Altria Group (MO)vsUnilever PLC ADR (UL)
MO
Altria Group
$68.12
-1.33%
CONSUMER DEFENSIVE · Cap: $115.29B
UL
Unilever PLC ADR
$58.40
-0.56%
CONSUMER DEFENSIVE · Cap: $130.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 148% more annual revenue ($50.50B vs $20.38B). MO leads profitability with a 39.5% profit margin vs 18.8%. MO appears more attractively valued with a PEG of 1.86. MO earns a higher WallStSmart Score of 61/100 (C+).
MO
Buy61
out of 100
Grade: C+
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.3%
Fair Value
$48.02
Current Price
$68.12
$20.10 premium
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 62.3%
Earnings expanding 106.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
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
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.5% and operating margin at 62.3%.
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 : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MO profiles as a mature stock while UL is a declining play — different risk/reward profiles.
MO carries more volatility with a beta of 0.52 — expect wider price swings.
MO is growing revenue faster at 5.3% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
MO scores higher overall (61/100 vs 46/100), backed by strong 39.5% 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 →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.
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