-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のPERを18.9倍と想定し、12ヶ月目標株価を25ドル引き上げ175ドルとします。これは、PMの10年平均予想PER17.9倍に対する妥当なプレミアムであり、同社の煙の出ない成長見通しを考慮したものです。2026年の調整後EPS予想を0.05ドル引き上げ8.50ドルに、2027年の調整後EPS予想を0.05ドル引き上げ9.25ドルとします。PMの決算発表を受け、目標株価を引き下げ、投資判断を「ホールド」に据え置きます。PMの第1四半期決算は堅調で、予想を上回る業績を9四半期連続で継続しています。 PMの禁煙への転換は極めて成功を収めていますが、今後成長が鈍化する懸念があり、過去2年間の株価の好調ぶりを踏まえると、株価は適正水準にあると考えています。PMは最近、生活必需品セクターで最も好調な銘柄の一つであり、2024年には株価が34%上昇し、2025年には38%上昇しました（S&P 500の上昇率はそれぞれ23%と16%でした）。
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