PFIZER INC (PFE.DE) Stock Fundamental Analysis
FRA:PFE - Deutsche Boerse Ag - US7170811035 - Common Stock - Currency: EUR
Overall PFE gets a fundamental rating of 5 out of 10. We evaluated PFE against 50 industry peers in the Pharmaceuticals industry. PFE has a medium profitability rating, but doesn't score so well on its financial health evaluation. PFE may be a bit undervalued, certainly considering the very reasonable score on growth
1. Profitability
1.1 Basic Checks
PFE had positive earnings in the past year.
PFE had a positive operating cash flow in the past year.
In the past 5 years PFE has always been profitable.
PFE had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With a Return On Assets value of 3.79%, PFE perfoms like the industry average, outperforming 44.00% of the companies in the same industry.
The Return On Equity of PFE (8.73%) is comparable to the rest of the industry.
The Return On Invested Capital of PFE (6.92%) is comparable to the rest of the industry.
The Average Return On Invested Capital over the past 3 years for PFE is below the industry average of 14.75%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.79% | ||
| ROE | 8.73% | ||
| ROIC | 6.92% |
ROA(3y)6.87%
ROA(5y)7.73%
ROE(3y)14.76%
ROE(5y)17.45%
ROIC(3y)10.06%
ROIC(5y)9.93%
1.3 Margins
The Profit Margin of PFE (12.62%) is comparable to the rest of the industry.
PFE's Profit Margin has declined in the last couple of years.
The Operating Margin of PFE (27.12%) is better than 80.00% of its industry peers.
PFE's Operating Margin has improved in the last couple of years.
PFE has a Gross Margin of 74.57%. This is in the better half of the industry: PFE outperforms 66.00% of its industry peers.
PFE's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 27.12% | ||
| PM (TTM) | 12.62% | ||
| GM | 74.57% |
OM growth 3Y-8.1%
OM growth 5Y3.31%
PM growth 3Y-22.43%
PM growth 5Y-20.41%
GM growth 3Y6.09%
GM growth 5Y-1.57%
2. Health
2.1 Basic Checks
PFE has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
PFE has more shares outstanding than it did 1 year ago.
The number of shares outstanding for PFE has been increased compared to 5 years ago.
PFE has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.13 indicates that PFE is not a great score, but indicates only limited risk for bankruptcy at the moment.
PFE's Altman-Z score of 2.13 is in line compared to the rest of the industry. PFE outperforms 42.00% of its industry peers.
The Debt to FCF ratio of PFE is 5.54, which is a neutral value as it means it would take PFE, 5.54 years of fcf income to pay off all of its debts.
PFE has a Debt to FCF ratio of 5.54. This is comparable to the rest of the industry: PFE outperforms 48.00% of its industry peers.
PFE has a Debt/Equity ratio of 0.65. This is a neutral value indicating PFE is somewhat dependend on debt financing.
PFE has a Debt to Equity ratio (0.65) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 5.54 | ||
| Altman-Z | 2.13 |
ROIC/WACC0.79
WACC8.81%
2.3 Liquidity
A Current Ratio of 1.26 indicates that PFE should not have too much problems paying its short term obligations.
Looking at the Current ratio, with a value of 1.26, PFE is doing worse than 64.00% of the companies in the same industry.
PFE has a Quick Ratio of 1.26. This is a bad value and indicates that PFE is not financially healthy enough and could expect problems in meeting its short term obligations.
PFE has a Quick ratio of 0.96. This is comparable to the rest of the industry: PFE outperforms 46.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.26 | ||
| Quick Ratio | 0.96 |
3. Growth
3.1 Past
PFE shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 126.06%, which is quite impressive.
Measured over the past 5 years, PFE shows a small growth in Earnings Per Share. The EPS has been growing by 1.06% on average per year.
Looking at the last year, PFE shows a quite strong growth in Revenue. The Revenue has grown by 11.65% in the last year.
The Revenue has been growing by 9.10% on average over the past years. This is quite good.
EPS 1Y (TTM)126.06%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%12.2%
Revenue 1Y (TTM)11.65%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-7.82%
3.2 Future
Based on estimates for the next years, PFE will show a decrease in Earnings Per Share. The EPS will decrease by -3.69% on average per year.
The Revenue is expected to decrease by -2.58% on average over the next years.
EPS Next Y-2.37%
EPS Next 2Y0.23%
EPS Next 3Y0.15%
EPS Next 5Y-3.69%
Revenue Next Year-1.01%
Revenue Next 2Y-0.68%
Revenue Next 3Y-1.24%
Revenue Next 5Y-2.58%
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 7.77, which indicates a rather cheap valuation of PFE.
Based on the Price/Earnings ratio, PFE is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
When comparing the Price/Earnings ratio of PFE to the average of the S&P500 Index (27.21), we can say PFE is valued rather cheaply.
The Price/Forward Earnings ratio is 7.99, which indicates a rather cheap valuation of PFE.
Based on the Price/Forward Earnings ratio, PFE is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
PFE is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.70, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.77 | ||
| Fwd PE | 7.99 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, PFE is valued cheaply inside the industry as 82.00% of the companies are valued more expensively.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 82.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.64 | ||
| EV/EBITDA | 6.97 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)7.32
EPS Next 2Y0.23%
EPS Next 3Y0.15%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.10%, PFE is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 3.03, PFE pays a better dividend. On top of this PFE pays more dividend than 98.00% of the companies listed in the same industry.
PFE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.1% |
5.2 History
The dividend of PFE has a limited annual growth rate of 3.30%.
Dividend Growth(5Y)3.3%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
PFE pays out 121.49% of its income as dividend. This is not a sustainable payout ratio.
The Dividend Rate of PFE has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP121.49%
EPS Next 2Y0.23%
EPS Next 3Y0.15%
FRA:PFE (7/1/2025, 5:21:47 PM)
21.285
+0.57 (+2.73%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners67.59%
Inst Owner ChangeN/A
Ins Owners0.02%
Ins Owner ChangeN/A
Market Cap121.01B
Analysts70
Price Target25.44 (19.52%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.1% |
Yearly Dividend1.44
Dividend Growth(5Y)3.3%
DP121.49%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)34.98%
Min EPS beat(2)32.52%
Max EPS beat(2)37.45%
EPS beat(4)4
Avg EPS beat(4)42.48%
Min EPS beat(4)30.28%
Max EPS beat(4)69.69%
EPS beat(8)8
Avg EPS beat(8)54.64%
EPS beat(12)12
Avg EPS beat(12)42.48%
EPS beat(16)16
Avg EPS beat(16)36.05%
Revenue beat(2)1
Avg Revenue beat(2)-0.52%
Min Revenue beat(2)-2.36%
Max Revenue beat(2)1.31%
Revenue beat(4)3
Avg Revenue beat(4)4.42%
Min Revenue beat(4)-2.36%
Max Revenue beat(4)17.22%
Revenue beat(8)4
Avg Revenue beat(8)1.74%
Revenue beat(12)8
Avg Revenue beat(12)3.33%
Revenue beat(16)10
Avg Revenue beat(16)3%
PT rev (1m)-2.38%
PT rev (3m)-11.63%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.48%
EPS NY rev (1m)-0.88%
EPS NY rev (3m)1.61%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.38%
Revenue NY rev (1m)0.13%
Revenue NY rev (3m)-0.97%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.77 | ||
| Fwd PE | 7.99 | ||
| P/S | 2.27 | ||
| P/FCF | 12.64 | ||
| P/OCF | 10.14 | ||
| P/B | 1.57 | ||
| P/tB | N/A | ||
| EV/EBITDA | 6.97 |
EPS(TTM)2.74
EY12.87%
EPS(NY)2.67
Fwd EY12.52%
FCF(TTM)1.68
FCFY7.91%
OCF(TTM)2.1
OCFY9.86%
SpS9.37
BVpS13.56
TBVpS-4.81
PEG (NY)N/A
PEG (5Y)7.32
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.79% | ||
| ROE | 8.73% | ||
| ROCE | 9.87% | ||
| ROIC | 6.92% | ||
| ROICexc | 7.7% | ||
| ROICexgc | 36.63% | ||
| OM | 27.12% | ||
| PM (TTM) | 12.62% | ||
| GM | 74.57% | ||
| FCFM | 17.96% |
ROA(3y)6.87%
ROA(5y)7.73%
ROE(3y)14.76%
ROE(5y)17.45%
ROIC(3y)10.06%
ROIC(5y)9.93%
ROICexc(3y)11.54%
ROICexc(5y)11.73%
ROICexgc(3y)46.07%
ROICexgc(5y)42.74%
ROCE(3y)14.48%
ROCE(5y)14.24%
ROICexcg growth 3Y-10.89%
ROICexcg growth 5Y27.11%
ROICexc growth 3Y-24.53%
ROICexc growth 5Y9.97%
OM growth 3Y-8.1%
OM growth 5Y3.31%
PM growth 3Y-22.43%
PM growth 5Y-20.41%
GM growth 3Y6.09%
GM growth 5Y-1.57%
F-Score8
Asset Turnover0.3
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 5.54 | ||
| Debt/EBITDA | 2.45 | ||
| Cap/Depr | 40.16% | ||
| Cap/Sales | 4.43% | ||
| Interest Coverage | 5.35 | ||
| Cash Conversion | 58.69% | ||
| Profit Quality | 142.33% | ||
| Current Ratio | 1.26 | ||
| Quick Ratio | 0.96 | ||
| Altman-Z | 2.13 |
F-Score8
WACC8.81%
ROIC/WACC0.79
Cap/Depr(3y)55.83%
Cap/Depr(5y)55.63%
Cap/Sales(3y)4.78%
Cap/Sales(5y)4.87%
Profit Quality(3y)143.88%
Profit Quality(5y)138.86%
High Growth Momentum
Growth
EPS 1Y (TTM)126.06%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%12.2%
EPS Next Y-2.37%
EPS Next 2Y0.23%
EPS Next 3Y0.15%
EPS Next 5Y-3.69%
Revenue 1Y (TTM)11.65%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-7.82%
Revenue Next Year-1.01%
Revenue Next 2Y-0.68%
Revenue Next 3Y-1.24%
Revenue Next 5Y-2.58%
EBIT growth 1Y56.33%
EBIT growth 3Y-15.3%
EBIT growth 5Y12.71%
EBIT Next Year21.61%
EBIT Next 3Y6.42%
EBIT Next 5Y3.52%
FCF growth 1Y-44.47%
FCF growth 3Y-30.95%
FCF growth 5Y-0.32%
OCF growth 1Y-41.56%
OCF growth 3Y-26.87%
OCF growth 5Y0.25%