COMPARE · Reviewed August 1, 2026
BTI vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. BTI scored 51.3, TPB scored 61.6 — TPB leads.
Compare another set
BTI
British American Tobacco p.l.c.
51.3
$60.65 · $130.8B
fundamentals as of
Score gap
10.3
TPB leads
TPB
Turning Point Brands Inc
61.6
$74.61 · $1.4B
The model, pillar by pillar (0–100 each)
BTI
stronger →← stronger
TPB
70
Qualityreturns · margins · balance sheet
57
42
Growthrevenue & earnings expansion
78
53
Valuevaluation vs sector peers
53
BTI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BTI
TPB
—
FCF
$1mC-
-1.0%D+
Rev
+30.0%A-
0.72B
D/E
0.79B
15.6xA-
P/E
26.4xC+
1.60C+
PEG
0.88B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTI
TPB
—
Price vs fair valuelower is cheaper
4705% above
—
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
—
1-yr DCF upside
-98%
—
5-yr DCF upside
-98%
—
10-yr DCF upside
-97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTI
Why this score
- Raising its dividend
- Foreign reporter (GBP)
TPB
Why this score
- Raising its dividend
- Diluting shareholders
The companies
BTIBritish American Tobacco p.l.c.
Why now
Tobacco · market cap $130.8b. 10% off the 52-week high of $67.30. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $68.24 (implying +13% upside).
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $130.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Dividend payout 85% of earnings on a 5.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
TPBTurning Point Brands Inc
Why now
Tobacco · market cap $1.4b. Down 49% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.