Packaging & Containers
Compare Stocks
2 / 10Stock Comparison
GEF vs IP
Revenue, margins, valuation, and 5-year total return — side by side.
Packaging & Containers
GEF vs IP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Packaging & Containers | Packaging & Containers |
| Market Cap | $3.22B | $17.52B |
| Revenue (TTM) | $3.35B | $24.97B |
| Net Income (TTM) | $971M | $-3.35B |
| Gross Margin | 22.6% | 27.8% |
| Operating Margin | 3.0% | -10.5% |
| Forward P/E | 17.3x | 21.8x |
| Total Debt | $1.57B | $10.80B |
| Cash & Equiv. | $257M | $1.15B |
GEF vs IP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Greif, Inc. (GEF) | 100 | 200.1 | +100.1% |
| International Paper… (IP) | 100 | 102.6 | +2.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GEF vs IP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GEF carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 153.7% 10Y total return vs IP's 29.2%
- Lower volatility, beta 0.65, Low D/E 51.5%, current ratio 1.47x
- Beta 0.65, yield 3.1%, current ratio 1.47x
IP is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.20, yield 5.6%
- Rev growth 33.7%, EPS growth -5.3%, 3Y rev CAGR 5.6%
- 33.7% revenue growth vs GEF's -1.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 33.7% revenue growth vs GEF's -1.0% | |
| Value | Lower P/E (17.3x vs 21.8x) | |
| Quality / Margins | 29.0% margin vs IP's -13.4% | |
| Stability / Safety | Beta 0.65 vs IP's 1.20, lower leverage | |
| Dividends | 5.6% yield, 1-year raise streak, vs GEF's 3.1% | |
| Momentum (1Y) | +31.2% vs IP's -19.6% | |
| Efficiency (ROA) | 16.5% ROA vs IP's -8.5%, ROIC 4.7% vs -11.3% |
GEF vs IP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
GEF vs IP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
IP leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IP is the larger business by revenue, generating $25.0B annually — 7.5x GEF's $3.3B. GEF is the more profitable business, keeping 29.0% of every revenue dollar as net income compared to IP's -13.4%. On growth, IP holds the edge at +1.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.3B | $25.0B |
| EBITDAEarnings before interest/tax | $322M | $154M |
| Net IncomeAfter-tax profit | $971M | -$3.4B |
| Free Cash FlowCash after capex | -$123M | $553M |
| Gross MarginGross profit ÷ Revenue | +22.6% | +27.8% |
| Operating MarginEBIT ÷ Revenue | +3.0% | -10.5% |
| Net MarginNet income ÷ Revenue | +29.0% | -13.4% |
| FCF MarginFCF ÷ Revenue | -3.7% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -22.6% | +1.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -73.2% | +145.8% |
Valuation Metrics
GEF leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, GEF's 8.2x EV/EBITDA is more attractive than IP's 1294.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.2B | $17.5B |
| Enterprise ValueMkt cap + debt − cash | $4.5B | $27.2B |
| Trailing P/EPrice ÷ TTM EPS | 4.53x | -4.93x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.35x | 21.80x |
| PEG RatioP/E ÷ EPS growth rate | 0.10x | — |
| EV / EBITDAEnterprise value multiple | 8.20x | 1293.97x |
| Price / SalesMarket cap ÷ Revenue | 0.75x | 0.70x |
| Price / BookPrice ÷ Book value/share | 1.06x | 1.18x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
GEF leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
GEF delivers a 33.7% return on equity — every $100 of shareholder capital generates $34 in annual profit, vs $-20 for IP. GEF carries lower financial leverage with a 0.52x debt-to-equity ratio, signaling a more conservative balance sheet compared to IP's 0.73x. On the Piotroski fundamental quality scale (0–9), GEF scores 6/9 vs IP's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +33.7% | -20.4% |
| ROA (TTM)Return on assets | +16.5% | -8.5% |
| ROICReturn on invested capital | +4.7% | -11.3% |
| ROCEReturn on capital employed | +5.7% | -11.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 3 |
| Debt / EquityFinancial leverage | 0.52x | 0.73x |
| Net DebtTotal debt minus cash | $1.3B | $9.7B |
| Cash & Equiv.Liquid assets | $257M | $1.1B |
| Total DebtShort + long-term debt | $1.6B | $10.8B |
| Interest CoverageEBIT ÷ Interest expense | 90.09x | -8.89x |
Total Returns (Dividends Reinvested)
GEF leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GEF five years ago would be worth $11,965 today (with dividends reinvested), compared to $7,339 for IP. Over the past 12 months, GEF leads with a +31.2% total return vs IP's -19.6%. The 3-year compound annual growth rate (CAGR) favors IP at 6.5% vs GEF's 5.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.2% | -15.5% |
| 1-Year ReturnPast 12 months | +31.2% | -19.6% |
| 3-Year ReturnCumulative with dividends | +18.1% | +20.7% |
| 5-Year ReturnCumulative with dividends | +19.6% | -26.6% |
| 10-Year ReturnCumulative with dividends | +153.7% | +29.2% |
| CAGR (3Y)Annualised 3-year return | +5.7% | +6.5% |
Risk & Volatility
GEF leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GEF is the less volatile stock with a 0.65 beta — it tends to amplify market swings less than IP's 1.20 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GEF currently trades 88.2% from its 52-week high vs IP's 58.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.65x | 1.20x |
| 52-Week HighHighest price in past year | $77.14 | $56.13 |
| 52-Week LowLowest price in past year | $53.35 | $29.45 |
| % of 52W HighCurrent price vs 52-week peak | +88.2% | +58.9% |
| RSI (14)Momentum oscillator 0–100 | 53.6 | 46.2 |
| Avg Volume (50D)Average daily shares traded | 207K | 6.8M |
Analyst Outlook
IP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates GEF as "Hold" and IP as "Buy". Consensus price targets imply 40.3% upside for IP (target: $46) vs 10.8% for GEF (target: $75). For income investors, IP offers the higher dividend yield at 5.59% vs GEF's 3.12%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $75.33 | $46.40 |
| # AnalystsCovering analysts | 13 | 29 |
| Dividend YieldAnnual dividend ÷ price | +3.1% | +5.6% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $2.12 | $1.85 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +0.4% |
GEF leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). IP leads in 2 (Income & Cash Flow, Analyst Outlook).
GEF vs IP: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GEF or IP a better buy right now?
For growth investors, International Paper Company (IP) is the stronger pick with 33.
7% revenue growth year-over-year, versus -1. 0% for Greif, Inc. (GEF). Greif, Inc. (GEF) offers the better valuation at 4. 5x trailing P/E (17. 3x forward), making it the more compelling value choice. Analysts rate International Paper Company (IP) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GEF or IP?
On forward P/E, Greif, Inc.
is actually cheaper at 17. 3x.
03Which is the better long-term investment — GEF or IP?
Over the past 5 years, Greif, Inc.
(GEF) delivered a total return of +19. 6%, compared to -26. 6% for International Paper Company (IP). Over 10 years, the gap is even starker: GEF returned +153. 7% versus IP's +29. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GEF or IP?
By beta (market sensitivity over 5 years), Greif, Inc.
(GEF) is the lower-risk stock at 0. 65β versus International Paper Company's 1. 20β — meaning IP is approximately 85% more volatile than GEF relative to the S&P 500. On balance sheet safety, Greif, Inc. (GEF) carries a lower debt/equity ratio of 52% versus 73% for International Paper Company — giving it more financial flexibility in a downturn.
05Which is growing faster — GEF or IP?
By revenue growth (latest reported year), International Paper Company (IP) is pulling ahead at 33.
7% versus -1. 0% for Greif, Inc. (GEF). On earnings-per-share growth, the picture is similar: Greif, Inc. grew EPS 223. 3% year-over-year, compared to -527. 4% for International Paper Company. Over a 3-year CAGR, IP leads at 5. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GEF or IP?
Greif, Inc.
(GEF) is the more profitable company, earning 19. 6% net margin versus -14. 1% for International Paper Company — meaning it keeps 19. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GEF leads at 6. 9% versus -11. 3% for IP. At the gross margin level — before operating expenses — IP leads at 29. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GEF or IP more undervalued right now?
On forward earnings alone, Greif, Inc.
(GEF) trades at 17. 3x forward P/E versus 21. 8x for International Paper Company — 4. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IP: 40. 3% to $46. 40.
08Which pays a better dividend — GEF or IP?
All stocks in this comparison pay dividends.
International Paper Company (IP) offers the highest yield at 5. 6%, versus 3. 1% for Greif, Inc. (GEF).
09Is GEF or IP better for a retirement portfolio?
For long-horizon retirement investors, Greif, Inc.
(GEF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 65), 3. 1% yield, +153. 7% 10Y return). Both have compounded well over 10 years (GEF: +153. 7%, IP: +29. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GEF and IP?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GEF is a small-cap deep-value stock; IP is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.