British American Tobacco p.l.c. (BTI)vsNational Grid PLC ADR (NGG)
BTI
British American Tobacco p.l.c.
$58.80
+2.34%
CONSUMER DEFENSIVE · Cap: $127.25B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
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
Buy62
out of 100
Grade: C+
NGG
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.7%
Fair Value
$79.05
Current Price
$58.80
$20.25 discount
Intrinsic value data unavailable for NGG.
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
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
Trading at 10.3x book value
0.1% revenue growth
1.6% earnings growth
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
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%. 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.
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