TPBTurning Point Brands, Inc.

$63.99-29% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though priced for +21% a year vs +11% a year delivered.

1 to watch, 2 neutral
What the price assumes~+21% a year

Priced for ~21% a year FCF growth. The price demands more than its three-year revenue growth of 11% a year, priced for acceleration.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 27.6 vs a 23.0 median over 41 quarters (+20% vs median).

Vs sector (EV/EBIT)17.4×

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 Jun 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)middle of the market
FCF yieldbottom 8% 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 TPB's price assumes

Turning Point Brands, Inc. trades at 27.6× earnings against 21.7× for the median Consumer Defensive name, more expensive than its own group.

27.6

Trailing P/E · Consumer Defensive median 21.7 · 1.27× the median: the market pays up for this one

Price / sales
2.53

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
1.5%

Free cash flow yield · Consumer Defensive median 5.9%

Growth the price implies
+21%

Growth the price implies · The price pays for +21% free cash flow growth a year for a decade; the business has delivered −24% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
2.83
EV / EBITtoday's price, trailing year to Jun 30, 2026
17.4
EV / salestoday's price, trailing year to Jun 30, 2026
2.58
Consumer Defensive median P/E140 names
21.7
Free cash flow, trailing twelve months
$20M
Market capitalisation20.0 million shares, counted Jul 28, 2026
$1.28B
3-year revenue growth
+11%
3-year free cash flow growth
−24%
What the market has paid for these earnings: 41 quarters of its own multiple × $2.32 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$30.50
Its own P/E history, median$53.44
Its own P/E history, upper quartile$80.45
52-week range$55.28 – $142.70
Today$63.99

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

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.