British American Tobacco p.l.c. (BTI)vsAltria Group (MO)
BTI
British American Tobacco p.l.c.
$58.35
-0.61%
CONSUMER DEFENSIVE · Cap: $127.25B
MO
Altria Group
$74.55
+2.62%
CONSUMER DEFENSIVE · Cap: $124.64B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 26% more annual revenue ($25.61B vs $20.38B). MO leads profitability with a 39.5% profit margin vs 30.3%. BTI appears more attractively valued with a PEG of 1.47. BTI earns a higher WallStSmart Score of 62/100 (C+).
BTI
Buy62
out of 100
Grade: C+
MO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$78.92
Current Price
$58.35
$20.57 discount
Margin of Safety
-37.7%
Fair Value
$47.88
Current Price
$74.55
$26.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 62.3%
Earnings expanding 106.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Trading at 10.2x book value
0.1% revenue growth
1.6% earnings growth
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.5% and operating margin at 62.3%.
Bear Case : BTI
The primary concerns for BTI are Price/Book, Revenue Growth, EPS Growth.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
BTI profiles as a value stock while MO is a mature play — different risk/reward profiles.
MO carries more volatility with a beta of 0.45 — expect wider price swings.
MO is growing revenue faster at 5.3% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
BTI scores higher overall (62/100 vs 61/100), backed by strong 30.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
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