Philip Morris

Ticker: PM US

Sector: Tobacco

Rating: Buy

Published Research

Philip Morris: Picking Up Speed in Q3; Still Cheap at 20x P/E (October 2024)

Philip Morris: Flawless Q1 and Raised 2024 Outlook; Still Cheap (April 2024)

Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree (February 2024)

Philip Morris: Positive Q3; Putting That 1.5% FCF/Share CAGR in Context (October 2023)

Philip Morris: Even More Bullish After Investor Day (October 2023)

Philip Morris: Q2 Strong on Nearly All Fronts, Still 5%+ Dividend Yield (July 2023)

Philip Morris: Q1 Weak as Guided, Stronger Growth & Margins in Rest of 2023 (April 2023)

Tobacco Stocks: The New "Cigar Butts"? (April 2023)

Legacy Seeking Alpha Articles

Philip Morris: Solid Q4, Multiple Drivers For 2023 Onwards (February 2023)

Philip Morris: Solid Q3 Results, But High U.S. Re-Entry Costs (October 2022)

Philip Morris: Remarkably Strong Q2 Excluding Currency & Russia (July 2022)

Philip Morris: Q1 Rebased EPS Lower But Kept Growth Targets (April 2022)

Philip Morris: Cutting Forecasts After Plans To Exit Russia (March 2022)

Philip Morris: Strong Q4 With Progress In Key Next Gen Products (February 2022)

Philip Morris: CFO Comments at Morgan Stanley Conference (December 2021)

Philip Morris: Strong Q3 Growth Despite Temporary Chip Shortage (October 2021)

Philip Morris: Strong Q2 Results, 2021 Outlook Raised Again (July 2021)

Philip Morris: Reviewing Vectura & Fertin Pharma Acquisitions (July 2021)

Philip Morris: U.S. Ruling Against IQOS Has Little Impact (May 2021)

Philip Morris: All Growth Drivers On Track In Q1 2021 (April 2021)

Philip Morris: Higher Estimates And Confidence After Investor Day (February 2021)

Philip Morris: 6%+ Dividend Yield, 15% EPS Growth Guided In 2021 (February 2021)

Philip Morris: 6% Correction After Q3 Results Was An Over-Reaction (October 2020)

Philip Morris: IQOS Firing On All Cylinders In H1, Reiterate Buy (July 2020)

Philip Morris: Secure 6.5% Dividend Yield And Strong IQOS Growth (April 2020)

Philip Morris: Q4 Results Support 5.4% Dividend Yield & Low-Teens Return (February 2020)

Philip Morris: Reiterating Our 15-25% Return Buy Case After Q3 (October 2019)

Philip Morris: Why A Merger With Altria Is Not Needed (August 2019)

Philip Morris: 6% Dividend Yield, Future-Proof With 15-25% Upside (Initiation) (June 2019)