British American Tobacco p.l.c. (BTI)vsTurning Point Brands Inc (TPB)
BTI
British American Tobacco p.l.c.
$58.35
-0.61%
CONSUMER DEFENSIVE · Cap: $127.25B
TPB
Turning Point Brands Inc
$82.60
+2.38%
CONSUMER DEFENSIVE · Cap: $1.60B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 5431% more annual revenue ($25.61B vs $463.06M). BTI leads profitability with a 30.3% profit margin vs 12.6%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 73/100 (B).
BTI
Buy62
out of 100
Grade: C+
TPB
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$78.92
Current Price
$58.35
$20.57 discount
Intrinsic value data unavailable for TPB.
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
Growing faster than its price suggests
Earnings expanding 194.5% YoY
Every $100 of equity generates 24 in profit
Revenue surging 29.2% year-over-year
Areas to Watch
Trading at 10.2x book value
0.1% revenue growth
1.6% earnings growth
Moderate valuation
Smaller company, higher risk/reward
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 : TPB
The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 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 : TPB
The primary concerns for TPB are P/E Ratio, Market Cap.
Key Dynamics to Monitor
BTI profiles as a value stock while TPB is a growth play — different risk/reward profiles.
TPB carries more volatility with a beta of 0.93 — expect wider price swings.
TPB is growing revenue faster at 29.2% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
TPB scores higher overall (73/100 vs 62/100) and 29.2% revenue growth. BTI offers better value entry with a 23.6% 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.
Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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