Greif, Inc. (GEF-B) AI Stock Analysis

Greif, Inc., headquartered in Delaware, Ohio, operates globally as a producer and distributor of industrial packaging solutions. The company is structured into three key segments: Global Industrial Packaging, Paper Packaging & Services, and Land Management. Its Global Industrial Packaging segment manufactures steel, fiber, and plastic drums, alongside rigid and flexible intermediate bulk containers for industries including chemicals, food and beverage, pharmaceuticals, and agriculture. The Paper Packaging & Services segment produces containerboards, corrugated sheets, containers, and recycled paperboard for packaging, automotive, and building markets. Its Land Management segment oversees timber harvesting and regeneration across approximately 175,000 acres in the southeastern United States.

Greif's revenue declined from $5.56B in FY2021 to $4.29B in FY2025, reflecting a 5-year revenue CAGR of -1.0%. Annual revenue fell 17.8% in FY2023, 17.0% in FY2024, and 1.0% in FY2025. Despite lower revenue, gross margin expanded to 22.2% in FY2025, and net income increased to $840.0M, compared to $266.0M in FY2024. For the latest quarter ended April 30, 2026, quarterly revenue grew 3.5% year-over-year, while quarterly earnings increased 43.4%. Trailing twelve month operating margin stood at 10.6% on revenue of $4.30B.

As of April 30, 2026, Greif held $288.5M in cash and short-term investments alongside total debt of $1.23B, leaving net debt at $945.1M. Shareholders' equity was $3.00B, resulting in a debt-to-equity ratio of 0.41 and a current ratio of 1.29. In FY2025, operating cash flow dropped to $58.6M, resulting in free cash flow of -$85.2M after capital expenditures of $143.8M. Cash outlays during FY2025 also included $101.1M in dividends paid and $8.1M spent on share buybacks.

Greif trades at a trailing price-to-earnings ratio of 33.4x, which stands above the 18.0x median of its US-listed Consumer Cyclical peers. On a forward basis, its price-to-earnings multiple of 7.4x is below the peer median of 14.1x. Its enterprise value to EBITDA ratio is 8.6x, compared to the peer median of 11.1x. Over the past year, the stock returned 90.1%, outperforming the S&P 500 benchmark return of 16.8%. Over a 5-year horizon, the stock returned 116.6% compared to 83.0% for the S&P 500.

Greif pays a quarterly dividend with a forward annual rate of $3.53 per share, yielding 3.19% with a payout ratio of 48.7%. The company has paid consecutive dividends for 31 years and generated an annualized dividend growth rate of 4.6% over the past 5 years. Its last ex-dividend date was September 17, 2026.

Wall Street analysts have a mean price target of $93.00 for Greif, representing a 15.9% decline from its last close of $110.64. For the fiscal year ending September 30, 2026, consensus estimates project revenue of $4.33B and EPS of $6.38, reflecting 113.4% EPS growth. Over the last four quarters, the company beat EPS estimates 3 times. Two analysts cover the following fiscal year, projecting revenue of $4.44B and EPS of $7.13.

This page is an AI-written research summary of Greif, Inc. (GEF-B). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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