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

Company Info

ISIN

US02209S1033

CUSIP

02209S103

Sector

Consumer Defensive

Industry

Tobacco

IPO Date

Jan 2, 1970

Highlights

Market Cap

$91.74B

EPS (TTM)

$5.92

PE Ratio

9.14

PEG Ratio

3.79

Total Revenue (TTM)

$20.36B

Gross Profit (TTM)

$14.22B

EBITDA (TTM)

$13.08B

Year Range

$36.85 - $58.04

Target Price

$56.80

Short %

1.68%

Short Ratio

3.43

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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

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%50,000.00%100,000.00%150,000.00%200,000.00%JulyAugustSeptemberOctoberNovemberDecember
171,912.78%
6,277.26%
MO (Altria Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Altria Group, Inc. had a return of 42.16% year-to-date (YTD) and 42.27% in the last 12 months. Over the past 10 years, Altria Group, Inc. had an annualized return of 7.09%, while the S&P 500 had an annualized return of 11.06%, indicating that Altria Group, Inc. did not perform as well as the benchmark.


MO

YTD

42.16%

1M

-3.82%

6M

20.02%

1Y

42.27%

5Y*

9.61%

10Y*

7.09%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of MO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.55%1.97%9.00%0.44%5.57%0.64%7.60%9.71%-3.21%6.70%6.02%42.16%
2023-1.47%3.09%-1.86%6.48%-6.50%4.12%0.27%-2.64%-2.78%-4.47%4.66%-1.78%-3.70%
20227.36%0.81%3.62%6.35%-2.66%-21.27%5.00%2.87%-8.50%14.59%0.67%0.16%4.37%
20210.20%6.13%19.37%-6.67%3.08%-1.43%0.76%4.56%-7.72%-3.10%-3.33%13.27%24.19%
2020-4.77%-15.06%-1.58%1.50%-0.51%2.71%4.84%6.29%-9.88%-6.63%10.39%5.04%-10.21%
2019-0.08%6.20%11.14%-5.40%-9.70%-1.97%-0.59%-7.07%-4.69%9.51%10.96%2.09%7.87%
2018-1.50%-10.51%0.06%-9.96%-0.66%3.14%3.33%-0.27%4.38%7.84%-15.70%-8.43%-27.14%
20175.26%5.25%-3.91%0.50%5.10%-0.48%-12.76%-2.42%1.10%1.26%5.62%6.23%9.45%
20164.98%0.75%2.69%0.08%1.48%9.29%-1.83%-2.38%-3.42%4.57%-3.31%6.73%20.44%
20157.77%6.01%-10.24%0.06%2.30%-3.45%11.18%-1.47%2.62%11.16%-4.75%2.06%23.11%
2014-8.26%2.95%4.59%7.16%3.62%2.06%-3.20%6.11%7.92%5.22%3.97%-0.95%34.48%
20137.12%-0.39%3.84%6.16%-1.12%-1.88%0.20%-3.37%2.78%8.38%-0.67%5.12%28.54%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, MO is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MO is 9494
Overall Rank
The Sharpe Ratio Rank of MO is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9595
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9494
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9292
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Altria Group, Inc. (MO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MO, currently valued at 2.38, compared to the broader market-4.00-2.000.002.002.382.10
The chart of Sortino ratio for MO, currently valued at 3.53, compared to the broader market-4.00-2.000.002.004.003.532.80
The chart of Omega ratio for MO, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.39
The chart of Calmar ratio for MO, currently valued at 2.26, compared to the broader market0.002.004.006.002.263.09
The chart of Martin ratio for MO, currently valued at 12.80, compared to the broader market-5.000.005.0010.0015.0020.0025.0012.8013.49
MO
^GSPC

The current Altria Group, Inc. Sharpe ratio is 2.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Altria Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.38
2.10
MO (Altria Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Altria Group, Inc. provided a 5.53% dividend yield over the last twelve months, with an annual payout of $2.98 per share. The company has been increasing its dividends for 14 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%10.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.98$3.84$3.68$3.52$3.40$3.28$3.00$2.54$2.35$2.17$2.00$1.84

Dividend yield

5.53%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.98$0.00$0.00$0.98$0.00$0.00$1.02$0.00$0.00$0.00$2.98
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$3.84
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$3.68
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$3.52
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$3.40
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$3.28
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$3.00
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$2.54
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$2.35
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$2.17
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$2.00
2013$0.44$0.00$0.00$0.44$0.00$0.00$0.48$0.00$0.00$0.48$1.84

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.5%
Altria Group, Inc. has a dividend yield of 5.53%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%79.7%
Altria Group, Inc. has a payout ratio of 79.68%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.75%
-2.62%
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 82.48%, occurring on Nov 20, 2008. Recovery took 1715 trading sessions.

The current Altria Group, Inc. drawdown is 6.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.48%Jan 12, 2007470Nov 20, 20081715Sep 16, 20152185
-65.43%Nov 24, 1998308Feb 14, 2000269Mar 9, 2001577
-53.69%Jun 20, 2017694Mar 23, 20201081Jul 10, 20241775
-48.33%Jun 5, 2002208Apr 1, 2003177Dec 11, 2003385
-47.28%Mar 8, 1973399Oct 3, 1974748Sep 20, 19771147

Volatility

Volatility Chart

The current Altria Group, Inc. volatility is 4.83%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.83%
3.79%
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

Valuation

The Valuation section provides an assessment of the market value of Altria Group, Inc. compared to its peers in the Tobacco industry.


PE Ratio
10.015.020.025.030.035.09.1
The chart displays the price to earnings (P/E) ratio for MO in comparison to other companies of the Tobacco industry. Currently, MO has a PE value of 9.1. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
1.02.03.03.8
The chart displays the price to earnings to growth (PEG) ratio for MO in comparison to other companies of the Tobacco industry. Currently, MO has a PEG value of 3.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Altria Group, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab