Philip Morris (PM) Stock Analysis
Here is a fundamental analysis of Philip Morris (PM), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.
Performance
Cumulative Growth
Trailing Returns
Performance at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| 1-Year Return | 3.66% | -0.69% |
Risk
Drawdown
Risk at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| 1-Year Volatility | 27.78% | 31.22% |
| Beta | 0.38 | 0.45 |
Company Profile
| Profile Item | PM |
|---|---|
| Name | Philip Morris International Inc. |
| Country/Region | United States |
| GICS Sector | Consumer Staples |
| GICS Industry Group | Food, Beverage & Tobacco |
| GICS Industry | Tobacco |
| GICS Sub-Industry | Tobacco |
| Market Capitalization | 287.24 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | March 17, 2008 |
| Security Type | Common Stock |
Valuation
Price-to-Earnings Ratio (TTM)
Philip Morris (PM) trades at P/E ratio of 25.96, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
PM
Food, Beverage & Tobacco industry group
25.96
Group distribution
- Max
- 45.22
- Q3
- 29.15
- PM
- 25.96
- Median
- 18.76
- Q1
- 11.63
- Min
- 5.43
Largest peers
- MNST
- 44.85
- KO
- 25.98
- PM
- 25.96
- BUD
- 22.97
- PEP
- 22.61
- MO
- 15.02
- BTI
- 13.37
Price-to-Sales Ratio (TTM)
Philip Morris (PM) trades at 6.92 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.
PM
Food, Beverage & Tobacco industry group
6.92
Group distribution
- PM
- 6.92
- Max
- 3.97
- Q3
- 2.30
- Median
- 1.00
- Q1
- 0.57
- Min
- 0.00
Largest peers
- MNST
- 10.32
- KO
- 7.21
- PM
- 6.92
- MO
- 5.90
- BTI
- 5.26
- BUD
- 2.63
- PEP
- 2.07
Price-to-Book Ratio (MRQ)
Philip Morris (PM) has negative P/B ratio of -30.95, which means reported book equity is negative. Price-to-book breaks down in this situation and should not be used as a valuation signal.
PM
Food, Beverage & Tobacco industry group
-30.95
Group distribution
- Max
- 5.99
- Q3
- 3.21
- Median
- 1.70
- Q1
- 0.96
- Min
- 0.00
- PM
- -30.95
Largest peers
- BUD
- 11.10
- BTI
- 11.01
- KO
- 10.57
- MNST
- 10.40
- PEP
- 9.23
- PM
- -30.95
- MO
- -37.43
Valuation at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 25.96 | 18.76 |
| Price-to-Sales Ratio (TTM) | 6.92 | 1.00 |
| Price-to-Book Ratio (MRQ) | -30.95 | 1.70 |
| Free Cash Flow Yield | 2.99% | 4.46% |
Profitability
Return on Equity (TTM)
No usable ROE is available for Philip Morris (PM) this period, so the shareholder-equity return read is skipped.
PM
Food, Beverage & Tobacco industry group
--
Group distribution
- Max
- 37.95%
- Q3
- 18.99%
- Median
- 14.93%
- Q1
- 3.88%
- Min
- -18.08%
- PM
- --
Largest peers
- PEP
- 43.88%
- KO
- 43.37%
- MNST
- 26.65%
- BTI
- 15.82%
- PM
- --
- BUD
- --
- MO
- --
Net Profit Margin (TTM)
Philip Morris (PM) keeps 26.74% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
PM
Food, Beverage & Tobacco industry group
26.74%
Group distribution
- Max
- 27.80%
- PM
- 26.74%
- Q3
- 12.29%
- Median
- 6.11%
- Q1
- 1.28%
- Min
- -7.46%
Largest peers
- MO
- 39.52%
- BTI
- 30.32%
- KO
- 27.80%
- PM
- 26.74%
- MNST
- 23.11%
- BUD
- 11.90%
- PEP
- 9.15%
Operating Profit Margin (TTM)
Philip Morris (PM) turns 36.04% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
PM
Food, Beverage & Tobacco industry group
36.04%
Group distribution
- PM
- 36.04%
- Max
- 36.04%
- Q3
- 17.34%
- Median
- 10.44%
- Q1
- 3.65%
- Min
- -7.33%
Largest peers
- MO
- 62.30%
- PM
- 36.04%
- KO
- 35.06%
- BTI
- 34.58%
- MNST
- 31.02%
- BUD
- 26.69%
- PEP
- 16.96%
Profitability at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| Return on Equity (TTM) | -- | 14.93% |
| Return on Assets (TTM) | 15.46% | 5.50% |
| Net Profit Margin (TTM) | 26.74% | 6.11% |
| Operating Profit Margin (TTM) | 36.04% | 10.44% |
| Gross Profit Margin (TTM) | 67.28% | 34.44% |
Financial Strength
Current Ratio (MRQ)
Philip Morris (PM) has current ratio of 0.98, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
PM
Food, Beverage & Tobacco industry group
0.98
Group distribution
- Max
- 5.06
- Q3
- 2.66
- Median
- 1.60
- Q1
- 1.05
- PM
- 0.98
- Min
- 0.54
Largest peers
- MNST
- 3.26
- KO
- 1.36
- PM
- 0.98
- PEP
- 0.90
- BTI
- 0.87
- MO
- 0.62
- BUD
- --
Debt-to-Equity Ratio (MRQ)
No usable debt-to-equity ratio is available for Philip Morris (PM) this period, so the balance-sheet leverage read is skipped.
PM
Food, Beverage & Tobacco industry group
--
Group distribution
- Max
- 2.20
- Q3
- 1.12
- Median
- 0.70
- Q1
- 0.35
- Min
- 0.00
- PM
- --
Largest peers
- PEP
- 2.45
- KO
- 1.25
- BUD
- 0.75
- BTI
- 0.73
- MNST
- 0.01
- PM
- --
- MO
- --
Financial Strength at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.98 | 1.60 |
| Debt-to-Equity Ratio (MRQ) | -- | 0.70 |
| Net Debt / EBITDA | 2.50 | 2.24 |
Dividends
Dividend Yield (TTM)
Philip Morris (PM) has dividend yield of 3.19%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
PM
Food, Beverage & Tobacco industry group
3.19%
Group distribution
- Max
- 10.71%
- Q3
- 4.63%
- PM
- 3.19%
- Median
- 3.19%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- MO
- 5.89%
- BTI
- 5.36%
- PEP
- 4.10%
- PM
- 3.19%
- KO
- 2.57%
- BUD
- 1.62%
- MNST
- 0.00%
Dividend Payout Ratio (TTM)
Philip Morris (PM) has payout ratio of 81.09%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.
PM
Food, Beverage & Tobacco industry group
81.09%
Group distribution
- Max
- 159.06%
- Q3
- 86.47%
- PM
- 81.09%
- Median
- 45.18%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- PEP
- 89.32%
- MO
- 87.68%
- PM
- 81.09%
- BTI
- 68.73%
- KO
- 64.78%
- BUD
- 36.02%
- MNST
- 0.00%
Dividends at a Glance
| Metric | Current stock: PM | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 3.19% | 3.19% |
| Dividend Payout Ratio (TTM) | 81.09% | 45.18% |