British American Tobacco p.l.c. (BTI)vsCanadian Natural Resources Ltd (CNQ)
BTI
British American Tobacco p.l.c.
$63.64
+5.29%
CONSUMER DEFENSIVE · Cap: $125.67B
CNQ
Canadian Natural Resources Ltd
$46.92
+3.83%
ENERGY · Cap: $92.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Natural Resources Ltd generates 51% more annual revenue ($38.76B vs $25.61B). BTI leads profitability with a 30.3% profit margin vs 27.9%. BTI appears more attractively valued with a PEG of 1.52. CNQ earns a higher WallStSmart Score of 67/100 (B-).
BTI
Buy60
out of 100
Grade: C+
CNQ
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$63.64
$15.16 discount
Margin of Safety
+55.1%
Fair Value
$90.53
Current Price
$46.92
$43.61 discount
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
Attractively priced relative to earnings
Earnings expanding 371.8% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Trading at 11.1x book value
0.1% revenue growth
1.6% earnings growth
1.5% revenue growth
Expensive relative to growth rate
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%.
Bull Case : CNQ
The strongest argument for CNQ centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 27.9% and operating margin at 19.6%.
Bear Case : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : CNQ
The primary concerns for CNQ are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
CNQ carries more volatility with a beta of 0.91 — expect wider price swings.
CNQ is growing revenue faster at 1.5% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNQ scores higher overall (67/100 vs 60/100), backed by strong 27.9% margins. BTI offers better value entry with a 23.4% margin of safety. Both earn "Strong 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.
Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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