PMPhilip Morris International

Consumer Defensive

$199.50+30% 1Y

$199.50

$141.7652 weeks$205.61

Is the price fair?

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A demanding price: at the top of its own P/E range and rich vs its sector.

2 to watch, 1 neutral

What the price assumes~+7% a year

Priced for ~7% a year FCF growth. Roughly in line with its three-year revenue growth of 8% a year.

Vs its own P/E rangedearest in 42 quartersderived

Expensive vs its own history: P/E 29.1 vs a 15.0 median over 42 quarters (+94% vs median).

Vs sector (EV/EBIT)21.1×

Sector median 17.7× across 76 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Sep 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 67% of the market

FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What PM's price assumes

Philip Morris International trades at 29.1× earnings against 21.7× for the median Consumer Defensive name, more expensive than its own group.

29.1

Trailing P/E · Consumer Defensive median 21.7 · 1.34× the median: the market pays up for this one

Price / sales: 7.21
Price / sales · today's price, trailing year to Sep 30, 2026
Free cash flow yield: 4.4%
Free cash flow yield · Consumer Defensive median 5.9%
Growth the price implies: +7.4%
Growth the price implies · The price pays for +7.4% free cash flow growth a year for a decade; the business has delivered +21% a year over the last three.

Details›

EV / EBITtoday's price, trailing year to Sep 30, 2026: 21.1
EV / salestoday's price, trailing year to Sep 30, 2026: 8.16
Consumer Defensive median P/E140 names: 21.7
Free cash flow, trailing twelve months: $13.6B
Market capitalisation1.56 billion shares, counted Oct 16, 2026: $311.0B
3-year revenue growth: +8.0%
3-year free cash flow growth: +21%

What the market has paid for these earnings: 42 quarters of its own multiple × $6.85 of trailing earnings per share
Method	Per share
Its own P/E history, lower quartile	$88.10
Its own P/E history, median	$102.82
Its own P/E history, upper quartile	$116.96
52-week range	$141.76 – $205.61
Today	$199.50

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.