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U.K. (FTSE) Tobacco Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies2
  • 7D2.2%
  • 3M-2.1%
  • 1Y19.3%
  • YTD5.0%

All of the companies in the Tobacco industry have been up over the last week, with the industry up 2.2%. This means that the industry has gained 19% over the past year. Earnings are forecast to grow by 4.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026UK£120.3bUK£45.0bUK£9.4b12.6x12.8x2.7x
Thu, 14 May 2026UK£125.3bUK£45.0bUK£9.4b12.9x13.3x2.8x
Sat, 11 Apr 2026UK£118.2bUK£44.6bUK£9.7b11.9x12.1x2.7x
Mon, 09 Mar 2026UK£117.7bUK£44.6bUK£9.7b12x12.1x2.6x
Wed, 04 Feb 2026UK£122.7bUK£44.6bUK£5.1b22.1x24x2.8x
Fri, 02 Jan 2026UK£116.3bUK£44.6bUK£5.1b21x22.7x2.6x
Sun, 30 Nov 2025UK£121.6bUK£44.6bUK£5.1b21.9x23.8x2.7x
Tue, 28 Oct 2025UK£109.1bUK£44.1bUK£5.6b18.6x19.4x2.5x
Thu, 25 Sep 2025UK£109.9bUK£44.1bUK£5.6b18.8x19.6x2.5x
Sat, 23 Aug 2025UK£121.0bUK£44.1bUK£5.6b20.3x21.5x2.7x
Mon, 21 Jul 2025UK£106.9bUK£44.4bUK£5.6b18.3x19.1x2.4x
Wed, 18 Jun 2025UK£102.7bUK£44.4bUK£5.6b17.7x18.3x2.3x
Fri, 16 May 2025UK£89.1bUK£44.4bUK£5.6b15.3x15.9x2x
Sun, 13 Apr 2025UK£92.9bUK£44.4bUK£5.6b16x16.5x2.1x
Tue, 11 Mar 2025UK£92.0bUK£44.4bUK£5.6b15.8x16.3x2.1x
Thu, 06 Feb 2025UK£93.5bUK£44.7b-UK£11,265,000,000.008.7x-8.3x2.1x
Sat, 04 Jan 2025UK£87.1bUK£44.7b-UK£11,265,000,000.008.3x-7.7x1.9x
Mon, 02 Dec 2024UK£87.2bUK£44.7b-UK£11,265,000,000.008.2x-7.7x2x
Wed, 30 Oct 2024UK£77.3bUK£44.4b-UK£11,798,000,000.009x-6.6x1.7x
Fri, 27 Sep 2024UK£79.3bUK£44.4b-UK£11,798,000,000.008.8x-6.7x1.8x
Sun, 25 Aug 2024UK£79.0bUK£44.4b-UK£11,798,000,000.008.7x-6.7x1.8x
Tue, 23 Jul 2024UK£75.2bUK£45.5b-UK£12,332,000,000.008.6x-6.1x1.7x
Thu, 20 Jun 2024UK£71.2bUK£45.5b-UK£12,332,000,000.008.2x-5.8x1.6x
Sat, 18 May 2024UK£71.6bUK£45.5b-UK£12,332,000,000.008.1x-5.8x1.6x
Mon, 15 Apr 2024UK£66.0bUK£45.4b-UK£12,084,000,000.006.3x-5.5x1.5x
Wed, 13 Mar 2024UK£67.9bUK£45.4b-UK£12,084,000,000.006.5x-5.6x1.5x
Fri, 09 Feb 2024UK£71.6bUK£45.4b-UK£12,084,000,000.006.9x-5.9x1.6x
Sun, 07 Jan 2024UK£68.8bUK£46.3bUK£11.0b6.5x6.2x1.5x
Tue, 05 Dec 2023UK£72.7bUK£46.3bUK£11.0b6.8x6.6x1.6x
Thu, 02 Nov 2023UK£70.8bUK£45.8bUK£10.4b7.9x6.8x1.5x
Sat, 30 Sep 2023UK£72.3bUK£45.8bUK£10.4b7.7x7x1.6x
Mon, 28 Aug 2023UK£73.5bUK£45.8bUK£10.4b8x7.1x1.6x
Wed, 26 Jul 2023UK£75.2bUK£45.3bUK£8.3b9.4x9.1x1.7x
Fri, 23 Jun 2023UK£73.6bUK£45.3bUK£8.3b9.1x8.9x1.6x
Price to Earnings Ratio

8.9x


Total Market Cap: UK£73.6bTotal Earnings: UK£8.3bTotal Revenue: UK£45.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Tobacco Industry Price to Earnings3Y Average 7.2x202420252026
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 Market0.74%
Consumer Staples2.63%
Tobacco2.20%
Tobacco2.20%
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£45.732.3%
+UK£2.2b		26.3%PE12.9x
IMB Imperial BrandsUK£27.911.6%
+UK£338.7m		-5.0%PE12.4x

Latest News

IMB
UK£27.91
Imperial Brands
7D
1.6%
1Y
-5.0%
Narrative Update • Jun 11

IMB: Earnings Resilience And Cash Returns Will Support Future Upside

Analysts have trimmed the Imperial Brands fair value estimate from £41.25 to £36.50, reflecting a series of recent downgrades and lower price targets that highlight concerns over softer revenue expectations, even as profit margins and assumed future P/E move slightly more conservatively. Analyst Commentary Recent Street research has generally taken a more cautious stance on Imperial Brands, with several downgrades and lower price targets reflecting softer revenue expectations and a more conservative view on future P/E.
BATS
UK£45.73
British American Tobacco
7D
2.3%
1Y
26.3%