Greif Inc (GEF-B)vsSmurfit WestRock plc (SW)
GEF-B
Greif Inc
$84.36
-0.13%
CONSUMER CYCLICAL · Cap: $3.47B
SW
Smurfit WestRock plc
$40.67
+2.03%
CONSUMER CYCLICAL · Cap: $20.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 630% more annual revenue ($31.18B vs $4.27B). GEF-B leads profitability with a 25.0% profit margin vs 2.2%. SW appears more attractively valued with a PEG of 0.26. GEF-B earns a higher WallStSmart Score of 64/100 (C+).
GEF-B
Buy64
out of 100
Grade: C+
SW
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
-456.2%
Fair Value
$9.04
Current Price
$40.67
$31.63 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 7.2% — below average capital efficiency
Revenue declined 2.2%
Negative free cash flow — burning cash
Moderate valuation
0.5% revenue growth
ROE of 3.9% — below average capital efficiency
2.2% margin — thin
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 : SW
The strongest argument for SW centers on PEG Ratio, Price/Book. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : GEF-B
The primary concerns for GEF-B are Return on Equity, Revenue Growth, Free Cash Flow.
Bear Case : SW
The primary concerns for SW are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
GEF-B profiles as a declining stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 1.00 — expect wider price swings.
SW is growing revenue faster at 0.5% — sustainability is the question.
SW generates stronger free cash flow (612M), 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 →Smurfit WestRock plc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Smurfit Westrock Plc, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company is headquartered in Dublin, Ireland.
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