Altria Group, Inc. · MO
$5.5B
$5.1B
$4.8B
$5.4B
$5.4B
$5.1B
$4.8B
$5.4B
$5.3B
$5.0B
$4.7B
$5.3B
$5.3B
$5.1B
$4.5B
$5.3B
$5.3B
$5.1B
$4.8B
—
20-quarter listed-company comparison
Tobacco Stocks
Tobacco: Universal Corporation owns the largest revenue base; Turning Point Brands, Inc. has the fastest current growth.
01 · the industry itself · before any single company
How has Tobacco moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 2% behind S&P 500. Earnings across its companies grew 17% on average over the last four reported quarters.
BASING · 1y −24.5%✓Moving with the index0 of 7 companies ahead of S&P 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more
RS — · 2/7 >200d (−1) · 0/7 lead (+0) · EPS 4/6↑
Tobacco, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Tobacco, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Tobacco, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 7 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
02 · sector relative strength, before individual stocks
Is Tobacco outperforming S&P 500?
Tobacco has underperformed S&P 500 by 20.2% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 10.8%. 0 of 6 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is broad. Philip Morris International Inc. is the strongest against the sector itself at +15.6%.
-10.8%Sector vs S&P 500 · 13 weeks
-20.2%Sector vs S&P 500 · 52 weeks
0/6Stocks leading S&P 500
4/6Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Tobacco has underperformed S&P 500 by 20.2% over 52 weeks and 10.8% over 13 weeks. 0 of 6 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 6 beat the sector itself. Universal Corporation leads with revenue of $2,924 million, based on 2 of 6 comparable companies through Mar 2026.
Companies
6
complete canonical membership
Combined market value
$536.5B
Philip Morris International Inc.
Revenue growing
1/2
positive TTM year-on-year growth
Beating S&P 500
0/6
positive Mansfield relative strength
Comparing 2 of 6
03 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Altria Group, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Universal Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
British American Tobacco p.l.c. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Altria Group, Inc.MO | 68.1/100Thin evidence · provisional58% evidence | ASLEEP | 22.2/35 Revenue — · PAT — · OPM change 22.5 pp 45% evidence | 18.5/25 ROCE 12.3% · OPM 62.1% 76% evidence | 11.5/20 P/E 15.2× · PEG — 15% evidence | 15.9/20 RS sector 8.4% · RS bench -7.1% · 1Y 6%2 of 12 weeks ahead 100% evidence |
| Exact sum: 22.2 + 18.5 + 11.5 + 15.9 = 68.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 2Philip Morris International Inc.PM | 66.4/100Thin evidence · provisional58% evidence | BREAKING OUT | 21.1/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence | 16.3/25 ROCE 11% · OPM 38.4% 76% evidence | 10.0/20 P/E 26× · PEG — 15% evidence | 19.0/20 RS sector 15.6% · RS bench -0.9% · 1Y 9.8%3 of 12 weeks ahead 100% evidence |
| Exact sum: 21.1 + 16.3 + 10 + 19 = 66.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3Turning Point Brands, Inc.TPB | 45.7/100Mixed-negative evidence75% evidence | ASLEEP | 19.0/35 Revenue 25.3% · PAT 52.3% · OPM change -11.8 pp 83% evidence | 9.2/25 ROCE 2.1% · OPM 10% 76% evidence | 12.7/20 P/E 29.5× · PEG 1.02 65% evidence | 4.8/20 RS sector -10.1% · RS bench -23.6% · 1Y -14.8%1 of 12 weeks ahead 70% evidence |
| Exact sum: 19 + 9.2 + 12.7 + 4.8 = 45.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4Universal CorporationUVV | 31.9/100Adverse evidence75% evidence | BASING | 4.7/35 Revenue -0.8% · PAT -50.4% · OPM change -8.2 pp 83% evidence | 4.5/25 ROCE -0.7% · OPM -2.1% 76% evidence | 13.5/20 P/E 40.5× · PEG 0.33 65% evidence | 9.2/20 RS sector 3.1% · RS bench -11.9% · 1Y 0.7%0 of 12 weeks ahead 70% evidence |
| Exact sum: 4.7 + 4.5 + 13.5 + 9.2 = 31.9 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 5British American Tobacco p.l.c.BTI | 51.4/100Thin evidence · provisional43% evidence | BASING | 17.0/35 Revenue — · PAT — · OPM change — 12% evidence | 9.3/25 ROCE 2.3% · OPM — 61% evidence | 10.8/20 P/E 16× · PEG — 15% evidence | 14.3/20 RS sector 6.7% · RS bench -8.6% · 1Y 3.3%1 of 12 weeks ahead 100% evidence |
| Exact sum: 17 + 9.3 + 10.8 + 14.3 = 51.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 6AIR Global PLCAIIR | 43.0/100Thin evidence · provisional14% evidence | ASLEEP | 17.5/35 Revenue — · PAT — · OPM change — 0% evidence | 12.5/25 ROCE — · OPM — 0% evidence | 10.0/20 P/E — · PEG — 0% evidence | 3.0/20 RS sector -33% · RS bench -43.2% · 1Y -41.9%0 of 12 weeks ahead 70% evidence |
| Exact sum: 17.5 + 12.5 + 10 + 3 = 43 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
04 · what price has already done
Market action
Philip Morris International Inc. has the strongest one-year price move in Tobacco at +9.8%. It also leads on Mansfield relative strength against the S&P 500 at -0.9%. 0 of 6 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
Price and relative strength
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Tobacco itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · compare level, then change
Revenue Scale & Growth Durability
Universal Corporation has the highest Revenue among the 6 Tobacco companies compared here, at $2,924 million. Turning Point Brands, Inc. is next at $481 million. Turning Point Brands, Inc. has the highest Revenue growth at 25.3%, so level and change sit with different companies. 2 of 6 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Universal Corporation is the scale leader at $2,924 million, 507.9% ahead of Turning Point Brands, Inc.. Turning Point Brands, Inc.'s growth is 25.3% from a $481 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderUniversal Corporation · $2,924 million
Gap507.9% versus #2 · Turning Point Brands, Inc.
Persistence5/8 recent comparable periods
Coverage2/6 companies · 85 observations
Investor read: Universal Corporation is the scale benchmark; Turning Point Brands, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Universal Corporation's growth falls below Turning Point Brands, Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue · company comparison
2/6 level · 2/6 change
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| British American Tobacco p.l.c. BTI | $13.5B | 0.1% | Jun 2026 |
| Philip Morris International Inc. PM | $10.1B | 9.1% | Jun 2026 |
| Altria Group, Inc. MO | $4.8B | 5.3% | Jun 2026 |
| Universal Corporation UVV | $715M | 1.9% | Mar 2026 |
| Turning Point Brands, Inc. TPB | $124M | 17% | Mar 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter history
British American Tobacco p.l.c. · BTI
—
$13.5B
—
$12.9B
—
$14.8B
—
$13.4B
—
$13.8B
—
$12.3B
—
$13.5B
—
$12.1B
—
$13.5B
—
—
Philip Morris International Inc. · PM
$8.1B
$8.1B
$7.7B
$7.8B
$8.0B
$8.2B
$8.0B
$9.0B
$9.1B
$9.0B
$8.8B
$9.5B
$9.9B
$9.7B
$9.3B
$10.1B
$10.8B
$10.4B
$10.1B
—
Turning Point Brands, Inc. · TPB
$110M
$105M
$101M
$103M
$108M
$103M
$101M
$106M
$102M
$97M
$83M
$93M
$91M
$94M
$106M
$117M
$119M
$121M
$124M
—
Universal Corporation · UVV
$454M
$653M
$647M
$430M
$651M
$795M
$694M
$518M
$638M
$822M
$771M
$597M
$711M
$937M
$702M
$594M
$754M
$861M
$715M
—
Revenue growth · reported quarter history
Altria Group, Inc. · MO
—
—
—
-4.3%
-2.2%
-0.1%
-1.2%
1.2%
-2.5%
-1.2%
-1.0%
-3.0%
1.3%
1.6%
-4.2%
0.3%
-1.7%
-0.5%
5.3%
—
British American Tobacco p.l.c. · BTI
—
0.0%
—
5.7%
—
9.5%
—
4.4%
—
-6.4%
—
-8.2%
—
-2.3%
—
-2.2%
—
0.1%
—
—
Philip Morris International Inc. · PM
—
—
—
3.1%
-1.1%
0.6%
3.5%
14%
14%
11%
9.7%
5.6%
8.4%
7.3%
5.8%
7.1%
9.4%
6.8%
9.1%
—
Turning Point Brands, Inc. · TPB
—
—
—
-16%
-1.8%
-1.9%
0.0%
2.9%
-5.6%
-5.8%
-18%
-12%
-11%
-3.1%
28%
26%
31%
29%
17%
—
Universal Corporation · UVV
—
—
—
23%
43%
22%
7.3%
20%
-2.0%
3.4%
11%
15%
11%
14%
-9.0%
-0.5%
6.1%
-8.1%
1.9%
—
06 · compare level, then change
Operating Economics & Margin Trend
Altria Group, Inc. has the highest OPM among the 6 Tobacco companies compared here, at 62.1%. Philip Morris International Inc. is next at 38.4%. The same company also holds the highest Margin change, at +22.5 percentage points. 4 of 6 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Altria Group, Inc. leads both opm at 62.1% and margin change at +22.5 percentage points.
LeaderAltria Group, Inc. · 62.1%
Gap61.7% versus #2 · Philip Morris International Inc.
Persistence5/8 recent comparable periods
Coverage4/6 companies · 76 observations
Investor read: Altria Group, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
Margin changefastest expanders
Operating margin · company comparison
4/6 level · 4/6 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Altria Group, Inc. MO | 62% | +22.5 pp | Jun 2026 |
| Philip Morris International Inc. PM | 38% | +0.3 pp | Jun 2026 |
| Turning Point Brands, Inc. TPB | 10% | −11.8 pp | Mar 2026 |
| Universal Corporation UVV | -2.1% | −8.2 pp | Mar 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Altria Group, Inc. · MO
53%
54%
60%
58%
58%
55%
58%
53%
59%
56%
57%
48%
59%
56%
40%
61%
62%
33%
62%
—
Philip Morris International Inc. · PM
43%
36%
43%
39%
37%
36%
34%
21%
37%
32%
35%
36%
37%
34%
38%
37%
39%
33%
38%
—
Turning Point Brands, Inc. · TPB
20%
18%
19%
18%
18%
18%
18%
20%
20%
25%
23%
25%
23%
19%
22%
23%
22%
17%
10%
—
Universal Corporation · UVV
6.6%
9.6%
8.8%
3.1%
5.8%
9.8%
7.5%
2.1%
8.7%
11%
8.8%
2.9%
9.7%
11%
6.1%
5.7%
9.0%
9.5%
-2.1%
—
Margin change · reported quarter history
Altria Group, Inc. · MO
—
—
—
+1.0 pp
+4.1 pp
+1.7 pp
−1.9 pp
−4.4 pp
+1.0 pp
+0.3 pp
−1.2 pp
−5.4 pp
+0.5 pp
+0.7 pp
−17.1 pp
+13.1 pp
+2.5 pp
−23.9 pp
+22.5 pp
—
Philip Morris International Inc. · PM
—
—
—
−2.2 pp
−5.5 pp
−0.5 pp
−8.5 pp
−17.8 pp
−0.1 pp
−4.0 pp
+0.5 pp
+15.2 pp
0.0 pp
+1.7 pp
+3.5 pp
+0.2 pp
+2.4 pp
−1.0 pp
+0.3 pp
—
Turning Point Brands, Inc. · TPB
—
—
—
−2.7 pp
−2.0 pp
−0.1 pp
−1.4 pp
+1.9 pp
+1.5 pp
+7.4 pp
+5.5 pp
+5.0 pp
+3.0 pp
−6.0 pp
−1.4 pp
−1.9 pp
−1.1 pp
−2.6 pp
−11.8 pp
—
Universal Corporation · UVV
—
—
—
+0.1 pp
−0.8 pp
+0.2 pp
−1.3 pp
−1.0 pp
+2.9 pp
+0.8 pp
+1.3 pp
+0.8 pp
+1.0 pp
+0.5 pp
−2.7 pp
+2.8 pp
−0.7 pp
−1.6 pp
−8.2 pp
—
07 · compare level, then change
Profit Scale & Acceleration
Turning Point Brands, Inc. has the highest Net profit among the 6 Tobacco companies compared here, at $67 million. Universal Corporation is next at $56 million. The same company also holds the highest Profit growth, at 52.3%. 2 of 6 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Turning Point Brands, Inc. leads with $67 million of TTM profit, 19.6% above Universal Corporation. Turning Point Brands, Inc. shows 52.3% growth from a $67 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderTurning Point Brands, Inc. · $67 million
Gap19.6% versus #2 · Universal Corporation
Persistence6/8 recent comparable periods
Coverage2/6 companies · 85 observations
Investor read: Turning Point Brands, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profit · company comparison
2/6 level · 2/6 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| British American Tobacco p.l.c. BTI | $3.2B | 0.1% | Jun 2026 |
| Philip Morris International Inc. PM | $3.0B | 13% | Jun 2026 |
| Altria Group, Inc. MO | $2.2B | 103% | Jun 2026 |
| Turning Point Brands, Inc. TPB | $14M | -13% | Mar 2026 |
| Universal Corporation UVV | $-35M | -350% | Mar 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Altria Group, Inc. · MO
$-2.7B
$1.6B
$2.0B
$891M
$224M
$2.7B
$1.8B
$2.1B
$2.2B
$2.1B
$2.1B
$3.8B
$2.3B
$3.0B
$1.1B
$2.4B
$2.4B
$1.1B
$2.2B
—
British American Tobacco p.l.c. · BTI
—
$3.6B
—
$1.9B
—
$4.9B
—
$4.0B
—
$-18.2B
—
$4.6B
—
$-1.4B
—
$4.6B
—
$3.2B
—
—
Philip Morris International Inc. · PM
$2.5B
$2.2B
$2.5B
$2.3B
$2.2B
$2.3B
$2.1B
$1.0B
$2.1B
$2.3B
$2.1B
$2.4B
$2.7B
$-271M
$2.6B
$2.8B
$3.3B
$2.5B
$3.0B
—
Turning Point Brands, Inc. · TPB
$13M
$11M
$11M
$5M
$11M
$-16M
$7M
$10M
$11M
$10M
$12M
$13M
$12M
$3M
$16M
$17M
$24M
$12M
$14M
—
Universal Corporation · UVV
$22M
$44M
$34M
$3M
$19M
$51M
$57M
$-5M
$31M
$61M
$46M
$-3M
$34M
$68M
$14M
$14M
$35M
$42M
$-35M
—
Profit growth · reported quarter history
Altria Group, Inc. · MO
—
—
—
-59%
—
66%
-8.8%
138%
867%
-23%
19%
80%
5.9%
48%
-49%
-37%
3.6%
-63%
103%
—
British American Tobacco p.l.c. · BTI
—
20%
—
-42%
—
35%
—
108%
—
-471%
—
13%
—
—
—
0.1%
—
—
—
—
Philip Morris International Inc. · PM
—
—
—
1.6%
-13%
7.5%
-19%
-55%
-6.0%
-2.1%
0.2%
128%
31%
-112%
28%
17%
20%
—
13%
—
Turning Point Brands, Inc. · TPB
—
—
—
-67%
-15%
-245%
-36%
100%
0.0%
—
71%
30%
9.1%
-70%
33%
31%
100%
300%
-13%
—
Universal Corporation · UVV
—
—
—
-25%
-14%
16%
68%
-267%
63%
20%
-19%
—
9.7%
11%
-70%
—
2.9%
-38%
-350%
—
08 · compare level, then change
Return On Capital Employed
Altria Group, Inc. has the highest ROCE among the 6 Tobacco companies compared here, at 12.3%. Philip Morris International Inc. is next at 11%. Philip Morris International Inc. has the highest ROCE change at +2.1 percentage points, so level and change sit with different companies. 5 of 6 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Altria Group, Inc. leads ROCE at 12.3%, 1.3 percentage points above Philip Morris International Inc.. Philip Morris International Inc. has the strongest latest improvement at +2.1 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderAltria Group, Inc. · 12.3%
Gap11.8% versus #2 · Philip Morris International Inc.
Persistence5/8 recent comparable periods
Coverage5/6 companies · 98 observations
Investor read: Altria Group, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
ROCE changefastest improvers
Return on capital · company comparison
5/6 level · 5/6 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Altria Group, Inc. MO | 12% | −0.1 pp | Jun 2026 |
| Philip Morris International Inc. PM | 11% | +2.1 pp | Jun 2026 |
| British American Tobacco p.l.c. BTI | 2.3% | −0.3 pp | Jun 2026 |
| Turning Point Brands, Inc. TPB | 2.1% | −2.6 pp | Mar 2026 |
| Universal Corporation UVV | -0.7% | −2.6 pp | Mar 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Altria Group, Inc. · MO
8.5%
7.9%
8.5%
9.3%
11%
9.5%
9.7%
11%
12%
10%
10%
9.7%
12%
11%
7.1%
12%
12%
6.3%
12%
12%
British American Tobacco p.l.c. · BTI
2.2%
2.2%
1.4%
1.4%
2.7%
2.7%
2.2%
2.2%
-9.1%
-9.1%
1.8%
1.8%
-0.7%
-0.7%
2.6%
2.6%
2.5%
2.5%
2.3%
2.3%
Philip Morris International Inc. · PM
15%
13%
14%
14%
14%
10%
7.7%
6.4%
11%
7.9%
6.6%
8.4%
8.6%
8.4%
8.5%
8.9%
10%
8.2%
9.4%
11%
Turning Point Brands, Inc. · TPB
4.5%
3.7%
3.4%
3.2%
3.5%
3.4%
3.3%
3.8%
3.9%
4.9%
3.9%
4.8%
4.6%
3.9%
4.7%
5.5%
4.6%
3.5%
2.1%
—
Universal Corporation · UVV
1.5%
3.1%
2.8%
0.7%
1.9%
3.7%
2.5%
0.5%
2.6%
4.0%
3.1%
0.8%
3.2%
4.7%
1.9%
1.5%
3.0%
3.7%
-0.7%
—
ROCE change · reported quarter history
Altria Group, Inc. · MO
—
—
—
—
+2.4 pp
+1.6 pp
+1.2 pp
+1.5 pp
+1.0 pp
+0.6 pp
+0.3 pp
−1.1 pp
+0.2 pp
+0.6 pp
−2.9 pp
+2.7 pp
+0.1 pp
−4.4 pp
+4.4 pp
−0.1 pp
British American Tobacco p.l.c. · BTI
—
—
—
—
+0.5 pp
+0.5 pp
+0.8 pp
+0.8 pp
−11.8 pp
−11.8 pp
−0.4 pp
−0.4 pp
+8.4 pp
+8.4 pp
+0.8 pp
+0.8 pp
+3.2 pp
+3.2 pp
−0.3 pp
−0.3 pp
Philip Morris International Inc. · PM
—
—
—
—
−1.0 pp
−2.1 pp
−6.7 pp
−7.1 pp
−2.6 pp
−2.5 pp
−1.1 pp
+2.0 pp
−2.4 pp
+0.5 pp
+1.9 pp
+0.5 pp
+1.6 pp
−0.2 pp
+0.9 pp
+2.1 pp
Turning Point Brands, Inc. · TPB
—
—
—
—
−1.0 pp
−0.3 pp
−0.1 pp
+0.6 pp
+0.4 pp
+1.5 pp
+0.6 pp
+1.0 pp
+0.7 pp
−1.0 pp
+0.8 pp
+0.7 pp
0.0 pp
−0.4 pp
−2.6 pp
—
Universal Corporation · UVV
—
—
—
—
+0.4 pp
+0.6 pp
−0.3 pp
−0.2 pp
+0.7 pp
+0.3 pp
+0.6 pp
+0.3 pp
+0.6 pp
+0.7 pp
−1.2 pp
+0.7 pp
−0.2 pp
−1.0 pp
−2.6 pp
—
09 · compare level, then change
Valuation Against Growth & Quality
Universal Corporation has the lowest PEG among the 6 Tobacco companies compared here, at 0.33×. Turning Point Brands, Inc. is next at 1.02×. Altria Group, Inc. has the lowest P/E at 15.2×, so level and change sit with different companies. 2 of 6 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Universal Corporation has the lowest comparable PEG at 0.33×, 67.6% below Turning Point Brands, Inc.. Only 2 of 6 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderUniversal Corporation · 0.33×
Gap67.6% versus #2 · Turning Point Brands, Inc.
Persistence0/8 recent comparable periods
Coverage2/6 companies · 15 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
P/Elowest P/E
Valuation · company comparison
2/6 level · 5/6 change
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Turning Point Brands, Inc. TPB | 1.0 | 29.5 | Mar 2026 |
| Philip Morris International Inc. PM | 0.5 | 26.0 | Jun 2026 |
| Altria Group, Inc. MO | 0.4 | 15.2 | Jun 2026 |
| Universal Corporation UVV | 0.3 | 40.5 | Mar 2026 |
| British American Tobacco p.l.c. BTI | — | 16.0 | Jun 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Altria Group, Inc. · MO
—
—
—
—
—
—
—
—
—
0.2
0.2
0.2
0.4
0.2
0.4
—
—
—
—
—
Philip Morris International Inc. · PM
—
—
—
—
—
—
—
—
—
—
—
1.9
0.9
—
—
—
—
—
0.5
—
Turning Point Brands, Inc. · TPB
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
2.7
0.7
1.0
—
Universal Corporation · UVV
—
—
—
—
—
—
0.3
—
0.3
0.3
—
—
—
—
—
—
—
—
—
—
P/E · reported quarter history
Altria Group, Inc. · MO
30.8
35.4
31.9
43.1
15.7
14.3
14.4
11.9
8.6
8.8
9.1
7.9
8.6
8.0
10.1
11.3
12.6
14.0
13.8
15.2
British American Tobacco p.l.c. · BTI
9.3
9.4
12.1
15.0
12.1
11.3
8.4
6.8
—
—
—
—
—
21.3
23.3
24.8
16.2
12.1
13.8
16.0
Philip Morris International Inc. · PM
16.5
16.3
16.3
17.0
14.8
17.4
17.4
18.9
18.0
18.7
17.9
17.9
19.3
26.6
32.7
34.6
29.4
22.1
23.3
26.0
Turning Point Brands, Inc. · TPB
18.2
15.0
13.6
13.1
10.5
12.4
55.3
39.4
39.1
13.1
12.9
13.3
17.1
28.1
26.1
31.7
34.8
34.9
29.5
—
Universal Corporation · UVV
12.2
13.7
16.7
17.4
12.9
13.7
10.6
10.8
9.7
12.7
10.8
9.9
11.1
10.9
14.8
14.2
12.6
15.6
40.5
—
10 · before the conclusion, check the blind spots
What can make this comparison misleading?
This Tobacco comparison names 5 specific ways its own evidence can mislead, all listed below. All 6 companies here report on comparable dates, so no rank carries a stale marker. 3 of the 5 ranked sections have fewer than three usable current readings. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- Thin comparisons: Revenue, Net profit, Valuation have fewer than three usable current readings.
11 · evidence and freshness
How was this comparison built?
This comparison is built from the reported filings of 6 Tobacco companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers
Tobacco company comparison FAQs
These 22 answers restate the Tobacco comparison above in question form. Every one is computed from the same 6 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.
Is the Tobacco sector outperforming S&P 500?
Tobacco has underperformed S&P 500 by 20.2% over 52 weeks and 10.8% over 13 weeks. 0 of 6 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 6 beat the sector itself.
Which Tobacco company is largest by revenue?
Universal Corporation leads with revenue of $2,924 million, based on 2 of 6 comparable companies through Mar 2026.
Which Tobacco company is growing fastest?
Turning Point Brands, Inc. has the fastest current revenue growth at 25.3%, across 2 of 6 comparable companies.
Which Tobacco company has the strongest 4-Factor Sector Score?
Altria Group, Inc. ranks first at 68.1/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Tobacco company has the lowest comparable PEG?
Universal Corporation has the lowest comparable PEG at 0.33, among 2 of 6 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Tobacco comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which Tobacco company is the biggest?
Universal Corporation is the largest, with trailing-twelve-month revenue of $2,924 million, ahead of Turning Point Brands, Inc. at $481 million. That covers 2 of 6 companies with comparable reporting through Mar 2026.
Which Tobacco company has the best profit margins?
Altria Group, Inc. has the highest operating margin at 62.1%, from 4 of 6 comparable companies. Altria Group, Inc. shows the biggest recent improvement, at +22.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Tobacco company makes the most profit?
Turning Point Brands, Inc. earns the most, at $67 million of trailing-twelve-month net profit, from 2 of 6 comparable companies. Turning Point Brands, Inc. has the fastest profit growth at 52.3%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Tobacco company earns the highest return on capital?
Altria Group, Inc. leads on return on capital employed at 12.3%, across 5 of 6 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Tobacco stock is the cheapest?
On PEG — where a LOWER number is cheaper — Universal Corporation screens cheapest at 0.33×. Only 2 of 6 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the Tobacco sector beating the market?
Tobacco has underperformed S&P 500 by 20.2% over the last 52 weeks and 10.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 0 of 6 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Tobacco stock has the strongest price momentum?
Philip Morris International Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Tobacco company scores highest for research priority?
Altria Group, Inc. scores 68.1 out of 100 with 57.8% evidence confidence, from 22.2 points on growth and earnings, 18.5 on capital efficiency, 11.5 on valuation and 15.9 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Tobacco companies does this comparison cover, and over what period?
It compares 6 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Tobacco sector?
The 6 Tobacco companies on this page carry $536,480 million of combined market value. Philip Morris International Inc. is the largest at $291,320 million, about 54% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
What is the Tobacco sector's P/E ratio?
The median price-to-earnings ratio across the 6 Tobacco companies on this page is 26×, measured on the 5 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.
How is the Tobacco sector performing?
0 of the 6 covered Tobacco companies are beating S&P 500 on Mansfield relative strength. The sector itself is 20.2% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
How many Tobacco stocks are listed in the US?
This comparison covers 6 listed Tobacco companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.