Greif Inc (GEF-B)vsSmurfit WestRock plc (SW)
GEF-B
Greif Inc
$77.95
-1.29%
CONSUMER CYCLICAL · Cap: $3.01B
SW
Smurfit WestRock plc
$41.28
-2.37%
CONSUMER CYCLICAL · Cap: $21.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 633% more annual revenue ($31.23B vs $4.26B). GEF-B leads profitability with a 24.4% profit margin vs 1.2%. SW appears more attractively valued with a PEG of 0.28. SW earns a higher WallStSmart Score of 54/100 (C-).
GEF-B
Buy54
out of 100
Grade: C-
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.6%
Fair Value
$64.20
Current Price
$77.95
$13.75 premium
Intrinsic value data unavailable for SW.
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
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%
0.7% revenue growth
ROE of 2.1% — below average capital efficiency
1.2% margin — thin
Premium valuation, high expectations priced in
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 : SW
The strongest argument for SW centers on PEG Ratio, Price/Book. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bear Case : GEF-B
The primary concerns for GEF-B are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 57.4x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
GEF-B profiles as a declining stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 0.96 — expect wider price swings.
SW is growing revenue faster at 0.7% — sustainability is the question.
GEF-B generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
GEF-B scores higher overall (54/100 vs 54/100), backed by strong 24.4% 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.
Visit Website →Smurfit WestRock plc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Smurfit Westrock Plc, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company is headquartered in Dublin, Ireland.
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