Greif Inc (GEF-B)vsInternational Paper (IP)
GEF-B
Greif Inc
$109.36
+0.34%
CONSUMER CYCLICAL · Cap: $3.65B
IP
International Paper
$43.15
+1.20%
CONSUMER CYCLICAL · Cap: $19.89B
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
-34.3%
Fair Value
$65.33
Current Price
$109.36
$44.03 premium
Margin of Safety
-72.7%
Fair Value
$28.49
Current Price
$43.15
$14.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 24 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Moderate valuation
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 Profit Margin, PEG Ratio, Price/Book. 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 P/E Ratio, Return on Equity, Revenue 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 0.90 — 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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