Is TPB Stock Still the Best Pick Among Its Peers?

TPB: Turning Point Brands logo
TPB
Turning Point Brands

Here is how Turning Point Brands (TPB) stacks up against its peers in size, valuation, growth and margin.

  • TPB’s operating margin of 23.4% is high, higher than most peers though lower than PM (36.4%).
  • TPB’s revenue growth of 28.3% in the last 12 months is strong, outpacing GRVY, RGP, ZH, RILY, PM.
  • TPB gained 152.1% in the past year and trades at a PE of 40.7, outperforming its peers.

As a quick background, Turning Point Brands provides manufacturing, marketing, and distribution of branded consumer products, including tobacco, nicotine-free vapor, and cannabidiol isolate items through three distinct business segments.

  TPB GRVY RGP ZH RILY PM
Market Cap ($ Bil) 1.8 0.4 0.2 0.4 0.2 271.7
Revenue ($ Bil) 0.4 566.3 0.6 3.4 1.5 39.1
PE Ratio 40.7 0.0 -0.8 -23.7 -0.2 33.0
LTM Revenue Growth 28.3% 0.3% -12.9% -19.2% -6.0% 7.2%
LTM Operating Margin 23.4% 15.9% 0.5% -9.2% -16.5% 36.4%
LTM FCF Margin 13.8% 2.9% 21.8% 23.0%
12M Market Return 152.1% 0.2% -51.4% 59.5% -28.5% 51.1%

Why does this matter? TPB just went up 24.5% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell TPB Stock to see if Turning Point Brands holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through TPB Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022 2021
TPB 28.3% 11.0% 1.2% -27.9%  
GRVY 0.3% -31.0% 56.5% 12.0%  
RGP -12.9% -12.9% -18.4% -3.6%    
ZH -19.2% -14.3% 16.5% 21.8%  
RILY -6.0%   52.1% -30.5% 86.4%
PM 7.2% 7.7% 10.7% 1.1%  

Operating Margin Comparison

  LTM 2025 2024 2023 2022 2021
TPB 23.4% 22.4% 25.5% 23.0%  
GRVY 15.9% 17.3% 22.4% 22.8%  
RGP 0.5% 0.5% 5.2% 9.8%    
ZH -9.2% -13.4% -25.5% -44.5%  
RILY -16.5%   12.9% 8.2% 33.3%
PM 36.4% 35.4% 34.7% 38.6%  

PE Ratio Comparison

  LTM 2025 2024 2023 2022 2021
TPB 40.7 26.8 12.0 33.3  
GRVY 0.0 0.0 0.0 0.0  
RGP -0.8 -1.5 22.5 11.3    
ZH -23.7 -1.9 -0.7 -0.5  
RILY -0.2   -1.3 -3.7 2.1
PM 33.0 26.5 18.7 17.3  

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.