COMPARE · Data as of August 27, 2026
PM vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. PM scored 47.2, TPB scored 56.3 — TPB leads.
Compare another set
PM
Philip Morris International Inc.
47.2
$190.48 · $296.9B
fundamentals as of
Score gap
9.1
TPB leads
TPB
Turning Point Brands, Inc.
56.3
$84.24 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPM26.2x
- Fastest growthTPB+24.5%
- Highest qualityPM77 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
PM
stronger →← stronger
TPB
77
Qualityreturns · margins · balance sheet
54
67
Growthrevenue & earnings expansion
68
21
Valuevaluation vs sector peers
49
TPB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PM
TPB
$12.7bA-
FCF
$20mC-
+8.9%B
Rev
+24.5%A-
—
D/E
0.68B
26.2xC+
P/E
36.6xC
2.52C
PEG
0.05A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
PM
TPB
38% above
Price vs fair valuelower is cheaper
247% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~48%/yr
-33%
1-yr DCF upside
-78%
-27%
5-yr DCF upside
-71%
-18%
10-yr DCF upside
-57%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PM
Why this score
- Raising its dividend
TPB
Why this score
- Raising its dividend
- Diluting shareholders
The companies
PMPhilip Morris International Inc.
Why now
Tobacco · market cap $296.9b. 8% off the 52-week high of $207.76. 15 sell-side analysts publish a mean 1-yr target of $203.80 (implying +7% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 117% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $296.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
ROE -127% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
TPBTurning Point Brands, Inc.
Why now
Tobacco · market cap $1.7b. Down 43% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. PEG 0.05 — paying under fair value for the growth rate. 6 sell-side analysts publish a mean 1-yr target of $125.17 (implying +49% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.
Where PM and TPB diverge
On the headline score the gap is 9.1 points in favor of TPB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValuePM 20.5 · TPB 48.9TPB +28.4
- QualityPM 76.8 · TPB 53.9PM +22.9
- GrowthPM 66.6 · TPB 67.8level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.