Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
BTI [neutral]
British American Tobacco p.l.c.
+30.46%
current return
Author Info
No bio for this author
Company Info
British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the United States, Europe, Latin America, Canada, the Asia-Pacific, the Middle East, Central Asia, Caucasus, and Africa.
Market Cap
GBP 94.2B
Pitch Price
GBP 34.29
Price Target
N/A
Dividend
5.64%
EV/EBITDA
9.29
P/E
12.44
EV/Sales
4.91
Sector
Tobacco
Category
dividend
Boudreau Capital Portfolio Review - British American Tobacco p.l.c.
BTI (holding update): Trading at 10x P/E with 10.5% FCF yield. Generated £7.9B FCF for 2024. Low capex, high barriers to entry. Growing nicotine pouches & vapes are margin accretive. 7% dividend + low single-digit FCF growth targeting 15% CAGR. Cheap valuation in steady cash-generating business.
Read full article (1 min)