Amcor PLC (AMCR)vsGreif Inc (GEF)
AMCR
Amcor PLC
$42.32
-1.58%
CONSUMER CYCLICAL · Cap: $20.87B
GEF
Greif Inc
$82.32
-1.58%
CONSUMER CYCLICAL · Cap: $4.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Amcor PLC generates 446% more annual revenue ($23.51B vs $4.30B). GEF leads profitability with a 24.7% profit margin vs 4.7%. GEF appears more attractively valued with a PEG of 0.77. GEF earns a higher WallStSmart Score of 72/100 (B).
AMCR
Buy60
out of 100
Grade: C
GEF
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$26.49
Current Price
$42.32
$15.83 premium
Margin of Safety
-9.0%
Fair Value
$69.48
Current Price
$82.32
$12.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 25.9% year-over-year
Generating 1.4B in free cash flow
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 43.4% YoY
Areas to Watch
4.7% margin — thin
Elevated debt levels
Earnings declined 11.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
3.5% revenue growth
ROE of 7.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on Price/Book, Revenue Growth, Free Cash Flow. Revenue growth of 25.9% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bull Case : GEF
The strongest argument for GEF centers on Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 24.7% and operating margin at 10.6%. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : AMCR
The primary concerns for AMCR are Profit Margin, Debt/Equity, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
Bear Case : GEF
The primary concerns for GEF are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
AMCR profiles as a growth stock while GEF is a value play — different risk/reward profiles.
GEF carries more volatility with a beta of 0.76 — expect wider price swings.
AMCR is growing revenue faster at 25.9% — sustainability is the question.
AMCR generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
GEF scores higher overall (72/100 vs 60/100), backed by strong 24.7% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amcor PLC
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Amcor plc is an Australian-American, UK-domiciled packaging company. It develops and produces flexible packaging, rigid containers, specialty cartons, closures and services for food, beverage, pharmaceutical, medical-device, home and personal-care, and other products.
Visit Website →Greif Inc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Greif, Inc. produces and sells industrial packaging products and services worldwide. The company is headquartered in Delaware, Ohio.
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