Turning Point Brands, Inc. (TPB) Stock

Turning Point Brands, Inc. (TPB) is a Consumer Staples stock trading at $78.66 (as of 2026-07-27), with a market capitalization of $1.52B and a trailing P/E of 27.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products. The company operates through three segments: Zig-Zag Products, Stoker's Products, and NewGen Products. The Zig-Zag Products segment markets and distributes rolling papers, tubes, finished cigars, make-your-own cigar wraps, and related products under the Zig-Zag brand. The Stoker's Products segment manufactures and markets moist snuff tobacco and loose-leaf chewing tobacco products under the Stoker's, Beech-Nut, Durango, Trophy, and Wind River brands. The NewGen Products segment markets and distributes cannabidiol isolate, liquid vapor products, and other products without tobacco and/or nicotine to individual consumers through VaporFi B2C online platform, as well as non-traditional retail through VaporBeast. It sells its products to wholesale distributors and retail merchants in the independent and chain convenience stores, tobacco outlets, food stores, mass merchandising, and drug stores. The company was formerly known as North Atlantic Holding Company, Inc. and changed its name to Turning Point Brands, Inc. in November 2015. Turning Point Brands, Inc. was founded in 1988 and is headquartered in Louisville, Kentucky.

Understand Turning Point Brands, Inc.: how it makes money

Turning Point Brands manufactures, markets, and distributes branded consumer products, including rolling papers and related items (Zig-Zag), moist snuff and loose-leaf chewing tobacco (Stoker's), and additional tobacco products (NewGen), selling these branded products through its distribution.

Profitability is structurally driven by how well Stoker's Products win and hold retail distribution and in-store selling share, because Stoker's Products are the largest revenue source (moist snuff and loose-leaf chewing tobacco), while the smaller NewGen Products are currently showing net sales decline.

Business quality (Mixed): Segment structure is clear, with identifiable operating indicators around Stoker's retail distribution and share, but NewGen is a notable swing factor given its net sales decline.

Valuation: At 29× earnings, TPB trades 33% above the Tobacco Products average (22×). Note: one-time items can distort reported P/E.

Bull case

  • Retail presence for Stoker's is a key strength: Stokers Distribution is 67.0 percent (and Stokers Weighted Distribution is 66.0 percent), supporting a broad route-to-market for moist snuff and loose-leaf chewing tobacco brands.
  • In-store selling share supports the profit model: Stokers Share in Store Selling (MSAI) is 10.3 percent, and Stokers Chew Market Share is 30.7 percent, aligning with the idea that distribution translates into sales.

Bear case

  • NewGen is currently shrinking: NewGen Products Net Sales Decline is 11.1 percent, and NewGen Products revenue is 0.02 USD_B, making it a meaningful drag if the trend persists.
  • Key performance depends on maintaining distribution and share: Stoker's operating indicators (distribution and MSAI) imply concentration of momentum in specific in-store outcomes, so any deterioration in those metrics could impact results.
Valuation — source: SEC EDGAR (first-party)
Price$78.66
Market Cap$1.52B
P/E Ratio27.5
EV / EBITDA19.2
Price / Book3.95
Price / Sales3.17
FCF Yield0.1%
DCF Value (model)$91.01
DCF Upside vs Price15.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$463.06M
Net Margin12.6%
Revenue Growth (YoY)16.8%
EPS Growth (YoY)-24.7%
FCF Growth (YoY)-280.0%
Financial Health — source: SEC EDGAR
Altman Z-Score4.23 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E27.5
Sector P/E (Consumer Staples)27.7
Industry P/E (Tobacco Products)21.9
vs Sector-0.9%
vs Industry25.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($157.33M)
Institutional Holders Tracked10
Company
SectorConsumer Staples
IndustryTobacco Products
CEOGraham A. Purdy
Employees310
CountryUS
IPO Date2016-05-11

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TPB earnings history · TPB institutional & insider holders · TPB KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-27.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.