Added to YB: 2025-03-19
Pitch date: 2025-03-17
BTI [neutral]
British American Tobacco p.l.c.
+45.61%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
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 39.21
Price Target
N/A
Dividend
5.82%
EV/EBITDA
8.56
P/E
29.98
EV/Sales
4.71
Sector
Tobacco
Category
value
Deep Dive into British American Tobacco (BTI)
BTI (deep dive): Legacy cig biz funds pivot to smoke-free future. VELO nicotine pouches leading charge w/ 234% US vol growth. Vuse vape recovers w/ enforcement. Glo heated tobacco challenges. Trades 8.9x NTM earnings, 7% yield. Bull: New Categories offset cig decline. Bear: cig volumes plummet, alternatives fail. Upside potential w/ 12x multiple.
Read full article (10 min)