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U.S. Tobacco Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies12
  • 7D1.6%
  • 3M-14.2%
  • 1Y10.8%
  • YTD-9.9%

Over the last 7 days, the Tobacco industry has risen 1.6%, driven by gains from Philip Morris International of 1.1%. In the same time, Altria Group was down 7.2%. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026US$5.9bUS$6.2bUS$250.6m18x23.4x0.9x
Wed, 08 Apr 2026US$5.5bUS$6.2bUS$258.1m17.8x21.5x0.9x
Fri, 06 Mar 2026US$6.3bUS$6.1bUS$234.1m25.1x26.7x1x
Sun, 01 Feb 2026US$6.7bUS$6.3bUS$263.0m24.4x25.6x1.1x
Tue, 30 Dec 2025US$6.3bUS$6.3bUS$263.5m24.1x23.9x1x
Thu, 27 Nov 2025US$6.4bUS$6.3bUS$261.1m21.3x24.5x1x
Sat, 25 Oct 2025US$6.1bUS$6.3bUS$190.5m30.6x32.3x1x
Mon, 22 Sep 2025US$6.7bUS$6.3bUS$191.0m33.1x35x1.1x
Wed, 20 Aug 2025US$6.1bUS$6.3bUS$188.0m30.5x32.7x1x
Fri, 18 Jul 2025US$6.0bUS$6.4bUS$199.8m21.4x29.9x0.9x
Sun, 15 Jun 2025US$5.8bUS$6.4bUS$199.8m21.4x28.8x0.9x
Tue, 13 May 2025US$5.3bUS$6.3bUS$208.7m18.2x25.5x0.8x
Thu, 10 Apr 2025US$4.9bUS$6.1bUS$205.3m16.2x23.8x0.8x
Sat, 08 Mar 2025US$5.8bUS$6.0bUS$194.4m17.4x29.7x1x
Mon, 03 Feb 2025US$5.6bUS$5.8bUS$183.3m23.8x30.6x1x
Wed, 01 Jan 2025US$5.5bUS$5.8bUS$182.7m22.4x30.3x0.9x
Fri, 29 Nov 2024US$5.4bUS$5.8bUS$183.4m22.9x29.4x0.9x
Sun, 27 Oct 2024US$4.5bUS$5.8bUS$253.5m11.2x17.8x0.8x
Tue, 24 Sep 2024US$4.6bUS$5.8bUS$256.2m11x18.1x0.8x
Thu, 22 Aug 2024US$4.6bUS$5.8bUS$255.2m11.3x18.1x0.8x
Sat, 20 Jul 2024US$4.6bUS$5.6bUS$243.6m15x19.1x0.8x
Mon, 17 Jun 2024US$4.5bUS$5.6bUS$243.8m12.6x18.5x0.8x
Wed, 15 May 2024US$4.9bUS$5.4bUS$224.3m12x22x0.9x
Fri, 12 Apr 2024US$4.8bUS$5.4bUS$220.7m10.9x21.8x0.9x
Sun, 10 Mar 2024US$5.2bUS$5.5bUS$20.5m10.9x252.7x0.9x
Tue, 06 Feb 2024US$5.2bUS$5.6b-US$19,761,216.5923.1x-265.2x0.9x
Thu, 04 Jan 2024US$5.8bUS$5.6b-US$29,860,716.0025.2x-193.5x1x
Sat, 02 Dec 2023US$5.8bUS$5.6b-US$29,841,506.0023x-195.1x1x
Mon, 30 Oct 2023US$4.5bUS$5.6bUS$54.9m27.4x82.5x0.8x
Wed, 27 Sep 2023US$4.5bUS$5.6bUS$54.9m32.1x82x0.8x
Fri, 25 Aug 2023US$4.4bUS$5.6bUS$53.1m33.9x83x0.8x
Sun, 23 Jul 2023US$4.6bUS$5.7bUS$90.3m24.3x50.7x0.8x
Tue, 20 Jun 2023US$5.2bUS$5.7bUS$92.6m31.1x56x0.9x
Thu, 18 May 2023US$6.1bUS$5.7bUS$60.4m38.4x100.8x1.1x
Price to Earnings Ratio

100.8x


Total Market Cap: US$6.1bTotal Earnings: US$60.4mTotal Revenue: US$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 4.2x202420252026
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 23.4x which is higher than its 3-year average PE of 4.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have grown 61% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market2.25%
Consumer Staples-0.23%
Tobacco1.55%
Tobacco1.55%
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
PM Philip Morris InternationalUS$170.991.1%
+US$2.8b		3.7%PE24.1x
TPB Turning Point BrandsUS$93.4214.4%
+US$230.0m		33.5%PE32.6x
ISPR Ispire TechnologyUS$1.7431.8%
+US$24.3m		-40.8%PS1.1x

Latest News

TPB
US$93.42
Turning Point Brands
7D
14.4%
1Y
33.5%
MO
US$68.12
Altria Group
7D
-7.2%
1Y
19.6%
PM
US$170.99
Philip Morris International
7D
1.1%
1Y
3.7%
XXII
US$0.71
22nd Century Group
7D
-54.4%
1Y
-99.8%
UVV
US$53.70
Universal
7D
-0.3%
1Y
-5.4%
Seeking Alpha • Apr 29

Universal Corporation: Attractive Dividend And Favorable Share Price In A Declining Industry

Summary Universal Corporation is rated Hold/Cautious Buy due to limited growth prospects in a slowing tobacco industry, despite a 6.12% dividend yield. UVV trades at a ~21% discount to an implied fair value of ~$65, but industry oversupply and customer concentration pose significant risks. The Ingredients segment shows growth potential but remains too small to offset tobacco headwinds; management aims for disciplined M&A and operational efficiency. I recommend holding UVV for its defensive, dividend-heavy profile, considering additional investment if shares approach $50, pending Q4 FY2026 clarity. Read the full article on Seeking Alpha
RLX
US$2.10
RLX Technology
7D
-2.3%
1Y
11.7%
ISPR
US$1.74
Ispire Technology
7D
31.8%
1Y
-40.8%