Greif Inc (GEF-B)vsInternational Paper (IP)
GEF-B
Greif Inc
$105.65
+0.45%
CONSUMER CYCLICAL · Cap: $4.00B
IP
International Paper
$34.36
+0.20%
CONSUMER CYCLICAL · Cap: $19.32B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 462% more annual revenue ($24.20B vs $4.30B). GEF-B leads profitability with a 24.7% profit margin vs -14.2%. GEF-B appears more attractively valued with a PEG of 0.67. GEF-B earns a higher WallStSmart Score of 68/100 (B-).
GEF-B
Strong Buy68
out of 100
Grade: B-
IP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.0%
Fair Value
$67.49
Current Price
$105.65
$38.16 premium
Margin of Safety
-73.3%
Fair Value
$28.39
Current Price
$34.36
$5.97 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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Moderate valuation
3.5% revenue growth
ROE of 7.2% — below average capital efficiency
Operating margin of 2.3%
Weak financial health signals
ROE of -23.8% — below average capital efficiency
Revenue declined 2.2%
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 24.7% and operating margin at 10.6%. 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, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : GEF-B
The primary concerns for GEF-B are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : IP
The primary concerns for IP are Operating Margin, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
GEF-B profiles as a value stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.88 — expect wider price swings.
GEF-B is growing revenue faster at 3.5% — sustainability is the question.
GEF-B generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
GEF-B scores higher overall (68/100 vs 48/100), backed by strong 24.7% margins. Both earn "Strong 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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