BRITISH AMERICAN TOBACCO PLC (BTI)
NYSEConsumer StaplesTobaccoSnapshot 2026-10-23
$59.48-1.64%
Close 2026-10-23 · 1-day change
NYSEConsumer StaplesTobaccoSnapshot 2026-10-23
Research Workspace
Put BTI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisModerate volatility — typically moves about 1% a day.
View RiskNot enough reads yet
BTI's case rests on smoking alternatives, especially Velo, becoming a larger growth engine. The desk has no earnings history or latest release to confirm growth. News supports alternative products, but recent company results are unavailable. No valuation multiple or peer comparison is available to show what price reflects. A 17% next-quarter miss probability is recorded, though risk is quiet. No active thesis-break alarm is present. Our read remains intact, but confidence is low; this read is provisional.
Trailing returns as of 2026-10-23. BTI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering BTI (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-23. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Tobacco — fair value, gap to price, and forward P/E.
Compare the value case
Put BTI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Highlights potential growth of Velo product line.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-23. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Positive outlook on smoking alternatives supports growth strategy.
Earnings backed discount supports positive valuation outlook.
Strengthens strategic tech partnership, aligning with growth objectives.
Increased competition from Philip Morris in nicotine pouches.
Weakness in Asia-Pacific impacts overall performance.
Class-action litigation poses significant legal risks.
Job cuts indicate potential leadership and strategic issues.