| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 51 | 6.6x | 17.3x | Around median | |
Growth | 51 | -30.6% | 7.1% | Around median | |
Quality | 46 | 5.0% | 4.5% | Around median | |
Safety | 55 | 1.8x | 2.6x | Around median | |
Capital Return | 94 | 1.54% | 0.06% | Top tier | |
Momentum | 99 | 71.0% | -1.6% | Top tier | |
Sentiment | 59 | 2 | 3 | Around median |
The floor: what the company is worth if growth stopped today
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Greif, Inc. (GEF-B) operates in packaging solutions through four operating segments: Polymer Solutions for polymer containers, Metal Solutions for metal containers, Fiber Solutions for paperboard and converting products such as partitions, tubes, and cores, and Closures for technically advanced closures. The company generates revenue by selling these products to industrial customers in more than 35 countries, with an increasing commercial focus on acquiring new customers and markets such as flavors and fragrances, pharmaceuticals, and agricultural chemicals.
During the last 12 months through 2026-06-30, Greif recorded revenue of $3.4 billion and net income of $985.1 million, but operating cash flow was -$74.7 million and free cash flow was -$228.1 million. In fiscal year 2025, revenue was $4.3 billion, gross margin was 22.2%, and net income was $840.0 million, compared with a gross margin of 24.7% and net income of $268.8 million in fiscal year 2024.
In Q3 of fiscal year 2026 ended 2026-06-30, sales were approximately flat with the comparable period, while adjusted earnings before interest, taxes, depreciation, and amortization increased by approximately 25% and its margin expanded by more than 260 basis points. Polymer Solutions volumes increased by 1.5%, and third-party demand in Closures increased by mid-single digits, with total volumes growing by high-single digits, while Metal Solutions and Fiber Solutions improved sequentially despite weakness in the industrial, chemical, and housing markets. The improvement in profitability came primarily from the price-cost relationship and the cost-reduction program, not from a broad demand recovery.
Last 12 months to 2026-06-30
When: 2026-12-09
Fiscal year 2026 adjusted earnings before interest, taxes, depreciation, and amortization versus the range of $615 million to $635 million
Fiscal year 2026 adjusted free cash flow versus the range of $305 million to $325 million
Fiscal year 2026 adjusted free cash flow conversion at the 50% level
The industry-multiple value is $74 within a range of $45 to $82, pricing Greif like its peers based on next year's earnings and a median multiple of 16.1 for 17 companies. The no-growth value is $68 at a discount rate of 8.8%, measuring what remains if current after-tax operating profit stays constant forever. The two methods converge within a difference of $6, but the industry-multiple method is higher because it reflects peer pricing and next year's earnings expectations, while the no-growth method excludes any future expansion; overall, analyst targets tend to be optimistic, while the cash flow model tends to be conservative. Analyst consensus is neutral, while EL7's valuation pillar ranks 28 out of 32 within the industry, with a score of 16 out of 100.
Figures in the text are as of 2026-09-27; the live price is shown at the top of the page.
In Q3 of fiscal year 2026 ended 2026-06-30, adjusted earnings before interest, taxes, depreciation, and amortization increased by approximately 25%, and its margin expanded by more than 260 basis points. The improvement came primarily from the price-cost relationship and the cost optimization program, which reached an annualized rate of $90 million ahead of schedule. This was achieved despite sales being approximately flat with the comparable period and continued disruption in demand and industrial markets.
During the last 12 months through 2026-06-30, net income was $985.1 million, but operating cash flow was -$74.7 million, or -8% of net income. Free cash flow was -$228.1 million during the same period. For fiscal year 2026, the company is targeting adjusted free cash flow of between $305 million and $325 million as inventory and its cost return toward lower levels.
Automated analysis for informational purposes only — not investment advice.
Envaplast gives Greif a stronger presence in small polymer containers in Spain, where its presence had been limited. Agricultural chemicals represent the majority of Envaplast's business, expanding Greif's exposure to this market in the EMEA region. The company says the transaction meets a criterion of an earnings before interest, taxes, depreciation, and amortization margin exceeding 18% and free cash flow conversion above 50%, as part of a strategy focused on bolt-on rather than transformational acquisitions.
On 2026-09-16, Greif announced its exit from the recycled paperboard market and the permanent closure of the Sweetwater mill in Georgia. The decision reduces annual production capacity by approximately 120 thousand tons and affects approximately 90 employees. The company intends to serve existing customers through its network of uncoated recycled paperboard URB mills in North America, making the success of the operational and customer transition an important part of evaluating the decision.
The most important tests are achieving fiscal year 2026 adjusted earnings before interest, taxes, depreciation, and amortization guidance of between $615 million and $635 million, and adjusted free cash flow of between $305 million and $325 million. The approach of adjusted free cash flow conversion toward 50% should also be monitored following high-cost inventory in Q3 of fiscal year 2026 ended 2026-06-30. In Fiber Solutions, the flow-through of the two URB increases of $60 per ton each will be important in assessing the ability of pricing to offset cost inflation.