WallStSmart

British American Tobacco p.l.c. (BTI)vsNational Grid PLC ADR (NGG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

British American Tobacco p.l.c. generates 46% more annual revenue ($25.61B vs $17.48B). BTI leads profitability with a 30.3% profit margin vs 16.4%. NGG appears more attractively valued with a PEG of 1.09. BTI earns a higher WallStSmart Score of 62/100 (C+).

BTI

Buy

62

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 7.3Quality: 5.0

NGG

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: 1.24
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BTIUndervalued (+23.7%)

Margin of Safety

+23.7%

Fair Value

$79.05

Current Price

$58.80

$20.25 discount

UndervaluedFair: $79.05Overvalued

Intrinsic value data unavailable for NGG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BTI5 strengths · Avg: 9.0/10
Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Market CapQuality
$127.25B9/10

Large-cap with strong market position

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.98B8/10

Generating 3.0B in free cash flow

NGG2 strengths · Avg: 8.5/10
Market CapQuality
$85.52B9/10

Large-cap with strong market position

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

Areas to Watch

BTI3 concerns · Avg: 4.0/10
Price/BookValuation
10.3x4/10

Trading at 10.3x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

NGG4 concerns · Avg: 3.0/10
Price/BookValuation
9.0x4/10

Trading at 9.0x book value

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Debt/EquityHealth
1.233/10

Elevated debt levels

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : NGG

The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bear Case : BTI

The primary concerns for BTI are Price/Book, Revenue Growth, EPS Growth.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

BTI profiles as a value stock while NGG is a declining play — different risk/reward profiles.

NGG carries more volatility with a beta of 0.64 — expect wider price swings.

BTI is growing revenue faster at 0.1% — 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 50/100), 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.

National Grid PLC ADR

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.

Visit Website →

Want to dig deeper into these stocks?