Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Tobacco Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies12
  • 7D0.5%
  • 3M7.2%
  • 1Y30.9%
  • YTD3.0%

In the last week, Tobacco has been flat. The past year has been better, since the industry has gained 31% in that time. 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
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
Fri, 14 Jul 2023US$5.1bUS$5.7bUS$90.7m29x55.9x0.9x
Sun, 11 Jun 2023US$4.9bUS$5.7bUS$92.6m27.3x52.7x0.9x
Tue, 09 May 2023US$6.0bUS$5.9bUS$185.5m17.1x32.3x1x
Thu, 06 Apr 2023US$6.6bUS$5.9bUS$194.5m17.1x34.1x1.1x
Sat, 04 Mar 2023US$5.8bUS$6.0bUS$316.6m12.6x18.2x1x
Mon, 30 Jan 2023US$6.0bUS$5.7bUS$315.6m11.4x19.1x1.1x
Price to Earnings Ratio

19.1x


Total Market Cap: US$6.0bTotal Earnings: US$315.6mTotal Revenue: US$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 4.3x202420252026
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 24.8x which is higher than its 3-year average PE of 4.3x.
  • The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have declined 5.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.4% 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-0.28%
Consumer Staples0.24%
Tobacco0.54%
Tobacco0.54%
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
RLX RLX TechnologyUS$2.321.8%
+US$48.7m		7.4%PE25.8x
ISPR Ispire TechnologyUS$3.074.4%
+US$7.4m		-31.3%PS1.5x
TPB Turning Point BrandsUS$118.190.2%
+US$3.4m		109.4%PE37.8x

Latest News

UVV
US$54.56
Universal
7D
-1.4%
1Y
7.5%
RLX
US$2.32
RLX Technology
7D
1.8%
1Y
7.4%
PM
US$170.05
Philip Morris International
7D
-1.5%
1Y
35.6%

PM: Pullback And Guidance Reset Will Shape Post Earnings Share Performance

Analysts have raised their fair value estimate for Philip Morris International from $153.00 to $158.00, citing recent research that characterizes the post-earnings pullback as an overreaction. The research highlights better-than-expected Q3 organic sales, profit margin expansion, and EPS growth as support for a higher target, despite adjustments to operating profit guidance and U.S. ZYN dynamics.
MO
US$61.03
Altria Group
7D
-0.9%
1Y
19.2%
TPB
US$118.19
Turning Point Brands
7D
0.2%
1Y
109.4%

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

Narrative Update: Turning Point Brands Analysts have lifted their price targets on Turning Point Brands to as high as $120, citing confidence in the growing nicotine pouch category, an unchanged fair value estimate of $118.75, and ongoing traction for the FRE and ALP brands across retail and e-commerce channels. Analyst Commentary Recent Street research on Turning Point Brands centers on the nicotine pouch category, brand execution across retail and e-commerce, and the implications for valuation as price targets move higher.
XXII
US$0.83
22nd Century Group
7D
-4.0%
1Y
-99.3%
ISPR
US$3.07
Ispire Technology
7D
4.4%
1Y
-31.3%