鉴于其前景改善,我们认为烟草巨头菲利普莫里斯的股票比其行业竞争对手宝洁公司(Procter&amp。 菲利普·莫里斯和宝洁公司之间的价值差距(菲利普·莫里斯公司的价值差距是4.8倍,宝洁公司的价值差距是4.3倍)之所以有意义,主要是因为后者利润率较高,下文将对此加以说明。

如果我们考察股票收益率,菲利普·莫里斯(Philip Morris)击败了宝洁(P&G),后者下跌了10%,标准普尔500指数下跌了17%,迄今已上涨3%。 还有更多的比较,我们将在以下章节更详细地讨论为什么我们认为PM股票在未来三年中会超过PG股票。 在这个交互式仪表板比较菲利普莫里斯和。 宝洁公司, 我们对比了各种各样的变量, 包括历史销售增长, 回报和价值.

宝洁公司更好的收入增长
在过去12个月里,两家公司都报告了销售增长。 即便如此,宝洁公司4.3%的销售额增长速度也超过了菲利普莫里斯公司3.5%的增长速度。
即使是在更长的时间里,宝洁的表现也更好。 其销售额在2022财年(6月会计年度结束)以年均5.8%的速度增长,达到802亿美元,高于2019年的677亿美元,2021年菲利普·莫里斯(Philip Morris)的平均年均增长率仅为21%至314亿美元,高于2018年的296亿美元。
预计两家公司今后三年都将以可比的速度增加收入。 下表概述了这两间公司在未来三年内的预计收入。 Trefis Machine Learning研究表明,菲利普莫里斯的CAGR为1.6%,宝洁的CAGR为1.7%。
实际上,宝洁公司预测2023财年营收将下降1%至3%,收益将下降5.81美元,因为该公司将承受39亿美元的外汇逆风和不断上升的支出。

整个网络
我们可以看到宝洁公司拥有优越的债务管理,更大的收入增长,并且以更便宜的价格提供。 另一方面,菲利普莫里斯公司利润更大,现金储备也更多。
虽然PM股似乎具有击败PG股的潜力,但观察菲利普莫里斯的竞争对手在重要指标上的表现是有益的。 在对等比较中,您可能会发现对其他行业企业的进一步深入的比较。
再加上新冠肺炎问题,出现了很多价格异常现象,有可能带来有利可图的交易可能性。

更多的钱是菲利普莫里斯赚的
菲利普莫里斯去年的营业利润率为35.4%,宝洁公司为22.5%。
这与2019和2020财年的31.8%和22.7%形成鲜明对比。
菲利普莫里斯公司的自由现金流利润率为36.9%,高于宝洁公司的20.1%。

虽然PM股似乎具有击败PG股的潜力,但观察菲利普莫里斯的竞争对手在重要指标上的表现是有益的。 在对等比较中,您可能会发现对其他行业企业的进一步深入的比较。
再加上新冠肺炎问题,出现了很多价格异常现象,有可能带来有利可图的交易可能性。

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