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PM Consumer Defensive Latest YouTube: Q2 2026 Published 2026-07-22

Philip Morris International Inc

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Philip Morris (PM) Q2 2026: A Great Quarter GAAP Hides — Smoke-Free Winner at a Full Price? HOLD

Published 2026-07-22

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q2 2026
2026-07-22
Podcast available
Yes
Current price
$188.23
-2.78 (-1.46%)
Trailing / Forward P/E
25.86x
Forward: 20.53x
Market cap / Volume
Volume:
Revenue / Earnings Growth
10.4%
Earnings: -7.5%
Margins
40.0% op
Gross: 67.5% · Net: 25.6%
Balance sheet
0.98x current
Debt / Equity: —
52-week range / Beta
$142.11 - $207.76
Beta: 0.40
Analyst target
$203.80
Upside: 8.3%
Cash / shareholder return
3.31% FCF yield
Dividend yield: 3.07%

Company context

Industry: Tobacco
Country: United States
Employees:
Price to book: -34.18x
Return on equity:
Philip Morris International Inc. operates as a tobacco company. The company offers cigarettes and smoke-free products, including heat-not-burn, e-vapor, and oral nicotine products under the IQOS, VEEV, and ZYN brands; and consumer accessories, such as lighters and matches. It also offers wellness products. The company was incorporated in 1987 and is headquartered in Stamford, Connecticut.

Price chart

Market context for PM

Competitive view

PM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Monster Beverage Corporation latest YouTube video thumbnail YouTube
Monster Beverage Corporation
MNST
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
MNST
$93.62B
Monster Beverage Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
MNST
44.2x
Monster Beverage Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
MNST
36.5x
Monster Beverage Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
MNST
20.2%
Monster Beverage Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
MNST
18.0%
Monster Beverage Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
MNST
29.2%
Monster Beverage Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
MNST
55.5%
Monster Beverage Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
MNST
23.1%
Monster Beverage Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
MNST
25.7%
Monster Beverage Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
MNST
1.8%
Monster Beverage Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
MNST
0.99x
Monster Beverage Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
MNST
3.73x
Monster Beverage Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
MNST
0.52
Monster Beverage Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
MNST
Monster Beverage Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)
MNST
5.0%
Monster Beverage Corporation

Related research

Non-quarter videos featuring PM

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-22

Philip Morris (PM): A Great Quarter GAAP Hides — Fully Priced? HOLD #shorts #stocks

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for PM

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-22
Published youtube podcast complete
Philip Morris (PM) Q2 2026: A Great Quarter GAAP Hides — Smoke-Free Winner at a Full Price? HOLD
Quarterly earnings-analysis entry for Philip Morris International Inc. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-24
Published youtube complete
PM Stock: EPS Beats by 5% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Philip Morris International Inc. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-24
Published podcast complete
Charged Alpha | Philip Morris International (PM) | S&P 500 Deep Dive — Ep. 0
Quarterly earnings-analysis entry for Philip Morris International Inc. Use the links on the right to open the video or podcast episode.
Q4 2025
Episode live
2026-04-09
Published youtube complete
Charged Alpha | Philip Morris International (PM) | Q4 2025 Earnings Deep Dive
Quarterly earnings-analysis entry for Philip Morris International Inc. Use the links on the right to open the video or podcast episode.