Greif Bros Corporation (GEF)vsInternational Paper (IP)
GEF
Greif Bros Corporation
$66.74
+0.74%
CONSUMER CYCLICAL · Cap: $3.78B
IP
International Paper
$36.47
+0.91%
CONSUMER CYCLICAL · Cap: $19.14B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 454% more annual revenue ($23.63B vs $4.27B). GEF leads profitability with a 25.0% profit margin vs -14.9%. GEF appears more attractively valued with a PEG of 0.77. GEF earns a higher WallStSmart Score of 70/100 (B).
GEF
Strong Buy70
out of 100
Grade: B
IP
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.1%
Fair Value
$113.26
Current Price
$66.74
$46.52 discount
Intrinsic value data unavailable for IP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 53.1% year-over-year
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
Revenue declined 2.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
ROE of -24.7% — below average capital efficiency
Earnings declined 90.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : GEF
The strongest argument for GEF centers on Price/Book, Profit Margin, PEG Ratio. Profitability is solid with margins at 25.0% and operating margin at 5.7%. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bull Case : IP
The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.
Bear Case : GEF
The primary concerns for GEF are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
GEF profiles as a declining stock while IP is a hypergrowth play — different risk/reward profiles.
IP carries more volatility with a beta of 1.04 — expect wider price swings.
IP is growing revenue faster at 53.1% — sustainability is the question.
IP generates stronger free cash flow (255M), providing more financial flexibility.
Bottom Line
GEF scores higher overall (70/100 vs 55/100), backed by strong 25.0% 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 Bros Corporation
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Greif, Inc. produces and sells industrial packaging products and services worldwide. The company is headquartered in Delaware, Ohio.
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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