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NYSE:PM

Philip Morris International (PM)

179.44
-4.62 (2.51%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Philip Morris International (PM-N) recently raised its dividend by 9%, signaling a strong commitment to returning value to shareholders. However, the company's expansion into the cannabis sector has yet to yield significant positive impact on its financials. Industry headwinds, particularly from societal and governmental pushback against tobacco and potentially cannabis, present challenges that may hinder sales growth and revenue generation. Investors appear to favor this stock primarily for its yield rather than for growth potential, which raises concerns about future revenue declines and free cash flow. It's crucial for investors to monitor the payout ratio closely, as an increasing ratio may indicate strained dividend sustainability going forward.

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Consensus
Cautious
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Valuation
Fair Value
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International,PM
COMMENT
High dividend yielding stock, which can be a pretty attractive place for investors.
WAIT
Classic stock that everybody loves today. Conservative, a consumer staple and has a yield. Expensive, but it has a yield and everyone wants to own this kind of stock. You'll probably do fine until interest rates go up. Wouldn’t touch it here because it has been over bought and is at the top end of its channel. He guesses it will come down and then continue up.
BUY
Likes it. Stabilty of income stream and cash flow. Produces ton of cash. Yield is 4.3%.
BUY
Unpopular sector but very popular right now. This is a sector where you see money flowing it.
COMMENT
Good dividend. Stable business and growing outside of North America. Tough business in many respects. You have to accept the social consequences of owning it. Doesn't see a lot of growth longer-term.
DON'T BUY
He does not like owning companies that kill their customers.
TOP PICK
International and in 175 countries. 16% of the market outside of the US. Litigation risk is a little bit lighter on the international market. Gaining traction in the emerging markets. Good double-digit long-term growth. Dividend of 3.8%, which is going to grow.
COMMENT
Good dividend yield of around 4% and had a pretty good move in price. There are fewer and fewer cigarette sales. Stock has done well because of investors looking for yield and this should work well for quite some time. British American Tobacco (BTI-A) might be a better play as it has a higher dividend and gives you exposure to the British pound.
COMMENT
Doesn’t invest in tobacco because of litigation possibilities. Prefers other areas in the consumers’ staples space.
BUY
International arm for Altria (MO-N) cigarettes. 4.6% dividend and trading at about 14X next year's earnings. Probably fully priced. With organic growth and earnings growth of 10%-12%, this will give you a pretty good return if the multiple stays the same.
DON'T BUY
(Market Call Minute.) Not sure you could put a price tag on the regulatory risks that the industry faces.
BUY
Fantastic yield at 6.7%. Decent payout ratio at 74%. High cash flow business. From a growth perspective, tobacco companies tend not to screen well but this stock is doing well.
COMMENT
Have the best brand in cigarettes globally.
COMMENT
Tobacco. Prefers Lorillard (LO-N) as they are the most efficient operator. Altria (MO-N) is also attractive. Has been a little bit of overhanging in the sector as the FDA starts to regulate the industry so there is some risk.
TRADE
Model price of 42.46. There are stocks with greater upside to model price.
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