Altria Group (MO)vsPhilip Morris International Inc (PM)
MO
Altria Group
$69.70
-0.26%
CONSUMER DEFENSIVE · Cap: $115.18B
PM
Philip Morris International Inc
$190.48
-0.98%
CONSUMER DEFENSIVE · Cap: $297.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 108% more annual revenue ($42.55B vs $20.44B). MO leads profitability with a 39.0% profit margin vs 25.6%. PM appears more attractively valued with a PEG of 2.28. PM earns a higher WallStSmart Score of 54/100 (C-).
MO
Hold47
out of 100
Grade: D+
PM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.2%
Fair Value
$46.11
Current Price
$69.70
$23.59 premium
Margin of Safety
-67.5%
Fair Value
$114.04
Current Price
$190.48
$76.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
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 40.0%
Conservative balance sheet, low leverage
Keeps 26 of every $100 in revenue as profit
Generating 5.1B in free cash flow
Areas to Watch
1.2% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 2.7%
Expensive relative to growth rate
Moderate valuation
ROE of 0.0% — below average capital efficiency
Earnings declined 7.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 39.0% and operating margin at 76.1%.
Bull Case : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Debt/Equity. Profitability is solid with margins at 25.6% and operating margin at 40.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : MO
The primary concerns for MO are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : PM
The primary concerns for PM are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
MO profiles as a value stock while PM is a mature play — different risk/reward profiles.
MO carries more volatility with a beta of 0.49 — expect wider price swings.
PM is growing revenue faster at 10.4% — sustainability is the question.
PM generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
PM scores higher overall (54/100 vs 47/100), backed by strong 25.6% margins and 10.4% revenue growth. Both earn "Buy" and "Hold" 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.
Compare with Other TOBACCO Stocks
Want to dig deeper into these stocks?