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v0.1
MO$68.69-1.28%
Fair $68.69+0.0%

MO

Altria Group, Inc.

Consumer Defensive / TobaccoNYSE

$68.69

-0.89 (-1.28%)

Fairly Valued+0.0%Fair Value $68.69Fund rank 38/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining RevenueLow Profitability

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.1B · quality 85.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 2unknown: 19
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 5 consecutive years ROE is -2.0%, below the 5% threshold
Thesis & Journal · MOLocal privado en este navegador · Altria Group, Inc.
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

$114.7B

P/E

14.3x

↓

EV/EBITDA

12.6x

↑

ROE

-198.4%

↓

Gross Margin

72.2%

↑

Debt/Equity

-7.34

↓
52-Week Range$69
$55$75

TradingView lightweight chart

MO price, volumen y niveles de valoración

Último $68.69Periodo +193.1%
Fair value: $68.69

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+0.4%

FCF CAGR

-0.5%

FCF margin

45.1%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.14B · net income $6.95B · FCF $9.07B

2007-FY → 2025-FY

Gross margin

72.2%+32.6% pts

Operating margin

59.8%+36.3% pts

Net margin

34.5%-17.9% pts

FCF margin

45.1%-8.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$20.14B$20.14B$20.44B$20.50B$20.69B$26.01B$26.15B$25.11B$25.36B$25.58B$25.74B$25.43B$24.52B$24.47B$24.62B$23.80B$24.36B$23.56B$19.36B$18.66B
Net Income$6.95B$6.95B$11.26B$8.13B$5.76B$2.48B$4.47B$-1.29B$6.96B$10.22B$14.24B$5.24B$5.07B$4.54B$4.18B$3.39B$3.90B$3.21B$4.93B$9.79B
EBITDA$10.83B$10.83B$15.07B$12.35B$8.74B$11.80B$11.13B$10.55B$9.34B$9.80B$8.96B$8.59B$7.83B$8.30B$7.48B$6.32B$6.50B$5.75B$5.10B$4.61B
EPS4.124.126.544.573.191.342.40-0.703.685.317.28———2.061.641.871.542.364.62
Gross Margin72.2%72.2%70.3%69.7%68.9%53.8%49.8%50.6%48.3%46.8%45.0%43.7%41.4%42.7%38.8%37.6%37.7%37.5%39.7%39.6%
Operating Margin59.8%59.8%56.9%56.3%57.6%44.4%41.6%41.1%35.9%37.5%34.0%32.9%31.1%33.0%29.5%25.5%25.6%23.2%25.2%23.4%
Net Margin34.5%34.5%55.1%39.7%27.9%9.5%17.1%-5.1%27.5%40.0%55.3%20.6%20.7%18.5%17.0%14.2%16.0%13.6%25.5%52.4%
Balance Sheet
Debt/Equity-7.34-7.34-11.14-7.41-6.72-16.779.854.350.800.851.094.464.543.403.923.562.352.752.42—
Current Ratio0.620.62——————————————————
Cash Flow
Free Cash Flow$9.07B$9.07B$8.61B$9.09B$8.05B$8.24B$8.15B$7.59B$8.15B$4.70B$3.64B$5.61B$4.50B$4.24B$3.78B$3.51B$2.60B$3.17B$4.64B$9.93B
Returns
ROE-198.4%-198.4%-503.3%-229.7%-145.1%-154.1%157.3%-20.8%47.1%66.5%111.5%182.0%168.2%110.1%131.9%92.1%75.2%78.8%174.3%—
Valuation
P/E14.3414.348.139.0814.56———————————————
EV/EBITDA12.6312.637.527.8012.17———————————————
Growth & Yield
Revenue Growth-1.5%-1.5%-0.3%-0.9%—-0.5%4.2%-1.0%-0.8%-0.7%1.2%3.7%0.2%-0.6%3.4%-2.3%3.4%21.7%3.7%—
EPS Growth-37.0%-37.0%43.1%43.3%—-44.2%442.9%-119.0%-30.7%-27.1%————25.6%-12.3%21.4%-34.7%-48.9%—
Dividend Yield6.1%6.1%——————————————————

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

13.9%

razonable

EPS terminal req.

$6.10

Spread vs growth

-50.9%

5Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$7.38

Spread vs growth

-49.4%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$11.88

Spread vs growth

-48.2%

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 +19.4%

Total return

+19.4%

Start / end P/E

9.3x → 16.7x

EPS bridge

6.54 → 4.12

Residual

-29.6%

EPS growth-37.0%
Multiple rerating+79.9%
Dividend+6.1%
Residual / FX / buybacks / cross-term-29.6%

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.