Greif
GEF on NYSE. Greif sells industrial packaging products and services to customers in many industries. Market value $3.8bn.
Figures from the annual report for the year ended 31 October 2024.
The latest annual report is over 15 months old, so we don't rank it.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
See Materials stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
Each dollar kept in the business earns 8 cents a year. Above 10 is good.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$82.54 a share, 48% above its 1-year low
Over the past year the price has ranged from $55.75 to $90.57.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $4.5bn | $5.6bn | $6.3bn | $4.2bn | $4.4bn |
| Operating margin | |||||
| Operating margin | 6.8% | 10.5% | 9.8% | 10.2% | 7.8% |
| Debt to equity | |||||
| Debt to equity | 2.17 | 1.48 | 1.09 | 1.16 | 1.34 |
| Shares outstanding | |||||
| Shares outstanding | n/a | n/a | n/a | n/a | n/a |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)5 of 8 checks we could run
- Profit backed by cash (accruals)Yes
- Debt1.34× equity
- Revenue growth, five yearsShrinking, 1.1% a year
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
| Quarter to | Amount |
|---|---|
| July 2024 | $1.2bn |
| October 2024 | $1.1bn |
| January 2025 | $996m |
| April 2025 | $1.1bn |
| July 2025 | $1.1bn |
| December 2025 | $995m |
| March 2026 | $1.1bn |
| June 2026 | $1.2bn |
| Quarter to | Amount |
|---|---|
| July 2024 | $87m |
| October 2024 | $70m |
| January 2025 | $9m |
| April 2025 | $47m |
| July 2025 | $64m |
| December 2025 | $175m |
| March 2026 | $13m |
| June 2026 | $78m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 19 November 2025
- Next quarterly (estimated, 10-Q)
- 28 October 2026
Who owns it
1 long-term investor we follow owns it, down from 2 last quarter. 283 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $31m
- Share of fund
- 0.3%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $31m | 0.3% |
Sold out this quarter
- Barrow HanleyBarrow Hanley teamSold out
Largest holders overall
- BlackRock$262mAdded
- Dimensional Fund Advisors LP$149m
- Vanguard Portfolio Management$99m
- Vanguard Capital Management$96m
- Fuller & Thaler Asset Management$91m
- State Street$72mAdded
- Geode Capital Management$63mAdded
- Thrivent Financial for Lutherans$63mCut
- American Century Companies$62mAdded
- Deprince Race & Zollo$60m
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Vanguard Capital ManagementPassive investor6.0%Since 31 March 2026
- Vanguard Portfolio ManagementPassive investor5.4%Since 31 March 2026
- Fuller & Thaler Asset Management, Inc.Passive investorSold down below 5%Since 30 June 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Vanguard Capital Management Passive investor | 6.0% | 31 March 2026 | |
Vanguard Portfolio Management Passive investor | 5.4% | 31 March 2026 | |
Fuller & Thaler Asset Management, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 4 insiders bought $5m of shares on the open market. 9 sold $18m, $2m of it under preset trading plans.
- Bergwall TimothySVP, Chief Commercial OfficerSoldunder a preset trading plan
- Date
- 10 September 2026
- Shares
- 2,000
- Price
- $83.14
- Value
- $166,290
- Sathyanarayanan BalaEVP, Chief Human Resources OffSold
- Date
- 24 August 2026
- Shares
- 1,000
- Price
- $109.67
- Value
- $109,665
- Bergwall TimothySVP, Chief Commercial OfficerSoldunder a preset trading plan
- Date
- 10 August 2026
- Shares
- 2,000
- Price
- $87.06
- Value
- $174,119
- Hilsheimer Lawrence A.EVP and CFOSold
- Date
- 7 August 2026
- Shares
- 21,500
- Price
- $88.66
- Value
- $2m
- Sathyanarayanan BalaEVP, Chief Human Resources OffSold
- Date
- 7 August 2026
- Shares
- 1,146
- Price
- $88.60
- Value
- $101,536
- Hilsheimer Lawrence A.EVP and CFOSold
- Date
- 6 August 2026
- Shares
- 20,254
- Price
- $88.51
- Value
- $2m
- Leahy Matthew B.SVP SBU GM Innovative ClosureSold
- Date
- 3 August 2026
- Shares
- 983
- Price
- $86.43
- Value
- $84,942
- Benner GaylordSVP SBGM Sust. Fiber SolutionsSold
- Date
- 3 August 2026
- Shares
- 2,653
- Price
- $86.61
- Value
- $229,764
- Bergwall TimothySVP, Chief Commercial OfficerSold
- Date
- 3 August 2026
- Shares
- 6,000
- Price
- $85.26
- Value
- $511,560
- Emkes Mark ADirectorSold
- Date
- 3 August 2026
- Shares
- 3,000
- Price
- $87.04
- Value
- $261,120
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 10 September 2026 | Bergwall Timothy SVP, Chief Commercial Officer | Sold under a preset trading plan | 2,000 | $83.14 | $166,290 |
| 24 August 2026 | Sathyanarayanan Bala EVP, Chief Human Resources Off | Sold | 1,000 | $109.67 | $109,665 |
| 10 August 2026 | Bergwall Timothy SVP, Chief Commercial Officer | Sold under a preset trading plan | 2,000 | $87.06 | $174,119 |
| 7 August 2026 | Hilsheimer Lawrence A. EVP and CFO | Sold | 21,500 | $88.66 | $2m |
| 7 August 2026 | Sathyanarayanan Bala EVP, Chief Human Resources Off | Sold | 1,146 | $88.60 | $101,536 |
| 6 August 2026 | Hilsheimer Lawrence A. EVP and CFO | Sold | 20,254 | $88.51 | $2m |
| 3 August 2026 | Leahy Matthew B. SVP SBU GM Innovative Closure | Sold | 983 | $86.43 | $84,942 |
| 3 August 2026 | Benner Gaylord SVP SBGM Sust. Fiber Solutions | Sold | 2,653 | $86.61 | $229,764 |
| 3 August 2026 | Bergwall Timothy SVP, Chief Commercial Officer | Sold | 6,000 | $85.26 | $511,560 |
| 3 August 2026 | Emkes Mark A Director | Sold | 3,000 | $87.04 | $261,120 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have shrunk: 1.1% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.