Forensic Analysis · Industrials / Manufacturing / Defense · as of Aug 11, 2026

Greif, Inc (GEF)

A forensic read on Greif, Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

D · Weak — demands caution

Forensic grade

Safe

Financial health

3.1

Distress distance

Clean

Earnings quality

Forensic signals

4.7

P / E (ttm)

12.9%

ROE

$4.0B

Market cap

2.78%

Dividend yield

4.4%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Greif, Inc earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 3.1, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by accruals ratio (% of noa).

What the filings flag

+14.7%

FY2023→FY2024

Accruals ratio (% of NOA). Net operating assets grew +14.7% relative to their own average in FY2024 — scaled by NOA itself, not total assets (see the Forensic Screens card's differently-scaled Sloan Accrual Ratio for that read). Accruals are building faster than is comfortable — part of profit is sitting in the balance sheet rather than turning to cash. The build is led by inventory up +21% against +7% in cost of sales and receivables up +13% against revenue +4%. The cash-flow cross-check is more mixed: reported earnings ran in line with operating cash by 2% of net operating assets, diverging from the balance-sheet accrual read.

7.6%

FY2024

Return on invested capital. Return on invested capital is 7.6% in the latest fiscal year and slipping from 11% — around its ~9% cost of capital, so growth is roughly value-neutral.

Key fundamentals

Latest Revenue$5.45B

Revenue Growth YoY+4.4%

Net Margin4.9%

Free Cash Flow$169.5M

Return on Equity12.9%

Debt / Equity1.31x

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.