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U.K. (FTSE) Tobacco Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies2
  • 7D4.5%
  • 3M7.2%
  • 1Y41.8%
  • YTD43.5%

In the last week, the Tobacco industry is up 4.5%, with all of the companies up. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.K. Tobacco Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025UK£121.5bUK£44.6bUK£5.1b21.9x23.8x2.7x
Thu, 30 Oct 2025UK£109.5bUK£44.1bUK£5.6b18.7x19.5x2.5x
Sat, 27 Sep 2025UK£111.3bUK£44.1bUK£5.6b19x19.8x2.5x
Mon, 25 Aug 2025UK£119.2bUK£44.1bUK£5.6b20.3x21.2x2.7x
Wed, 23 Jul 2025UK£107.7bUK£44.4bUK£5.6b18.5x19.2x2.4x
Fri, 20 Jun 2025UK£103.9bUK£44.4bUK£5.6b17.9x18.6x2.3x
Sun, 18 May 2025UK£91.8bUK£44.4bUK£5.6b15.8x16.4x2.1x
Tue, 15 Apr 2025UK£93.2bUK£44.4bUK£5.6b16x16.5x2.1x
Thu, 13 Mar 2025UK£92.1bUK£44.4bUK£5.6b15.8x16.3x2.1x
Sat, 08 Feb 2025UK£97.0bUK£44.7b-UK£11,265,000,000.008.9x-8.6x2.2x
Mon, 06 Jan 2025UK£87.1bUK£44.7b-UK£11,265,000,000.008.3x-7.7x1.9x
Wed, 04 Dec 2024UK£86.2bUK£44.7b-UK£11,265,000,000.008.1x-7.6x1.9x
Fri, 01 Nov 2024UK£77.7bUK£44.4b-UK£11,798,000,000.009.2x-6.6x1.8x
Sun, 29 Sep 2024UK£79.6bUK£44.4b-UK£11,798,000,000.008.8x-6.7x1.8x
Tue, 27 Aug 2024UK£79.0bUK£44.4b-UK£11,798,000,000.008.7x-6.7x1.8x
Thu, 25 Jul 2024UK£74.6bUK£45.5b-UK£12,332,000,000.008.5x-6.1x1.6x
Sat, 22 Jun 2024UK£72.4bUK£45.5b-UK£12,332,000,000.008.3x-5.9x1.6x
Mon, 20 May 2024UK£71.6bUK£45.5b-UK£12,332,000,000.008.1x-5.8x1.6x
Wed, 17 Apr 2024UK£65.7bUK£45.4b-UK£12,084,000,000.006.4x-5.4x1.4x
Fri, 15 Mar 2024UK£68.1bUK£45.4b-UK£12,084,000,000.006.4x-5.6x1.5x
Sun, 11 Feb 2024UK£70.4bUK£45.4b-UK£12,084,000,000.007x-5.8x1.6x
Tue, 09 Jan 2024UK£69.1bUK£46.3bUK£11.0b6.5x6.3x1.5x
Thu, 07 Dec 2023UK£67.0bUK£46.3bUK£11.0b6.4x6.1x1.4x
Sat, 04 Nov 2023UK£72.3bUK£45.8bUK£10.4b8x7x1.6x
Mon, 02 Oct 2023UK£72.3bUK£45.8bUK£10.4b7.7x7x1.6x
Wed, 30 Aug 2023UK£74.1bUK£45.8bUK£10.4b8.1x7.1x1.6x
Fri, 28 Jul 2023UK£75.2bUK£45.8bUK£10.4b8.4x7.2x1.6x
Sun, 25 Jun 2023UK£74.5bUK£45.3bUK£8.3b9.2x9x1.6x
Tue, 23 May 2023UK£81.9bUK£45.3bUK£8.3b9.8x9.9x1.8x
Thu, 20 Apr 2023UK£83.0bUK£44.6bUK£8.2b10.6x10.1x1.9x
Sat, 18 Mar 2023UK£83.2bUK£44.6bUK£8.2b10.5x10.2x1.9x
Mon, 13 Feb 2023UK£86.5bUK£44.6bUK£8.2b11.1x10.6x1.9x
Wed, 11 Jan 2023UK£89.2bUK£43.3bUK£6.9b12.6x12.8x2.1x
Fri, 09 Dec 2022UK£92.9bUK£43.3bUK£6.9b13x13.4x2.1x
Price to Earnings Ratio

13.4x


Total Market Cap: UK£92.9bTotal Earnings: UK£6.9bTotal Revenue: UK£43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Tobacco Industry Price to Earnings3Y Average 6.2x202320242025
Current Industry PE
    There are only 2 companies in the British Tobacco industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have declined 9.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Staples industry?

GB Market2.13%
Consumer Staples2.44%
Tobacco4.49%
Tobacco4.49%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BATS British American TobaccoUK£43.941.9%
+UK£1.7b		49.2%PE31.4x
IMB Imperial BrandsUK£32.601.3%
+UK£332.9m		27.7%PE12.5x

Latest News

BATS
UK£43.94
British American Tobacco
7D
1.9%
1Y
49.2%

BATS: Future Returns Will Reflect Balanced Profitability And Margin Expectations

British American Tobacco's analyst price target has been modestly raised from $42.67 to $43.63. Analysts cite a slight adjustment in discount rate and profitability expectations despite updated projections for revenue growth and profit margins.
IMB
UK£32.60
Imperial Brands
7D
1.3%
1Y
27.7%

IMB: Future Returns Will Likely Depend On Execution And Shareholder Returns Plans

Imperial Brands' fair value price target has increased from £33.19 to £34.38 per share, as analysts updated their outlook based on improved revenue growth expectations and several recent upward revisions to price targets by major institutions. Analyst Commentary Recent analyst updates on Imperial Brands highlight both ongoing optimism and circumspect caution regarding the company's near-term outlook.