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U.S. Tobacco Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies13
  • 7D1.0%
  • 3M-4.1%
  • 1Y-4.9%
  • YTD-14.8%

Over the last 7 days, the Tobacco industry has remained flat. Unfortunately though, the industry is down 5.0% over the past 12 months. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$5.5bUS$6.5bUS$226.8m15.1x24.4x0.9x
Tue, 09 Jun 2026US$5.6bUS$6.5bUS$226.7m14.6x24.8x0.9x
Thu, 07 May 2026US$5.7bUS$6.2bUS$260.3m18.3x22x0.9x
Sat, 04 Apr 2026US$5.6bUS$6.2bUS$257.5m18.8x21.6x0.9x
Mon, 02 Mar 2026US$7.1bUS$6.1bUS$236.1m25.2x30x1.2x
Wed, 28 Jan 2026US$6.7bUS$6.3bUS$263.0m25.1x25.6x1.1x
Fri, 26 Dec 2025US$6.3bUS$6.3bUS$263.5m23.7x23.9x1x
Sun, 23 Nov 2025US$6.4bUS$6.3bUS$260.6m22.6x24.4x1x
Tue, 21 Oct 2025US$6.1bUS$6.3bUS$190.5m29.7x32.3x1x
Thu, 18 Sep 2025US$6.7bUS$6.3bUS$191.2m33.3x35.3x1.1x
Sat, 16 Aug 2025US$6.0bUS$6.2bUS$188.0m29x32x1x
Mon, 14 Jul 2025US$5.8bUS$6.4bUS$199.9m20.6x29.1x0.9x
Wed, 11 Jun 2025US$5.8bUS$6.3bUS$194.8m21.2x29.9x0.9x
Fri, 09 May 2025US$5.4bUS$6.3bUS$213.3m19.3x25.2x0.9x
Sun, 06 Apr 2025US$4.9bUS$6.1bUS$205.6m15.7x23.7x0.8x
Tue, 04 Mar 2025US$6.1bUS$6.1bUS$194.0m19.1x31.6x1x
Thu, 30 Jan 2025US$5.5bUS$5.8bUS$183.3m22.3x29.9x0.9x
Sat, 28 Dec 2024US$5.4bUS$5.8bUS$182.7m22.3x29.7x0.9x
Mon, 25 Nov 2024US$5.2bUS$5.8bUS$183.4m23.3x28.6x0.9x
Wed, 23 Oct 2024US$4.5bUS$5.8bUS$253.5m10.3x17.7x0.8x
Fri, 20 Sep 2024US$4.6bUS$5.8bUS$256.0m11.2x17.9x0.8x
Sun, 18 Aug 2024US$4.6bUS$5.8bUS$255.5m11.5x17.9x0.8x
Tue, 16 Jul 2024US$4.7bUS$5.6bUS$243.8m15x19.1x0.8x
Thu, 13 Jun 2024US$4.6bUS$5.6bUS$244.1m12.9x18.7x0.8x
Sat, 11 May 2024US$4.9bUS$5.4bUS$224.3m12x21.9x0.9x
Mon, 08 Apr 2024US$4.9bUS$5.4bUS$220.8m10.7x22x0.9x
Wed, 06 Mar 2024US$5.2bUS$5.5bUS$20.5m10.5x254.9x1x
Fri, 02 Feb 2024US$5.4bUS$5.6b-US$19,731,482.0024.2x-273.9x1x
Sun, 31 Dec 2023US$5.8bUS$5.6b-US$29,770,381.0026.1x-194.4x1x
Tue, 28 Nov 2023US$6.0bUS$5.6b-US$29,866,071.0022.3x-200.3x1.1x
Thu, 26 Oct 2023US$4.5bUS$5.6bUS$54.9m28.7x81.8x0.8x
Sat, 23 Sep 2023US$4.5bUS$5.6bUS$55.0m32.6x81x0.8x
Mon, 21 Aug 2023US$4.6bUS$5.6bUS$53.0m34.3x86.2x0.8x
Wed, 19 Jul 2023US$4.7bUS$5.7bUS$90.4m25.4x51.7x0.8x
Price to Earnings Ratio

51.7x


Total Market Cap: US$4.7bTotal Earnings: US$90.4mTotal Revenue: US$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 2.1x202420252026
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 24.6x which is higher than its 3-year average PE of 2.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Tobacco industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market0.81%
Consumer Staples-0.96%
Tobacco0.99%
Tobacco0.99%
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$87.652.0%
+US$33.1m		21.3%PE30.6x
RLX RLX TechnologyUS$1.951.0%
+US$24.4m		-14.1%PE16.4x
ISPR Ispire TechnologyUS$1.6332.5%
+US$23.0m		-42.4%PS1x
XXII 22nd Century GroupUS$4.235.5%
+US$49.0k		-99.8%PS0.2x

Latest News

RLX
US$1.95
RLX Technology
7D
1.0%
1Y
-14.1%
Narrative Update • Jul 10

RLX: Cautious Margins And Completed Buyback Will Support Future Upside Potential

Analysts have adjusted their price target on RLX Technology to $2.98 from $3.14, reflecting slightly more conservative assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their models. What's in the News No recent company specific news for RLX Technology was identified in the provided sources.
MO
US$71.79
Altria Group
7D
-1.3%
1Y
24.2%
Seeking Alpha • Jul 10

Altria Group: High Dividends Are Much More Addictive Than Nicotine

Summary Altria Group earns a buy rating for its robust cash flow, strong dividend coverage, and defensive qualities amid declining smoking trends. MO's pricing power and brand loyalty offset shipment declines, with Marlboro maintaining a 39.7% market share and premium dominance. Product diversification into e-vapor and oral nicotine, plus a stake in Anheuser-Busch, supports operational resilience and liquidity. Valuation remains attractive, with a 9–14% margin of safety and technicals indicating consolidation but ongoing buying opportunities. Read the full article on Seeking Alpha
PM
US$181.62
Philip Morris International
7D
-0.4%
1Y
1.0%
Seeking Alpha • Jul 09

Philip Morris International's Earnings Preview: I'm Not Buying

Summary Philip Morris International Inc. remains a Hold, driven by strong business fundamentals but limited upside due to valuation premium. PM's smoke-free products will soon comprise 50% of business, underpinning long-term growth and differentiation from peers. I expect Q2 2026 to show improved organic growth and EPS growth exceeding 8%, outpacing consensus. Despite operational strength and dividend reliability, PM's ~22x forward P/E limits total return potential to below 10%. Read the full article on Seeking Alpha
ISPR
US$1.63
Ispire Technology
7D
32.5%
1Y
-42.4%
TPB
US$87.65
Turning Point Brands
7D
2.0%
1Y
21.3%
XXII
US$4.23
22nd Century Group
7D
5.5%
1Y
-99.8%