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U.S. Tobacco Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies13
  • 7D-1.1%
  • 3M-9.0%
  • 1Y-7.0%
  • YTD-18.1%

Over the last 7 days, the Tobacco industry has dropped 1.1%, driven by Philip Morris International declining 0.4%. The industry has fallen 7.0% in the last year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$5.3bUS$6.5bUS$226.1m14.5x23.3x0.8x
Sat, 23 May 2026US$5.9bUS$6.3bUS$259.5m15.9x22.8x0.9x
Mon, 20 Apr 2026US$5.7bUS$6.2bUS$258.8m17.4x22x0.9x
Wed, 18 Mar 2026US$6.0bUS$6.2bUS$257.1m22.4x23.5x1x
Fri, 13 Feb 2026US$6.9bUS$6.1bUS$235.5m24x29.4x1.1x
Sun, 11 Jan 2026US$6.3bUS$6.3bUS$264.0m24.6x24x1x
Tue, 09 Dec 2025US$6.4bUS$6.3bUS$261.2m20.4x24.4x1x
Thu, 06 Nov 2025US$6.1bUS$6.3bUS$193.9m31.7x31.7x1x
Sat, 04 Oct 2025US$6.7bUS$6.3bUS$190.5m30.7x34.9x1.1x
Mon, 01 Sep 2025US$6.7bUS$6.3bUS$202.1m32.7x33x1.1x
Wed, 30 Jul 2025US$5.8bUS$6.4bUS$199.8m21.5x29.1x0.9x
Fri, 27 Jun 2025US$5.7bUS$6.4bUS$199.9m21.1x28.3x0.9x
Sun, 25 May 2025US$5.5bUS$6.3bUS$219.6m19x24.9x0.9x
Tue, 22 Apr 2025US$4.7bUS$6.1bUS$206.1m15.9x22.6x0.8x
Thu, 20 Mar 2025US$5.3bUS$6.1bUS$181.8m16.5x29.4x0.9x
Sat, 15 Feb 2025US$5.9bUS$6.1bUS$194.3m18.3x30.5x1x
Mon, 13 Jan 2025US$5.3bUS$5.8bUS$182.3m20.5x28.9x0.9x
Wed, 11 Dec 2024US$5.4bUS$5.8bUS$183.3m23.8x29.2x0.9x
Fri, 08 Nov 2024US$4.7bUS$5.8bUS$253.2m10.6x18.6x0.8x
Sun, 06 Oct 2024US$4.7bUS$5.8bUS$254.4m10.6x18.5x0.8x
Tue, 03 Sep 2024US$4.7bUS$5.8bUS$255.4m11x18.3x0.8x
Thu, 01 Aug 2024US$4.8bUS$5.6bUS$244.3m15.5x19.5x0.9x
Sat, 29 Jun 2024US$4.6bUS$5.6bUS$243.7m13.2x18.9x0.8x
Mon, 27 May 2024US$4.7bUS$5.6bUS$233.5m11.5x20.1x0.8x
Wed, 24 Apr 2024US$4.5bUS$5.4bUS$219.7m11.2x20.5x0.8x
Fri, 22 Mar 2024US$5.6bUS$5.5bUS$82.4m11.5x68x1x
Sun, 18 Feb 2024US$5.5bUS$5.5b-US$2,028,174.8621.4x-2729.4x1x
Tue, 16 Jan 2024US$5.4bUS$5.6b-US$19,679,186.0024.5x-276.1x1x
Thu, 14 Dec 2023US$5.6bUS$5.6b-US$29,901,018.0024.6x-187.5x1x
Sat, 11 Nov 2023US$4.7bUS$5.6bUS$2.4m31.3x2006.2x0.8x
Mon, 09 Oct 2023US$4.5bUS$5.6bUS$55.0m31.5x82.4x0.8x
Wed, 06 Sep 2023US$4.5bUS$5.6bUS$52.9m33.6x85.7x0.8x
Fri, 04 Aug 2023US$4.9bUS$5.8bUS$84.8m26.9x58x0.9x
Sun, 02 Jul 2023US$5.0bUS$5.7bUS$90.9m28.9x55x0.9x
Price to Earnings Ratio

55x


Total Market Cap: US$5.0bTotal Earnings: US$90.9mTotal Revenue: US$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 2.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Tobacco industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.3x which is higher than its 3-year average PE of 2.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 4.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-2.47%
Consumer Staples1.44%
Tobacco-1.06%
Tobacco-1.06%
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
MO Altria GroupUS$72.074.5%
+US$5.2b		22.3%PE15x
TPB Turning Point BrandsUS$84.746.5%
+US$100.3m		16.1%PE29.6x
UVV UniversalUS$52.840.06%
+US$747.7k		-9.6%PE40.4x

Latest News

PM
US$178.78
Philip Morris International
7D
-0.4%
1Y
-0.5%
TPB
US$84.74
Turning Point Brands
7D
6.5%
1Y
16.1%
Seeking Alpha • Jun 23

Turning Point Brands: White Pouch Nicotine Is Driving Revenue Growth

Summary Turning Point Brands reported strong Q1-2026 financial results with increasing revenue and gross profit. The company's white pouch nicotine products, ALP and FRE, are driving growth. The company's stock price has gained 10% over the last year and is recovering from a sell-off from last February. The stock price is overvalued, but investor sentiment remains strong on the company and sector. I continue my rating of a Hold. Read the full article on Seeking Alpha
MO
US$72.07
Altria Group
7D
4.5%
1Y
22.3%
Seeking Alpha • Jun 18

Altria: Gains Might Go Up In Smoke - Strong Sell Rating Confirmed

Summary Altria is rated a strong sell due to accelerating negative momentum in its core cigarette business and eroding market leadership. Marlboro’s U.S. market share has fallen from 44% in 2015 to below 40% in 2026, with volumes collapsing over 10% year-over-year. MO’s reliance on aggressive pricing to offset steep volume declines is unsustainable, as 90% of sales and operating income remain cigarette-driven. With an EV/FCF multiple of 15x and no growth, downside risk is significant if volume declines persist or accelerate. Read the full article on Seeking Alpha
RLX
US$1.79
RLX Technology
7D
-6.3%
1Y
-17.1%
Narrative Update • Jun 17

RLX: International Expansion And Buybacks Will Support Future Stock Upside

Analysts have lowered their price target on RLX Technology stock to $2.33 from $2.50, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E. What’s in the News for RLX Technology RLX Technology reported fiscal Q1 2026 results with revenue nearly doubling year over year, according to recent earnings coverage.
UVV
US$52.84
Universal
7D
0.06%
1Y
-9.6%
Seeking Alpha • Jun 03

Universal Corp: The Three Reasons Why I Am Downgrading To Hold

Summary Universal Corp (UVV) faces ongoing top- and bottom-line pressure due to persistent tobacco oversupply and margin compression. I shift from a buy to a hold rating, awaiting evidence of top-line growth and improved profitability before turning bullish again. UVV's 6.13% dividend yield remains attractive, but dividend safety is in question as free cash flow barely covers payouts. Valuation appears fair with limited near-term upside; dividend growth significantly above 1% is unlikely given market headwinds. Read the full article on Seeking Alpha
XXII
US$4.78
22nd Century Group
7D
-13.1%
1Y
-99.8%
ISPR
US$1.82
Ispire Technology
7D
-2.2%
1Y
-19.5%