Greif Bros Corporation (GEF)vsSmurfit WestRock plc (SW)
GEF
Greif Bros Corporation
$63.59
+0.30%
CONSUMER CYCLICAL · Cap: $3.89B
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 leads profitability with a 24.4% profit margin vs 1.2%. SW appears more attractively valued with a PEG of 0.28. GEF earns a higher WallStSmart Score of 60/100 (C+).
GEF
Buy60
out of 100
Grade: C+
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-15.1%
Fair Value
$65.77
Current Price
$63.59
$2.18 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
Moderate valuation
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
The strongest argument for GEF centers on Price/Book, Profit Margin, PEG Ratio. Profitability is solid with margins at 24.4% and operating margin at 5.2%. PEG of 0.77 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
The primary concerns for GEF are P/E Ratio, Return on Equity, Revenue 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 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 generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
GEF scores higher overall (60/100 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 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.
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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