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Maker of industrial packaging — steel, plastic and fibre drums and bulk containers — for chemicals and food.
Maker of industrial packaging — steel, plastic and fibre drums and bulk containers — for chemicals and food.
Sells drums and containers to chemical, food and farm processors with a pass-through of steel and resin costs, so volumes and the timing of price changes against input costs drive results. A reconditioning business takes back used drums, cleans them and resells them, adding repeat business and a lower-cost product.
Moat: narrow (scale, distribution, switching costs). Global plant footprint near customers and reconditioning services build sticky, low-cost-to-serve relationships.
Headquarters: Delaware, Ohio, US · Founded: 1877
Size Greif (GEF) is a United States Materials company (Containers/Packaging) with a market value of $3.95B, the 1352nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $72.51 on 6 Nov 2026.
Performance Over six months the shares gained 6.5%, against -0.4% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue fell 2.5% over the last twelve months (peer median +3.4%); the operating margin is 7.7% (peer median 8.7%).
Valuation It trades at 16.1× forward earnings against a peer median of 16.5× (10th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.6 points below its cost of capital (8.0% WACC).
Short interest Short interest is 10.4% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $4.38B | $4.38B | $4.29B | $5.45B | $5.22B |
| Revenue growth | — | +2% | -21% | +4% | — |
| Gross profit | $977M | $977M | $951M | $1.07B | $1.15B |
| EBITDA | $569M | $569M | $553M | $703M | $830M |
| Net income | $262M | $262M | $16.5M | $269M | $359M |
| Free cash flow | $120M | $120M | -$85.2M | $170M | $436M |
| Capital expenditure | $173M | $173M | $144M | $186M | $214M |
| Total debt | $1.31B | $1.31B | $1.43B | $3.07B | $2.54B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Greif GEF | $3.95B | +7% | -2% | 8% | 16.1× | 7.9% |
| Sonoco Products SON | $4.99B | -2% | +4% | 10% | 9.0× | -1.9% |
| Silgan SLGN | $4.34B | +2% | +4% | 10% | 10.2× | -5.8% |
| Graphic Packaging GPK | $3.31B | +5% | 0% | 6% | 12.3× | 5.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GEF | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.4% | +3.1% | 2nd lowest of 21 |
| 6-month return | +6.5% | -0.4% | 7th highest of 21 |
| Distance from 52-week high | -19.9% | -17.3% | 8th lowest of 21 |
| Revenue growth (TTM) | -2.5% | +3.4% | 5th lowest of 21 |
| Operating margin | 7.7% | 8.7% | 10th lowest of 21 |
| Forward P/E | 16.1× | 16.5× | 10th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 7.9% | -0.4% | 4th most demanding of 18 |
| Growth delivered (Del g) | -4.7% | +6.5% | lowest of 18 |
| Hurdle (Req g minus delivered) | +12.6 pp | -7.9 pp | 3rd most demanding of 18 |
| ROIC minus cost of capital | -1.6 pp | +1.5 pp | 7th lowest of 21 |
| EV / EBITDA | 9.0× | 7.9× | 5th most expensive of 15 |
| Net debt / EBITDA | 1.8× | 3.2× | 6th least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Greif GEF | United States | $3.95B | +7% | -2% | 8% | 16.1× | 7.9% | -4.7% |
| Toyo Seikan 5901.T | Japan | $3.69B | +34% | +6% | 6% | 20.4× | -2.7% | +5.2% |
| Vidrala VID.MC | Spain | $3.63B | +18% | -3% | 21% | 14.6× | 5.8% | +8.2% |
| Oji 3861.T | Japan | $4.31B | -3% | 0% | 2% | 20.6× | 20.4% | +6.5% |
| Silgan SLGN | United States | $4.34B | +2% | +4% | 10% | 10.2× | -5.8% | +5.7% |
| Mondi MNDI.L | United Kingdom | $4.69B | +5% | +5% | 4% | 36.1× | 15.4% | +2.1% |
| Graphic Packaging GPK | United States | $3.31B | +5% | 0% | 6% | 12.3× | 5.0% | +5.6% |
| Sonoco Products SON | United States | $4.99B | -2% | +4% | 10% | 9.0× | -1.9% | +7.5% |
| Huhtamaki HUH1V.HE | Finland | $3.12B | -1% | -2% | 9% | 11.0× | -6.3% | +3.7% |
| Shenzhen YUTO Packaging Technology 002831.SZ | China | $5.19B | 0% | +1% | 11% | 20.8× | -0.4% | +7.9% |
| Jiangsu Sidike New Materials Science & Technology 300806.SZ | China | $5.33B | -17% | +12% | 4% | 154.7× | n/a | n/a |
| Viscofan VIS.MC | Spain | $2.86B | -5% | +3% | 15% | 16.6× | -3.4% | +6.5% |
| Ardagh Metal Packaging AMBP | United States | $2.82B | +18% | +17% | 5% | 17.0× | 4.1% | +9.8% |
| Nine Dragons Paper 2689.HK | Hong Kong | $2.76B | -29% | +22% | 9% | 4.4× | n/a | n/a |
| China International Marine Containers (Group) 2039.HK | Hong Kong | $6.11B | -35% | +6% | 4% | 12.7× | -8.1% | +9.9% |
| Verallia SAS VRLA.PA | France | $2.56B | -10% | -3% | 9% | 14.7× | 5.6% | +5.6% |
| SIG SIGN.SW | Switzerland | $7.07B | +23% | -5% | 5% | 20.5× | 18.4% | +9.4% |
| Yunnan Energy New Material (Group) 002812.SZ | China | $7.55B | -38% | +50% | 17% | 19.8× | 7.8% | +26.1% |
| Jia Yao 1626.HK | Hong Kong | $2.05B | +175% | +161% | 6% | n/a | n/a | n/a |
| Winpak WPK.TO | Canada | $1.91B | +12% | +3% | 15% | 12.5× | -10.9% | +6.6% |
| Shandong Pharmaceutical Glass 600529.SS | China | $1.85B | 0% | -9% | 18% | 16.5× | -2.4% | +5.5% |