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U.S. Tobacco Industry Analysis

UpdatedAug 09, 2026
DataAggregated Company Financials
Companies14
  • 7D2.7%
  • 3M-18.3%
  • 1Y-16.1%
  • YTD-19.8%

In the last week, the Tobacco industry is up 2.7%, with Turning Point Brands up 16%. In the past year, the industry is down 16%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Aug 2026US$6.8bUS$6.4bUS$211.5m14.7x32x1.1x
Tue, 07 Jul 2026US$5.5bUS$6.5bUS$226.4m15.3x24.2x0.8x
Thu, 04 Jun 2026US$5.6bUS$6.3bUS$207.4m17.1x27.2x0.9x
Sat, 02 May 2026US$5.7bUS$6.2bUS$260.0m17.8x22.1x0.9x
Mon, 30 Mar 2026US$5.7bUS$6.2bUS$255.9m22.2x22.4x0.9x
Wed, 25 Feb 2026US$7.0bUS$6.1bUS$235.7m25.4x29.8x1.2x
Fri, 23 Jan 2026US$6.6bUS$6.3bUS$264.0m26.3x24.8x1x
Sun, 21 Dec 2025US$6.4bUS$6.3bUS$263.0m23.3x24.2x1x
Tue, 18 Nov 2025US$6.6bUS$6.3bUS$259.0m30.4x25.4x1x
Thu, 16 Oct 2025US$6.2bUS$6.3bUS$190.4m30.5x32.5x1x
Sat, 13 Sep 2025US$6.9bUS$6.3bUS$202.2m33.6x34.1x1.1x
Mon, 11 Aug 2025US$6.0bUS$6.2bUS$189.1m30.3x32x1x
Wed, 09 Jul 2025US$5.9bUS$6.4bUS$199.9m20.4x29.4x0.9x
Fri, 06 Jun 2025US$5.7bUS$6.3bUS$188.7m21.3x30.2x0.9x
Sun, 04 May 2025US$5.1bUS$6.3bUS$210.5m17.7x24.2x0.8x
Tue, 01 Apr 2025US$5.1bUS$6.1bUS$205.8m16.8x24.9x0.8x
Thu, 27 Feb 2025US$5.8bUS$6.1bUS$194.3m18.3x29.8x1x
Sat, 25 Jan 2025US$5.3bUS$5.8bUS$183.4m21.4x29x0.9x
Mon, 23 Dec 2024US$5.3bUS$5.8bUS$182.8m22x28.9x0.9x
Wed, 20 Nov 2024US$5.2bUS$5.8bUS$183.5m22.7x28.2x0.9x
Fri, 18 Oct 2024US$4.6bUS$5.8bUS$253.5m11.3x18.2x0.8x
Sun, 15 Sep 2024US$4.6bUS$5.8bUS$255.7m11.4x17.9x0.8x
Tue, 13 Aug 2024US$4.4bUS$5.8bUS$265.2m11.2x16.8x0.8x
Thu, 11 Jul 2024US$4.6bUS$5.6bUS$243.6m14.5x18.8x0.8x
Sat, 08 Jun 2024US$4.6bUS$5.6bUS$244.0m13x18.8x0.8x
Mon, 06 May 2024US$5.0bUS$5.4bUS$224.2m11.7x22.1x0.9x
Wed, 03 Apr 2024US$5.1bUS$5.4bUS$220.8m11.3x23.2x0.9x
Fri, 01 Mar 2024US$5.3bUS$5.5bUS$20.5m10.2x256.9x1x
Sun, 28 Jan 2024US$5.3bUS$5.6b-US$19,674,174.0024.4x-269.3x0.9x
Tue, 26 Dec 2023US$5.8bUS$5.6b-US$29,831,098.0025.2x-194x1x
Thu, 23 Nov 2023US$5.5bUS$5.6b-US$28,778,848.0022.1x-191.5x1x
Sat, 21 Oct 2023US$4.5bUS$5.6bUS$54.9m29.5x82.6x0.8x
Mon, 18 Sep 2023US$4.5bUS$5.6bUS$53.1m33.2x84.6x0.8x
Wed, 16 Aug 2023US$4.6bUS$5.9bUS$88.5m25.1x52.1x0.8x
Price to Earnings Ratio

52.1x


Total Market Cap: US$4.6bTotal Earnings: US$88.5mTotal Revenue: US$5.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 1.4x202420252026
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 32.0x which is higher than its 3-year average PE of 1.4x.
  • 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 grown 34% 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 Market4.18%
Consumer Staples0.20%
Tobacco2.69%
Tobacco2.69%
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
TPB Turning Point BrandsUS$86.8616.4%
+US$296.4m		-10.2%PE39.1x
MO Altria GroupUS$68.350.03%
+US$33.4m		6.5%PE14.4x
ISPR Ispire TechnologyUS$1.7117.9%
+US$14.9m		-30.2%PS1.1x
XXII 22nd Century GroupUS$4.297.2%
+US$64.6k		-99.4%PS0.2x

Latest News

UVV
US$50.84
Universal
7D
-3.5%
1Y
-2.9%
MO
US$68.35
Altria Group
7D
0.03%
1Y
6.5%
AIIR
US$6.20
AIR Global
7D
-1.6%
1Y
-41.2%
PM
US$189.57
Philip Morris International
7D
-0.7%
1Y
11.4%
Narrative Update • Aug 06

PM: Smoke-Free Execution And Regulation Will Shape Balanced Risk Reward Outlook

The analyst price target for Philip Morris International in this update moves from $170 to $175, with analysts pointing to recent target hikes across the Street and their rationale around IQOS, ZYN and the broader reduced risk portfolio as support for the change. Analyst Commentary Recent research around Philip Morris International centers on how quickly the company can execute its shift toward reduced risk products while keeping the traditional combustible business resilient.
RLX
US$2.01
RLX Technology
7D
-0.5%
1Y
-9.5%
TPB
US$86.86
Turning Point Brands
7D
16.4%
1Y
-10.2%
XXII
US$4.29
22nd Century Group
7D
7.2%
1Y
-99.4%
ISPR
US$1.71
Ispire Technology
7D
17.9%
1Y
-30.2%