Greif Inc (GEF-B)vsPackaging Corp of America (PKG)
GEF-B
Greif Inc
$84.36
-0.13%
CONSUMER CYCLICAL · Cap: $3.47B
PKG
Packaging Corp of America
$213.36
-0.07%
CONSUMER CYCLICAL · Cap: $19.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Packaging Corp of America generates 111% more annual revenue ($8.99B vs $4.27B). GEF-B leads profitability with a 25.0% profit margin vs 8.6%. GEF-B appears more attractively valued with a PEG of 0.67. GEF-B earns a higher WallStSmart Score of 64/100 (C+).
GEF-B
Buy64
out of 100
Grade: C+
PKG
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.4%
Fair Value
$169.88
Current Price
$84.36
$85.52 discount
Margin of Safety
-319.6%
Fair Value
$58.28
Current Price
$213.36
$155.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
ROE of 7.2% — below average capital efficiency
Revenue declined 2.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
Earnings declined 56.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : GEF-B
The strongest argument for GEF-B centers on Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 25.0% and operating margin at 5.7%. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : PKG
Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : GEF-B
The primary concerns for GEF-B are Return on Equity, Revenue Growth, Free Cash Flow.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
GEF-B profiles as a declining stock while PKG is a value play — different risk/reward profiles.
GEF-B carries more volatility with a beta of 0.92 — expect wider price swings.
PKG is growing revenue faster at 10.1% — sustainability is the question.
PKG generates stronger free cash flow (128M), providing more financial flexibility.
Bottom Line
GEF-B scores higher overall (64/100 vs 54/100), backed by strong 25.0% margins. Both earn "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.
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.
Visit Website →Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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