WallStSmart

British American Tobacco p.l.c. (BTI)vsTurning Point Brands Inc (TPB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

British American Tobacco p.l.c. generates 5225% more annual revenue ($25.61B vs $480.90M). BTI leads profitability with a 30.3% profit margin vs 11.5%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 59/100 (C).

BTI

Buy

59

out of 100

Grade: C

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

TPB

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 7.0Value: 7.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BTIUndervalued (+19.2%)

Margin of Safety

+19.2%

Fair Value

$75.94

Current Price

$57.84

$18.10 discount

UndervaluedFair: $75.94Overvalued

Intrinsic value data unavailable for TPB.

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
$131.94B9/10

Large-cap with strong market position

Return on EquityProfitability
22.6%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.98B8/10

Generating 3.0B in free cash flow

TPB3 strengths · Avg: 9.0/10
PEG RatioValuation
0.0510/10

Growing faster than its price suggests

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 23 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

Areas to Watch

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

Expensive relative to growth rate

Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

TPB4 concerns · Avg: 2.8/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Market CapQuality
$1.60B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-24.1%2/10

Earnings declined 24.1%

Free Cash FlowQuality
$-27.40M2/10

Negative free cash flow — burning cash

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 : TPB

The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% 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 PEG Ratio, Price/Book, Revenue Growth.

Bear Case : TPB

The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.

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 0.92 — expect wider price swings.

TPB is growing revenue faster at 16.8% — sustainability is the question.

BTI generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

BTI scores higher overall (59/100 vs 59/100), 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.

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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