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Philip Morris International Inc. (PM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7181721090

CUSIP

718172109

Sector

Consumer Defensive

Industry

Tobacco

IPO Date

Mar 17, 2008

Highlights

Market Cap

$193.14B

EPS (TTM)

$6.30

PE Ratio

19.72

PEG Ratio

1.55

Total Revenue (TTM)

$37.16B

Gross Profit (TTM)

$23.58B

EBITDA (TTM)

$14.61B

Year Range

$85.02 - $134.15

Target Price

$137.34

Short %

0.53%

Short Ratio

1.43

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
PM vs. MO PM vs. BTI PM vs. SPY PM vs. VOO PM vs. UL PM vs. ABBV PM vs. O PM vs. XLU PM vs. VTI PM vs. XLP
Popular comparisons:
PM vs. MO PM vs. BTI PM vs. SPY PM vs. VOO PM vs. UL PM vs. ABBV PM vs. O PM vs. XLU PM vs. VTI PM vs. XLP

Performance

Performance Chart

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


300.00%350.00%400.00%450.00%500.00%JuneJulyAugustSeptemberOctoberNovember
474.55%
361.89%
PM (Philip Morris International Inc.)
Benchmark (^GSPC)

Returns By Period

Philip Morris International Inc. had a return of 42.84% year-to-date (YTD) and 48.17% in the last 12 months. Over the past 10 years, Philip Morris International Inc. had an annualized return of 9.55%, while the S&P 500 had an annualized return of 11.16%, indicating that Philip Morris International Inc. did not perform as well as the benchmark.


PM

YTD

42.84%

1M

7.64%

6M

33.09%

1Y

48.17%

5Y (annualized)

15.35%

10Y (annualized)

9.55%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.43%-0.98%3.26%3.62%6.78%1.25%13.65%7.06%-0.43%9.31%42.84%
20232.99%-6.66%1.29%2.80%-9.96%9.90%2.15%-3.67%-2.27%-3.69%4.71%2.17%-1.85%
20228.26%-1.73%-5.80%6.45%6.25%-5.90%-1.61%-1.71%-11.83%10.65%8.51%2.84%12.31%
2021-3.79%5.49%7.04%7.05%1.51%4.03%0.99%2.91%-6.83%-0.26%-9.10%12.05%20.78%
2020-2.81%-1.00%-9.29%2.25%-1.66%-2.98%9.63%3.88%-4.53%-5.29%6.66%10.87%3.69%
201914.92%13.32%2.96%-2.07%-10.89%3.35%6.47%-13.78%7.07%7.26%1.83%4.02%35.02%
20181.50%-3.43%-2.97%-17.51%-3.00%2.94%6.89%-9.75%6.17%8.01%-1.75%-21.66%-33.30%
20175.07%13.75%4.20%-1.82%8.08%-1.12%-0.63%0.19%-4.16%-5.74%-1.81%3.85%19.85%
20162.39%1.13%8.90%0.01%0.57%4.13%-1.44%-0.33%-1.70%-0.80%-8.46%4.83%8.56%
2015-1.49%3.39%-8.05%10.81%-0.48%-2.32%6.69%-6.70%0.69%11.43%-1.14%1.79%13.38%
2014-10.32%3.54%2.38%4.35%3.64%-3.78%-2.73%4.35%-1.40%6.73%-2.34%-5.16%-2.12%
20135.40%4.07%1.99%3.11%-4.90%-3.78%2.96%-6.44%4.87%2.92%-4.02%2.99%8.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of PM is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of PM is 9595
Combined Rank
The Sharpe Ratio Rank of PM is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of PM is 9595
Sortino Ratio Rank
The Omega Ratio Rank of PM is 9595
Omega Ratio Rank
The Calmar Ratio Rank of PM is 9797
Calmar Ratio Rank
The Martin Ratio Rank of PM 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 Philip Morris International Inc. (PM) 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 PM, currently valued at 2.52, compared to the broader market-4.00-2.000.002.004.002.522.51
The chart of Sortino ratio for PM, currently valued at 3.72, compared to the broader market-4.00-2.000.002.004.003.723.37
The chart of Omega ratio for PM, currently valued at 1.52, compared to the broader market0.501.001.502.001.521.47
The chart of Calmar ratio for PM, currently valued at 4.29, compared to the broader market0.002.004.006.004.293.63
The chart of Martin ratio for PM, currently valued at 14.86, compared to the broader market0.0010.0020.0030.0014.8616.15
PM
^GSPC

The current Philip Morris International Inc. Sharpe ratio is 2.52. 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 Philip Morris International 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.52
2.51
PM (Philip Morris International Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Philip Morris International Inc. provided a 4.06% dividend yield over the last twelve months, with an annual payout of $5.25 per share. The company has been increasing its dividends for 11 consecutive years.


4.00%4.50%5.00%5.50%6.00%6.50%$0.00$1.00$2.00$3.00$4.00$5.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.25$5.14$5.04$4.90$4.74$4.62$4.49$4.22$4.12$4.04$3.88$3.58

Dividend yield

4.06%5.46%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%4.76%4.11%

Monthly Dividends

The table displays the monthly dividend distributions for Philip Morris International 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$1.30$0.00$0.00$1.30$0.00$0.00$1.35$0.00$0.00$3.95
2023$0.00$0.00$1.27$0.00$0.00$1.27$0.00$0.00$1.30$0.00$0.00$1.30$5.14
2022$0.00$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.27$0.00$0.00$1.27$5.04
2021$0.00$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.25$0.00$0.00$1.25$4.90
2020$0.00$0.00$1.17$0.00$0.00$1.17$0.00$0.00$1.20$0.00$0.00$1.20$4.74
2019$0.00$0.00$1.14$0.00$0.00$1.14$0.00$0.00$1.17$0.00$0.00$1.17$4.62
2018$0.00$0.00$1.07$0.00$0.00$1.14$0.00$0.00$1.14$0.00$0.00$1.14$4.49
2017$0.00$0.00$1.04$0.00$0.00$1.04$0.00$0.00$1.07$0.00$0.00$1.07$4.22
2016$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.04$0.00$0.00$1.04$4.12
2015$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.02$0.00$0.00$1.02$4.04
2014$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$1.00$0.00$0.00$1.00$3.88
2013$0.85$0.00$0.00$0.85$0.00$0.00$0.94$0.00$0.00$0.94$3.58

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.1%
Philip Morris International Inc. has a dividend yield of 4.06%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%82.6%
Philip Morris International Inc. has a payout ratio of 82.55%, 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%JuneJulyAugustSeptemberOctoberNovember
-2.57%
-1.75%
PM (Philip Morris International Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Philip Morris International 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 Philip Morris International Inc. was 42.87%, occurring on Mar 23, 2020. Recovery took 309 trading sessions.

The current Philip Morris International Inc. drawdown is 2.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.87%Jun 20, 2017694Mar 23, 2020309Jun 14, 20211003
-40.86%Aug 13, 2008139Mar 3, 2009264Mar 19, 2010403
-22.78%Feb 18, 2022155Sep 30, 2022403May 9, 2024558
-19.33%Apr 15, 2013204Feb 3, 2014429Oct 15, 2015633
-18.47%Apr 13, 201039Jun 7, 201044Aug 9, 201083

Volatility

Volatility Chart

The current Philip Morris International Inc. volatility is 12.61%, 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%12.00%JuneJulyAugustSeptemberOctoberNovember
12.61%
4.07%
PM (Philip Morris International Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Philip Morris International 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 Philip Morris International Inc. compared to its peers in the Tobacco industry.


PE Ratio
5.010.015.020.025.030.019.7
The chart displays the price to earnings (P/E) ratio for PM in comparison to other companies of the Tobacco industry. Currently, PM has a PE value of 19.7. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.01.6
The chart displays the price to earnings to growth (PEG) ratio for PM in comparison to other companies of the Tobacco industry. Currently, PM has a PEG value of 1.6. This PEG value is considered to be low compared to the rest of the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Philip Morris International Inc..


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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