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Altria Group
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Illicit E-Vapor Surge Will Jeopardize Smoke-Free Prospects
Key Takeaways Altria's smoke-free revenue goals face challenges due to the growing illicit e-vapor market and potential regulatory hurdles for NJOY products. Declining cigarette volumes and limited regulatory support for smoke-free products strain Altria's revenue and margins in both smokable and smoke-free segments.
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US$50.22
FV
16.6% overvalued
intrinsic discount
-2.44%
Revenue growth p.a.
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Altria Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Smoke-free Expansion Will Reshape US Nicotine Market Despite Risks
Key Takeaways Altria's investment in smoke-free products aims to boost revenue and solidify its position in the U.S. nicotine market. Efforts to stabilize the legal market and a strong focus on shareholder returns could enhance earnings per share and investor appeal.
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US$70.98
FV
17.5% undervalued
intrinsic discount
0.75%
Revenue growth p.a.
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Altria Group
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AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Illicit E-Vapor Competition Will Undermine Smoke-Free Revenue Goals By 2028
Key Takeaways Regulatory hurdles and a growing illicit e-vapor market threaten Altria's smoke-free product goals, impacting future revenue and earnings. ITC rulings and market competition could lead to revenue declines from NJOY, with consumer downtrading affecting traditional tobacco sales.
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US$57.14
FV
2.5% overvalued
intrinsic discount
-0.29%
Revenue growth p.a.
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Your Valuation for
MO
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Altria Group
Your Fair Value
US$
Current Price
US$58.56
93.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1b
21b
2015
2018
2021
2024
2025
2027
2030
Revenue US$20.8b
Earnings US$11.5b
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