Greif Inc (GEF-B)vsInternational Paper (IP)
GEF-B
Greif Inc
$77.95
-1.29%
CONSUMER CYCLICAL · Cap: $3.01B
IP
International Paper
$33.61
-0.80%
CONSUMER CYCLICAL · Cap: $19.14B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 471% more annual revenue ($24.34B vs $4.26B). GEF-B leads profitability with a 24.4% profit margin vs -13.8%. GEF-B appears more attractively valued with a PEG of 0.67. GEF-B earns a higher WallStSmart Score of 54/100 (C-).
GEF-B
Buy54
out of 100
Grade: C-
IP
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.6%
Fair Value
$64.20
Current Price
$77.95
$13.75 premium
Margin of Safety
-73.1%
Fair Value
$28.41
Current Price
$33.61
$5.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
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 0.5%
Earnings declined 67.6%
Expensive relative to growth rate
Operating margin of 3.7%
Weak financial health signals
ROE of -22.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : GEF-B
The strongest argument for GEF-B centers on Price/Book, Profit Margin, PEG Ratio. Profitability is solid with margins at 24.4% and operating margin at 5.2%. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : IP
The strongest argument for IP centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : GEF-B
The primary concerns for GEF-B are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
GEF-B profiles as a declining stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.93 — expect wider price swings.
IP is growing revenue faster at 13.4% — sustainability is the question.
IP generates stronger free cash flow (94M), providing more financial flexibility.
Bottom Line
GEF-B scores higher overall (54/100 vs 50/100), backed by strong 24.4% margins. Both earn "Buy" and "Hold" 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 →International Paper
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
The International Paper Company (NYSE: IP) is an American pulp and paper company, the largest such company in the world. The company is headquartered in Memphis, Tennessee.
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