Altria Group (MO)vsAT&T Inc (T)
MO
Altria Group
$63.78
-0.84%
CONSUMER DEFENSIVE · Cap: $107.97B
T
AT&T Inc
$28.81
-0.21%
COMMUNICATION SERVICES · Cap: $204.67B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc generates 524% more annual revenue ($125.65B vs $20.14B). MO leads profitability with a 34.5% profit margin vs 17.5%. T appears more attractively valued with a PEG of 1.60. T earns a higher WallStSmart Score of 63/100 (C+).
MO
Hold47
out of 100
Grade: D+
T
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-135.3%
Fair Value
$28.02
Current Price
$63.78
$35.76 premium
Margin of Safety
-39.7%
Fair Value
$20.67
Current Price
$28.81
$8.14 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Revenue declined 0.5%
Earnings declined 62.9%
Expensive relative to growth rate
3.6% revenue growth
Earnings declined 5.6%
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 : T
The strongest argument for T centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.5% and operating margin at 18.4%.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MO profiles as a declining stock while T is a value play — different risk/reward profiles.
T carries more volatility with a beta of 0.58 — expect wider price swings.
T is growing revenue faster at 3.6% — sustainability is the question.
T generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
T scores higher overall (63/100 vs 47/100), backed by strong 17.5% margins. Both earn "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 →AT&T Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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