Added to YB: 2026-06-05
Pitch date: 2026-06-03
PM [neutral]
Philip Morris International Inc.
+6.5%
current return
Author Info
No bio for this author
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
$289.9B
Pitch Price
$176.47
Price Target
N/A
Dividend
3.16%
EV/EBITDA
18.30
P/E
26.76
EV/Sales
7.87
Sector
Tobacco
Category
growth
Philip Morris: An Owner's Review
PM (holding update): 7yr thesis intact—premium cigarettes + IQOS drive profit growth (~2/3 cig, 1/3 IQOS). IQOS earns 2x gross profit/stick vs cigs. Upside: continued intl IQOS expansion, US Zyn (10% gross profit, zero earnings yet—huge operating leverage), IQOS ILUMA US optionality, rational capital allocation as leverage falls to 2x EBITDA target.
Read full article (3 min)