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U.S. Tobacco Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies13
  • 7D4.7%
  • 3M12.7%
  • 1Y25.1%
  • YTD9.1%

In the last week, the Tobacco industry is up 4.7%, with Altria Group leading the way, up 5.5%. In the same time, Ispire Technology was down 8.4%. In the last 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026US$7.0bUS$6.3bUS$263.2m24.8x26.7x1.1x
Wed, 07 Jan 2026US$6.4bUS$6.3bUS$263.9m26.2x24.3x1x
Fri, 05 Dec 2025US$6.2bUS$6.3bUS$261.2m20x23.9x1x
Sun, 02 Nov 2025US$6.1bUS$6.3bUS$190.6m30.4x32.2x1x
Tue, 30 Sep 2025US$6.6bUS$6.3bUS$190.5m32x34.4x1x
Thu, 28 Aug 2025US$6.4bUS$6.3bUS$201.8m31.7x31.9x1x
Sat, 26 Jul 2025US$5.8bUS$6.4bUS$199.9m21.3x29.1x0.9x
Mon, 23 Jun 2025US$5.6bUS$6.4bUS$199.9m20.9x28.1x0.9x
Wed, 21 May 2025US$5.4bUS$6.3bUS$219.6m19x24.6x0.9x
Fri, 18 Apr 2025US$4.7bUS$6.1bUS$206.0m16.1x22.8x0.8x
Sun, 16 Mar 2025US$5.6bUS$6.1bUS$181.7m16.5x30.8x0.9x
Tue, 11 Feb 2025US$5.9bUS$5.8bUS$178.7m25.5x32.9x1x
Thu, 09 Jan 2025US$5.4bUS$5.8bUS$182.4m21x29.7x0.9x
Sat, 07 Dec 2024US$5.2bUS$5.8bUS$183.1m23.9x28.6x0.9x
Mon, 04 Nov 2024US$4.6bUS$5.8bUS$253.0m11x18.1x0.8x
Wed, 02 Oct 2024US$4.8bUS$5.9bUS$254.9m10.7x18.9x0.8x
Fri, 30 Aug 2024US$4.6bUS$5.8bUS$255.6m11.2x18x0.8x
Sun, 28 Jul 2024US$4.8bUS$5.6bUS$243.9m15.8x19.6x0.9x
Tue, 25 Jun 2024US$4.6bUS$5.6bUS$243.8m13.2x18.8x0.8x
Thu, 23 May 2024US$4.9bUS$5.5bUS$246.9m11.7x20x0.9x
Sat, 20 Apr 2024US$4.9bUS$5.4bUS$220.7m10.9x22.2x0.9x
Mon, 18 Mar 2024US$5.2bUS$5.5bUS$82.5m11x63.4x0.9x
Wed, 14 Feb 2024US$5.3bUS$5.6b-US$8,195,150.4320.9x-645.4x0.9x
Fri, 12 Jan 2024US$5.5bUS$5.6b-US$19,677,458.0024.7x-280.2x1x
Sun, 10 Dec 2023US$5.7bUS$5.6b-US$29,887,958.0023.8x-191.4x1x
Tue, 07 Nov 2023US$4.7bUS$5.6bUS$3.2m28.6x1458.2x0.8x
Thu, 05 Oct 2023US$4.5bUS$5.6bUS$55.0m31.5x82.3x0.8x
Sat, 02 Sep 2023US$4.7bUS$5.6bUS$53.2m34.1x88.2x0.8x
Mon, 31 Jul 2023US$5.0bUS$5.7bUS$89.4m27.4x55.5x0.9x
Wed, 28 Jun 2023US$5.1bUS$5.7bUS$91.4m29.1x55.3x0.9x
Fri, 26 May 2023US$5.7bUS$5.7bUS$55.3m35.1x103x1x
Sun, 23 Apr 2023US$6.4bUS$5.9bUS$190.1m19.1x33.8x1.1x
Tue, 21 Mar 2023US$5.9bUS$5.8bUS$200.7m16x29.2x1x
Thu, 16 Feb 2023US$5.5bUS$6.0bUS$346.9m10.5x15.9x0.9x
Price to Earnings Ratio

15.9x


Total Market Cap: US$5.5bTotal Earnings: US$346.9mTotal Revenue: US$6.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 4.4x202420252026
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 26.7x which is higher than its 3-year average PE of 4.4x.
  • The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have declined 6.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.6% 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 Market-0.071%
Consumer Staples6.55%
Tobacco4.69%
Tobacco4.69%
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
MO Altria GroupUS$65.405.5%
+US$5.7b		24.2%PE15.8x
PM Philip Morris InternationalUS$182.811.9%
+US$5.3b		26.6%PE25.1x
TPB Turning Point BrandsUS$129.977.3%
+US$168.2m		93.4%PE41.5x
RLX RLX TechnologyUS$2.414.3%
+US$121.8m		0.4%PE26.7x
UVV UniversalUS$57.822.2%
+US$30.7m		9.8%PE12.9x

Latest News

UVV
US$57.82
Universal
7D
2.2%
1Y
9.8%
ISPR
US$3.37
Ispire Technology
7D
-8.4%
1Y
-27.8%
PM
US$182.81
Philip Morris International
7D
1.9%
1Y
26.6%
MO
US$65.40
Altria Group
7D
5.5%
1Y
24.2%
TPB
US$129.97
Turning Point Brands
7D
7.3%
1Y
93.4%

TPB: Nicotine Pouch Category Expansion Will Support Balanced Long Term Risk Profile

Narrative Update on Turning Point Brands Analysts have nudged their price target on Turning Point Brands higher to about $121 from $119, citing continued confidence in the nicotine pouch category, expanding retail distribution for the FRE brand, and ongoing e-commerce and retail traction for ALP, along with a slightly higher assumed future P/E multiple. Analyst Commentary Recent price target increases for Turning Point Brands reflect how analysts are weighing growth in nicotine pouches, brand execution in both retail and e-commerce, and the valuation they are willing to assign through a higher assumed P/E multiple.
RLX
US$2.41
RLX Technology
7D
4.3%
1Y
0.4%

RLX: Share Repurchases And Margin Outlook Will Shape Future Returns

Analysts have nudged their fair value estimate for RLX Technology from about US$2.61 to roughly US$2.65 per share. This reflects updated assumptions that include adjusted revenue growth expectations, a slightly lower discount rate, a revised profit margin outlook and a reduced future P/E multiple.
XXII
US$5.81
22nd Century Group
7D
-24.4%
1Y
-99.4%