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v0.1
PM$172.94-2.50%
Fair $172.94+0.0%

PM

Philip Morris International Inc.

Consumer Defensive / TobaccoNYSE

$172.94

-4.44 (-2.50%)

Fairly Valued+0.0%Fair Value $172.94Fund rank 39/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9
Low 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 21% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.7B · quality 82.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 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. ROE is -1.1%, below the 5% threshold
Thesis & Journal · PMLocal privado en este navegador · Philip Morris International 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

$269.5B

P/E

24.4x

↑

EV/EBITDA

17.9x

↑

ROE

-113.5%

↓

Gross Margin

67.1%

↑

Debt/Equity

-4.89

↓
52-Week Range$173
$142$193

TradingView lightweight chart

PM price, volumen y niveles de valoración

Último $172.94Periodo +250.2%
Fair value: $172.94

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

-1.7%

FCF CAGR

+4.9%

FCF margin

26.2%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.65B · net income $11.35B · FCF $10.66B

2007-FY → 2025-FY

Gross margin

67.1%+41.6% pts

Operating margin

36.7%+20.6% pts

Net margin

27.9%+17.0% pts

FCF margin

26.2%+18.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$40.65B$40.65B$37.88B$35.17B$31.76B$31.41B$28.69B$29.80B$29.63B$28.75B$26.68B$73.91B$80.11B$80.03B$77.39B$76.35B$67.71B$62.08B$63.64B$55.24B
Net Income$11.35B$11.35B$7.06B$7.81B$9.05B$9.11B$8.06B$7.18B$7.91B$6.04B$6.97B$6.87B$7.49B$8.58B$8.80B$8.59B$7.26B$6.34B$6.89B$6.04B
EBITDA$17.46B$17.46B$15.75B$13.37B$13.48B$13.97B$12.65B$11.49B$12.37B$12.46B$11.65B$11.38B$12.59B$14.40B$14.76B$14.34B$12.13B$10.89B$11.09B$9.64B
EPS7.267.264.535.025.815.835.164.615.083.884.484.424.765.265.174.853.923.243.312.86
Gross Margin67.1%67.1%64.8%63.3%64.1%68.1%66.7%64.7%63.7%63.7%64.8%23.6%24.1%26.0%27.1%26.7%25.8%25.8%25.7%25.5%
Operating Margin36.7%36.7%35.4%34.7%38.6%41.3%40.7%35.3%38.4%40.3%40.9%14.4%14.6%16.9%17.9%17.5%16.5%16.2%16.1%16.1%
Net Margin27.9%27.9%18.6%22.2%28.5%29.0%28.1%24.1%26.7%21.0%26.1%9.3%9.4%10.7%11.4%11.3%10.7%10.2%10.8%10.9%
Balance Sheet
Debt/Equity-4.89-4.89-3.89-4.27-4.81——————————64.753.812.391.52—
Current Ratio0.980.98——————————————————
Cash Flow
Free Cash Flow$10.66B$10.66B$10.77B$7.88B$9.73B$11.22B$9.21B$9.24B$8.04B$7.36B$6.91B$6.91B$6.59B$8.94B$8.37B$9.63B$8.72B$7.17B$6.84B$4.48B
Returns
ROE-113.5%-113.5%-60.1%-69.6%-101.0%-90.1%-64.1%-62.1%-63.5%-49.9%-54.9%-51.9%-59.3%-110.4%-253.2%3751.5%207.0%111.0%91.9%—
Valuation
P/E24.3624.3626.9418.9817.81———————————————
EV/EBITDA17.9517.9514.6914.4214.88———————————————
Growth & Yield
Revenue Growth7.3%7.3%7.7%10.7%—9.4%-3.7%0.6%3.1%7.7%-63.9%-7.7%0.1%3.4%1.4%12.7%9.1%-2.5%15.2%—
EPS Growth60.3%60.3%-9.8%-13.6%—13.0%11.9%-9.3%30.9%-13.4%1.4%-7.1%-9.5%1.7%6.6%23.7%21.0%-2.1%15.7%—
Dividend Yield3.3%3.3%——————————————————

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

28.3%

muy exigente

EPS terminal req.

$15.35

Spread vs growth

31.9%

5Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$18.57

Spread vs growth

39.6%

10Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$29.90

Spread vs growth

45.1%

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 -0.9%

Total return

-0.9%

Start / end P/E

39.9x → 23.8x

EPS bridge

4.53 → 7.26

Residual

-24.3%

EPS growth+60.3%
Multiple rerating-40.2%
Dividend+3.3%
Residual / FX / buybacks / cross-term-24.3%

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.