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U.S. Tobacco Industry Analysis

UpdatedAug 29, 2025
DataAggregated Company Financials
Companies15
  • 7D4.9%
  • 3M12.0%
  • 1Y41.4%
  • YTD19.1%

Over the last 7 days, the Tobacco industry has risen 4.9%, driven by gains from RLX Technology of 10%. This means that the industry has gained 41% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Aug 2025US$6.5bUS$6.3bUS$202.1m32.4x32x1x
Sun, 27 Jul 2025US$5.8bUS$6.4bUS$199.9m21.3x29.1x0.9x
Tue, 24 Jun 2025US$5.7bUS$6.4bUS$199.8m21.2x28.4x0.9x
Thu, 22 May 2025US$5.4bUS$6.3bUS$219.8m18.9x24.7x0.9x
Sat, 19 Apr 2025US$4.8bUS$6.1bUS$206.0m16.1x23.1x0.8x
Mon, 17 Mar 2025US$5.6bUS$6.1bUS$181.7m16.5x30.8x0.9x
Wed, 12 Feb 2025US$6.0bUS$5.8bUS$178.6m25.3x33.4x1x
Fri, 10 Jan 2025US$5.4bUS$5.8bUS$182.3m21x29.6x0.9x
Sun, 08 Dec 2024US$5.3bUS$5.8bUS$183.1m23.9x28.8x0.9x
Tue, 05 Nov 2024US$4.6bUS$5.8bUS$253.3m10.4x18.1x0.8x
Thu, 03 Oct 2024US$4.8bUS$5.9bUS$254.9m10.7x18.9x0.8x
Sat, 31 Aug 2024US$4.7bUS$5.8bUS$255.7m11x18.2x0.8x
Mon, 29 Jul 2024US$4.8bUS$5.6bUS$243.9m15.8x19.6x0.9x
Wed, 26 Jun 2024US$4.6bUS$5.6bUS$243.7m13.3x19x0.8x
Fri, 24 May 2024US$4.9bUS$5.6bUS$233.5m11.5x21.2x0.9x
Sun, 21 Apr 2024US$4.9bUS$5.4bUS$219.8m11.1x22.2x0.9x
Tue, 19 Mar 2024US$5.3bUS$5.5bUS$82.5m11.1x64.8x1x
Thu, 15 Feb 2024US$5.3bUS$5.6b-US$8,188,658.4021.2x-645.9x0.9x
Sat, 13 Jan 2024US$5.4bUS$5.6b-US$19,706,938.0024.5x-275.7x1x
Mon, 11 Dec 2023US$5.7bUS$5.6b-US$29,887,958.0023.8x-191.4x1x
Wed, 08 Nov 2023US$4.7bUS$5.6bUS$3.1m29.5x1496.7x0.8x
Fri, 06 Oct 2023US$4.5bUS$5.6bUS$55.0m31.6x81.1x0.8x
Sun, 03 Sep 2023US$4.7bUS$5.6bUS$53.2m34.1x88.2x0.8x
Tue, 01 Aug 2023US$5.0bUS$5.7bUS$89.4m28.1x55.7x0.9x
Thu, 29 Jun 2023US$5.0bUS$5.7bUS$91.0m29x55.1x0.9x
Sat, 27 May 2023US$5.4bUS$5.7bUS$83.2m32.1x64.6x0.9x
Mon, 24 Apr 2023US$6.4bUS$5.9bUS$190.1m18.9x33.6x1.1x
Wed, 22 Mar 2023US$5.9bUS$5.8bUS$200.5m16x29.2x1x
Fri, 17 Feb 2023US$5.5bUS$6.0bUS$346.4m10.4x15.9x0.9x
Sun, 15 Jan 2023US$6.3bUS$5.7bUS$319.2m12.1x19.9x1.1x
Tue, 13 Dec 2022US$6.1bUS$5.7bUS$306.7m12.6x20x1.1x
Thu, 10 Nov 2022US$4.1bUS$5.6bUS$357.7m7.5x11.5x0.7x
Sat, 08 Oct 2022US$3.2bUS$5.4bUS$368.6m6.6x8.8x0.6x
Mon, 05 Sep 2022US$4.3bUS$5.5bUS$432.7m7.4x9.8x0.8x
Price to Earnings Ratio

9.8x


Total Market Cap: US$4.3bTotal Earnings: US$432.7mTotal Revenue: US$5.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 2.3x202320242025
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 32.0x which is higher than its 3-year average PE of 2.3x.
  • The 3-year average PS ratio of 0.89x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have declined 22% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.8% per year.
  • This means that although more sales are being generated, 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.S. Consumer Staples industry?

US Market2.28%
Consumer Staples-2.15%
Tobacco4.95%
Tobacco4.95%
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
RLX RLX TechnologyUS$2.4710.3%
+US$280.2m		48.8%PE29.5x
ISPR Ispire TechnologyUS$3.2414.5%
+US$23.4m		-55.6%PS1.3x
TPB Turning Point BrandsUS$99.910.7%
+US$11.9m		151.7%PE35.2x

Latest News

UVV
US$55.29
Universal
7D
-1.0%
1Y
0.8%
MO
US$66.42
Altria Group
7D
-1.9%
1Y
24.5%

E-Vapor And Oral Tobacco Will Face Regulatory Setbacks

Analysts raised Altria Group’s price target to $62.88, citing its increased dividend, improving regulatory outlook, and sustained earnings through pricing power, while some concerns remain over structural industry headwinds and growth limitations. Analyst Commentary Altria’s recent dividend increase and consistent track record of annual dividend growth support confidence in its capital return program.
RLX
US$2.47
RLX Technology
7D
10.3%
1Y
48.8%

Termination Of Noncompete With Relx Inc Will Drive Future Success

RLX Technology's consensus price target has increased to $2.93, as a steep drop in its future P/E suggests significantly improved earnings expectations despite a decline in net profit margin. Valuation Changes Summary of Valuation Changes for RLX Technology The Consensus Analyst Price Target has risen slightly from $2.83 to $2.93.
PM
US$165.77
Philip Morris International
7D
-5.0%
1Y
35.3%

Smoke-Free Alternatives Will Drive Global Opportunity In Emerging Markets

Analysts have raised their price target for Philip Morris International to $190.20, citing expectations for strong Q2 performance driven by growth in ZYN and IQOS, potential upward financial guidance revisions, and ongoing strength in both smoke-free and traditional products. Analyst Commentary Bullish analysts anticipate impressive Q2 delivery across all business segments, highlighting strong ZYN volumes and robust contributions from both IQOS and traditional combustible products.
TPB
US$99.91
Turning Point Brands
7D
0.7%
1Y
151.7%
XXII
US$1.80
22nd Century Group
7D
-9.1%
1Y
-99.8%
ISPR
US$3.24
Ispire Technology
7D
14.5%
1Y
-55.6%

Ispire Technology Inc.'s (NASDAQ:ISPR) Shares Leap 27% Yet They're Still Not Telling The Full Story

Jul 02
Ispire Technology Inc.'s (NASDAQ:ISPR) Shares Leap 27% Yet They're Still Not Telling The Full Story