Philip Morris International Inc. (PM) on Decifer

Decifer ranks PM number 247 of 270 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 26% and it turns most of its profit into real cash.
• Revenue is growing about 7% a year and profits grew 60% over the past year.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares.
• It trades about 92% above similar companies, and its growth does not yet back up that price.
• Strong 26% returns and 60% profit growth cannot overcome 7% revenue growth with no funded role and a price 92% above peers.

The current read

The evidence on PM lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Smoke-Free Nicotine Transition: Regulatory pressure and consumer preference are shifting nicotine consumption from combustibles to vapor, heated tobacco, and nicotine pouches.

Read the full PM research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.