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Turning Point Brands, Inc. TPB

Consumer Defensive — Tobacco
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
10.62
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 4 2 — — 1 — 1 — — — —
Insider Ownership
5.54%

Capital & Financial Ratios

Market Cap
1,380.00
Revenue
507.23
Net Income
59.64
Free Cash Flow
19.63
Net Debt
25.84
Current Ratio
5.67
Debt/Equity
0.65
P/E ratio
28.63
P/S ratio
2.67
P/B ratio
2.99
Past 5Y EPS Growth
25.48%
This Y EPS Growth
(58.84%)
Next Y EPS Growth
51.37%
Next 5Y EPS Growth
3.72%
in millions of $

Dividends

Payout Ratio
0.35
Annual Dividend Rate
0.26
Annual Dividend Yield
1.13%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 0.32
—
—
—
2025 0.30
—
—
—
—
2024 0.28
—
—
—
—
2023 0.26
—
—
—
—
2022 0.24
—
—
—
—
2021 0.22
—
—
—
—
2020 0.20
—
—
—
—
2019 0.18
—
—
—
—
2018 0.17
—
—
—
—
2017 0.04
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 116.73 46.16 222.76 268.31
Receivables 10.00 9.62 25.73 22.70
Inventory 91.70 96.25 107.99 133.43
Other 49.20 46.17 60.68 75.70
267.63 198.21 417.15 500.13
2023 2024 2025 Q'26
Payables 7.79 11.68 20.42 35.29
ST’ Debt 58.29 — — —
Other 2.21 2.05 — —
100.35 44.82 75.01 88.22
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 124.28 142.96 — —
—
’25 106.44 116.63 118.98 121.01
463.06
’24 83.06 93.23 90.70 93.67
360.66
’23 100.96 105.60 101.72 16.79
325.06
’22 100.89 102.93 107.80 9.61
321.23
’21 107.64 122.64 109.90 105.28
445.47
’20 90.69 104.96 104.17 105.29
405.11
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (22.26) 26.33 — —
—
’25 17.41 11.82 3.29 24.86
57.37
’24 22.64 13.44 13.24 17.74
67.06
’23 15.38 12.15 12.47 26.88
66.88
’22 13.04 (5.89) 9.24 13.88
30.27
’21 24.24 13.17 12.15 18.65
68.22
’20 14.73 2.81 15.67 10.48
43.68
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (27.40) 26.24 — —
—
’25 15.22 7.83 (0.72) 21.51
43.85
’24 22.27 10.95 12.59 16.64
62.44
’23 12.95 11.59 11.26 25.38
61.18
’22 10.25 (8.74) 8.27 12.68
22.47
’21 23.40 11.85 9.93 16.94
62.12
’20 13.85 1.73 14.20 7.76
37.55
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.60 0.18 — —
—
’25 0.79 0.79 1.13 0.42
3.11
’24 0.63 0.68 0.68 0.13
2.14
’23 0.41 0.53 0.58 0.53
2.01
’22 0.55 0.30 0.60 (0.93)
0.64
’21 0.57 0.73 0.65 0.57
2.52
’20 0.16 0.47 0.40 0.65
1.67

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.81 19.67 21.98 51.48 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 38.63 26.56 66.18 113.31 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 413 373 310 484 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.78 0.87 1.16 0.96 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 321.23 325.06 360.66 463.06 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 55.36% 56.28% 55.89% 57.08% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.07 62.07 64.96 83.14 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.10% 19.09% 18.01% 17.96% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.16 37.78 40.51 68.15 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.96 6.56 8.09 9.13 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.95 18.49 20.34 25.28 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡ 0.65 2.19 2.24 3.18 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.69 3.80 3.78 3.13 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.44) (0.32) (0.26) (0.74) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.26 3.48 3.52 2.39 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.33 8.65 10.74 20.31 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.90 17.58 17.73 18.31 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.94 11.96 26.59 33.77 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.21 1.41 2.96 4.29 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.42 3.01 5.60 5.34 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.15 2.17 3.85 4.70 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.75 11.55 22.21 49.60 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.27 66.88 67.06 57.37 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (7.80) (5.70) (4.62) (13.53) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.47 61.18 62.44 43.85 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 216.28 167.28 153.39 342.14 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 409.86 365.36 248.60 293.63 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 303.46 248.63 202.45 70.87 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 113.38 152.01 190.38 371.98 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.98% 6.74% 7.49% 9.25% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.10% 12.94% 12.86% 13.45% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.42% 28.99% 23.25% 20.69% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Turning Point Brands (TPB) has shown resilience in the tobacco alternatives space—spanning smokeless tobacco, accessories, and oral nicotine pouches—navigating FDA vaping crackdowns, COVID disruptions, and a sharp 2022 revenue plunge after a 2021 peak. Revenue has rebounded strongly from $321 million in 2022 to $361 million in 2024, with efficiency soaring: revenue per employee up 61%, headcount down 40%, and stable free cash flow supporting debt reduction. Gross margins expanded to 55.9% and ROIC hit 12.9%, bolstering a balance sheet where debt fell 40% to $249 million and equity doubled, positioning TPB as a capital-efficient player amid shifting consumer trends.

The stock has surged 240% since 2016, trading at premiums to analyst targets (P/E 27x trailing, EV/Sales 3.8x) on forecasts of 28% revenue growth to $463 million in 2025 and EPS doubling by 2026, driven by nicotine pouch expansion. Yet, insider selling totaling $20 million in 2025-2026—with no buys—signals caution at peak valuations, decoupled from fundamentals.

While projections suggest 15-20% annual returns in a structural shift from combustibles, downside risks loom: regulatory threats to flavored pouches, Big Tobacco competition, and lingering leverage. TPB’s steady cash generation offers buffers, but prudent investors should weigh these against the premium pricing before committing.

Read full commentary →

Turning Point Brands, Inc. (TPB) Latest News

News by impact score

Fine-tune

15 Sep

3 www.trefis.com, 10:08 PM
Altria returned billions to shareholders via dividends and buybacks amid declining cigarette volumes and regulatory risks in nicotine products that could affect industry players including Turning Point Brands. Altria's capital returns highlight sector dynamics that may moderately shift competitive pressures and investor views toward Turning Point Brands.

3 , 11:50 AM
Altria posts 4.5% price realization with uncertainty over whether pricing momentum will hold. Altria pricing trends may moderately shift competitive dynamics for Turning Point Brands in the nicotine market.

8 Sep

3 , 9:17 AM
Altria's premium cigarettes generate 85% of cigarette profits, with uncertainty over whether this contribution can persist amid shifting market conditions that may affect competitors like Turning Point Brands. Altria premium profit concentration could influence tobacco sector competition and sentiment toward Turning Point Brands without altering its core trajectory.

1 Sep

3 , 11:16 AM
Altria advances on! PLUS nicotine pouches as a potential major growth driver, heightening competition for Turning Point Brands in the modern oral nicotine segment. Altria's on! PLUS push increases competitive pressure on Turning Point Brands' nicotine pouch offerings without fundamentally altering its core trajectory.

28 Aug

4 www.marketbeat.com, 12:02 PM
Turning Point Brands targets 10% share of the modern oral nicotine market by 2030. Strategic 10% market share goal in expanding oral nicotine segment signals major growth plan likely to lift long-term revenue and valuation.

20 Aug

3 , 12:38 PM
AIR Global recorded first-half revenue and gross profit growth while maintaining its 2026 guidance. Reported growth combined with unchanged long-term guidance points to steady but non-transformative progress for operations.

12 Aug

3 , 9:00 AM
FRE Nicotine Pouches launches FRE Labs, a consumer-driven flavor experiment to develop new pouch varieties. Consumer flavor initiative supports product innovation and brand positioning in nicotine pouches.

10 Aug

3 , 10:34 AM
Altria's push into smoke-free products is examined for its ability to deliver sustained company growth amid shifting consumer preferences in the tobacco sector. Altria's smoke-free initiatives may increase competitive pressure on Turning Point Brands' core product lines without directly altering its operations.

9 Aug

3 transcript www.marketbeat.com, 6:04 AM
Turning Point Brands Q2 earnings call highlighted financial results, operational updates and outlook for the period. Q2 earnings details offer moderate insight into near-term financial trajectory.

7 Aug

3 , 9:12 PM
Turning Point Brands advances modern oral nicotine products to support growth while facing margin compression that could limit profitability gains. Modern oral upgrades and margin pressure together produce moderate effects on TPB operations and positioning.

4 Aug

4 transcript , 5:00 PM
Turning Point Brands reported Q2 2026 earnings with modern oral products surging to drive 23% growth. Modern oral surge signals major revenue expansion and strengthened market position for core business.

4 , 7:30 AM
Turning Point Brands announced its second quarter 2026 financial results. Quarterly earnings releases directly drive stock price movements and investor sentiment for Turning Point Brands.

23 Jul

4 , 4:00 AM
Turning Point Brands launches its ALP nicotine pouch brand in the UK and Europe, accelerating international expansion for the billion-dollar brand. UK and Europe market entry expands revenue streams and boosts long-term growth in nicotine pouches.

11 Jun

3 Simply Wall St., 3:15 AM
Turning Point Brands faces ESG pressures weighing on its valuation premium along with insider selling. ESG pressures and insider selling can moderately influence valuation and near-term investor sentiment without fundamentally shifting operations.

3 Jun

3 , 1:48 PM
Turning Point Brands Inc. emerges as a prime sin stock investment choice driven by expanding nicotine pouch opportunities. Positive coverage of nicotine pouch growth signals potential boost to TPB investor sentiment and market performance.

20 May

3 PR Newswire, 10:30 AM
ALP has signed Conor McGregor as its global brand partner in a landmark deal that expands marketing reach for Turning Point Brands products. McGregor partnership enhances ALP brand visibility and market sentiment without altering core operations.

15 May

3 Simply Wall St., 7:03 AM
Turning Point Brands (NYSE:TPB) shareholders advised to scrutinize beyond statutory profits, as they may mask weaker underlying earnings quality despite recent growth. Caution on statutory versus underlying profits highlights potential earnings quality issues that could noticeably affect investor sentiment and financial assessment.

9 May

3 Simply Wall St., 9:50 AM
Turning Point Brands, Inc. exceeded revenue forecasts by 7.4%, prompting analysts to update their estimates. Exceeding revenue forecasts by 7.4% positively influences TPB's financial performance and market sentiment without fundamentally altering long-term trajectory.

7 May

4 app.moby.co, 8:59 PM
Turning Point Brands, Inc. reported Q1 2026 earnings call highlights, detailing financial results, operational updates, and forward-looking guidance for the modern oral nicotine products segment. Q1 2026 earnings call summary discloses key financial metrics and strategic outlook, likely driving substantial shifts in investor sentiment and stock performance.

4 www.fool.com, 6:13 PM
Turning Point Brands (TPB) stock surged 25% on Thursday after Q3 earnings beat expectations with EPS of $0.97 versus $0.81 forecast, driven by 12% revenue growth to $100.6 million from strong Zig-Zag and Stoker's sales, plus raised FY24 guidance. Earnings beat and raised guidance indicate significant positive momentum in core segments, boosting investor confidence and potential for sustained performance gains.

4 Zacks, 8:50 AM
Turning Point Brands (TPB) reported Q1 earnings and revenues that beat analyst estimates. Beating Q1 earnings and revenue estimates demonstrates strong financial performance, likely driving positive investor sentiment and stock price gains.

4 Business Wire, 7:30 AM
Turning Point Brands, Inc. (TPB) announced first quarter 2026 results, detailing financial performance, revenue growth, and operational updates. Quarterly earnings announcements like Q1 2026 results directly affect financial metrics, investor sentiment, and stock trajectory.

30 Apr

3 Zacks, 10:00 AM
Turning Point Brands (TPB) Q1 earnings expected to decline. Expected Q1 earnings decline may pressure short-term financial performance and investor sentiment.

18 Apr

4 Simply Wall St., 11:04 AM
TKO's UFC-wide partnership with FRE potentially reframes Turning Point Brands' (TPB) nicotine pouch ambitions by introducing high-visibility competition in a key growth market. UFC-wide FRE partnership boosts competitor visibility and market positioning against TPB's nicotine pouch strategy.

17 Apr

4 Insider Monkey, 1:58 PM
Turning Point Brands (TPB) secures latest long-term partnership with TKO Group, driving investor confidence in its future performance. Long-term partnership with TKO Group is a major strategic move enhancing TPB's brand exposure and market positioning.

9 Apr

4 www.fool.com, 7:04 PM
Turning Point Brands (TPB) stock surged sharply today amid strong positive catalysts driving investor enthusiasm. Sharp stock rally signals major strategic or operational wins poised to reshape TPB's market position and performance.

4 Business Wire, 12:00 PM
TKO Group Holdings and FRE Nicotine Pouches from Turning Point Brands announce an official partnership providing sponsorship and visibility across UFC, Zuffa Boxing, PBR, and other TKO properties. Multi-year partnership with TKO delivers massive brand exposure and marketing opportunities for FRE across high-profile combat sports and events, potentially driving significant revenue growth.

5 Apr

4 Simply Wall St., 7:07 PM
FDA delays on nicotine pouch approvals raise questions about Turning Point Brands (TPB) growth prospects and valuation. FDA delays on nicotine pouches threaten TPB's key growth drivers and investor confidence.

3 Apr

4 www.fool.com, 1:22 PM
Turning Point Brands, Inc. (TPB) stock plunged 15.5% this week due to disappointing quarterly results and lowered guidance. A 15.5% weekly stock decline signals significant negative impact from weak earnings and guidance cuts on TPB's future performance.

1 Apr

4 www.fool.com, 5:44 PM
Turning Point Brands stock plunged more than 25% after third-quarter earnings missed analyst estimates, with revenue falling short due to weaker demand for modern oral nicotine products and a lowered full-year outlook amid competitive pressures. Earnings miss and slashed guidance signal major short-term pressure on financials and investor confidence, potentially altering trajectory amid sector headwinds.
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