Price
$86.86-1.35%Social Signal Score
Analyst Ratings
13 analystsRevenue
$142.96M+180.54%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Graham A. Purdy
- Sector
- Consumer Defensive
- Industry
- Tobacco
- Employees
- 484
- Beta
- 0.94
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 3.49
Financials
Revenue
$142.96M+180.5%Net Income
$3.60M-47.0%EBITDA
$18.23M+49.5%Free Cash Flow
$26.24M+218.0%EPS (diluted)
$0.18-47.1%Shares Outstanding (diluted)
20.16M+2.2%Operating Expenses
$76.99MCash & Debt
$268.31MReturn of Capital
$2.61MRevenue by Segment (annual)
$325.06MDividend per Share
$0.08Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $463.06M | $58.16M | $3.18 |
| 2024 | $360.66M | $39.81M | $2.24 |
| 2023 | $325.06M | $38.46M | $2.34 |
| 2022 | $321.23M | $11.64M | $0.65 |
| 2021 | $445.47M | $52.06M | $2.75 |
| 2020 | $405.11M | $38.19M | $1.70 |
| 2019 | $361.99M | $16.23M | $0.70 |
| 2018 | $332.68M | $25.29M | $1.31 |
| 2017 | $285.78M | $20.21M | $1.06 |
| 2016 | $206.23M | $26.91M | $1.63 |
| 2015 | $197.26M | $16.68M | $0.59 |
| 2014 | $200.33M | $-29.41M | $-1.89 |
| 2013 | $193.30M | $-1.61M | $-0.10 |
| 2012 | $186.70M | $400.0K | $0.02 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TPB's reported EPS growth of 46.7% a year over 13 years. Historical EPS growth of 47% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $11.79
- Implied price
- $400.93
- Return from $55.64
- 48.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $199.34 — today's price is already 72.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 24 | 29 | 34 | 39 | 44 |
|---|---|---|---|---|---|
| 20.0% | 27.8% | 32.7% | 37.0% | 40.8% | 44.3% |
| 25.0% | 33.1% | 38.3% | 42.7% | 46.7% | 50.3% |
| 30.0% | 38.4% | 43.8% | 48.4% | 52.6% | 56.3% |
| 35.0% | 43.8% | 49.3% | 54.1% | 58.4% | 62.3% |
| 40.0% | 49.1% | 54.8% | 59.9% | 64.3% | 68.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-70.00%Social Signal Score
Mentions (9)
- Newsfool.com·11d ago·Negative
Why Turning Point Brands Stock Was Sliding This Week Its CEO resigned unexpectedly. This was compounded by a significant price target reduction from an analyst.
View source ↗ - Newsseekingalpha.com·13d ago·Neutral
Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade) Turning Point Brands, Inc. announced a sudden change in CEO. The news doesn't seem to imply much, as TPB's 2026 guidance was reaffirmed. ALP and FRE, TPB's nicotine pouch brands, have continued to scale incredibly well. The brands' market reach is expanding. TPB's margins have caused concern but ultimately reflect marketing and sales investments in ALP and FRE. Profitability pressure should be temporary.
View source ↗ - Newsfool.com·14d ago·Neutral
Why Turning Point Brands Stock Dived by 10% Today His post will be filled by the tobacco company's current executive chairman. The change takes effect next week.
View source ↗ - Newszacks.com·32d ago·Negative
Bear of the Day: Turning Point Brands (TPB) Sometimes a company can be growing sales, have an interesting product portfolio, and still end up on the wrong side of the Zacks Rank. That's because our rank is based on what analysts are doing with their estimates compared to other stocks out there in the universe.
View source ↗ - Newsgurufocus.com·32d ago·Neutral
ALP NAMED OFFICIAL NICOTINE POUCH PARTNER OF MATCHROOM BOXING ALP NAMED OFFICIAL NICOTINE POUCH PARTNER OF MATCHROOM BOXING PR Newswire LONDON and DUBLIN, Sept. 4, 2026
View source ↗ - Newsprnewswire.com·32d ago·Neutral
ALP NAMED OFFICIAL NICOTINE POUCH PARTNER OF MATCHROOM BOXING America's fastest-growing nicotine pouch brand makes its first major UK and Ireland play, landing category exclusivity across Matchroom Boxing's autumn schedule beginning at Croke Park on 5 September, 2026 LONDON and DUBLIN, Sept. 4, 2026 /PRNewswire/ -- ALP, the fastest-growing nicotine pouch brand in the United States, has been named the Official Nicotine Pouch Partner of Matchroom Boxing – its first major partnership in the UK and
View source ↗ - Newsmarketbeat.com·38d ago·Neutral
Turning Point Brands Targets 10% Modern Oral Nicotine Share by 2030 Turning Point Brands NYSE: TPB is positioning its modern oral nicotine portfolio as its primary growth driver, with CEO Graham Purdy telling investors at the IDEAS Conference that the company aims to reach a double-digit share of the category by the end of the decade.
View source ↗ - Newsfool.com·57d ago·Neutral
Can Turning Point Brands Defend a "Dr. Pepper"‑Size Share After the FDA's Nicotine Pouch Decision? Turning Point Brands now gets over 40% of its sales from fast-growing nicotine pouches. Upcoming earnings will show if TPB can defend a niche share as big tobacco crowds into pouches.
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
Turning Point Brands Q2 Earnings Call Highlights Turning Point Brands NYSE: TPB reported second-quarter 2026 sales growth led by its Modern Oral nicotine pouch business, while increased spending on sales, marketing and retail execution weighed on adjusted EBITDA.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.33 per share
Typical surprise +21.3% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$0.18 vs $0.12beat
- Thu, May 7$0.61 vs $0.60beat
- Mon, Mar 2$0.42 vs $0.87miss
- Wed, Nov 5$1.05 vs $0.81beat
- Wed, Aug 6$0.98 vs $0.79beat
- Wed, May 7$0.91 vs $0.75beat
Estimates and results for TPB via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TPB officers and directors.
- Bought
- —
- Sold
- $18.2m
0 trades
19 trades
- Wigginton Briansold
- Flynn Andrewsold
- Glazek David Edwardsold
- Diao H.c. Charlessold
- Baxter Gregory H.a.sold
- Usher Stephensold
- Usher Stephensold
- Cushman Brittanisold
81 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in TPB.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.