Procter & Gamble vs Philip Morris International

Procter & Gamble and Philip Morris International are compared on this page to illuminate differences in business models, financial performance, and market context. The analysis stays neutral and accessible, outlining core strategies, revenue drivers, risk factors, and competitive positioning to help readers form an informed view. Educational content, not financial advice.

Procter & Gamble and Philip Morris International are compared on this page to illuminate differences in business models, financial performance, and market context. The analysis stays neutral and acces...

Comparison Snapshot

Key Financial Metrics

PG

Metric

PM

$347.41B

Market Cap

$273.59B

13.28%

Potential Profit

-1.84%

Buy

Analyst Rating

Buy

Why It's Moving

P&G Shares Surge on Earnings Beat and Steady Dividend Commitment

Q2 EPS hit $1.88, edging past the $1.86 consensus and driving shares to a high of $150.91 on elevated volume.
Organic sales stayed flat with volume dips offset by pricing, highlighting demand challenges in razors and diapers yet stable full-year guidance.
Board approved $1.0568 quarterly dividend payable February 17, underscoring P&G's unwavering cash return to shareholders over 135 years.

Sentiment:

🐃Bullish

Philip Morris Ramps Up U.S. Push with New Business Units and $20B+ Investments to Accelerate Smoke-Free Shift.

New PMI U.S. unit under Stacey Kennedy targets ZYN expansion and IQOS rollout, bolstering supply chains and capturing rising demand for reduced-risk alternatives.
PMI International, led by Frederic de Wilde, drives multicategory smoke-free strategy outside the U.S., balancing combustibles decline with harm reduction gains.
Experts urged FDA's TPSAC on January 22 to approve ZYN as a Modified Risk Tobacco Product, building on prior authorizations to enhance market positioning.

Sentiment:

🐃Bullish

P&G Shares Surge on Earnings Beat and Steady Dividend Commitment

Q2 EPS hit $1.88, edging past the $1.86 consensus and driving shares to a high of $150.91 on elevated volume.
Organic sales stayed flat with volume dips offset by pricing, highlighting demand challenges in razors and diapers yet stable full-year guidance.
Board approved $1.0568 quarterly dividend payable February 17, underscoring P&G's unwavering cash return to shareholders over 135 years.

Sentiment:

🐃Bullish

Philip Morris Ramps Up U.S. Push with New Business Units and $20B+ Investments to Accelerate Smoke-Free Shift.

New PMI U.S. unit under Stacey Kennedy targets ZYN expansion and IQOS rollout, bolstering supply chains and capturing rising demand for reduced-risk alternatives.
PMI International, led by Frederic de Wilde, drives multicategory smoke-free strategy outside the U.S., balancing combustibles decline with harm reduction gains.
Experts urged FDA's TPSAC on January 22 to approve ZYN as a Modified Risk Tobacco Product, building on prior authorizations to enhance market positioning.

Sentiment:

🐃Bullish

Investment Analysis

Procter & Gamble

PG

Pros

Procter & Gamble has a strong analyst consensus with a 'Buy' rating and an average price target suggesting nearly 20% upside over the next year.
The company maintains a consistent record of dividend payments, making it attractive for income-focused investors seeking steady returns.
Procter & Gamble operates globally with a diversified portfolio across multiple consumer product segments, supporting stable revenue streams.

Considerations

Recent insider selling has been notable, potentially indicating concerns about future company performance among key executives.
The current price-to-earnings ratio is relatively high, which may suggest the stock is overvalued relative to its earnings potential.
Stock price volatility and bearish near-term sentiment create some uncertainty, with a trading range and recent lower analyst price targets indicating caution.

Philip Morris International

PM

Pros

Philip Morris International has shown strong market cap growth of over 27% in the past year, reflecting robust investor confidence and value creation.
The company is actively transitioning its product portfolio towards smoke-free alternatives, aligning with evolving regulatory and consumer trends.
Philip Morris ranks highly in several key performance and risk metrics compared to peers in the tobacco and consumer sectors.

Considerations

Dependence on tobacco products exposes the company to regulatory risks and shifting public health policies impacting long-term growth.
Stock price has experienced downward movement recently with some analyst caution, reflecting uncertainties in execution of portfolio transformation.
The company's cyclicality and exposure to commodity pricing fluctuations could impact profitability under adverse market conditions.

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About The Companies

Procter & Gamble (PG)

Procter & Gamble (ticker: PG) is a US-based large-cap consumer staples company known for a broad portfolio of household brands across fabric care, baby and family care, beauty, grooming, health care and home care. With a market capitalisation around $355 billion, P&G emphasises stable cash flows, strong margins and shareholder returns including a long history of dividend increases. Investors often view it as a defensive holding that can weather economic cycles thanks to everyday product demand and scale advantages in marketing and distribution. Key considerations include brand strength and innovation, exposure to commodity and input-cost fluctuations, currency movements from its global footprint, and competitive pressure from private labels and niche brands. While historically resilient, future returns depend on execution — pricing, cost management and new-product success — and are not guaranteed. This information is educational and not personal financial advice; investors should consider their own circumstances or consult an adviser.

Philip Morris International (PM)

Philip Morris International (PM) is a large global tobacco company (market cap ~$236.6bn) known for major cigarette brands and a strategic shift toward reduced‑risk, smoke‑free products such as heated tobacco and vapour devices. The firm offers predictable cash flow and historically strong margins, underpinned by established brands and broad geographic reach outside the US. Investors often watch PM for its transition execution — the pace of adoption of smoke‑free products, regulatory developments, and pricing power in key markets. Key risks include regulatory and litigation exposure, declining combustible cigarette volumes in many countries, currency and emerging‑market volatility, and ESG considerations. PM typically returns cash to shareholders through dividends and buybacks, but past performance is no guarantee of future returns. This is general educational information, not personalised investment advice; consider your objectives and suitability, and consult a financial adviser before making decisions.

Procter & Gamble (PG) Next Earnings Date

Procter & Gamble's next earnings report is scheduled for April 23, 2026, with some sources projecting the announcement could occur between April 16-23, 2026. The report will cover Q3 fiscal year 2026 results, with analysts currently projecting an EPS of $1.57. The company's earnings conference call and webcast will follow the official announcement, during which management will discuss financial performance and forward guidance.

Philip Morris International (PM) Next Earnings Date

Philip Morris International's next earnings date is expected on February 5, 2026, covering the Q4 2025 results. Some sources indicate a possible release on February 6, 2026, reflecting minor variations in analyst estimates based on historical patterns. This report will provide key insights into full-year 2025 performance ahead of the company's typical early-February cadence.

Procter & Gamble (PG) Next Earnings Date

Procter & Gamble's next earnings report is scheduled for April 23, 2026, with some sources projecting the announcement could occur between April 16-23, 2026. The report will cover Q3 fiscal year 2026 results, with analysts currently projecting an EPS of $1.57. The company's earnings conference call and webcast will follow the official announcement, during which management will discuss financial performance and forward guidance.

Philip Morris International (PM) Next Earnings Date

Philip Morris International's next earnings date is expected on February 5, 2026, covering the Q4 2025 results. Some sources indicate a possible release on February 6, 2026, reflecting minor variations in analyst estimates based on historical patterns. This report will provide key insights into full-year 2025 performance ahead of the company's typical early-February cadence.

Which Baskets Do They Appear In?

Top Stocks for Recessions

These carefully selected stocks have shown remarkable resilience during economic downturns. Our team of professional analysts has identified companies that maintain stability when markets get shaky, giving you options for weathering financial storms.

Published: May 3, 2025

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Which Baskets Do They Appear In?

Top Stocks for Recessions

These carefully selected stocks have shown remarkable resilience during economic downturns. Our team of professional analysts has identified companies that maintain stability when markets get shaky, giving you options for weathering financial storms.

Published: May 3, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

P&G Shares Surge on Earnings Beat and Steady Dividend Commitment

Philip Morris Ramps Up U.S. Push with New Business Units and $20B+ Investments to Accelerate Smoke-Free Shift.

P&G Shares Surge on Earnings Beat and Steady Dividend Commitment

Philip Morris Ramps Up U.S. Push with New Business Units and $20B+ Investments to Accelerate Smoke-Free Shift.