British American Tobacco p.l.c. (BTI)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$91.60
-1.99%
BASIC MATERIALS · Cap: $26.16B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 460% more annual revenue ($25.61B vs $4.58B). BTI leads profitability with a 30.3% profit margin vs 12.9%. SQM appears more attractively valued with a PEG of 0.60. SQM earns a higher WallStSmart Score of 66/100 (B-).
BTI
Buy60
out of 100
Grade: C+
SQM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
Margin of Safety
+9.0%
Fair Value
$82.67
Current Price
$91.60
$8.93 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
Earnings expanding 52.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Premium valuation, high expectations priced in
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 : SQM
The strongest argument for SQM centers on EPS Growth, PEG Ratio, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.60 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 : SQM
The primary concerns for SQM are P/E Ratio. A P/E of 44.5x leaves little room for execution misses.
Key Dynamics to Monitor
BTI profiles as a value stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 1.03 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SQM scores higher overall (66/100 vs 60/100) and 23.3% revenue growth. 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.
Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
Compare with Other TOBACCO Stocks
Want to dig deeper into these stocks?