Altria Group, Inc. Liquidation Value

MO Tobacco Products

Cash & Equivalents

$3.53B
As of 2026-03-31
Current Price: $65.18 (as of 2026-04-23)

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $3.53B
Total Obligations: -$32.47B
$-28.94B
Per share: $-17.30
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported
  • Operating Lease Liability: not reported

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $3.53B
AR: $568.00M
Total Obligations: -$32.47B
$-28.37B
Per share: $-16.96
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported
  • Operating Lease Liability: not reported

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $3.53B
AR: $568.00M
Inventory: $1.15B
Total Obligations: -$32.47B
$-27.22B
Per share: $-16.27
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported
  • Operating Lease Liability: not reported

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-28.94B$-17.30
Liquid Liquidation Value$-28.37B$-16.96
Operating Liquidation Value$-27.22B$-16.27

Key Components (as of 2026-03-31)

Data as of 2026-03-31 from 10-Q filed 2026-04-30. View on SEC EDGAR →

Cash & Equivalents$3.53B
Accounts Receivable$568.00M
Inventory$1.15B
Current Liabilities$8.41B
Long-term Debt (?)$24.06B
Op. Lease Liability (?)N/A
Finance Lease (?)N/A
Shares Outstanding1.67B

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-03-31$3.53B$568.00M$1.15B$701.00M$8.41B$24.06BN/AN/A
2025-12-31$4.47B$526.00M$1.07B$750.00M$9.15B$24.14BN/AN/A
2025-09-30$3.47B$498.00M$1.06B$662.00M$8.29B$24.13BN/AN/A
2025-06-30$1.29B$482.00M$1.02B$569.00M$6.79B$23.65BN/AN/A
2025-03-31$4.73B$516.00M$1.06B$550.00M$10.65B$23.43BN/AN/A
2024-12-31$3.13B$354.00M$1.08B$700.00M$8.78B$23.40BN/AN/A
2024-09-30$1.90B$174.00M$1.10B$510.00M$8.00B$23.57BN/AN/A
2024-06-30$1.80B$144.00M$1.17B$556.00M$7.78B$23.47BN/AN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-03-31 10-Q 2026-04-30 View
2025-12-31 10-K 2026-02-25 View
2025-09-30 10-Q 2025-10-30 View
2025-06-30 10-Q 2025-07-30 View
2025-03-31 10-Q 2025-04-29 View
2024-12-31 10-K/A 2025-06-04 View
2024-12-31 10-K 2025-02-26 View
2024-09-30 10-Q 2024-10-31 View

AI Insights

AI Insight·Generated 2026-05-04

Altria Group (MO) presents a deeply negative liquidation recovery posture, consistent with its capital structure as a high-leverage, intangibles-heavy tobacco holding company. As of March 31, 2026, MFFAIS reports a cash liquidation value of approximately -$28.9B, a liquid liquidation value of -$28.4B, and an operating liquidation value of -$27.2B. All three measures confirm zero recovery to equity under any liquidation scenario.

The asset stack under liquidation haircuts is anchored by items that recover at or near zero: $5.8B of goodwill (0% recovery), $11.9B of net intangible assets predominantly comprising indefinite-lived trademarks ($11.1B gross) plus finite-lived intangibles ($0.8B net) — all haircut to zero under the lens. The $1.7B net PP&E recovers at 50-70%, yielding roughly $0.9B-$1.2B. Cash of $3.5B recovers at par. Total receivables of $284M recover at 90-95%, yielding approximately $255M-$270M. Inventory of $1.1B recovers at 60%, yielding approximately $0.7B. The $8.9B investment balance (primarily ABI stake) presents valuation uncertainty — it is carried on equity method; liquidation value depends on marketability and block discount, which the filing does not separately address. Even applying a 70% recovery on investments, the haircutted asset pool falls well short of total liabilities.

The liability stack is the dominant structural feature. Total long-term debt stands at $24.6B (face value, fixed-rate), unchanged conceptually from prior periods though reduced by $1.1B in Q1 2026 via maturity repayment of 4.400% notes. Non-current deferred tax liabilities are $3.5B. Post-retirement obligations (pension $120M + OPEB $935M) total $1.1B at face. Stockholders' equity is deeply negative at -$3.2B, reflecting $43.4B of treasury stock offset against retained earnings and additional paid-in capital. The company explicitly acknowledges a working capital deficit at both March 31, 2026 and December 31, 2025.

No prior filing was provided for direct QoQ balance-sheet comparison. The $1.1B long-term debt repayment in February 2026 is the primary structural change this period, modestly reducing the liability stack. State Settlement Agreement obligations averaging $3.0B annually represent contingent face-value liabilities not fully reflected on the balance sheet. Tobacco litigation contingencies remain material but are not quantified as a consolidated accrual in the tag data beyond the $63M loss contingency accrual disclosed.

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