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U.S. Tobacco Industry Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies13
  • 7D-1.8%
  • 3M-7.5%
  • 1Y18.3%
  • YTD-9.1%

Over the last 7 days, the Tobacco industry has dropped 6.3%, driven by a pullback from Altria Group of 2.1%. This takes the industry's 12 month performance to a gain of 15%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026US$5.8bUS$6.2bUS$256.8m22x22.4x0.9x
Sat, 21 Feb 2026US$6.9bUS$6.1bUS$235.3m24.7x29.2x1.1x
Mon, 19 Jan 2026US$6.6bUS$6.3bUS$264.1m24.5x25x1.1x
Wed, 17 Dec 2025US$6.5bUS$6.3bUS$263.0m20.9x24.8x1x
Fri, 14 Nov 2025US$6.3bUS$6.2bUS$250.4m29.5x25.2x1x
Sun, 12 Oct 2025US$6.2bUS$6.3bUS$190.3m29.9x32.4x1x
Tue, 09 Sep 2025US$6.8bUS$6.3bUS$202.1m33.6x33.5x1.1x
Thu, 07 Aug 2025US$5.8bUS$6.2bUS$178.3m30.5x32.7x0.9x
Sat, 05 Jul 2025US$6.0bUS$6.4bUS$200.0m21x30.1x0.9x
Mon, 02 Jun 2025US$5.7bUS$6.3bUS$188.4m21.9x30.4x0.9x
Wed, 30 Apr 2025US$4.9bUS$6.3bUS$210.5m17.1x23.5x0.8x
Fri, 28 Mar 2025US$5.1bUS$6.1bUS$205.7m16.8x24.8x0.8x
Sun, 23 Feb 2025US$6.0bUS$6.1bUS$194.4m18.4x30.8x1x
Tue, 21 Jan 2025US$5.5bUS$5.8bUS$182.4m21.5x30.1x0.9x
Thu, 19 Dec 2024US$5.4bUS$5.8bUS$182.9m22.1x29.3x0.9x
Sat, 16 Nov 2024US$4.9bUS$5.8bUS$260.3m11x18.7x0.8x
Mon, 14 Oct 2024US$4.7bUS$5.8bUS$254.2m11.1x18.4x0.8x
Wed, 11 Sep 2024US$4.6bUS$5.8bUS$255.3m11x18x0.8x
Fri, 09 Aug 2024US$4.3bUS$5.8bUS$254.1m11.2x17.1x0.7x
Sun, 07 Jul 2024US$4.6bUS$5.6bUS$243.7m13.6x18.9x0.8x
Tue, 04 Jun 2024US$4.7bUS$5.6bUS$233.5m11.5x20x0.8x
Thu, 02 May 2024US$4.7bUS$5.4bUS$219.8m11.5x21.2x0.9x
Sat, 30 Mar 2024US$5.2bUS$5.4bUS$220.9m11.5x23.4x0.9x
Mon, 26 Feb 2024US$5.3bUS$5.5b-US$5,925,547.0421.1x-899.4x1x
Wed, 24 Jan 2024US$5.2bUS$5.6b-US$19,716,390.0024.2x-265x0.9x
Fri, 22 Dec 2023US$6.0bUS$5.6b-US$29,840,640.0025.1x-199.7x1.1x
Sun, 19 Nov 2023US$5.6bUS$5.6b-US$28,626,348.0022x-194.3x1x
Tue, 17 Oct 2023US$4.6bUS$5.6bUS$54.9m29.9x82.9x0.8x
Thu, 14 Sep 2023US$4.5bUS$5.6bUS$53.1m33.8x84.9x0.8x
Sat, 12 Aug 2023US$4.8bUS$5.9bUS$99.3m26.4x48.1x0.8x
Mon, 10 Jul 2023US$5.0bUS$5.7bUS$89.8m28.1x55.3x0.9x
Wed, 07 Jun 2023US$5.3bUS$5.7bUS$92.7m30.4x57.1x0.9x
Fri, 05 May 2023US$6.2bUS$5.9bUS$186.2m18.2x33.4x1.1x
Sun, 02 Apr 2023US$6.4bUS$5.8bUS$200.9m17.5x32x1.1x
Price to Earnings Ratio

32x


Total Market Cap: US$6.4bTotal Earnings: US$200.9mTotal Revenue: US$5.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 4.7x202420252026
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 22.3x which is higher than its 3-year average PE of 4.7x.
  • 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 8.5% per year over the last three years.
  • Revenues for these companies have grown 2.0% 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-0.15%
Consumer Staples-0.36%
Tobacco-1.80%
Tobacco-1.80%
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
XXII 22nd Century GroupUS$3.29-9.9%
US$315.9k		-99.4%PS0.1x

Latest News

MO
US$63.78
Altria Group
7D
-2.1%
1Y
10.4%
RLX
US$2.21
RLX Technology
7D
-3.9%
1Y
15.7%

RLX: Extended Buybacks And Cautious Margins Will Support Future Upside Potential

Analysts have trimmed their price target on RLX Technology to $2.50 from $2.60, reflecting updated models that incorporate a more cautious margin outlook and a higher future P/E assumption. Analyst Commentary Bearish analysts are signaling a more cautious stance on RLX Technology after the latest Q4 update, reflected in the reduction of the price target to $2.50.
TPB
US$88.39
Turning Point Brands
7D
-0.4%
1Y
49.5%
PM
US$165.50
Philip Morris International
7D
-0.4%
1Y
7.2%
ISPR
US$1.73
Ispire Technology
7D
-13.1%
1Y
-40.5%
UVV
US$51.95
Universal
7D
-0.1%
1Y
-4.5%

UVV: New Finance Leadership Will Support Higher Future Earnings Multiple

Analysts have maintained their $78 price target for Universal, reflecting only minor changes to assumptions, such as a slightly higher discount rate and a small adjustment to the future P/E multiple. What's in the News Universal reported that from October 1, 2025 to December 31, 2025 it repurchased 0 shares for $0 million, completing the buyback program announced on November 7, 2024 with total repurchases of 0 shares for $0 million (Key Developments).
XXII
US$3.29
22nd Century Group
7D
-9.9%
1Y
-99.4%