Ardagh Metal Packaging S.A. (AMBP) vs Greif, Inc. (GEF)

Ardagh Metal Packaging S.A. and Greif, Inc. are both Packaging & Containers companies. Greif, Inc. is the larger, with a market value of $4.4B against $2.6B — 1.7× the size. Greif, Inc. trades at the lower P/E: 13.6× against 73.0×. Ardagh Metal Packaging S.A. grew revenue faster over the last twelve months: 14.5% against −10.1%. Greif, Inc. has the higher net margin (6.81% vs 0.42%) and the higher return on invested capital (7.77% vs 5.36%). Both pay a dividend; Ardagh Metal Packaging S.A. yields more (11.0% vs 3.32%). Across the 22 metrics below, Greif, Inc. leads on 16 and Ardagh Metal Packaging S.A. on 6.

Valuation

Metric AMBP GEF Packaging & Containers median
P/E 73.00 13.56 15.79
P/S 0.44 0.87 0.88
P/B n/m 1.26 1.60
Price to free cash flow 10.27 5.65 13.41
EV/EBITDA 8.80 5.42 9.04
EV/Sales 1.13 1.05 1.31
Earnings yield 1.37% 7.37% 5.04%
Free cash flow yield 9.74% 17.69% 6.34%

Profitability

Metric AMBP GEF Packaging & Containers median
Gross margin 12.72% 22.42% 20.03%
Operating margin 4.87% 10.83% 8.36%
Net margin 0.42% 6.81% 4.53%
Free cash flow margin 5.14% 15.46% 5.14%
Return on equity (4.68%) 11.28% 11.28%
Return on assets 0.45% 4.78% 4.29%
Return on invested capital 5.36% 7.77% 6.43%

Growth

Metric AMBP GEF Packaging & Containers median
Revenue growth (TTM) 14.53% (10.05%) 9.10%
EPS growth (last fiscal year) 60.00% (21.72%) —
Revenue growth, 5-year CAGR 9.76% 3.46% 5.66%
Net income growth, 5-year CAGR 0.00% 17.14% 0.00%

Health

Metric AMBP GEF Packaging & Containers median
Debt to equity (5.79) 0.35 0.78
Current ratio 1.06 1.29 1.29
Net debt to EBITDA 5.51 3.55 2.65

Dividend

Metric AMBP GEF Packaging & Containers median
Dividend yield 11.02% 3.32% 2.79%
Payout ratio 5.00 0.30 0.28

Size

Metric AMBP GEF Packaging & Containers median
Market cap 2.58b 4.35b 3.71b

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