WallStSmart

Greif Inc (GEF-B)vsInternational Paper (IP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

International Paper generates 454% more annual revenue ($23.63B vs $4.27B). GEF-B leads profitability with a 25.0% profit margin vs -14.9%. 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

Buy

64

out of 100

Grade: C+

Growth: 3.3Profit: 6.5Value: 10.0Quality: 5.0

IP

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 3.5Value: 6.7Quality: 4.3
Piotroski: 2/9Altman Z: 1.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GEF-BUndervalued (+48.4%)

Margin of Safety

+48.4%

Fair Value

$169.88

Current Price

$84.36

$85.52 discount

UndervaluedFair: $169.88Overvalued

Intrinsic value data unavailable for IP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEF-B3 strengths · Avg: 8.3/10
Profit MarginProfitability
25.0%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

IP2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
53.1%10/10

Revenue surging 53.1% year-over-year

Areas to Watch

GEF-B3 concerns · Avg: 2.3/10
Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Revenue GrowthGrowth
-2.2%2/10

Revenue declined 2.2%

Free Cash FlowQuality
$-57.40M2/10

Negative free cash flow — burning cash

IP4 concerns · Avg: 2.8/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-24.7%2/10

ROE of -24.7% — below average capital efficiency

EPS GrowthGrowth
-90.1%2/10

Earnings declined 90.1%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : IP

The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.

Bear Case : GEF-B

The primary concerns for GEF-B are Return on Equity, Revenue Growth, Free Cash Flow.

Bear Case : IP

The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

GEF-B profiles as a declining stock while IP is a hypergrowth play — different risk/reward profiles.

IP carries more volatility with a beta of 1.04 — expect wider price swings.

IP is growing revenue faster at 53.1% — sustainability is the question.

IP generates stronger free cash flow (255M), providing more financial flexibility.

Bottom Line

GEF-B scores higher overall (64/100 vs 55/100), 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.

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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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