PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Altria Group, Inc. (MO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS02209S1033
CUSIP02209S103
SectorConsumer Defensive
IndustryTobacco

Highlights

Market Cap$75.79B
EPS$4.57
PE Ratio9.40
PEG Ratio6.60
Revenue (TTM)$20.50B
Gross Profit (TTM)$14.18B
EBITDA (TTM)$12.47B
Year Range$37.33 - $44.02
Target Price$46.55
Short %0.78%
Short Ratio1.57

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with MO

Altria Group, Inc.

Popular comparisons: MO vs. BTI, MO vs. PM, MO vs. MMM, MO vs. SCHD, MO vs. LMT, MO vs. O, MO vs. ET, MO vs. VALE, MO vs. VTI, MO vs. ABBV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Altria Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20,000.00%40,000.00%60,000.00%80,000.00%100,000.00%120,000.00%OctoberNovemberDecember2024FebruaryMarch
122,885.92%
5,032.50%
MO (Altria Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Altria Group, Inc. had a return of 10.64% year-to-date (YTD) and 7.51% in the last 12 months. Over the past 10 years, Altria Group, Inc. had an annualized return of 8.07%, while the S&P 500 had an annualized return of 10.96%, indicating that Altria Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date10.64%10.04%
1 month9.64%3.53%
6 months9.01%22.79%
1 year7.51%32.16%
5 years (annualized)2.56%13.15%
10 years (annualized)8.07%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.55%1.97%
2023-2.64%-2.78%-4.47%4.65%-1.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Altria Group, Inc. (MO) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MO
Altria Group, Inc.
0.43
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Altria Group, Inc. Sharpe ratio is 0.43. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.43
2.76
MO (Altria Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Altria Group, Inc. granted a 8.89% dividend yield in the last twelve months. The annual payout for that period amounted to $3.88 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.88$3.84$3.68$3.52$3.40$3.28$3.00$2.54$2.35$2.17$2.00$1.84

Dividend yield

8.89%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%4.79%

Monthly Dividends

The table displays the monthly dividend distributions for Altria Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$0.98$0.00$0.00$0.98
2022$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.94$0.00$0.00$0.94
2021$0.00$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.90$0.00$0.00$0.90
2020$0.00$0.00$0.84$0.00$0.00$0.84$0.00$0.00$0.86$0.00$0.00$0.86
2019$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.84$0.00$0.00$0.84
2018$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.80$0.00$0.00$0.80
2017$0.00$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.66$0.00$0.00$0.66
2016$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.61$0.00$0.00$0.61
2015$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.57$0.00$0.00$0.57
2014$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.52$0.00$0.00$0.52
2013$0.44$0.00$0.00$0.44$0.00$0.00$0.48$0.00$0.00$0.48

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%8.9%
Altria Group, Inc. has a dividend yield of 8.89%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%78.4%
Altria Group, Inc. has a payout ratio of 78.38%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-8.67%
0
MO (Altria Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Altria Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Altria Group, Inc. was 65.96%, occurring on Feb 14, 2000. Recovery took 308 trading sessions.

The current Altria Group, Inc. drawdown is 8.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.96%Nov 24, 1998308Feb 14, 2000308May 4, 2001616
-61.34%Jun 5, 2002208Apr 1, 2003428Dec 10, 2004636
-53.69%Jun 20, 2017694Mar 23, 2020
-46.38%Sep 25, 1992149Apr 28, 1993603Sep 18, 1995752
-38.45%Jan 10, 2008220Nov 20, 2008347Apr 12, 2010567

Volatility

Volatility Chart

The current Altria Group, Inc. volatility is 8.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
8.27%
2.82%
MO (Altria Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Altria Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items