Greif Inc (GEF)vsPackaging Corp of America (PKG)
GEF
Greif Inc
$82.45
-0.87%
CONSUMER CYCLICAL · Cap: $4.67B
PKG
Packaging Corp of America
$248.44
-1.81%
CONSUMER CYCLICAL · Cap: $22.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Packaging Corp of America generates 128% more annual revenue ($9.82B vs $4.30B). GEF leads profitability with a 24.7% profit margin vs 7.4%. GEF appears more attractively valued with a PEG of 0.77. GEF earns a higher WallStSmart Score of 72/100 (B).
GEF
Strong Buy72
out of 100
Grade: B
PKG
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.1%
Fair Value
$71.35
Current Price
$82.45
$11.10 premium
Margin of Safety
-82.1%
Fair Value
$134.28
Current Price
$248.44
$114.16 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
Earnings expanding 43.4% YoY
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
3.5% revenue growth
ROE of 7.2% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
7.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PKG
Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : GEF
The primary concerns for GEF are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
GEF carries more volatility with a beta of 0.79 — expect wider price swings.
PKG is growing revenue faster at 12.5% — sustainability is the question.
PKG generates stronger free cash flow (170M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
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.
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.
Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
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