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U.S. Tobacco Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies14
  • 7D-2.7%
  • 3M-11.1%
  • 1Y-22.3%
  • YTD-23.0%

Over the last 7 days, the Tobacco industry has dropped 2.7%, driven by declines in AIR Global and RLX Technology of 6.2% and 3.2%, respectively. However, the industry is down 22% over the past year. Looking forward, earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026US$6.6bUS$6.4bUS$187.2m15.1x35.2x1x
Thu, 23 Jul 2026US$6.5bUS$6.5bUS$226.9m13.9x28.8x1x
Sat, 20 Jun 2026US$5.3bUS$6.5bUS$227.0m15x23.4x0.8x
Mon, 18 May 2026US$5.8bUS$6.2bUS$250.4m17.7x23.3x0.9x
Wed, 15 Apr 2026US$5.8bUS$6.2bUS$258.9m17.5x22.3x0.9x
Fri, 13 Mar 2026US$6.0bUS$6.1bUS$234.4m24.2x25.5x1x
Sun, 08 Feb 2026US$7.0bUS$6.3bUS$263.2m24.8x26.7x1.1x
Tue, 06 Jan 2026US$6.4bUS$6.3bUS$263.8m25.5x24.3x1x
Thu, 04 Dec 2025US$6.3bUS$6.3bUS$261.3m20.1x24x1x
Sat, 01 Nov 2025US$6.0bUS$6.3bUS$190.6m30.4x31.6x1x
Mon, 29 Sep 2025US$6.6bUS$6.3bUS$190.3m32.2x34.5x1x
Wed, 27 Aug 2025US$6.5bUS$6.3bUS$203.1m34.9x32.1x1x
Fri, 25 Jul 2025US$5.9bUS$6.4bUS$200.1m21.2x29.6x0.9x
Sun, 22 Jun 2025US$5.7bUS$6.4bUS$199.9m20.9x28.7x0.9x
Tue, 20 May 2025US$5.4bUS$6.3bUS$219.6m18.9x24.7x0.9x
Thu, 17 Apr 2025US$4.7bUS$6.1bUS$205.3m15.9x23x0.8x
Sat, 15 Mar 2025US$5.7bUS$6.1bUS$181.7m16.5x31.3x0.9x
Mon, 10 Feb 2025US$5.9bUS$5.8bUS$178.9m25.1x32.9x1x
Wed, 08 Jan 2025US$5.5bUS$5.8bUS$182.4m20.9x30x0.9x
Fri, 06 Dec 2024US$5.2bUS$5.8bUS$183.2m23.8x28.6x0.9x
Sun, 03 Nov 2024US$4.6bUS$5.8bUS$253.0m11x18.1x0.8x
Tue, 01 Oct 2024US$4.6bUS$5.9bUS$254.9m11x18.2x0.8x
Thu, 29 Aug 2024US$4.7bUS$5.8bUS$255.3m11x18.3x0.8x
Sat, 27 Jul 2024US$4.8bUS$5.6bUS$243.9m15.8x19.5x0.9x
Mon, 24 Jun 2024US$4.6bUS$5.6bUS$243.8m13.2x18.8x0.8x
Wed, 22 May 2024US$4.9bUS$5.5bUS$246.9m11.8x20x0.9x
Fri, 19 Apr 2024US$4.9bUS$5.4bUS$220.7m10.9x22.2x0.9x
Sun, 17 Mar 2024US$5.2bUS$5.5bUS$82.5m11x63.4x0.9x
Tue, 13 Feb 2024US$5.4bUS$5.6b-US$8,196,174.8622x-659.8x1x
Thu, 11 Jan 2024US$5.5bUS$5.6b-US$19,716,733.0024.7x-280.4x1x
Sat, 09 Dec 2023US$5.8bUS$5.6b-US$29,887,958.0023.8x-192.8x1x
Mon, 06 Nov 2023US$4.7bUS$5.6bUS$61.2m29.1x76.6x0.8x
Wed, 04 Oct 2023US$4.5bUS$5.6bUS$55.0m31x82.3x0.8x
Fri, 01 Sep 2023US$4.6bUS$5.6bUS$53.2m34x87.1x0.8x
Price to Earnings Ratio

87.1x


Total Market Cap: US$4.6bTotal Earnings: US$53.2mTotal Revenue: US$5.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 1x202420252026
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 35.2x which is higher than its 3-year average PE of 1.0x.
  • 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 grown 52% per year over the last three years.
  • Revenues for these companies have grown 4.5% 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 Market-1.55%
Consumer Staples1.04%
Tobacco-2.67%
Tobacco-2.67%
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
PM Philip Morris InternationalUS$191.463.8%
+US$10.8b		14.4%PE27.5x
MO Altria GroupUS$68.477.1%
+US$7.5b		2.1%PE14.4x
UVV UniversalUS$45.622.9%
+US$32.4m		-18.4%PE59.4x

Latest News

PM
US$191.46
Philip Morris International
7D
3.8%
1Y
14.4%
MO
US$68.47
Altria Group
7D
7.1%
1Y
2.1%
Seeking Alpha • Aug 23

Altria: Attractive Yield, But I'm Still Waiting For A Better Entry

Summary Altria is rated a hold, with shares fairly valued at 11.76x forward earnings and a 6%+ dividend yield. Q2 earnings were mixed: EPS missed by $0.02, but revenue beat by $760M. Buybacks and dividend coverage remain robust. Smoke-free product growth is promising, but oral tobacco segment weakness and cigarette volume declines are key risks. I await a further 10%-20% price drop for a better margin of safety, despite raised full-year EPS guidance. Read the full article on Seeking Alpha
AIIR
US$7.22
AIR Global
7D
-6.2%
1Y
-30.4%
ISPR
US$1.37
Ispire Technology
7D
-12.7%
1Y
-53.6%
RLX
US$1.81
RLX Technology
7D
-3.2%
1Y
-24.6%
Narrative Update • Aug 17

RLX: International Expansion And Margin Pressures Will Shape Future Stock Upside

Analysts have revised their fair value estimate for RLX Technology to $2.08 from $2.33. The update reflects changes in assumptions related to revenue growth, margins, the discount rate, and future P/E expectations.
TPB
US$83.46
Turning Point Brands
7D
-2.2%
1Y
-14.1%
UVV
US$45.62
Universal
7D
2.9%
1Y
-18.4%
XXII
US$3.68
22nd Century Group
7D
-10.6%
1Y
-99.4%