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U.K. (FTSE) Tobacco Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies2
  • 7D0.6%
  • 3M-0.4%
  • 1Y20.5%
  • YTD2.8%

Over the last 7 days, the Tobacco industry has dropped 1.6%. This takes the industry's 12 month performance to a gain of 20%. As for the next few years, earnings are expected to grow by 4.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026UK£118.0bUK£45.0bUK£9.4b12.4x12.5x2.6x
Fri, 08 May 2026UK£116.9bUK£44.6bUK£9.7b11.5x12x2.6x
Sun, 05 Apr 2026UK£119.5bUK£44.6bUK£9.7b12x12.3x2.7x
Tue, 03 Mar 2026UK£126.8bUK£44.6bUK£9.7b12.9x13x2.8x
Thu, 29 Jan 2026UK£117.9bUK£44.6bUK£5.1b21.2x23x2.6x
Sat, 27 Dec 2025UK£116.2bUK£44.6bUK£5.1b21x22.7x2.6x
Mon, 24 Nov 2025UK£117.5bUK£44.6bUK£5.1b21.3x23x2.6x
Wed, 22 Oct 2025UK£106.6bUK£44.1bUK£5.6b17.9x19x2.4x
Fri, 19 Sep 2025UK£113.2bUK£44.1bUK£5.6b19.3x20.1x2.6x
Sun, 17 Aug 2025UK£116.1bUK£44.1bUK£5.6b19.8x20.7x2.6x
Tue, 15 Jul 2025UK£108.0bUK£44.4bUK£5.6b18.5x19.3x2.4x
Thu, 12 Jun 2025UK£101.4bUK£44.4bUK£5.6b17.4x18.1x2.3x
Sat, 10 May 2025UK£93.2bUK£44.4bUK£5.6b16x16.5x2.1x
Mon, 07 Apr 2025UK£91.1bUK£44.4bUK£5.6b15.7x16.2x2.1x
Wed, 05 Mar 2025UK£92.5bUK£44.4bUK£5.6b15.9x16.4x2.1x
Fri, 31 Jan 2025UK£91.7bUK£44.7b-UK£11,265,000,000.008.5x-8.1x2.1x
Sun, 29 Dec 2024UK£85.0bUK£44.7b-UK£11,265,000,000.008.1x-7.5x1.9x
Tue, 26 Nov 2024UK£86.8bUK£44.7b-UK£11,265,000,000.008.2x-7.7x1.9x
Thu, 24 Oct 2024UK£78.0bUK£44.4b-UK£11,798,000,000.009.2x-6.6x1.8x
Sat, 21 Sep 2024UK£80.3bUK£44.4b-UK£11,798,000,000.008.8x-6.8x1.8x
Mon, 19 Aug 2024UK£79.6bUK£44.4b-UK£11,798,000,000.008.8x-6.7x1.8x
Wed, 17 Jul 2024UK£71.8bUK£45.5b-UK£12,332,000,000.008.3x-5.8x1.6x
Fri, 14 Jun 2024UK£69.7bUK£45.5b-UK£12,332,000,000.008.1x-5.7x1.5x
Sun, 12 May 2024UK£70.0bUK£45.4b-UK£12,084,000,000.006.8x-5.8x1.5x
Tue, 09 Apr 2024UK£66.8bUK£45.4b-UK£12,084,000,000.006.4x-5.5x1.5x
Thu, 07 Mar 2024UK£65.7bUK£45.4b-UK£12,084,000,000.006.2x-5.4x1.4x
Sat, 03 Feb 2024UK£69.1bUK£46.3bUK£11.0b6.5x6.3x1.5x
Mon, 01 Jan 2024UK£67.0bUK£46.3bUK£11.0b6.3x6.1x1.4x
Wed, 29 Nov 2023UK£73.0bUK£46.3bUK£11.0b6.7x6.6x1.6x
Fri, 27 Oct 2023UK£70.5bUK£45.8bUK£10.4b7.8x6.8x1.5x
Sun, 24 Sep 2023UK£75.9bUK£45.8bUK£10.4b8.1x7.3x1.7x
Tue, 22 Aug 2023UK£72.0bUK£45.8bUK£10.4b7.9x6.9x1.6x
Thu, 20 Jul 2023UK£74.5bUK£45.3bUK£8.3b9.3x9x1.6x
Sat, 17 Jun 2023UK£73.4bUK£45.3bUK£8.3b9.1x8.9x1.6x
Price to Earnings Ratio

8.9x


Total Market Cap: UK£73.4bTotal Earnings: UK£8.3bTotal Revenue: UK£45.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Tobacco Industry Price to Earnings3Y Average 7.1x202420252026
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 grown 4.3% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

GB Market-1.85%
Consumer Staples2.53%
Tobacco0.63%
Tobacco0.63%
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£45.663.7%
+UK£3.5b		27.9%PE12.9x
IMB Imperial BrandsUK£28.033.9%
+UK£796.0m		-2.5%PE12.4x

Latest News

BATS
UK£45.66
British American Tobacco
7D
3.7%
1Y
27.9%
Narrative Update • Jun 01

BATS: Smokeless Transition And 2035 Objectives Will Limit Near Term Upside

Analysts have nudged their fair value estimate for British American Tobacco slightly lower to about £39.07 from roughly £39.19, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News British American Tobacco has highlighted a long term goal to become predominantly smokeless by 2035, focusing on products such as vapes and nicotine pouches, according to recent coverage of its upcoming half year results.
IMB
UK£28.03
Imperial Brands
7D
3.9%
1Y
-2.5%
Narrative Update • May 28

IMB: Future Returns Will Rely On Execution And Ongoing Cash Returns

Narrative Update: Imperial Brands Analyst Price Target Shift The analyst price target for Imperial Brands has been cut from about £34.65 to roughly £33.14, as analysts factor in slightly higher perceived risk, softer revenue and margin expectations, and a higher assumed future P/E. This is consistent with the more cautious stance reflected in recent downgrades and target trims from several banks.