Added to YB: 2026-01-14
Pitch date: 2026-01-12
PM [neutral]
Philip Morris International Inc.
+13.88%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
Company Info
Philip Morris International Inc. operates as a tobacco company. The company offers cigarettes and smoke-free products, including heat-not-burn, e-vapor, and oral nicotine products under the IQOS, VEEV, and ZYN brands; and consumer accessories, such as lighters and matches.
Market Cap
$295.5B
Pitch Price
$164.65
Price Target
N/A
Dividend
3.10%
EV/EBITDA
17.25
P/E
26.14
EV/Sales
8.42
Sector
Tobacco
Category
growth
Q4 2025: Portfolio Update + Investable Universe: Philip Morris International Inc.
PM (holding update): Cigarette sales stable/growing outside US with strong pricing power via Marlboro/Parliament brands. Dominates reduced-risk categories with iQOS heated tobacco & popular Zyn nicotine pouches, providing durable growth base. Stock pulled back from highs into more reasonable range.
Read full article (1 min)