Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
BTI [neutral]
British American Tobacco p.l.c.
+21.84%
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 Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States.
Market Cap
GBP 89.8B
Pitch Price
GBP 34.78
Price Target
N/A
Dividend
5.82%
EV/EBITDA
8.56
P/E
29.98
EV/Sales
4.71
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)