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MO vs PM
Which Stock Would AI Choose? Altria Group (MO) vs. Philip Morris International (PM) Stock Comparison
Key Takeaways
- MO offers a significantly higher dividend yield of approximately 6.3% compared to PM's roughly 3.1%, appealing to income-focused investors.
- PM demonstrates stronger revenue growth driven by its international smoke-free portfolio, including IQOS and ZYN products, while MO maintains stable U.S. operations with moderated volume declines.
- Both companies reported solid second-quarter 2026 results with MO raising the lower end of its full-year EPS guidance and PM adjusting for currency tailwinds.
- MO benefits from a recent dividend increase and manufacturing partnership with PM, whereas PM expands U.S. nicotine pouch capacity.
- MO exhibits lower beta and defensive characteristics suited for stability, while PM shows higher growth momentum in next-generation products.
- Recent market activity highlights PM's outperformance over the past year relative to MO, amid broader sector shifts toward smoke-free innovations.
Introduction
Altria Group (MO) and Philip Morris International (PM) represent two leading players in the nicotine and tobacco industry, making them natural subjects for comparison in the current market environment. MO focuses primarily on the U.S. market with established brands, while PM operates internationally with a growing emphasis on smoke-free alternatives. This analysis examines their relative performance, business models, and positioning to assist income-oriented investors, growth seekers, and those evaluating defensive consumer staples exposure. Traders monitoring sector trends and dividend consistency may find the comparison particularly relevant for portfolio allocation decisions.
MO Overview and Recent Performance
Altria Group (MO) operates as a major U.S. tobacco company with flagship brands in the combustible and emerging smoke-free segments. Recent market activity shows the stock trading near $69, with a 1-month gain of approximately 4-7% amid volatility following second-quarter results. The company delivered mixed Q2 2026 earnings, with revenue beating estimates but EPS slightly missing consensus; management raised the lower end of full-year adjusted EPS guidance to $5.61-$5.72. Key influences include a 4.7% dividend increase to $1.11 per share, yielding around 6.3%, and a new manufacturing agreement with PM. Sentiment has been supported by regulatory developments and steady capital returns, though long-term diversification challenges persist.
PM Overview and Recent Performance
Philip Morris International (PM) is a global leader in tobacco and nicotine products, with strong positions outside the U.S. and expanding domestic smoke-free offerings. The stock trades near $191, reflecting a 1-year advance of about 15-18% and recent weekly gains. Second-quarter 2026 results featured robust revenue growth exceeding $11 billion for the first time in a quarter, driven by IQOS and ZYN performance, alongside raised full-year EPS guidance incorporating currency benefits. Influences on performance include increased U.S. investment in nicotine pouches, FDA authorizations, and international volume stability. Market sentiment remains constructive on the company's transition to next-generation products despite broader industry volume pressures.
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Head-to-Head Comparison
MO and PM share exposure to the nicotine sector but differ markedly in geographic focus and growth trajectories. MO emphasizes U.S. stability and high-yield dividends, supported by consistent share repurchases and a lower beta of around 0.49, offering defensive qualities. In contrast, PM leverages international scale and smoke-free innovation for higher revenue growth rates near 10%, with a larger market capitalization exceeding $290 billion. Recent momentum favors PM due to product expansions, while MO provides superior current income. Risk factors include regulatory scrutiny for both, with MO facing domestic volume challenges and PM navigating currency and competitive pressures in emerging categories. Market sentiment reflects trade-offs between yield stability and growth potential.
Tickeron AI Verdict
Based on observable factors such as trend consistency in smoke-free growth, revenue momentum, and relative positioning, Tickeron’s AI would currently assign a probabilistic edge to PM. The company’s international diversification and product innovation appear to support steadier forward momentum compared to MO’s more mature domestic profile, though both exhibit resilience in a shifting regulatory landscape.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MO is a StrongBuy and PM is a Hold.
MO | PM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 87 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 20 Undervalued | 21 Undervalued | |
PROFIT vs RISK RATING 1..100 | 7 | 9 | |
SMR RATING 1..100 | 8 | 3 | |
PRICE GROWTH RATING 1..100 | 48 | 44 | |
P/E GROWTH RATING 1..100 | 26 | 32 | |
SEASONALITY SCORE 1..100 | 55 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MO's Valuation (20) in the Tobacco industry is in the same range as PM (21). This means that MO’s stock grew similarly to PM’s over the last 12 months.
MO's Profit vs Risk Rating (7) in the Tobacco industry is in the same range as PM (9). This means that MO’s stock grew similarly to PM’s over the last 12 months.
PM's SMR Rating (3) in the Tobacco industry is in the same range as MO (8). This means that PM’s stock grew similarly to MO’s over the last 12 months.
PM's Price Growth Rating (44) in the Tobacco industry is in the same range as MO (48). This means that PM’s stock grew similarly to MO’s over the last 12 months.
MO's P/E Growth Rating (26) in the Tobacco industry is in the same range as PM (32). This means that MO’s stock grew similarly to PM’s over the last 12 months.
| MO | PM | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 45% | 2 days ago 48% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 60% |
| MACD ODDS (%) | 3 days ago 52% | 2 days ago 54% |
| TrendWeek ODDS (%) | 2 days ago 39% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 51% | 2 days ago 60% |
| Advances ODDS (%) | 3 days ago 56% | 2 days ago 59% |
| Declines ODDS (%) | 5 days ago 36% | 5 days ago 46% |
| BollingerBands ODDS (%) | 2 days ago 45% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 43% | N/A |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MO’s FA Score shows that 4 FA rating(s) are green while PM’s FA Score has 4 green FA rating(s).
- MO’s FA Score: 4 green, 1 red.
- PM’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MO’s TA Score shows that 6 TA indicator(s) are bullish while PM’s TA Score has 6 bullish TA indicator(s).
- MO’s TA Score: 6 bullish, 3 bearish.
- PM’s TA Score: 6 bullish, 2 bearish.
Price Growth
MO (@Tobacco) experienced а -1.18% price change this week, while PM (@Tobacco) price change was +0.54% for the same time period.
The average weekly price growth across all stocks in the @Tobacco industry was -4.03%. For the same industry, the average monthly price growth was -11.31%, and the average quarterly price growth was -17.90%.
Reported Earning Dates
MO is expected to report earnings on Oct 29, 2026.
PM is expected to report earnings on Oct 20, 2026.
Industries' Descriptions
@Tobacco (-4.03% weekly)The industry is engaged in the growth, preparation for sale, advertisement, and distribution of tobacco and tobacco-related products like cigarettes. In 2017, tobacco companies spent an estimated $9.36 billion marketing cigarettes and smokeless tobacco in the U.S. – an amount that translates to more than $25 million each day (according to a CDC report). Philip Morris International Inc., Altria Group Inc., and British American Tobacco plc are some major cigar makers. In recent times, vaping or the use of e-cigarette (does not burn tobacco) is gaining momentum – several established cigarette makers are trying to expand their footprint in this new market.
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MO and
Correlation & Price change
A.I.dvisor indicates that over the last year, MO has been loosely correlated with PM. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if MO jumps, then PM could also see price increases.
PM and
Correlation & Price change
A.I.dvisor indicates that over the last year, PM has been loosely correlated with BTI. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if PM jumps, then BTI could also see price increases.