Greif Inc (GEF-B)vsPackaging Corp of America (PKG)
GEF-B
Greif Inc
$105.18
-1.93%
CONSUMER CYCLICAL · Cap: $4.00B
PKG
Packaging Corp of America
$234.40
+0.86%
CONSUMER CYCLICAL · Cap: $20.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Packaging Corp of America generates 122% more annual revenue ($9.53B vs $4.30B). GEF-B leads profitability with a 24.7% profit margin vs 7.3%. 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-
PKG
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.0%
Fair Value
$67.49
Current Price
$105.18
$37.69 premium
Margin of Safety
-89.6%
Fair Value
$129.00
Current Price
$234.40
$105.40 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
No standout strengths identified
Areas to Watch
Moderate valuation
3.5% revenue growth
ROE of 7.2% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
7.3% margin — thin
Weak financial health signals
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 : PKG
Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : GEF-B
The primary concerns for GEF-B are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
PKG carries more volatility with a beta of 0.80 — expect wider price swings.
PKG is growing revenue faster at 14.7% — sustainability is the question.
PKG generates stronger free cash flow (170M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEF-B scores higher overall (68/100 vs 52/100), backed by strong 24.7% margins. Both earn "Strong 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.
Visit Website →Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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