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Professional

[BLOG] Dan Shuart

Added to YB: 2024-03-11

Pitch date: 2024-03-09

BTI [bullish]

British American Tobacco p.l.c.

+112.59%

current return

Author Info

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 19.94

Price Target

34.09 (-20%)

Dividend

5.82%

EV/EBITDA

8.56

P/E

29.98

EV/Sales

4.71

Sector

Tobacco

Category

value

Show full summary:
British American Tobacco: Left for Dead

BTI: Undervalued global nicotine co. shifting to reduced-risk products (50%+ rev by 2035). Despite cig volume decline, pricing power & new categories drive growth. 6x PE on menthol ban & vape risks, but $31.5B Reynolds write-off masks strong FCF & div yield. ITC stake adds value.

Read full article (13 min)