MO · NYQ · Consumer Defensive
Altria Group, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 78.19
Market price
USD 69.52
Implied upside
+12.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 20.0bn | USD 19.8bn | USD 19.6bn | USD 19.4bn | USD 19.3bn | -0.9% |
| EBIT | USD 11.5bn | USD 11.4bn | USD 11.3bn | USD 11.2bn | USD 11.1bn | -0.9% |
| NOPAT | USD 9.1bn | USD 9.0bn | USD 8.9bn | USD 8.8bn | USD 8.8bn | -0.9% |
| Add depreciation & amortisation | USD 256.4m | USD 254.1m | USD 251.9m | USD 249.6m | USD 247.4m | -0.9% |
| Less capital expenditure | USD -199.6m | USD -197.8m | USD -196.0m | USD -194.3m | USD -192.6m | -0.9% |
| Less increase in working capital | USD 44.8m | USD 44.4m | USD 44.0m | USD 43.6m | USD 43.2m | +0.9% |
| Free cashflow to firm | USD 9.2bn | USD 9.1bn | USD 9.0bn | USD 8.9bn | USD 8.9bn | -0.9% |
| Discount factor | 0.9632 | 0.8937 | 0.8291 | 0.7692 | 0.7137 | - |
| Present value | USD 8.9bn | USD 8.1bn | USD 7.5bn | USD 6.9bn | USD 6.3bn | -8.0% |
| Present Value Of The Forecast | USD 37.7bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.661 | Reported 0.494, pulled toward 1.0 (Blume) |
| Cost of equity | 8.63% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 116.1bn | 81.9% of capital |
| Total debt | USD 25.7bn | 18.1% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.78% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
75% of EV
- Forecast FCFF, final year
- USD 8.9bn
- Capex at depreciation, working capital in reinvestment
- USD 8.9bn
- Less reinvestment at g/ROIC (6.1% of NOPAT)
- USD -540.3m
- Capitalised
- USD 8.3bn
- ROIC (reported)
- 41.0%
- Terminal value, undiscounted
- USD 161.3bn
- Terminal value, discounted
- USD 115.1bn
- Enterprise value
- USD 152.8bn
- Less net debt
- USD 21.2bn
- Equity value
- USD 131.6bn
Exit at 11.2x EBITDA
71% of EV
- Terminal value, undiscounted
- USD 126.7bn
- Terminal value, discounted
- USD 90.4bn
- Enterprise value
- USD 128.1bn
- Less net debt
- USD 21.2bn
- Equity value
- USD 106.9bn
Spread between methods: 21%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.78% | 104.06 | 115.56 | 130.55 | 150.90 | 180.15 |
| 6.78% | 82.76 | 89.71 | 98.27 | 109.08 | 123.18 |
| 7.78% | 68.22 | 72.78 | 78.19 | 84.72 | 92.77 |
| 8.78% | 57.67 | 60.83 | 64.49 | 68.77 | 73.85 |
| 9.78% | 49.66 | 51.94 | 54.53 | 57.50 | 60.93 |
Outlined: this model. Green text: above today's price of 69.52. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | -0.9% | -3.2% | -2.3pp |
| EBIT margin | 57.6% | 52.1% | -5.6pp |
| Discount rate | 7.8% | 8.4% | +0.6pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.