Amcor PLC (AMCR)vsGreif Inc (GEF-B)
AMCR
Amcor PLC
$40.55
+3.63%
CONSUMER CYCLICAL · Cap: $18.08B
GEF-B
Greif Inc
$84.36
-0.13%
CONSUMER CYCLICAL · Cap: $3.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Amcor PLC generates 359% more annual revenue ($19.61B vs $4.27B). GEF-B leads profitability with a 25.0% profit margin vs 3.0%. AMCR appears more attractively valued with a PEG of 0.47. GEF-B earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
GEF-B
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-454.1%
Fair Value
$9.04
Current Price
$40.55
$31.51 premium
Margin of Safety
+48.4%
Fair Value
$169.88
Current Price
$84.36
$85.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 68.1% year-over-year
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 7.7% — below average capital efficiency
3.0% margin — thin
Elevated debt levels
ROE of 7.2% — below average capital efficiency
Revenue declined 2.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 68.1% demonstrates continued momentum. PEG of 0.47 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : AMCR
The primary concerns for AMCR are P/E Ratio, Return on Equity, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Bear Case : GEF-B
The primary concerns for GEF-B are Return on Equity, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
AMCR profiles as a hypergrowth stock while GEF-B is a declining play — different risk/reward profiles.
GEF-B carries more volatility with a beta of 0.92 — expect wider price swings.
AMCR is growing revenue faster at 68.1% — sustainability is the question.
AMCR generates stronger free cash flow (416M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (64/100 vs 64/100) and 68.1% revenue growth. GEF-B offers better value entry with a 48.4% margin of safety. 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.
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.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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