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U.S. Tobacco Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies14
  • 7D2.0%
  • 3M-15.1%
  • 1Y23.1%
  • YTDn/a

The Tobacco industry is up 4.4% in the last week, with Philip Morris International up 1.3%. This means that the industry has gained 24% over the past year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$5.7bUS$6.2bUS$258.8m17.2x22x0.9x
Sat, 14 Mar 2026US$6.0bUS$6.1bUS$234.0m23.9x25.5x1x
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
Price to Earnings Ratio

33.8x


Total Market Cap: US$6.4bTotal Earnings: US$190.1mTotal Revenue: US$5.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 4.5x202420252026
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 4.5x.
  • 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 11% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Tobacco compare with similar industries?

US Market3.42%
Consumer Staples-2.04%
Tobacco2.01%
Tobacco2.01%
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$80.999.0%
+US$129.6m		41.4%PE26.9x
RLX RLX TechnologyUS$2.161.4%
+US$36.6m		28.6%PE19.5x
ISPR Ispire TechnologyUS$1.861.6%
+US$1.7m		-37.8%PS1.1x

Latest News

MO
US$64.42
Altria Group
7D
-3.6%
1Y
12.5%

Altria: Wall Street Finally Came To Its Senses

Apr 15
TPB
US$80.99
Turning Point Brands
7D
9.0%
1Y
41.4%
PM
US$157.19
Philip Morris International
7D
-2.3%
1Y
-2.1%

PM: Smoke Free Push And Margin Outlook Will Drive Bullish Case

The analyst price target for Philip Morris International has shifted from $180.38 to $195.17 as analysts factor in higher assumed profit margins, a slightly higher revenue outlook tied to products like ZYN nicotine pouches, updated P/E assumptions, and a modestly higher discount rate in their models. Analyst Commentary Recent Street research on Philip Morris International shows a wide range of updated price targets and views on execution, especially around next generation products and valuation assumptions.
UVV
US$51.01
Universal
7D
-3.9%
1Y
0.3%

UVV: Incoming CFO And Stable Assumptions Will Support Higher Earnings Multiple

Analysts have made a small trim to Universal's target valuation, with the updated fair value now set at $78.00. This reflects modest tweaks to the discount rate and long term assumptions for revenue growth, profit margins, and future P/E.
XXII
US$1.91
22nd Century Group
7D
-10.7%
1Y
-99.3%
RLX
US$2.16
RLX Technology
7D
1.4%
1Y
28.6%

RLX: Prudent Margin Reset And Completed Buyback Will Support Upside

Analysts have trimmed their price target on RLX Technology by $0.10 to $2.50, citing updates to their models that reflect a more cautious view on margins and profitability. Analyst Commentary Recent commentary points to a more cautious stance on profitability, but also highlights that RLX Technology remains on research radars with a refined view of its margin and earnings profile.
ISPR
US$1.86
Ispire Technology
7D
1.6%
1Y
-37.8%