Philip Morris International Inc. (PM): A Bull Case Theory

2 months ago 22

Ricardo Pillai

Thu, Apr 10, 2025, 6:04 AM 2 min read

We came crossed a bullish thesis on Philip Morris International Inc. (PM) connected Substack by Hidden Market Gems. In this article, we volition summarize the bulls’ thesis connected PM. Philip Morris International Inc. (PM)'s stock was trading astatine $151.80 arsenic of April 9^th. PM’s trailing and guardant P/E were 25.26 and 21.41 respectively according to Yahoo Finance.

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Philip Morris International (PM) is precisely the benignant of institution that fits the existent marketplace environment. With rising commercialized tensions, sticky inflation, and economical nationalism making a comeback, investors are scrambling to find businesses that tin clasp up nether pressure. PM doesn’t trust connected planetary proviso chains — astir of its proviso is already section successful cardinal markets. Tobacco is 1 of the fewer products that’s macro-proof: it’s addictive, habitual, and everywhere. Even arsenic the institution shifts absorption toward its smoke-free IQOS line, it continues to amusement beardown pricing powerfulness and resilience. While the broader marketplace reacts to tariff threats, precocious involvement rates, and nationalist deficits, PM stays grounded. It doesn’t request cleanable macro conditions to perform. It conscionable works. For investors gathering a database of tariff-proof names — those with section revenue, indispensable products, and debased vulnerability to planetary volatility — PM deserves superior attention. It’s stable, cash-generating, and unaffected by the noise.

Philip Morris International Inc. (PM) is not connected our database of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 102 hedge money portfolios held PM astatine the extremity of the 4th fourth which was 75 successful the erstwhile quarter. While we admit the hazard and imaginable of PM arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is much promising than PM but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. This nonfiction was primitively published astatine Insider Monkey.

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