BATS Share Price Performance
UK£44.07
12.25 (38.50%)
3.9% undervalued intrinsic discount
UK£45.85
Fair Value
Price UK£44.07
AnalystConsensusTarget UK£45.85
evd101 UK£59.46
AnalystLowTarget UK£33.35
Fair ValueUK£45.85
Share Pricen/a
British American Tobacco p.l.c. Stock Price
- 4 Narratives written by author
- 13 Comments on narratives written by author
- 408 Fair Values set on narratives written by author
BATS Community Narratives
AN
Fair Value UK£45.85 3.9% undervalued intrinsic discount
Emerging Markets And Digital Transformation Will Enable Long-Term Stability
2users have liked this narrative
1users have commented on this narrative
177users have followed this narrative
EV
Fair Value UK£59.46 25.9% undervalued intrinsic discount
British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value
31users have liked this narrative
9users have commented on this narrative
52users have followed this narrative
AN
Fair Value UK£33.35 32.2% overvalued intrinsic discount
Global Regulation And Shifting Norms Will Curtail Prospects
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value
Management Summary / Key Takeaways British American Tobacco (BAT) is undergoing a strategic transformation that warrants a more optimistic forward-looking analysis than many observers currently provide. Key features of BAT's complex transition include: Dual focus on diversification and careful claims management, balancing the shift away from traditional tobacco while managing legal challenges.Read more
2.3k
users have viewed this narrative31users have liked this narrative
9users have commented on this narrative
52users have followed this narrative
Emerging Markets And Digital Transformation Will Enable Long-Term Stability
Key Takeaways Expansion of reduced-risk products and innovation in emerging markets supports global growth, margin improvement, and earnings resilience. Digital transformation and cost efficiency drive capital allocation, cash generation, and sustained shareholder returns.Read more
927
users have viewed this narrative2users have liked this narrative
1users have commented on this narrative
177users have followed this narrative
AN
UK£45.85
3.9% undervalued intrinsic discount
Fair Value
Revenue
3.44% p.a.
Profit Margin
29.25%
Future PE
15.02x
Price in 2029
UK£58.94
Global Regulation And Shifting Norms Will Curtail Prospects
Key Takeaways Aggressive regulation, shifting consumer attitudes, and ESG-driven divestment are pressuring BAT's traditional revenue streams, valuation, and long-term profitability. Exposure to emerging markets heightens volatility, while illicit competition and bans constrain diversification beyond legacy tobacco products.Read more
215
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
UK£33.35
32.2% overvalued intrinsic discount
Fair Value
Revenue
2.19% p.a.
Profit Margin
25.88%
Future PE
12.81x
Price in 2029
UK£42.88
Modern Oral Products Will Unlock Emerging Market Opportunities
Key Takeaways Rapid expansion in Modern Oral products, digital transformation, and global reach position BAT for faster-than-expected growth in revenue, margins, and earnings. Market leadership and regulatory shifts in New Categories support resilient cash flow and strong long-term revenue expansion across diverse regions.Read more
47
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
UK£52
15.3% undervalued intrinsic discount
Fair Value
Revenue
4.9% p.a.
Profit Margin
31.25%
Future PE
15.48x
Price in 2028
UK£65.89
Trending Discussion
Recently Updated Narratives
EV
British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value
Fair Value: UK£59.46 25.9% undervalued intrinsic discount
52 followersusers have followed this narrative
9 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
BATS: Future Returns Will Reflect Dividend Dependability And Measured Revenue Outlook
Fair Value: UK£45.85 3.9% undervalued intrinsic discount
177 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
BATS: Lower Earnings Quality And Guidance Will Constrain Future Upside
Fair Value: UK£33.35 32.2% overvalued intrinsic discount
7 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
British American Tobacco p.l.c. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 30, 2026
- 3.54
- 82.65%
- 29.98%
- 71.7%
About BATS
- Founded
- 1902
- Employees
- 47797
- CEO
- WebsiteView website
British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the United States, Europe, Latin America, Canada, the Asia-Pacific, the Middle East, Central Asia, Caucasus, and Africa. The company offers vapour products; heated products, which consists of a battery-powered device and a plant-based substance consumable that is heated; modern oral products, such as nicotine pouches; combustibles, including cigarette sticks and other tobacco stick products; traditional oral products, such as snus and moist snuff; and fine cut/roll-your-own tobacco products. It sells its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel Snus brands, as well as Vogue, Viceroy, Kool, Peter Stuyvesant, Craven A, and State Express 555 brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is headquartered in London, the United Kingdom.
