Greif Inc (GEF-B)vsSmurfit WestRock plc (SW)
GEF-B
Greif Inc
$105.18
-1.93%
CONSUMER CYCLICAL · Cap: $4.00B
SW
Smurfit WestRock plc
$43.22
+2.39%
CONSUMER CYCLICAL · Cap: $24.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 628% more annual revenue ($31.33B vs $4.30B). GEF-B leads profitability with a 24.7% profit margin vs 1.6%. SW appears more attractively valued with a PEG of 0.28. GEF-B earns a higher WallStSmart Score of 68/100 (B-).
GEF-B
Strong Buy68
out of 100
Grade: B-
SW
Buy54
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
Intrinsic value data unavailable for SW.
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.5% revenue growth
ROE of 7.2% — below average capital efficiency
1.1% revenue growth
ROE of 2.7% — below average capital efficiency
1.6% margin — thin
Premium valuation, high expectations priced in
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 : 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 P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 48.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SW carries more volatility with a beta of 0.93 — expect wider price swings.
GEF-B is growing revenue faster at 3.5% — sustainability is the question.
SW generates stronger free cash flow (300M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEF-B scores higher overall (68/100 vs 54/100), 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 →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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