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Greif Class B (GEF.B)
NYSE:GEF.B
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Greif Class B
(NYSE:GEF.B)
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Select Model
Rating:67Neutral
Price Target:
$71.00
▲(14.78% Upside)
Greif Class B's overall stock score reflects a balance of strong cash flow management and strategic initiatives from the earnings call, offset by technical weakness and moderate valuation concerns. The company's focus on cost optimization and divestitures is a positive long-term strategy, but immediate challenges in revenue growth and leverage remain.
Greif Class B (GEF.B) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.87B
Dividend Yield5.35%
Average Volume (3M)11.23K
Price to Earnings (P/E)22.4
Beta (1Y)0.86
Revenue Growth-2.55%
EPS Growth-47.31%
CountryUS
Employees14,000
SectorConsumer Cyclical
Sector Strength84
IndustryPackaging & Containers
Share Statistics
EPS (TTM)1.03
Shares Outstanding21,331,127
10 Day Avg. Volume16,864
30 Day Avg. Volume11,231
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap2.06
Enterprise Value/Revenue1.14
Enterprise Value/Gross Profit5.32
Enterprise Value/Ebitda9.24
Forecast
1Y Price Target
$72.00Price Target Upside16.39% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering0
Greif Class B Business Overview & Revenue Model
Company DescriptionGreif, Inc. engages in the production and sale of industrial packaging products and services worldwide. It operates in three segments: Global Industrial Packaging; Paper Packaging & Services; and Land Management. The Global Industrial Packaging segment produces and sells industrial packaging products, including steel, fiber, and plastic drums; rigid and flexible intermediate bulk containers; closure systems for industrial packaging products; transit protection products; water bottles, and remanufactured and reconditioned industrial containers; and various services, such as container life cycle management, filling, logistics, warehousing, and other packaging services to chemicals, paints and pigments, food and beverage, petroleum, industrial coatings, agriculture, pharmaceuticals, mineral product, and other industries. This segment also offers flexible intermediate bulk containers and related services to the agriculture, construction, and food industries. The Paper Packaging & Services segment produces and sells containerboards, corrugated sheets and containers, and other corrugated and specialty products to customers in the packaging, automotive, food, and building products markets; and produces and sells coated and uncoated recycled paperboard, and recycled fiber. This segment's corrugated container products are used to ship various products, such as home appliances, small machinery, grocery products, automotive components, books, and furniture, as well as various other applications. The Land Management segment engages in harvesting and regeneration of timber properties; and sale of timberland and special use properties. As of October 31, 2021, this segment owned approximately 175,000 acres of timber properties in the southeastern United States. The company was formerly known as Greif Bros. Corporation and changed its name to Greif, Inc. in 2001. Greif, Inc. was founded in 1877 and is headquartered in Delaware, Ohio.
How the Company Makes MoneyGreif generates revenue through multiple key streams, primarily by manufacturing and selling a diverse range of industrial packaging products. The company earns money by selling products such as steel and plastic drums, intermediate bulk containers, and flexible packaging solutions. Additionally, Greif provides value-added services, including packaging design, logistics, and supply chain management, which contribute to its overall revenue. Significant partnerships with major players in various sectors, such as food and beverage, chemicals, and pharmaceuticals, help drive consistent demand for its products. Furthermore, Greif's focus on sustainability and innovative packaging solutions positions it favorably in a market increasingly oriented towards environmentally responsible practices.
Greif Class B Earnings Call Summary
Earnings Call Date:Aug 27, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:Dec 03, 2025
Earnings Call Sentiment Positive
The earnings call reflected a strong focus on cost optimization and strategic divestitures, leading to significant cash flow improvements. However, there were challenges with declining volumes in certain segments like durable metals and fiber, as well as continued softness in industrial demand and chemical markets. Overall, the company is leveraging these changes to position itself for future growth, with a resilient performance in target markets.Q3-2025 Updates
Positive Updates
Cost Optimization Achievements
Achieved $20 million in run rate savings towards fiscal 2025 commitments, exceeding the target range of $15 million to $25 million.
Successful Divestitures
Planned divestment of containerboard business to close by end of the month and timberland divestment on October 1, with net cash proceeds of approximately $1.75 billion.
Significant Cash Flow Increase
Free cash flow rose by almost 400% to $171 million in the quarter.
Improved EBITDA Margins
Adjusted EBITDA increased by $4 million with margins up by 70 basis points.
Resilient Performance in Target Markets
Customized polymer volumes up 2.2%, led by low double-digit growth in small containers.
Negative Updates
Decline in Durable Metals and Fiber Volumes
Durable metals volumes declined 5.8% and sustainable fiber volumes declined 7.6%, reflecting softness in North America and EMEA.
Softness in Industrial Demand
Metals saw lower sales due to industrial demand softness in North America and EMEA.
Challenges in Bulk Chemical Markets
Bulk chemical markets trended downward, contributing to sluggish performance in EMEA.
Company Guidance
During Greif's Third Quarter 2025 earnings call, the company provided detailed guidance on their fiscal outlook and strategic direction. They confirmed plans to divest their containerboard business by the end of the month and a timberland divestment set for October 1, anticipating net cash proceeds of approximately $1.75 billion. This move aims to reduce their leverage ratio below 1.2x. Greif's cost optimization efforts have yielded $20 million in run rate savings towards their $15 million to $25 million fiscal 2025 commitments, with $15 million from SG&A reductions. The company reported a 400% increase in free cash flow to $171 million for the quarter. For fiscal 2025, Greif raised their EBITDA guidance midpoint to $730 million, up $5 million, primarily due to better SG&A cost optimization. They also increased their free cash flow guidance midpoint by $30 million to $310 million, driven by EBITDA growth and lower expected CapEx spend. The company's divestitures, cost management, and strategic focus on core business areas like polymers are designed to enhance long-term shareholder value.Greif Class B Financial Statement Overview
Summary
Greif Class B exhibits strong financial health with consistent revenue growth and profitability despite slight declines in net income. The balance sheet shows moderate leverage, and cash flows are robust, supporting ongoing operations and potential investments. While the company faces industry challenges, its financials indicate resilience and effective management.Income Statement
Greif Class B shows solid financial performance in the TTM with a gross profit margin of 20.72% and a stable EBIT margin of 8.62%. However, net profit margin decreased to 3.86% from the previous period. Revenue growth is modest at 1.37% compared to last year. The company maintains a strong EBITDA margin of 13.44%, demonstrating operational efficiency.65
Positive
Balance Sheet
The balance sheet reflects a healthy equity position with a debt-to-equity ratio of 1.44, indicating moderate leverage. With a return on equity of 9.99% in the TTM, the company is generating reasonable returns for shareholders. An equity ratio of 31.60% supports financial stability, though slightly impacted by increased liabilities.70
Positive
Cash Flow
The company's free cash flow growth of 25.52% is a positive indicator, and the operating cash flow to net income ratio of 1.73 demonstrates strong cash generation from operations. The free cash flow to net income ratio stands at 1.00, indicating efficient cash management.75
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.20B | 5.45B | 5.22B | 6.35B | 5.56B | 4.51B |
| Gross Profit | 1.11B | 1.07B | 1.15B | 1.29B | 1.09B | 914.70M |
| EBITDA | 640.20M | 715.80M | 824.50M | 839.20M | 845.70M | 601.70M |
| Net Income | 190.00M | 268.80M | 359.20M | 376.70M | 390.70M | 108.80M |
Balance Sheet | ||||||
| Total Assets | 6.74B | 6.65B | 5.96B | 5.46B | 5.82B | 5.51B |
| Cash, Cash Equivalents and Short-Term Investments | 285.20M | 197.70M | 180.90M | 147.10M | 124.60M | 105.90M |
| Total Debt | 2.94B | 3.07B | 2.54B | 2.17B | 2.52B | 2.80B |
| Total Liabilities | 4.41B | 4.40B | 3.85B | 3.65B | 4.22B | 4.29B |
| Stockholders Equity | 2.19B | 2.08B | 1.95B | 1.76B | 1.51B | 1.15B |
Cash Flow | ||||||
| Free Cash Flow | 338.10M | 169.50M | 435.90M | 474.50M | 248.70M | 317.90M |
| Operating Cash Flow | 490.50M | 356.00M | 649.50M | 657.50M | 396.00M | 454.70M |
| Investing Cash Flow | -24.70M | -658.30M | -670.20M | -28.20M | 46.80M | -25.20M |
| Financing Cash Flow | -405.70M | 324.30M | 69.70M | -531.00M | -422.90M | -405.30M |
Greif Class B Technical Analysis
Negative
61.86
Price Trends
66.47
Negative
64.52
Negative
62.56
Negative
Market Momentum
-1.38
Positive
38.76
Neutral
33.86
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GEF.B, the sentiment is Negative. The current price of 61.86 is below the 20-day moving average (MA) of 64.53, below the 50-day MA of 66.47, and below the 200-day MA of 62.56, indicating a bearish trend. The MACD of -1.38 indicates Positive momentum. The RSI at 38.76 is Neutral, neither overbought nor oversold. The STOCH value of 33.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GEF.B.
Greif Class B Risk Analysis
Greif Class B disclosed 25 risk factors in its most recent earnings report. Greif Class B reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
Greif Class B Peers Comparison
Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $2.87B | 22.39 | 7.46% | 5.35% | -2.55% | -47.31% | |
66 Neutral | 4.33B | -61.77 | 17.18% | 4.78% | 0.90% | -118.86% | |
65 Neutral | 5.06B | 16.33 | 30.65% | 2.32% | -2.00% | -18.50% | |
63 Neutral | 2.87B | 21.62 | 8.66% | 3.67% | -2.55% | -40.81% | |
58 Neutral | 2.35B | -138.73 | -2.15% | 10.15% | 8.39% | 72.18% | |
52 Neutral | 2.03B | -7.92 | -11.70% | ― | -3.36% | 11.88% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
Performance Comparison
GEF.B
Greif Class B
61.86
-4.54
-6.84%
GEF
Greif Class A
59.39
-1.09
-1.80%
MYE
Myers Industries
16.70
3.42
25.75%
SEE
Sealed Air
34.42
-1.00
-2.82%
SON
Sonoco Products
43.91
-8.33
-15.95%
AMBP
Ardagh Metal Packaging
3.94
0.59
17.61%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.