Altria Group (MO)vsPhilip Morris International Inc (PM)
MO
Altria Group
$74.55
+2.62%
CONSUMER DEFENSIVE · Cap: $124.64B
PM
Philip Morris International Inc
$166.38
+1.69%
CONSUMER DEFENSIVE · Cap: $263.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 104% more annual revenue ($41.49B vs $20.38B). MO leads profitability with a 39.5% profit margin vs 26.7%. PM appears more attractively valued with a PEG of 1.90. MO earns a higher WallStSmart Score of 61/100 (C+).
MO
Buy61
out of 100
Grade: C+
PM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.7%
Fair Value
$47.88
Current Price
$74.55
$26.67 premium
Margin of Safety
-46.5%
Fair Value
$115.51
Current Price
$166.38
$50.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Mega-cap, among the largest globally
Strong operational efficiency at 36.0%
Keeps 27 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Earnings declined 9.3%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 36.0%.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Bear Case : PM
The primary concerns for PM are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
MO carries more volatility with a beta of 0.45 — expect wider price swings.
PM is growing revenue faster at 9.1% — sustainability is the question.
MO generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MO scores higher overall (61/100 vs 54/100), backed by strong 39.5% 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.
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.
Visit Website →Philip Morris International Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.
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