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3 Reasons Why Growth Investors Shouldn't Overlook Philip Morris (PM)
ZACKS· 2026-02-16 18:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Philip Morris is recommended as a cutting-edge growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 4.8%, but projected EPS growth for this year is expected to be 11.9%, surpassing the industry average of 9.2% [4] Group 2: Financial Metrics - Year-over-year cash flow growth for Philip Morris stands at 14.6%, significantly higher than the industry average of 1.2% [5] - The annualized cash flow growth rate over the past 3-5 years is 8.8%, compared to the industry average of 4.5% [6] Group 3: Earnings Estimates - Current-year earnings estimates for Philip Morris have been revised upward, with the Zacks Consensus Estimate increasing by 1.4% over the past month [8] - The combination of a Growth Score of A and a Zacks Rank 2 indicates that Philip Morris is a potential outperformer and a solid choice for growth investors [10]
Philip Morris International to Present at 2026 CAGNY Conference
Businesswire· 2026-02-11 13:17
STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) will host a live audio webcast of a presentation by Jacek Olczak, Group CEO PMI, and Emmanuel Babeau, Group Chief Financial Officer, at the Consumer Analyst Group of New York (CAGNY) Conference on Wednesday, February 18, 2026, at 10:00 a.m. ET. The live webcast and presentation slides will be available here. The webcast replay will be available at the same link for six months after the event. The w. ...
With a Solid 2026 Outlook, Is It Time to Buy Philip Morris International?
Yahoo Finance· 2026-02-11 13:14
Philip Morris International's (NYSE: PM) stock has started 2026 strong, trading up more than 13% year to date, as of this writing. While the stock didn't make any big gains following its fourth-quarter earnings report, it showed why this is a top consumer staples stock to own. Let's take a closer look at the tobacco company's Q4 results and prospects moving forward. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Mono ...
Exclusive: India sticks to e-cigarette ban in snub for Philip Morris
Reuters· 2026-02-11 08:47
Core Viewpoint - India has decided not to relax its ban on e-cigarettes, which would have allowed heat-not-burn tobacco products, impacting Philip Morris International's lobbying efforts for regulatory changes in New Delhi [1] Group 1 - The Indian government has maintained its stance against e-cigarettes, rejecting proposals to permit heat-not-burn tobacco products [1] - Philip Morris International has been actively lobbying for the approval of such devices in India, indicating a significant interest in expanding its market presence [1]
Philip Morris Is Doing Everything Right, Except Being Cheap Enough
Seeking Alpha· 2026-02-09 23:19
In my last article on Philip Morris ( PM ), I gave a controversial sell rating. My case was quite simple: the company was indeed experiencing strong operational momentum, performing well, and everything indicated that its financials would improveEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for col ...
Philip Morris International Inc. (NYSE:PM) Targets Smoke-Free Future with Promising Financials
Financial Modeling Prep· 2026-02-09 18:10
Core Viewpoint - Philip Morris International Inc. is transitioning towards smoke-free products, significantly increasing their share in sales and gross profit, while projecting continued growth in revenue and earnings per share [1][3][5]. Group 1: Company Performance - In 2025, smoke-free products accounted for 41.5% of total sales and 42.9% of gross profit, indicating a substantial shift towards less harmful alternatives [3][5]. - The company anticipates organic net revenue growth of 5% to 7% for 2026, alongside a currency-neutral adjusted EPS growth of 7.5% to 9.5% [3][5]. Group 2: Market Position - The market capitalization of Philip Morris stands at approximately $284.57 billion, reflecting its significant presence in the tobacco industry [4]. - The stock has shown a daily trading volume of 8,507,399 shares, indicating active investor interest [4]. Group 3: Stock Analysis - Stifel Nicolaus has set a new price target of $200 for Philip Morris, suggesting a potential 9.4% increase from its trading price of $182.81 [2][5]. - The stock has experienced a daily change of $0.81, representing a 0.45% increase, with a trading range between $178.00 and $186.55 [2].
Philip Morris: Assessing The 2025 Results In View Of The Premium Valuation
Seeking Alpha· 2026-02-09 15:30
Group 1 - The article emphasizes the advantages of a dividend-focused value investment strategy, highlighting capital preservation and steady income growth as key benefits [1] - The author discusses a diversified dividend stock portfolio that prioritizes high-quality value stocks, which are expected to provide meaningful growth and long-term safety [1] Group 2 - The author has disclosed a beneficial long position in the shares of specific companies, indicating a personal investment interest that may influence the analysis presented [2] - The article is intended for informational purposes only and does not constitute investment or tax advice, reflecting the author's personal opinions and experiences [3]
Philip Morris: Tobacco King Is Overbought - Wait For Dip Buying Opportunity
Seeking Alpha· 2026-02-09 14:00
I previously covered Philip Morris ( PM ) in November 2025, discussing why it paid to be patient, with the stock's prior corrections already triggering an improved margin of safety for those looking to add, as observed inI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on See ...
Philip Morris: Q4 Earnings Assessed By Graham P/E, Reiterate Hold
Seeking Alpha· 2026-02-09 08:35
Core Viewpoint - The article discusses the expertise of Sensor Unlimited in financial economics, particularly in the mortgage market, commercial market, and banking industry, highlighting her contributions to asset allocation and ETFs [2] Group 1: Company Overview - Sensor Unlimited has a PhD in financial economics and has spent a decade focusing on the mortgage and banking sectors [2] - The company offers two model portfolios aimed at different investment strategies: one for short-term survival and another for aggressive long-term growth [2] Group 2: Services Offered - The company provides direct access via chat for discussing investment ideas and offers monthly updates on all holdings [2] - Tax discussions and ticker critiques are available upon request, enhancing the service's value for investors [2]
轻工制造行业事项点评:菲莫国际:提出三年规划,聚焦新烟成长
Xinda Securities· 2026-02-09 00:24
Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights that Philip Morris International (PMI) has set a three-year growth plan focusing on new tobacco products, targeting a revenue CAGR of 6%-8% and an operating profit CAGR of 8%-10% from 2026 to 2028 [3] - PMI's revenue for 2025 reached $40.65 billion, a year-on-year increase of 7.3%, with new tobacco product revenue at $16.85 billion, growing by 15.0% [2][3] - The report anticipates significant growth in the U.S. market, particularly with the launch of IQOS ILUMA, which is expected to stimulate the heat-not-burn (HNB) segment [3] Summary by Sections Financial Performance - In Q4 2025, PMI's revenue was $10.36 billion, up 6.8% year-on-year, with new tobacco revenue at $4.35 billion, reflecting a 12.0% increase and accounting for 42% of total revenue [2][3] Market Dynamics - PMI's HNB sales reached 155.1 billion units in 2025, a growth of 11.0%, maintaining a global market share of approximately 76% [4] - In Japan, HNB product penetration reached 32.6% in Q4, with HNB revenue exceeding 50% in December [4] Product Growth - The report notes significant growth in smokeless products, with sales of oral tobacco and vaping products increasing by 18.5% and 100% year-on-year, respectively [5] - The U.S. market for oral tobacco has reached high single-digit penetration, with ZYN maintaining a market share close to two-thirds [5]