企業プロフィール · Consumer Defensive

Altria Group

MO · 米国株
業種
Tobacco
取引所
米国株
国 / 地域
USA
上場日
1970年1月2日
従業員数
5,900
公式サイト
www.altria.com
現在値
$72.89
リアルタイム · 2026年7月27日
ベイリー成長スコア
37/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $72.89 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 $58–$66 / 妥当 $66–$78 / 楽観的 $88–$100。$72.89 時点で 妥当な本源的価値レンジ内。

レポート公開時 $73.33(2026年5月25日)

時価総額$1218.85億
売上高(TTM)$203.78億
EBITDA$157.88億
純利益率39.52%
ROE0%
PER (TTM)15.05
予想PER12.87
PEG1.65
EPS$4.85
配当利回り5.83%
52週レンジ$53.01 – $75.28
アナリスト目標株価$70.64
アナリスト評価3.4 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. It offers cigarettes primarily under the Marlboro brand; large cigars and pipe tobacco under the Black & Mild brand; moist smokeless tobacco and oral tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands; oral nicotine pouches under the on! brand; and e-vapor products under the NJOY ACE brand. The company sells its products to distributors, as well as large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

沿革

Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia, with an IPO date of January 2, 1970. Altria spun off Philip Morris International (PMI) and has tracked capital returns since that separation. In its transition strategy it acquired NJOY for total consideration of $2.901 billion (identifiable net assets of $1.133 billion, generating goodwill of $1.768 billion), and earlier made equity investments in JUUL and Cronos, recognizing a $2.6 billion JUUL impairment in 2020 and Cronos-related pre-tax special items of $466 million in 2021 and $186 million in 2022. The company has announced that Billy Gifford is retiring and Salvatore Mancuso is succeeding him as CEO.

業界での地位

Altria is a U.S.-focused tobacco company (Consumer Defensive sector) operating almost entirely in the United States, with 5,900 employees. Its core wholly-owned businesses are PM USA (cigarettes), John Middleton (machine-made cigars), USSTC (moist snuff), Helix (oral nicotine pouches) and NJOY (e-vapor), plus majority-owned JV Horizon for heat-not-burn commercialization and equity stakes in ABI and Cronos. In 2025 smokeable products contributed $20.485 billion of segment net revenue and oral tobacco $2.802 billion; Marlboro held a 59.4% U.S. premium cigarette retail share, and in Q1 2026 Altria's total cigarette share was 45.4% (Marlboro 39.7% total, 59.5% premium). The company states PM USA is the most profitable U.S. cigarette manufacturer and USSTC a leading MST manufacturer.

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