Philip Morris International Inc (PM)vsSeaboard Corporation (SEB)
PM
Philip Morris International Inc
$165.50
+0.99%
CONSUMER DEFENSIVE · Cap: $255.09B
SEB
Seaboard Corporation
$5,405.30
+3.78%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 314% more annual revenue ($40.65B vs $9.82B). PM leads profitability with a 27.9% profit margin vs 4.0%. SEB appears more attractively valued with a PEG of 0.65. PM earns a higher WallStSmart Score of 70/100 (B-).
PM
Strong Buy70
out of 100
Grade: B-
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.9%
Fair Value
$201.54
Current Price
$165.50
$36.04 discount
Margin of Safety
+71.0%
Fair Value
$19183.79
Current Price
$5405.30
$13778.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 32.9%
Keeps 28 of every $100 in revenue as profit
Generating 4.3B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
4.0% margin — thin
Operating margin of 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 27.9% and operating margin at 32.9%.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : PM
The primary concerns for PM are PEG Ratio, Return on Equity.
Bear Case : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
PM profiles as a mature stock while SEB is a value play — different risk/reward profiles.
PM carries more volatility with a beta of 0.40 — expect wider price swings.
SEB is growing revenue faster at 14.5% — sustainability is the question.
PM generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
PM scores higher overall (70/100 vs 65/100), backed by strong 27.9% margins. SEB offers better value entry with a 71.0% margin of safety. Both earn "Strong Buy" and "Strong 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.
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.
Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
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