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U.S. Tobacco Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies14
  • 7D0.8%
  • 3M-7.9%
  • 1Y-5.0%
  • YTD-15.5%

Over the last 7 days, the Tobacco industry has remained flat, although notably Philip Morris International gained 3.1%. Unfortunately though, the industry is down 5.0% over the past 12 months. 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
Wed, 17 Jun 2026US$5.6bUS$6.5bUS$227.2m15.3x24.4x0.9x
Fri, 15 May 2026US$5.9bUS$6.2bUS$250.9m18.1x23.4x0.9x
Sun, 12 Apr 2026US$5.7bUS$6.2bUS$258.6m17.2x21.9x0.9x
Tue, 10 Mar 2026US$6.0bUS$6.1bUS$233.8m24.5x25.7x1x
Thu, 05 Feb 2026US$6.9bUS$6.3bUS$263.2m23.5x26.2x1.1x
Sat, 03 Jan 2026US$6.4bUS$6.3bUS$263.7m25.9x24.2x1x
Mon, 01 Dec 2025US$6.5bUS$6.3bUS$261.1m21.9x24.7x1x
Wed, 29 Oct 2025US$6.1bUS$6.3bUS$190.8m30.1x32.2x1x
Fri, 26 Sep 2025US$6.5bUS$6.3bUS$190.3m32.1x34.3x1x
Sun, 24 Aug 2025US$6.6bUS$6.3bUS$202.9m34.5x32.4x1x
Tue, 22 Jul 2025US$5.8bUS$6.4bUS$199.8m21.3x29.2x0.9x
Thu, 19 Jun 2025US$5.8bUS$6.4bUS$199.7m21.1x29.1x0.9x
Sat, 17 May 2025US$5.3bUS$6.3bUS$219.7m18.9x24.2x0.8x
Mon, 14 Apr 2025US$4.8bUS$6.1bUS$205.5m15.8x23.1x0.8x
Wed, 12 Mar 2025US$5.5bUS$6.0bUS$194.5m16.6x28.5x0.9x
Fri, 07 Feb 2025US$5.6bUS$5.8bUS$182.9m25.1x30.5x1x
Sun, 05 Jan 2025US$5.6bUS$5.8bUS$182.5m22.6x30.6x1x
Tue, 03 Dec 2024US$5.4bUS$5.8bUS$183.1m22.7x29.8x0.9x
Thu, 31 Oct 2024US$4.6bUS$5.8bUS$253.6m10.3x18.1x0.8x
Sat, 28 Sep 2024US$4.9bUS$5.9bUS$254.9m10.8x19.1x0.8x
Mon, 26 Aug 2024US$4.8bUS$5.8bUS$255.3m11.1x18.9x0.8x
Wed, 24 Jul 2024US$4.7bUS$5.6bUS$243.6m15.1x19.3x0.8x
Fri, 21 Jun 2024US$4.5bUS$5.6bUS$243.8m13.3x18.5x0.8x
Sun, 19 May 2024US$5.0bUS$5.5bUS$247.1m12x20.3x0.9x
Tue, 16 Apr 2024US$4.8bUS$5.4bUS$220.7m10.7x21.7x0.9x
Thu, 14 Mar 2024US$5.2bUS$5.5bUS$20.5m11.1x254.9x1x
Sat, 10 Feb 2024US$5.2bUS$5.6b-US$8,134,060.0721.5x-638x0.9x
Mon, 08 Jan 2024US$5.7bUS$5.6b-US$29,843,066.0025.1x-191.7x1x
Wed, 06 Dec 2023US$5.8bUS$5.6b-US$29,854,839.0023.8x-192.9x1x
Fri, 03 Nov 2023US$4.5bUS$5.6bUS$54.9m28.4x81.1x0.8x
Sun, 01 Oct 2023US$4.5bUS$5.6bUS$55.0m31.9x81.2x0.8x
Tue, 29 Aug 2023US$4.5bUS$5.6bUS$53.0m33.8x84.7x0.8x
Thu, 27 Jul 2023US$4.7bUS$5.7bUS$89.4m24.9x52.4x0.8x
Sat, 24 Jun 2023US$4.9bUS$5.7bUS$91.9m28x52.9x0.9x
Price to Earnings Ratio

52.9x


Total Market Cap: US$4.9bTotal Earnings: US$91.9mTotal Revenue: US$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tobacco Industry Price to Earnings3Y Average 2.8x202420252026
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 24.4x which is higher than its 3-year average PE of 2.8x.
  • 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 35% 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 Market2.32%
Consumer Staples1.36%
Tobacco0.81%
Tobacco0.81%
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$184.063.1%
+US$8.7b		0.3%PE25.9x
TPB Turning Point BrandsUS$83.733.2%
+US$50.7m		10.9%PE29.3x
UVV UniversalUS$53.631.2%
+US$15.5m		-9.3%PE41x

Latest News

MO
US$70.19
Altria Group
7D
-1.9%
1Y
19.0%
Analysis Article • 13h

Altria Group (MO) Stock Could Be 7.2% Overvalued After Share Price Dip And Insider Selling

Altria Group (MO) is back in focus after a 3.3% share price decline, sparked by commentary that the stock trades above estimated intrinsic value and paired with insider share sales over the past three months. See our latest analysis for Altria Group. Putting the recent 3.3% drop in context, Altria Group’s share price return is up 22.47% year to date and 7.77% over 90 days, while the 1 year total shareholder return is 27.06% and 5 year total shareholder return is 118.67%. This suggests...
PM
US$184.06
Philip Morris International
7D
3.1%
1Y
0.3%
Analysis Article • Jun 16

Philip Morris International (PM) Stock Could Be 5.9% Undervalued After Dividend And 2026 Guidance

Philip Morris International (PM) is back in focus after reaffirming a quarterly dividend of $1.47 per share and updating its 2026 earnings guidance, as smoke-free products take a larger share of revenue. See our latest analysis for Philip Morris International. Philip Morris International’s recent dividend reaffirmation and updated 2026 earnings guidance come after a period where the share price is up 13.42% year to date, while the 5 year total shareholder return of 130.17% highlights how...
TPB
US$83.73
Turning Point Brands
7D
3.2%
1Y
10.9%
Narrative Update • Jun 15

TPB: Modern Oral Guidance And Q1 Execution Will Support Bullish ReRating

Analysts now keep their fair value target for Turning Point Brands steady at $130. The latest tweaks to discount rate and P/E inputs reflect a mixed set of recent research, where one firm cut its target by $5 while another grew more constructive on the stock.
RLX
US$1.97
RLX Technology
7D
-0.5%
1Y
-10.9%
UVV
US$53.63
Universal
7D
1.2%
1Y
-9.3%
Seeking Alpha • Jun 03

Universal Corp: The Three Reasons Why I Am Downgrading To Hold

Summary Universal Corp (UVV) faces ongoing top- and bottom-line pressure due to persistent tobacco oversupply and margin compression. I shift from a buy to a hold rating, awaiting evidence of top-line growth and improved profitability before turning bullish again. UVV's 6.13% dividend yield remains attractive, but dividend safety is in question as free cash flow barely covers payouts. Valuation appears fair with limited near-term upside; dividend growth significantly above 1% is unlikely given market headwinds. Read the full article on Seeking Alpha
XXII
US$5.74
22nd Century Group
7D
-21.4%
1Y
-99.8%
ISPR
US$1.65
Ispire Technology
7D
-3.5%
1Y
-34.8%