Greif, Inc. (GEF) vs TriMas Corporation (TRS)

Greif, Inc. and TriMas Corporation are both Packaging & Containers companies. Greif, Inc. is the larger, with a market value of $4.4B against $1.4B — 3.0× the size. TriMas Corporation trades at the lower P/E: 1.6× against 13.6×. TriMas Corporation grew revenue faster over the last twelve months: 57.5% against −10.1%. TriMas Corporation has the higher net margin (117.9% vs 6.81%) and the lower return on invested capital (−0.77% vs 7.77%). Both pay a dividend; Greif, Inc. yields more (3.32% vs 0.66%). Across the 22 metrics below, Greif, Inc. leads on 11 and TriMas Corporation on 11.

Valuation

Metric GEF TRS Packaging & Containers median
P/E 13.56 1.63 15.79
P/S 0.87 1.83 0.88
P/B 1.26 0.97 1.60
Price to free cash flow 5.65 n/m 13.41
EV/EBITDA 5.42 11.91 9.04
EV/Sales 1.05 0.73 1.31
Earnings yield 7.37% 61.46% 5.04%
Free cash flow yield 17.69% (0.81%) 6.34%

Profitability

Metric GEF TRS Packaging & Containers median
Gross margin 22.42% 22.28% 20.03%
Operating margin 10.83% (0.95%) 8.36%
Net margin 6.81% 117.92% 4.53%
Free cash flow margin 15.46% (1.48%) 5.14%
Return on equity 11.28% 83.90% 11.28%
Return on assets 4.78% 49.05% 4.29%
Return on invested capital 7.77% (0.77%) 6.43%

Growth

Metric GEF TRS Packaging & Containers median
Revenue growth (TTM) (10.05%) 57.49% 9.10%
EPS growth (last fiscal year) (21.72%) 400.00% —
Revenue growth, 5-year CAGR 3.46% (3.46%) 5.66%
Net income growth, 5-year CAGR 17.14% 0.00% 0.00%

Health

Metric GEF TRS Packaging & Containers median
Debt to equity 0.35 0.28 0.78
Current ratio 1.29 5.44 1.29
Net debt to EBITDA 3.55 4.42 2.65

Dividend

Metric GEF TRS Packaging & Containers median
Dividend yield 3.32% 0.66% 2.79%
Payout ratio 0.30 0.14 0.28

Size

Metric GEF TRS Packaging & Containers median
Market cap 4.35b 1.43b 3.71b

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