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Greif, Inc. (GEF-B) Stock Fundamental Analysis & AI Rating 2026

GEF-B NYSE Metal Shipping Barrels, Drums, Kegs & Pails DE CIK: 0000043920
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 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
Greif, Inc. (GEF-B) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $994.8M, net profit margin of 17.6%, and return on equity (ROE) of 5.9%, Greif, Inc. demonstrates mixed fundamentals in the Automotive sector. Below is our complete GEF-B stock analysis for 2026.

Is Greif, Inc. (GEF-B) a Good Investment?

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.

ChatGPT

Greif shows solid reported profitability and a conservative balance sheet, with healthy margins, low leverage, and strong interest coverage indicating good financial resilience. However, the latest period shows negative operating and free cash flow despite positive earnings, which raises concerns about earnings quality, working capital pressure, or timing effects. The fundamentals support stability, but the cash conversion weakness and apparent statement inconsistency argue against a more aggressive rating.

Why Buy Greif, Inc. Stock? 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
ChatGPT
  • + Strong reported margins with 20.4% gross margin, 25.8% operating margin, and 17.6% net margin
  • + Low leverage profile with 0.22x debt-to-equity and ample interest coverage of 150.9x
  • + Adequate liquidity with a 1.23x current ratio, 0.94x quick ratio, and $243.5M in cash

GEF-B Stock Risks: Greif, Inc. Investment Risks

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
ChatGPT
  • ! Negative operating cash flow and free cash flow suggest weak near-term cash conversion
  • ! Reported operating income exceeding gross profit indicates possible data classification issues or non-recurring items
  • ! Moderate returns on equity and assets imply profitability may not be translating efficiently into shareholder returns

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
ChatGPT
  • * Operating cash flow and free cash flow recovery
  • * Working capital movements and sustainability of reported operating margin

Greif, Inc. (GEF-B) Financial Metrics & Key Ratios

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 Profit Margin, ROE & Profitability Analysis

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 Automotive Sector: How Greif, Inc. Compares

How Greif, Inc. compares to Automotive sector averages

Net Margin
GEF-B 17.6%
vs
Sector Avg 6.0%
GEF-B Sector
ROE
GEF-B 5.9%
vs
Sector Avg 12.0%
GEF-B Sector
Current Ratio
GEF-B 1.2x
vs
Sector Avg 1.2x
GEF-B Sector
Debt/Equity
GEF-B 0.2x
vs
Sector Avg 1.0x
GEF-B Sector

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

Is Greif, Inc. Stock Overvalued? GEF-B Valuation Analysis 2026

Based on fundamental analysis, Greif, Inc. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
5.9%
Sector avg: 12%
Net Profit Margin
17.6%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
Sector avg: 1x

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.

Greif, Inc. Balance Sheet: GEF-B Debt, Cash & 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 Revenue & Earnings Growth: 5-Year Financial Trend

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 Revenue Growth, EPS Growth & YoY Performance

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 Earnings & 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.

Greif, Inc. Dividends, Buybacks & 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 Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Greif, Inc. (CIK: 0000043920)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 4 xslF345X06/form4.xml View →
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 →

Frequently Asked Questions about GEF-B

What is the AI rating for GEF-B?

Greif, Inc. (GEF-B) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined 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. ChatGPT: Strong reported margins with 20.4% gross margin, 25.8% operating margin, and 17.6% net margin. Low leverage profile with 0.22x debt-to-equity and ample interest coverage of 150.9x.

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. ChatGPT: Negative operating cash flow and free cash flow suggest weak near-term cash conversion. Reported operating income exceeding gross profit indicates possible data classification issues or non-recurring items.

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 April 2026, Greif, Inc. has a HOLD rating with 69% 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: 12%), net margin of 17.6% (sector avg: 6%). 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 Automotive stocks?

Vs Automotive sector averages: Net margin 17.6% (avg: 6%), ROE 5.9% (avg: 12%), current ratio 1.23 (avg: 1.2).

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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