PM

ACCE-researched
Philip Morris International Inc Common Stock
Consumer Defensive · Tobacco · NYSE · United States
$188.62-0.98%
Market cap $294.0BNext earnings 2026-10-20Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$188.62+0.0%
confidence-weighted across 4 of 6 models
Now $188.62
$188.62
$66.80$150.90
AvoidSilver64
Price vs fair value
68.6% above
-40.7% to fair value
ACCE score
57
out of 100
Analysts
71% buy
17 covering
P/E
25.9x
forward 20.5x
1-year return
+16.6%
Dividend yield
3.12%
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INVESTOR

Overview

Investor warnings · 4 flags
  • high
    Negative equity, extreme leverage
    Debt/Equity of -4.89 signals negative book equity, meaning liabilities massively exceed assets - a structurally fragile balance sheet.
  • high
    Earnings declining sharply
    Earnings YoY down -9.3% despite +9.1% revenue growth signals significant cost pressure or below-the-line charges eroding profitability.
  • moderate
    Near-zero reported ROE
    ROE of +0.0% is effectively meaningless given negative equity base - masks true return dynamics and complicates valuation.
  • moderate
    Weak long-term revenue growth
    5-year revenue CAGR of only +0.9% reflects secular volume decline in tobacco, raising questions about sustainable top-line expansion.
Reports in 29 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+16.4% · 1Y

Valuation

INVESTOR
Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish71% buy · 17 covering analysts
Strong buy 7 Buy 5 Hold 4 Sell 1 Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 11.7x25.9xhigh 29.6x
ROEbetter than 17% of peers
low 0%0%high 37%
Div yieldbetter than 17% of peers
low 0.4%3.1%high 6.6%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
BATS.LBritish American Tobacco$120.5B14.413.4%0.725.9%-Compare
BTIBritish American Tobacco Industries p.l.c. Common Stock ADR$120.2B14.413.4%0.726.0%-Compare
MOAltria Group Inc.$116.1B14.60.0%-7.346.4%-Compare
ITC.NSITC$34.3B16.629.3%3.296.1%-Compare
IMB.LImperial Brands$25.1B11.737.1%1.996.6%-Compare
TPBTurning Point Brands Inc. Common Stock$1.3B29.617.6%0.840.4%-Compare

Sector report card

Where PM ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 29 days, last quarter beat by 0.1%.

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Recent performance

1 week
-1.3%
1 month
-0.7%
3 months
+5.7%
6 months
+15.6%
YTD
+17.6%
1 year
+16.6%

SEC filings

40 filings
September 2026
Sep 18
8-KCurrent reportPeriod 2026-09-18
Sep 8
8-KCurrent reportPeriod 2026-09-08
Sep 8
8-KCurrent reportPeriod 2026-09-08
37 more filings + AI summaries on Investor+.INVESTOR