif, Inc. stock remains a Buy due to its attractive valuation and management's optimistic long-term outlook. Greif's Customized Polymer Solutions and Sustainable Fiber Solutions segments drove revenue growth, with significant contributions from recent acquisitions and higher container board prices. Profitability faced setbacks due to non-cash asset impairment charges and tax benefits, but gross profit margin and EBITDA showed improvement. Management's strategic actions, including cost optimization and operational closures, aim to enhance future profitability, justifying the 'buy' rating for GEF despite economic uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Greif Offers Long-Term Potential, Even With Recent Cash Flow Pain

Summary Greif, Inc. remains a “buy” despite declining profits and cash flows, driven by strong revenue growth and strategic acquisitions in its Global Industrial Packaging segment. The company's Paper Packaging & Services segment also showed solid revenue growth, supported by higher containerboard prices and product mix changes. Management's long-term focus and ambitious growth plans, including a projected $1 billion EBITDA by 2027, make Greif a compelling investment opportunity. Despite current profitability challenges, GEF stock's attractive valuation and strategic investments position it for significant future upside, potentially exceeding S&P 500 average returns. Read the full article on Seeking Alpha
Artículo de análisis Dec 02

Greif (NYSE:GEF) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Oct 24

What Does Greif, Inc.'s (NYSE:GEF) Share Price Indicate?

Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...
User avatar
Nueva narrativa Sep 05

From Polymer Innovations To Critical Growth And Enhanced Margins

Shifting to material solution-focused operations will increase operational efficiency and improve profitability by enhancing accountability and driving cost efficiencies.
Artículo de análisis Aug 24

Here's Why Greif (NYSE:GEF) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 05

Benign Growth For Greif, Inc. (NYSE:GEF) Underpins Its Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Artículo de análisis Jul 15

Is There Now An Opportunity In Greif, Inc. (NYSE:GEF)?

Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...
Seeking Alpha Jul 10

Greif: Not Compelled To Shift Our Neutral Stance

Summary Greif, an industrial packaging player, has faced a difficult twelve months losing 15% and underperforming its material and small-cap peers. Greif is facing volume challenges across multiple regions, but sequential improvements can be seen, as global manufacturing PMI trends improve and benefits from recent price hikes get reflected. Spike in leverage, limited FCF uplift, and pricey forward valuations also make Greif stock unattractive for investment at the moment. The stock has broken down from a multi-year channel, with selling pressure yet to abate. Read the full article on Seeking Alpha
Seeking Alpha Jun 14

Greif: Another Price Increase? Good Greif

Summary GEF experienced weakening customer demand patterns in FY23, which is expected to continue in FY24, but has consistently reported robust profitability margins throughout the years. The firm has raised prices for the third time this year in response to rising raw material, energy, labour, and transportation costs. GEF's recent acquisitions, including Ipackchem, aim to drive growth in high-margin jerry can and small plastics markets. Gaining favourable exposure to stable end-markets. Read the full article on Seeking Alpha
Artículo de análisis Apr 23

Lacklustre Performance Is Driving Greif, Inc.'s (NYSE:GEF) Low P/E

With a price-to-earnings (or "P/E") ratio of 8.7x Greif, Inc. ( NYSE:GEF ) may be sending bullish signals at the...
Artículo de análisis Apr 05

These 4 Measures Indicate That Greif (NYSE:GEF) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Artículo de análisis Mar 19

Should You Investigate Greif, Inc. (NYSE:GEF) At US$63.00?

Greif, Inc. ( NYSE:GEF ), might not be a large cap stock, but it maintained its current share price over the past...
Artículo de análisis Mar 01

Greif (NYSE:GEF) Is Due To Pay A Dividend Of $0.52

The board of Greif, Inc. ( NYSE:GEF ) has announced that it will pay a dividend of $0.52 per share on the 1st of April...

Rentabilidad de los accionistas

GEFUS PackagingMercado US
7D8.4%5.1%2.3%
1Y10.9%-4.4%25.5%

Rentabilidad vs. Industria: GEF superó a la industria US Packaging, que obtuvo un rendimiento del -4.4% el año pasado.

Rentabilidad vs. Mercado: GEF obtuvo unos resultados inferiores a los del mercado US, que fueron del 25.5% el año pasado.

Volatilidad de los precios

Is GEF's price volatile compared to industry and market?
GEF volatility
GEF Average Weekly Movement3.7%
Packaging Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: GEF no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de GEF (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
187712,000Ole Rosgaardwww.greif.com

Greif, Inc. junto con sus filiales, produce y vende productos y servicios de embalaje industrial en todo el mundo. Opera en cuatro segmentos: Soluciones personalizadas de polímeros; Soluciones duraderas de metal; Soluciones sostenibles de fibra; y Soluciones integradas. El segmento Customized Polymer Solutions produce y vende productos de envasado basados en polímeros, como bidones de plástico, contenedores rígidos intermedios a granel y plásticos pequeños para las industrias química, alimentaria y de bebidas, agrícola, farmacéutica y de productos minerales.

Resumen de fundamentos de Greif, Inc.

¿Cómo se comparan los beneficios e ingresos de Greif con su capitalización de mercado?
Estadísticas fundamentales de GEF
Capitalización bursátilUS$3.62b
Beneficios(TTM)US$180.47m
Ingresos (TTM)US$4.26b
17.9x
Ratio precio-beneficio (PE)
0.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de GEF
IngresosUS$4.26b
Coste de los ingresosUS$3.31b
Beneficio brutoUS$952.43m
Otros gastosUS$771.95m
BeneficiosUS$180.47m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.91
Margen bruto22.34%
Margen de beneficio neto4.23%
Ratio deuda/patrimonio32.7%

¿Cómo se ha desempeñado GEF a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.2%
Rentabilidad actual por dividendo
77%
Ratio de pagos
¿Cuándo hay que comprar GEF para recibir un próximo dividendo?
fechas de dividendos de Greif
Fecha ex dividendoJun 17 2026
Fecha de pago de dividendosJul 01 2026
Días hasta ex dividendo1 day
Días hasta la fecha de pago de dividendos13 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/17 22:37
Precio de las acciones al final del día2026/06/17 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Greif, Inc. está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ghansham PanjabiBaird
Walter LiptakBarrington Research Associates, Inc.
Mark WildeBMO Capital Markets Equity Research