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GEF-B Stock Analysis 2026 - GREIF, INC AI Rating

GEF-B NYSE Metal Shipping Barrels, Drums, Kegs & Pails DE CIK: 0000043920
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 GEF-B Key Takeaways

Revenue: $994.8M
Net Margin: 17.6%
Free Cash Flow: $-61.9M
Current Ratio: 1.23x
Debt/Equity: 0.22x
EPS: $0.00
AI Rating: HOLD with 62% confidence

Is GEF-B a Good Investment? Thesis Analysis

Claude

Greif demonstrates solid profitability with a 25.8% operating margin and strong interest coverage of 150.9x, indicating excellent debt servicing capability. However, negative free cash flow of -$61.9M and a concerning -24.4M operating cash flow raise questions about cash generation quality and sustainability of operations, despite healthy reported net income.

Why Buy GEF-B? Key Strengths

Claude
  • + Exceptional operating margin of 25.8% showing operational efficiency
  • + Strong interest coverage ratio of 150.9x indicating minimal financial distress risk
  • + Solid net margin of 17.6% with $174.6M in net income generation
  • + Conservative leverage with Debt/Equity of 0.22x providing financial flexibility
  • + Adequate liquidity position with $243.5M in cash and 1.23x current ratio

GEF-B Investment Risks to Consider

Claude
  • ! Negative free cash flow of -$61.9M despite profitable operations suggests cash conversion issues
  • ! Operating cash flow is negative at -$24.4M, indicating potential working capital problems
  • ! Quick ratio of 0.94x below 1.0 threshold raises concerns about immediate liquidity
  • ! Low ROE of 5.9% and ROA of 3.2% suggest inefficient asset utilization relative to capital base
  • ! 37 Form 4 insider filings may indicate significant management trading activity worth monitoring

Key Metrics to Watch

Claude
  • * Operating cash flow trends and working capital management efficiency
  • * Free cash flow conversion and capital expenditure sustainability
  • * Return on equity improvement and asset turnover metrics
  • * Debt levels and covenant compliance given negative cash generation
  • * Insider trading patterns and motivations behind Form 4 filings

GEF-B Financial Metrics

Revenue
$994.8M
Net Income
$174.6M
EPS (Diluted)
$0.00
Free Cash Flow
$-61.9M
Total Assets
$5.5B
Cash Position
$243.5M

💡 AI Analyst Insight

GREIF, INC presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

GEF-B Profitability Ratios

Gross Margin 20.4%
Operating Margin 25.8%
Net Margin 17.6%
ROE 5.9%
ROA 3.2%
FCF Margin -6.2%

GEF-B vs Default Sector

How GREIF, INC compares to Default sector averages

Net Margin
GEF-B 17.6%
vs
Sector Avg 12.0%
GEF-B Sector
ROE
GEF-B 5.9%
vs
Sector Avg 15.0%
GEF-B Sector
Current Ratio
GEF-B 1.2x
vs
Sector Avg 1.8x
GEF-B Sector
Debt/Equity
GEF-B 0.2x
vs
Sector Avg 0.7x
GEF-B Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is GEF-B Overvalued or Undervalued?

Based on fundamental analysis, GREIF, INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
5.9%
Sector avg: 15%
Net Profit Margin
17.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

GEF-B Balance Sheet & Liquidity

Current Ratio
1.23x
Quick Ratio
0.94x
Debt/Equity
0.22x
Debt/Assets
0.0%
Interest Coverage
150.94x
Long-term Debt
$655.1M

GEF-B 5-Year Financial Trend & Growth Analysis

GEF-B 5-year financial data: Year 2020: Revenue $4.6B, Net Income $209.4M, EPS N/A. Year 2021: Revenue $5.6B, Net Income $171.0M, EPS N/A. Year 2022: Revenue $6.3B, Net Income $108.8M, EPS N/A. Year 2023: Revenue $6.3B, Net Income $390.7M, EPS N/A. Year 2024: Revenue $6.3B, Net Income $376.7M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GREIF, INC's revenue has grown significantly by 38% over the 5-year period, indicating strong business expansion.

GEF-B Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.2%
Free cash flow / Revenue

GEF-B Quarterly Performance

Quarterly financial performance data for GREIF, INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $994.8M $22.0M N/A
Q3 2025 $1.1B $64.0M N/A
Q2 2025 $1.4B $44.4M N/A
Q1 2025 $1.2B $8.6M N/A
Q3 2024 $1.3B $87.1M N/A
Q2 2024 $1.3B $44.4M N/A
Q1 2024 $1.2B $67.2M N/A
Q3 2023 $1.3B $90.3M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

GEF-B Capital Allocation

Operating Cash Flow
-$24.4M
Cash generated from operations
Stock Buybacks
$128.1M
Shares repurchased (TTM)
Capital Expenditures
$37.5M
Investment in assets
Dividends Paid
$32.5M
Returned to shareholders

GEF-B SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GREIF, INC (CIK: 0000043920)

📋 Recent SEC Filings

Date Form Document Action
Mar 11, 2026 4 xslF345X05/form4.xml View →
Mar 5, 2026 8-K gef-20260305.htm View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Feb 25, 2026 8-K gef-20260225.htm View →
Feb 25, 2026 8-K gef-20260225.htm View →

Frequently Asked Questions about GEF-B

What is the AI rating for GEF-B?

GREIF, INC (GEF-B) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are GEF-B's key strengths?

Claude: Exceptional operating margin of 25.8% showing operational efficiency. Strong interest coverage ratio of 150.9x indicating minimal financial distress risk.

What are the risks of investing in GEF-B?

Claude: Negative free cash flow of -$61.9M despite profitable operations suggests cash conversion issues. Operating cash flow is negative at -$24.4M, indicating potential working capital problems.

What is GEF-B's revenue and growth?

GREIF, INC reported revenue of $994.8M.

Does GEF-B pay dividends?

GREIF, INC pays dividends, with $32.5M distributed to shareholders in the trailing twelve months.

Where can I find GEF-B SEC filings?

Official SEC filings for GREIF, INC (CIK: 0000043920) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GEF-B's EPS?

GREIF, INC has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GEF-B a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, GREIF, INC has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GEF-B stock overvalued or undervalued?

Valuation metrics for GEF-B: ROE of 5.9% (sector avg: 15%), net margin of 17.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy GEF-B stock in 2026?

Our dual AI analysis gives GREIF, INC a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is GEF-B's free cash flow?

GREIF, INC's operating cash flow is $-24.4M, with capital expenditures of $37.5M. FCF margin is -6.2%.

How does GEF-B compare to other Default stocks?

Vs Default sector averages: Net margin 17.6% (avg: 12%), ROE 5.9% (avg: 15%), current ratio 1.23 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI