Altria Group (MO)vsPhilip Morris International Inc (PM)
MO
Altria Group
$64.47
-0.92%
CONSUMER DEFENSIVE · Cap: $113.36B
PM
Philip Morris International Inc
$163.11
-0.16%
CONSUMER DEFENSIVE · Cap: $272.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 102% more annual revenue ($40.65B vs $20.14B). MO leads profitability with a 34.5% profit margin vs 27.9%. MO appears more attractively valued with a PEG of 1.73. PM earns a higher WallStSmart Score of 70/100 (B-).
MO
Hold47
out of 100
Grade: D+
PM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-135.3%
Fair Value
$28.02
Current Price
$64.47
$36.45 premium
Margin of Safety
+19.1%
Fair Value
$201.82
Current Price
$163.11
$38.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 57.1%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.2B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 32.9%
Keeps 28 of every $100 in revenue as profit
Generating 4.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Revenue declined 50.0%
Earnings declined 62.9%
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 57.1%.
Bull Case : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 27.9% and operating margin at 32.9%.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : PM
The primary concerns for PM are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
MO profiles as a declining stock while PM is a mature play — different risk/reward profiles.
MO carries more volatility with a beta of 0.43 — expect wider price swings.
PM is growing revenue faster at 6.8% — sustainability is the question.
PM generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
PM scores higher overall (70/100 vs 47/100), backed by strong 27.9% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
Visit Website →Philip Morris International Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.
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