Greif, Inc.

GEF-B ·Industrials, Metal Fabrication, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $72.44
Market Price $107.90
Overvalued By 49.0%

Method: 10-year unlevered FCF DCF: $290M normalized free cash flow base (TTM reported FCF was -$237M due to a transitory working-capital/capex swing, so a mid-cycle normalized figure is used instead); 3% annual FCF growth years 1-5, 2.5% years 6-10; 8.5% discount rate; 2.5% terminal growth; $945.1M net debt; 56.85M shares outstanding.

Reasoning: Greif is a cyclical industrial packaging manufacturer with pricing power tied to resin/steel costs and GDP-linked volumes, so a mid-single-digit normalized FCF growth path and an industrial-average discount rate are appropriate; using a normalized rather than the current depressed TTM free cash flow avoids understating the business's steady-state earning power.