Philip Morris International's (NYSE:PM) Returns On Capital Not Reflecting Well On The Business
May 13
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U.S. Tobacco Industry Analysis
UpdatedMay 20, 2025
DataAggregated Company Financials
Companies12
- 7D3.4%
- 3M-6.1%
- 1Y11.1%
- YTDn/a
The Tobacco industry is up 3.4% in the last week, with Philip Morris International up 5.1%. Meanwhile, Ispire Technology actually underperformed within the industry, shrinking 9.5% in the last week. This means that the industry has gained 11% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 21 May 2025 | US$5.4b | US$6.3b | US$219.6m | 18.9x | 24.7x | 0.9x |
| Fri, 18 Apr 2025 | US$4.7b | US$6.1b | US$206.0m | 16.1x | 22.8x | 0.8x |
| Sun, 16 Mar 2025 | US$5.6b | US$6.1b | US$181.7m | 16.5x | 30.8x | 0.9x |
| Tue, 11 Feb 2025 | US$5.9b | US$5.8b | US$178.7m | 25.5x | 32.9x | 1x |
| Thu, 09 Jan 2025 | US$5.4b | US$5.8b | US$182.4m | 21x | 29.7x | 0.9x |
| Sat, 07 Dec 2024 | US$5.2b | US$5.8b | US$183.1m | 23.9x | 28.6x | 0.9x |
| Mon, 04 Nov 2024 | US$4.6b | US$5.8b | US$253.0m | 11x | 18.1x | 0.8x |
| Wed, 02 Oct 2024 | US$4.8b | US$5.9b | US$254.9m | 10.7x | 18.9x | 0.8x |
| Fri, 30 Aug 2024 | US$4.6b | US$5.8b | US$255.6m | 11.2x | 18x | 0.8x |
| Sun, 28 Jul 2024 | US$4.8b | US$5.6b | US$243.9m | 15.8x | 19.6x | 0.9x |
| Tue, 25 Jun 2024 | US$4.6b | US$5.6b | US$243.8m | 13.2x | 18.8x | 0.8x |
| Thu, 23 May 2024 | US$4.9b | US$5.5b | US$246.9m | 11.7x | 20x | 0.9x |
| Sat, 20 Apr 2024 | US$4.9b | US$5.4b | US$220.7m | 10.9x | 22.2x | 0.9x |
| Mon, 18 Mar 2024 | US$5.2b | US$5.5b | US$82.5m | 11x | 63.4x | 0.9x |
| Wed, 14 Feb 2024 | US$5.3b | US$5.6b | -US$8,195,150.43 | 20.9x | -645.4x | 0.9x |
| Fri, 12 Jan 2024 | US$5.5b | US$5.6b | -US$19,677,458.00 | 24.7x | -280.2x | 1x |
| Sun, 10 Dec 2023 | US$5.7b | US$5.6b | -US$29,887,958.00 | 23.8x | -191.4x | 1x |
| Tue, 07 Nov 2023 | US$4.7b | US$5.6b | US$3.2m | 28.6x | 1458.2x | 0.8x |
| Thu, 05 Oct 2023 | US$4.5b | US$5.6b | US$55.0m | 31.5x | 82.3x | 0.8x |
| Sat, 02 Sep 2023 | US$4.7b | US$5.6b | US$53.2m | 34.1x | 88.2x | 0.8x |
| Mon, 31 Jul 2023 | US$5.0b | US$5.7b | US$89.4m | 27.4x | 55.5x | 0.9x |
| Wed, 28 Jun 2023 | US$5.1b | US$5.7b | US$91.4m | 29.1x | 55.3x | 0.9x |
| Fri, 26 May 2023 | US$5.7b | US$5.7b | US$55.3m | 35.1x | 103x | 1x |
| Sun, 23 Apr 2023 | US$6.4b | US$5.9b | US$190.1m | 19.1x | 33.8x | 1.1x |
| Tue, 21 Mar 2023 | US$5.9b | US$5.8b | US$200.7m | 16x | 29.2x | 1x |
| Thu, 16 Feb 2023 | US$5.5b | US$6.0b | US$346.9m | 10.5x | 15.9x | 0.9x |
| Sat, 14 Jan 2023 | US$6.3b | US$5.7b | US$319.2m | 12.1x | 19.9x | 1.1x |
| Mon, 12 Dec 2022 | US$6.3b | US$5.7b | US$307.7m | 12.8x | 20.4x | 1.1x |
| Wed, 09 Nov 2022 | US$4.6b | US$5.6b | US$362.2m | 8.3x | 12.7x | 0.8x |
| Fri, 07 Oct 2022 | US$3.4b | US$5.4b | US$368.6m | 6.8x | 9.4x | 0.6x |
| Sun, 04 Sep 2022 | US$4.3b | US$5.5b | US$432.7m | 7.4x | 9.8x | 0.8x |
| Tue, 02 Aug 2022 | US$4.6b | US$5.4b | US$473.1m | 7.8x | 9.7x | 0.9x |
| Thu, 30 Jun 2022 | US$5.9b | US$5.4b | US$487.5m | 8.7x | 12.2x | 1.1x |
| Sat, 28 May 2022 | US$5.7b | US$5.3b | US$374.9m | 8.7x | 15.2x | 1.1x |
Price to Earnings Ratio
15.2x
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 24.7x which is higher than its 3-year average PE of 0.71x.
- The industry is trading close to its 3-year average PS ratio of 0.90x.
Past Earnings Growth
- The earnings for companies in the Tobacco industry have declined 17% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.1% 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 Comparison
How does U.S. Tobacco compare with similar industries?
| US Market | 1.58% | |
| Consumer Staples | 1.46% | |
| Tobacco | 3.41% | |
| Tobacco | 3.41% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PM Philip Morris International | US$174.12 | 6.3% +US$16.0b | 73.7% | PE35.8x | |
| MO Altria Group | US$59.90 | 6.1% +US$5.8b | 29.3% | PE9.9x | |
| RLX RLX Technology | US$1.98 | 4.2% +US$97.5m | 0% | PE27.1x | |
| UVV Universal | US$58.61 | 4.3% +US$59.8m | 10.6% | PE11.5x | |
| TPB Turning Point Brands | US$73.37 | 4.7% +US$58.7m | 117.5% | PE26.4x |