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Greif, Inc.NYSE:GEF Stock Report

Market Cap US$3.5b
Share Price
US$68.00
US$78.2
13.0% undervalued intrinsic discount
1Y23.9%
7D4.2%
Portfolio Value
View

Greif, Inc.

NYSE:GEF Stock Report

Market Cap: US$3.5b

GEF Community Fair Values

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See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Materials opportunity

Greif, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Greif
Historical stock prices
Current Share PriceUS$68.00
52 Week HighUS$77.14
52 Week LowUS$53.82
Beta0.83
1 Month Change0.88%
3 Month Change-9.68%
1 Year Change23.93%
3 Year Change9.45%
5 Year Change6.27%
Change since IPO5,944.44%

Recent News & Updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
New Narrative 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?
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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
Analysis Article 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
Analysis Article 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...
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Seeking Alpha Feb 01

Greif: Performance And Expectations Are Worsening, But The Share Price Remains High

Summary Revenues keep decreasing as volumes are weak, but the IPACKCHEM acquisition should give them a boost in fiscal 2024. Gross profit and EBITDA margins remain high, and despite a recent contraction, recent product price raises should stabilize them. The debt profile has improved significantly in recent years, although debt will increase in fiscal 2024 as a result of the IPACKCHEM acquisition. The dividend remains safe as the company has historically reported low cash payout ratios. This represents a good company for long-term dividend investors, but I would wait for a better entry point. Read the full article on Seeking Alpha
Analysis Article Jan 02

Greif, Inc. (NYSE:GEF) Looks Inexpensive But Perhaps Not Attractive Enough

Greif, Inc.'s ( NYSE:GEF ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a buy right now compared...
Seeking Alpha Dec 21

Greif: Low Demand And Weak Results Signal Limited Growth

Summary Greif's performance has been affected by rising interest rates & declining industry demand, and this trend is expected to continue, impacting profitability. The company distributed $0.50 dividends in the first two quarters of FY2023, raised it to $0.52 in Q3 and Q4, resulting in annual dividend of $2.04 which is 3.07% yield. GEF has reported a downturn in net sales & net income in quarterly & full-year results due to lower demand and selling prices. Read the full article on Seeking Alpha

Shareholder Returns

GEFUS PackagingUS Market
7D4.2%3.6%3.2%
1Y23.9%-3.1%31.0%

Return vs Industry: GEF exceeded the US Packaging industry which returned -3.1% over the past year.

Return vs Market: GEF underperformed the US Market which returned 31% over the past year.

Price Volatility

Is GEF's price volatile compared to industry and market?
GEF volatility
GEF Average Weekly Movement3.2%
Packaging Industry Average Movement5.3%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: GEF has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GEF's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187712,000Ole Rosgaardwww.greif.com

Greif, Inc., together with its subsidiaries, produces and sells industrial packaging products and services worldwide. It operates in four segments: Customized Polymer Solutions; Durable Metal Solutions; Sustainable Fiber Solutions; and Integrated Solutions. The Customized Polymer Solutions segment produces and sells polymer-based packaging products, such as plastic drums, rigid intermediate bulk containers, and small plastics for chemicals, food and beverage, agricultural, pharmaceutical, and mineral products industries.

Greif, Inc. Fundamentals Summary

How do Greif's earnings and revenue compare to its market cap?
GEF fundamental statistics
Market capUS$3.51b
Earnings (TTM)US$180.47m
Revenue (TTM)US$4.26b
17.4x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GEF income statement (TTM)
RevenueUS$4.26b
Cost of RevenueUS$3.31b
Gross ProfitUS$952.43m
Other ExpensesUS$771.95m
EarningsUS$180.47m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.91
Gross Margin22.34%
Net Profit Margin4.23%
Debt/Equity Ratio32.7%

How did GEF perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
77%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 01:45
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Greif, Inc. is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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