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v0.1
BTI$61.00-1.28%
Fair $61.00+0.0%

BTI

British American Tobacco p.l.c.

Consumer Defensive / TobaccoNYSE

$61.00

-0.79 (-1.28%)

Fairly Valued+0.0%Fair Value $61.00Fund rank 35/100 · Data gapFallback financials|
SA 43/C
F-Score: 7/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.5B · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · BTILocal privado en este navegador · British American Tobacco p.l.c.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$131.9B

P/E

13.0x

↓

EV/EBITDA

11.8x

↑

ROE

16.2%

↑

Gross Margin

83.5%

↑

Debt/Equity

0.73

↑
52-Week Range$61
$45$67

TradingView lightweight chart

BTI price, volumen y niveles de valoración

Último $61.00Periodo +1009.1%
Fair value: $61.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-2.5%

FCF CAGR

-16.7%

FCF margin

22.0%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.61B · net income $7.76B · FCF $5.64B

2022-FY → 2025-FY

Gross margin

83.5%-0.0% pts

Operating margin

45.5%-6.1% pts

Net margin

30.3%+6.2% pts

FCF margin

22.0%-13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.61B$25.61B$25.87B$27.28B$27.66B
Net Income$7.76B$7.76B$3.07B$-14.37B$6.67B
EBITDA$14.06B$14.06B$8.42B$8.83B$12.29B
EPS3.493.491.36-6.472.92
Gross Margin83.5%83.5%82.9%83.0%83.5%
Operating Margin45.5%45.5%41.1%-31.3%51.6%
Net Margin30.3%30.3%11.9%-52.7%24.1%
Balance Sheet
Debt/Equity0.730.730.740.760.57
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$5.64B$5.64B$9.52B$10.11B$9.74B
Returns
ROE16.2%16.2%6.2%-27.3%8.8%
Valuation
P/E12.9812.9827.20—13.94
EV/EBITDA11.7911.7913.8211.8810.87
P/B2.802.801.661.281.22
Growth & Yield
Revenue Growth-1.0%-1.0%-5.2%-1.3%—
EPS Growth156.7%156.7%121.0%-321.5%—
Dividend Yield5.5%5.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$5.41

Spread vs growth

140.9%

5Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$6.55

Spread vs growth

143.3%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$10.55

Spread vs growth

145.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +40.4%

Total return

+40.4%

Start / end P/E

33.2x → 17.5x

EPS bridge

1.36 → 3.49

Residual

-74.3%

EPS growth+156.7%
Multiple rerating-47.4%
Dividend+5.5%
Residual / FX / buybacks / cross-term-74.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.