Altria Group (MO) Could Be 44% Below Fair Value As Smoke Free Push Builds

Simply Wall St.06-25 09:38

Altria Group (MO) is accelerating its push into smoke-free products as cigarette volumes face pressure from higher costs and tighter regulation, giving investors a fresh lens on the stock’s long-term ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2646826841?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/296308-main-header/1756203640638","is_english":true,"pubTime":"2026-06-25 09:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2646826841","market":"us","top_or_hot":-1,"title":"Altria Group (MO) Could Be 44% Below Fair Value As Smoke Free Push Builds","media":"Simply Wall St.","content":"<div>\n<p>Altria Group (MO) is accelerating its push into smoke-free products as cigarette volumes face pressure from higher costs and tighter regulation, giving investors a fresh lens on the stock’s long-term ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-mo/altria-group/news/altria-group-mo-could-be-44-below-fair-value-as-smoke-free-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Altria Group (MO) Could Be 44% Below Fair Value As Smoke Free Push Builds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAltria Group (MO) Could Be 44% Below Fair Value As Smoke Free Push Builds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-mo/altria-group/news/altria-group-mo-could-be-44-below-fair-value-as-smoke-free-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Altria Group (MO) is accelerating its push into smoke-free products as cigarette volumes face pressure from higher costs and tighter regulation, giving investors a fresh lens on the stock’s long-term ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-mo/altria-group/news/altria-group-mo-could-be-44-below-fair-value-as-smoke-free-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001440.SGD","symbol_name":"United Global Dividend Equity Fund A SGD Dist","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-mo/altria-group/news/altria-group-mo-could-be-44-below-fair-value-as-smoke-free-p","article_id":"2646826841","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/296308-main-header/1756203640638"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-mo/altria-group/news/altria-group-mo-could-be-44-below-fair-value-as-smoke-free-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2646826841","pubTimestamp":1782351517,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Altria Group (MO) is accelerating its push into smoke-free products as cigarette volumes face pressure from higher costs and tighter regulation, giving investors a fresh lens on the stock’s long-term earnings mix.\nSee our latest analysis for Altria Group.\nAltria Group’s share price has climbed 25.75% year to date and 11.53% over the last 90 days, while its 1 year total shareholder return of 30.57% and 5 year total shareholder return of 122.46% point to strong momentum backed by dividends.\nIf...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4075":"烟草","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4585":"ETF&股票定投概念","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","BK4566":"资本集团","MO":"奥驰亚","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","BK4588":"碎股","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC"},"translate_title":"随着无烟推动的加强，奥驰亚集团(MO)的股价可能比公允价值低44%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MO":1.5,"DCF":1},"content_text":"Altria Group (MO) is accelerating its push into smoke-free products as cigarette volumes face pressure from higher costs and tighter regulation, giving investors a fresh lens on the stock’s long-term earnings mix. See our latest analysis for Altria Group. Altria Group’s share price has climbed 25.75% year to date and 11.53% over the last 90 days, while its 1 year total shareholder return of 30.57% and 5 year total shareholder return of 122.46% point to strong momentum backed by dividends. If Altria Group’s shift toward smoke free products has your attention, it can be useful to see what else is changing habits in the market by checking out 20 top founder-led companies So with Altria Group posting a 44% intrinsic discount but trading slightly above the average analyst price target, is the recent strength a sign of undervaluation, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 10% Overvalued The most followed narrative pegs Altria Group’s fair value at $65.50 compared with a last close of $72.07, setting up a valuation built on detailed earnings and margin assumptions.  Altria faces challenges in the e-vapor category due to the prevalence of illicit products, which constitute over 60% of the market. This limits their ability to generate revenue from legitimate e-vapor products, impacting future revenue growth.  Read the complete narrative. Read the complete narrative. Want to see what justifies that fair value gap? The narrative leans heavily on margin expansion, steady top line assumptions and a tighter earnings multiple. Curious which numbers matter most? Result: Fair Value of $65.50 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, if Altria Group’s traditional smokeable and oral tobacco businesses continue to show resilient pricing and margins, or if on! continues to gain share, the overvaluation thesis could look less clear cut. Find out about the key risks to this Altria Group narrative. Another View on Altria Group’s Valuation The analyst narrative suggests Altria Group is about 10% overvalued at a fair value of $65.50, but our DCF model presents a very different picture. On that measure, the stock trades at $72.07 compared with an estimated future cash flow value of $129.56, which implies a 44.4% discount. Which set of assumptions do you consider more reliable? To see how those cash flow assumptions are constructed and to compare them with your own expectations, take a closer look at the SWS DCF model for Altria Group with Look into how the SWS DCF model arrives at its fair value. MO Discounted Cash Flow as at Jun 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Altria Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 44 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With Altria Group attracting both concern over risks and optimism around potential rewards, now is the time to look through the numbers yourself and decide where you stand, then weigh those findings against 3 key rewards and 2 important warning signs Looking for more investment ideas beyond Altria Group? If Altria Group has sharpened your focus on where capital works hardest, do not stop here. Broaden your watchlist now and avoid missing potential standouts.  Target higher yields with companies that prioritize consistent income by reviewing carefully selected 7 dividend fortresses Spot potential value gaps by scanning companies trading below their implied worth via the focused 44 high quality undervalued stocks Shift your attention toward stability by reviewing companies highlighted in the 69 resilient stocks with low risk scores   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2646826841","isCrawlerRequest":true}