Greif, Inc. (GEF) AI Stock Analysis

Greif, Inc. provides industrial packaging products and services through three segments: Global Industrial Packaging, Paper Packaging & Services, and Land Management. The Global Industrial Packaging unit manufactures steel, fiber, and plastic drums, intermediate bulk containers, and closure systems, alongside container life cycle management and logistics. The Paper Packaging & Services unit produces containerboards, corrugated sheets, corrugated containers, and recycled fiber used across food, automotive, and packaging markets. The Land Management segment oversees timberland harvesting, regeneration, and property sales, owning approximately 175,000 acres in the southeastern United States as of October 31, 2022.

Greif saw revenue expand to $6.35B in FY2022 before contracting 17.8% in FY2023 and 17.0% in FY2024. In FY2025, revenue dipped 1.0% to $4.29B, capping a 5-year revenue CAGR of -1.0% from FY2020. Gross margin stood at 22.2% in FY2025, while operating margin compressed to 6.9% from 11.6% in FY2023. FY2025 net income reached $840.0M, or $2.71 per share, bolstered by a 19.6% net margin. In the latest quarter ending April 30, 2026, revenue increased 3.5% year-over-year, and quarterly earnings grew 43.4%.

As of April 30, 2026, Greif held $288.5M in cash and short-term investments against $1.23B in total debt, leaving net debt at $945.1M. The company reported shareholders' equity of $3.00B and a debt-to-equity ratio of 0.41, with a current ratio of 1.29. In FY2025, operating cash flow dropped to $58.6M and free cash flow turned to -$85.2M. Capital expenditures totaled $143.8M, while capital returns included $101.1M in dividends paid and $8.1M in share buybacks.

Greif trades at a trailing P/E of 37.2x, above the 18.0x median of its US-listed Consumer Cyclical peers, but its forward P/E of 9.3x sits below the peer median of 14.1x. The company's EV/EBITDA of 8.6x is lower than the peer median of 11.1x, while its price-to-sales multiple of 1.1x compares to the peer median of 0.7x. Over the past year, Greif returned 43.3%, outperforming the S&P 500's 16.8% return. Over five years, its 50.1% gain trailed the S&P 500's 83.0% return.

Greif pays an annual forward dividend of $2.36 per share, representing a 2.87% dividend yield and a payout ratio of 49.2%. Dividends are distributed quarterly and have been paid for 38 consecutive years. The dividend has achieved a 5-year annualized growth rate of 4.6%, with the last ex-dividend date recorded on September 17, 2026.

Wall Street coverage includes 1 Strong Buy, 4 Holds, and 1 Sell. The mean price target is $88.00, implying a 7.2% premium over the last close of $82.12. For the current fiscal year ending September 30, 2026, analysts estimate revenue of $4.33B and EPS of $4.33, indicating 116.8% EPS growth. Greif beat EPS estimates in 3 of the last 4 quarters, and its next earnings report is scheduled for November 3, 2026.

This page is an AI-written research summary of Greif, Inc. (GEF). 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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