Comfortable leader
7 companies value 576 bn revenue 102 bn margin 27.1% free cash flow 31 bn avg. score 4.3
PM holds 54.4% of the group's value, 2.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International United States · score 5.5 | 54% | 313 bn | 43 bn | 25.6% | 13 bn | 4.1% | 2.9% | Cigarettes and smoke-free products: Marlboro and IQOS · Global leader in smoke-free products (IQOS, ZYN), the future of the sector | |
| 2 | BTI | British American Tobacco United Kingdom · score 6.2 | 24% | 135 bn | 34 bn | 24.9% | 9.2 bn | 6.8% | — | Cigarettes and nicotine products, from the United Kingdom · 2nd largest global tobacco company; a yield among the highest in the market | |
| 3 | MO | Altria Group United States · score 6.4 | 22% | 124 bn | 23 bn | 34.0% | 9.1 bn | 7.4% | 5.7% | Marlboro cigarettes and nicotine products in the United States · Dominates US cigarettes (Marlboro); high dividend yield and a long track record | |
| 4 | RLX | RLX Technology Inc. China · score 7.1 | 0% | 2.1 bn | 0.6 bn | 23.3% | 0.1 bn | 6.7% | 0.6% | E-cigarettes in China · China — revenue of $566m | |
| 5 | TPB | Turning Point Brands, Inc. United States · score 5.0 | 0% | 1.2 bn | 0.5 bn | 8.8% | 0.0 bn | 1.6% | 0.5% | Manufacturing and distribution of branded consumer products · Kentucky — revenue of $507m | |
| 6 | ISPR | Ispire Technology Inc. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -34.6% | 0.0 bn | -1.1% | — | Vaporization hardware for nicotine and cannabis · California — revenue of $96m | |
| 7 | XXII | 22nd Century Group, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -27.0% | -0.0 bn | -44x | — | FDA-authorized very-low-nicotine cigarettes · Indiana — revenue of $15m |
Other industries in the same sector
- Sector overview
- Food retail and wholesale 5 companies
- Non-alcoholic beverages 18 companies
- Cleaning and personal care products 12 companies
- Alcoholic beverages 12 companies
- Cosmetics 11 companies
- Processed foods 29 companies
- Pharmacies and retail health 6 companies
- Foodservice distribution 8 companies
- Packaged foods (brands) 13 companies
- Discount retail (dollar stores) 5 companies
- Agribusiness and agricultural trading 15 companies
- Supermarkets 10 companies
and 9 industries more
- Bottled water and delivery 3 companies
- Animal protein 10 companies
- Convenience stores and fuel 3 companies
- American spirits 3 companies
- Pet retail 5 companies
- Animal feed and nutrition 3 companies
- Nutrition and supplements 18 companies
- Industrial baking 2 companies
- Fresh produce and foods 6 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.