GEF — Stock Film
STOCK FILMSCENE 1/11GEF · $82.32
Stock Expert AI presents
GEF
Greif, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Greif, Inc. What it actually does.

Produces and sells steel, fiber, and plastic drums. Offers rigid and flexible intermediate bulk containers. Now — the numbers.

on the stock market since 1996
12K employees
$3.8B market value
WHERE DOES THE MONEY COME FROM?
57%Global Industrial Packaging
Global Industrial PackagingPaper Packaging and Services 42%Land Management <1%
57% of all revenue comes from a single line: Global Industrial Packaging.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$4.3B
The net profit left over:
$840M
Out of every $100 in sales, $20 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 20%

This is an established company with proven profits.

Cash on hand:
$256.7M
Total debt:
$1.6B
The debt outweighs the cash.

The gap is $1.3B. In times of high interest rates, a gap like that can squeeze a company.

THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
4.5×

The market pays 4.5× for every dollar of annual profit — cheap, which is either an opportunity or a warning.

Against companies in its own sector, it looks cheaper than 65% of them.

Analysts' average target sits 4% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
70
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
31
very weak

Clearly below the class average.

VALUATION
65
strong

Clearly above the class average — a step short of the very top.

GROWTH
44
weak

Clearly below the class average.

PRICE MOMENTUM
87
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

Growth: Sales growth trails the sector average.

THE FIVE-YEAR JOURNEY
Trading below its recent peak.

The stock trades below its recent peak — about 9% off the top. A pullback, not a collapse.

1
THE BRIGHT SIDE · 1/2
A fat but narrowing margin

The net profit margin is 20% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/2
Pays a steady dividend

It pays out $2.30 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
Sales are shrinking

Over the last 4 years, sales fell about 6% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.

2
THE RISKS · 2/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 31/100.

3
THE RISKS · 3/3
Growth trails the sector

The growth engine is running at low revs right now. Report-card grade: 44/100.

FINALE · THE GRADE
C
42 / 100 · MoonshotScore

On our five-subject report card, GEF sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: GEF does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s what that quality should cost.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film