British American Tobacco p.l.c. (BTI)vsUnilever PLC ADR (UL)
BTI
British American Tobacco p.l.c.
$57.76
-0.28%
CONSUMER DEFENSIVE · Cap: $125.28B
UL
Unilever PLC ADR
$60.80
+0.30%
CONSUMER DEFENSIVE · Cap: $132.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 97% more annual revenue ($50.50B vs $25.61B). BTI leads profitability with a 30.3% profit margin vs 18.8%. BTI appears more attractively valued with a PEG of 0.41. BTI earns a higher WallStSmart Score of 64/100 (C+).
BTI
Buy64
out of 100
Grade: C+
UL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.2%
Fair Value
$43.34
Current Price
$57.76
$14.42 premium
Margin of Safety
-268.2%
Fair Value
$20.26
Current Price
$60.80
$40.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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
Reasonable price relative to book value
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
0.1% revenue growth
1.6% earnings growth
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.3% and operating margin at 34.6%. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : BTI
The primary concerns for BTI are Revenue Growth, EPS Growth.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BTI profiles as a value stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.26 — expect wider price swings.
BTI is growing revenue faster at 0.1% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BTI scores higher overall (64/100 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
Compare with Other TOBACCO Stocks
Want to dig deeper into these stocks?