Narrative Update • May 13

Over the last 7 days, the Tobacco industry has remained flat. As for the the longer term, the industry is up 9.0% over the past 12 months. As for the next few years, earnings are expected to grow by 21% per annum.
Has the U.S. Tobacco Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | US$5.9b | US$6.2b | US$249.7m | 17.9x | 23.6x | 1x |
| Fri, 17 Apr 2026 | US$5.6b | US$6.2b | US$258.8m | 17.4x | 21.8x | 0.9x |
| Sun, 15 Mar 2026 | US$6.0b | US$6.2b | US$256.9m | 21.8x | 23.3x | 1x |
| Tue, 10 Feb 2026 | US$7.0b | US$6.3b | US$263.5m | 24.6x | 26.7x | 1.1x |
| Thu, 08 Jan 2026 | US$6.3b | US$6.3b | US$263.6m | 26.2x | 23.7x | 1x |
| Sat, 06 Dec 2025 | US$6.3b | US$6.3b | US$261.2m | 20.6x | 24x | 1x |
| Mon, 03 Nov 2025 | US$6.1b | US$6.3b | US$190.6m | 30.4x | 32.2x | 1x |
| Wed, 01 Oct 2025 | US$6.5b | US$6.3b | US$190.5m | 33.1x | 34.3x | 1x |
| Fri, 29 Aug 2025 | US$6.5b | US$6.3b | US$202.1m | 32.4x | 32x | 1x |
| Sun, 27 Jul 2025 | US$5.8b | US$6.4b | US$199.9m | 21.3x | 29.1x | 0.9x |
| Tue, 24 Jun 2025 | US$5.7b | US$6.4b | US$199.8m | 21.2x | 28.4x | 0.9x |
| Thu, 22 May 2025 | US$5.4b | US$6.3b | US$219.8m | 18.9x | 24.7x | 0.9x |
| Sat, 19 Apr 2025 | US$4.8b | US$6.1b | US$206.0m | 16.1x | 23.1x | 0.8x |
| Mon, 17 Mar 2025 | US$5.6b | US$6.1b | US$181.7m | 16.5x | 30.8x | 0.9x |
| Wed, 12 Feb 2025 | US$6.0b | US$5.8b | US$178.6m | 25.3x | 33.4x | 1x |
| Fri, 10 Jan 2025 | US$5.4b | US$5.8b | US$182.3m | 21x | 29.6x | 0.9x |
| Sun, 08 Dec 2024 | US$5.3b | US$5.8b | US$183.1m | 23.9x | 28.8x | 0.9x |
| Tue, 05 Nov 2024 | US$4.6b | US$5.8b | US$253.3m | 10.4x | 18.1x | 0.8x |
| Thu, 03 Oct 2024 | US$4.8b | US$5.9b | US$254.9m | 10.7x | 18.9x | 0.8x |
| Sat, 31 Aug 2024 | US$4.7b | US$5.8b | US$255.7m | 11x | 18.2x | 0.8x |
| Mon, 29 Jul 2024 | US$4.8b | US$5.6b | US$243.9m | 15.8x | 19.6x | 0.9x |
| Wed, 26 Jun 2024 | US$4.6b | US$5.6b | US$243.7m | 13.3x | 19x | 0.8x |
| Fri, 24 May 2024 | US$4.9b | US$5.6b | US$233.5m | 11.5x | 21.2x | 0.9x |
| Sun, 21 Apr 2024 | US$4.9b | US$5.4b | US$219.8m | 11.1x | 22.2x | 0.9x |
| Tue, 19 Mar 2024 | US$5.3b | US$5.5b | US$82.5m | 11.1x | 64.8x | 1x |
| Thu, 15 Feb 2024 | US$5.3b | US$5.6b | -US$8,188,658.40 | 21.2x | -645.9x | 0.9x |
| Sat, 13 Jan 2024 | US$5.4b | US$5.6b | -US$19,706,938.00 | 24.5x | -275.7x | 1x |
| Mon, 11 Dec 2023 | US$5.7b | US$5.6b | -US$29,887,958.00 | 23.8x | -191.4x | 1x |
| Wed, 08 Nov 2023 | US$4.7b | US$5.6b | US$3.1m | 29.5x | 1496.7x | 0.8x |
| Fri, 06 Oct 2023 | US$4.5b | US$5.6b | US$55.0m | 31.6x | 81.1x | 0.8x |
| Sun, 03 Sep 2023 | US$4.7b | US$5.6b | US$53.2m | 34.1x | 88.2x | 0.8x |
| Tue, 01 Aug 2023 | US$5.0b | US$5.7b | US$89.4m | 28.1x | 55.7x | 0.9x |
| Thu, 29 Jun 2023 | US$5.0b | US$5.7b | US$91.0m | 29x | 55.1x | 0.9x |
| Sat, 27 May 2023 | US$5.4b | US$5.7b | US$83.2m | 32.1x | 64.6x | 0.9x |
64.6x
How does U.S. Tobacco compare with similar industries?
| US Market | -1.01% | |
| Consumer Staples | 1.71% | |
| Tobacco | -2.14% | |
| Tobacco | -2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PM Philip Morris International | US$191.57 | 2.5% +US$7.2b | 10.0% | PE27x | |
| MO Altria Group | US$74.00 | 5.9% +US$6.9b | 23.5% | PE15.4x | |
| ISPR Ispire Technology | US$2.15 | 25.7% +US$25.3m | -16.7% | PS1.4x | |
| UVV Universal | US$54.40 | 1.3% +US$17.2m | -7.2% | PE15.9x | |
| XXII 22nd Century Group | US$0.63 | 8.2% +US$212.1k | -99.8% | PS0.5x |