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U.K. (FTSE) Tobacco Industry Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies2
  • 7D-0.7%
  • 3M24.7%
  • 1Y50.6%
  • YTD38.1%

Over the last 7 days, the Tobacco industry has dropped 2.0%, driven by British American Tobacco declining 2.7%. In the past year, the industry has gained 49%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Aug 2025UK£117.6bUK£44.1bUK£5.6b20.1x20.9x2.7x
Fri, 18 Jul 2025UK£106.8bUK£44.4bUK£5.6b18.3x19.1x2.4x
Sun, 15 Jun 2025UK£102.0bUK£44.4bUK£5.6b17.5x18.2x2.3x
Tue, 13 May 2025UK£91.5bUK£44.4bUK£5.6b15.7x16.2x2.1x
Thu, 10 Apr 2025UK£90.5bUK£44.4bUK£5.6b15.5x16x2x
Sat, 08 Mar 2025UK£91.9bUK£44.4bUK£5.6b15.8x16.3x2.1x
Mon, 03 Feb 2025UK£92.8bUK£44.7b-UK£11,265,000,000.008.6x-8.2x2.1x
Wed, 01 Jan 2025UK£84.6bUK£44.7b-UK£11,265,000,000.008.1x-7.5x1.9x
Fri, 29 Nov 2024UK£87.1bUK£44.7b-UK£11,265,000,000.008.2x-7.7x1.9x
Sun, 27 Oct 2024UK£77.8bUK£44.4b-UK£11,798,000,000.009.2x-6.6x1.8x
Tue, 24 Sep 2024UK£80.3bUK£44.4b-UK£11,798,000,000.008.8x-6.8x1.8x
Thu, 22 Aug 2024UK£79.4bUK£44.4b-UK£11,798,000,000.008.7x-6.7x1.8x
Sat, 20 Jul 2024UK£74.3bUK£45.5b-UK£12,332,000,000.008.5x-6x1.6x
Mon, 17 Jun 2024UK£70.0bUK£45.5b-UK£12,332,000,000.008.2x-5.7x1.5x
Wed, 15 May 2024UK£70.7bUK£45.4b-UK£12,084,000,000.006.9x-5.9x1.6x
Fri, 12 Apr 2024UK£65.9bUK£45.4b-UK£12,084,000,000.006.3x-5.5x1.5x
Sun, 10 Mar 2024UK£65.5bUK£45.4b-UK£12,084,000,000.006.2x-5.4x1.4x
Tue, 06 Feb 2024UK£69.4bUK£46.3bUK£11.0b6.6x6.3x1.5x
Thu, 04 Jan 2024UK£68.1bUK£46.3bUK£11.0b6.4x6.2x1.5x
Sat, 02 Dec 2023UK£72.2bUK£46.3bUK£11.0b6.7x6.5x1.6x
Mon, 30 Oct 2023UK£69.1bUK£45.8bUK£10.4b7.7x6.6x1.5x
Wed, 27 Sep 2023UK£73.9bUK£45.8bUK£10.4b7.8x7.1x1.6x
Fri, 25 Aug 2023UK£73.3bUK£45.8bUK£10.4b8x7.1x1.6x
Sun, 23 Jul 2023UK£75.6bUK£45.3bUK£8.3b9.4x9.1x1.7x
Tue, 20 Jun 2023UK£73.2bUK£45.3bUK£8.3b9.1x8.8x1.6x
Thu, 18 May 2023UK£82.1bUK£45.3bUK£8.3b9.9x9.9x1.8x
Sat, 15 Apr 2023UK£80.4bUK£44.6bUK£8.2b10.3x9.8x1.8x
Mon, 13 Mar 2023UK£87.5bUK£44.6bUK£8.2b11x10.7x2x
Wed, 08 Feb 2023UK£88.0bUK£43.3bUK£6.9b12.4x12.7x2x
Fri, 06 Jan 2023UK£86.9bUK£43.3bUK£6.9b12.4x12.5x2x
Sun, 04 Dec 2022UK£95.6bUK£43.3bUK£6.9b13.3x13.8x2.2x
Tue, 01 Nov 2022UK£96.6bUK£42.8bUK£7.4b12x13.1x2.3x
Thu, 29 Sep 2022UK£93.9bUK£42.8bUK£7.4b11.5x12.7x2.2x
Sat, 27 Aug 2022UK£95.5bUK£42.8bUK£7.4b11.6x12.9x2.2x
Price to Earnings Ratio

12.9x


Total Market Cap: UK£95.5bTotal Earnings: UK£7.4bTotal Revenue: UK£42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Tobacco Industry Price to Earnings3Y Average 5.5x202320242025
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 8.8% 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 Market1.11%
Consumer Staples-0.18%
Tobacco-0.69%
Tobacco-0.69%
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
IMB Imperial BrandsUK£30.560.3%
+UK£57.8m		42.7%PE9.5x

Latest News

IMB
UK£30.56
Imperial Brands
7D
0.3%
1Y
42.7%
BATS
UK£42.36
British American Tobacco
7D
-1.2%
1Y
52.9%

Emerging Markets And Digital Transformation Will Enable Long-Term Stability

British American Tobacco’s consensus price target and future P/E both saw negligible changes, reflecting market stability in valuation expectations, with fair value ticking up slightly from £40.33 to £40.67. What's in the News Completed repurchase of 41,467,587 shares (1.87%) for £1,148 million under ongoing buyback program; latest tranche: 14,075,158 shares for £450 million.