WallStSmart

British American Tobacco p.l.c. (BTI)vsNational Grid PLC ADR (NGG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

British American Tobacco p.l.c. generates 45% more annual revenue ($25.61B vs $17.69B). BTI leads profitability with a 30.3% profit margin vs 18.3%. NGG appears more attractively valued with a PEG of 1.00. NGG earns a higher WallStSmart Score of 62/100 (C+).

BTI

Buy

59

out of 100

Grade: C

Growth: 3.3Profit: 8.5Value: 6.7Quality: 5.0
Piotroski: 7/9Altman Z: 1.33

NGG

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 6.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BTIUndervalued (+17.9%)

Margin of Safety

+17.9%

Fair Value

$75.92

Current Price

$57.84

$18.08 discount

UndervaluedFair: $75.92Overvalued

Intrinsic value data unavailable for NGG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BTI6 strengths · Avg: 9.0/10
Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Market CapQuality
$130.68B9/10

Large-cap with strong market position

Return on EquityProfitability
22.6%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.98B8/10

Generating 3.0B in free cash flow

NGG3 strengths · Avg: 9.0/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Market CapQuality
$80.25B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

Areas to Watch

BTI4 concerns · Avg: 4.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

NGG4 concerns · Avg: 3.5/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Debt/EquityHealth
1.193/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : NGG

The strongest argument for NGG centers on Operating Margin, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 32.6%. PEG of 1.00 suggests the stock is reasonably priced for its growth.

Bear Case : BTI

The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

NGG carries more volatility with a beta of 0.62 — expect wider price swings.

NGG is growing revenue faster at 2.0% — 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

NGG scores higher overall (62/100 vs 59/100), backed by strong 18.3% margins. BTI offers better value entry with a 17.9% margin of safety. 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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