COMPARE · Reviewed July 29, 2026
MO vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. MO scored 42.9, TPB scored 61.2 — TPB leads.
Compare another set
MO
Altria Group Inc
42.9
$68.09 · $115.3B
Score gap
18.3
TPB leads
TPB
Turning Point Brands Inc
61.2
$76.32 · $1.5B
The model, pillar by pillar (0–100 each)
MO
stronger →← stronger
TPB
97
Qualityreturns · margins · balance sheet
57
14
Growthrevenue & earnings expansion
78
60
Valuevaluation vs sector peers
52
MO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MO
TPB
$8.6bB+
FCF
$1mC-
-1.1%D+
Rev
+30.0%A-
—
D/E
0.79B
15.6xB+
P/E
27.4xC+
—
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MO
TPB
0% below
Price vs fair valuelower is cheaper
4836% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+6%
1-yr DCF upside
-98%
+0%
5-yr DCF upside
-98%
-7%
10-yr DCF upside
-97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MO
Why this score
- Short track record
TPB
Why this score
- Raising its dividend
- Diluting shareholders
The companies
MOAltria Group Inc
Why now
Tobacco · market cap $115.3b. 12% off the 52-week high of $77.06.
Moat
Net margin 34% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 150% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $115.3b 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 87% of earnings on a 5.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
TPBTurning Point Brands Inc
Why now
Tobacco · market cap $1.5b. Down 48% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.91 — 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 48% 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.