PFIZER INC (PFE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:PFE - US7170811035 - Common Stock
25.695 USD
+0.55 (+2.17%)
PFE gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 192 industry peers in the Pharmaceuticals industry. While PFE has a great profitability rating, there are some minor concerns on its financial health. PFE has a bad growth rate and is valued cheaply. Finally PFE also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
PFE had positive earnings in the past year.
In the past year PFE had a positive cash flow from operations.
PFE had positive earnings in each of the past 5 years.
PFE had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
PFE's Return On Assets of 4.71% is amongst the best of the industry. PFE outperforms 85.94% of its industry peers.
With an excellent Return On Equity value of 10.59%, PFE belongs to the best of the industry, outperforming 85.94% of the companies in the same industry.
PFE has a Return On Invested Capital of 8.39%. This is amongst the best in the industry. PFE outperforms 86.46% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for PFE is in line with the industry average of 12.71%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.71% | ||
| ROE | 10.59% | ||
| ROIC | 8.39% |
ROA(3y)6.87%
ROA(5y)7.73%
ROE(3y)14.76%
ROE(5y)17.45%
ROIC(3y)11.29%
ROIC(5y)11.14%
1.3 Margins
The Profit Margin of PFE (15.65%) is better than 88.54% of its industry peers.
PFE's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 29.12%, PFE belongs to the top of the industry, outperforming 93.75% of the companies in the same industry.
PFE's Operating Margin has improved in the last couple of years.
PFE's Gross Margin of 74.95% is amongst the best of the industry. PFE outperforms 80.73% of its industry peers.
In the last couple of years the Gross Margin of PFE has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 29.12% | ||
| PM (TTM) | 15.65% | ||
| GM | 74.95% |
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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), PFE is creating some value.
The number of shares outstanding for PFE has been increased compared to 1 year ago.
The number of shares outstanding for PFE has been increased compared to 5 years ago.
Compared to 1 year ago, PFE has an improved debt to assets ratio.
2.2 Solvency
PFE has an Altman-Z score of 2.20. This is not the best score and indicates that PFE is in the grey zone with still only limited risk for bankruptcy at the moment.
The Altman-Z score of PFE (2.20) is better than 61.46% of its industry peers.
PFE has a debt to FCF ratio of 5.95. This is a neutral value as PFE would need 5.95 years to pay back of all of its debts.
PFE has a better Debt to FCF ratio (5.95) than 80.73% of its industry peers.
A Debt/Equity ratio of 0.62 indicates that PFE is somewhat dependend on debt financing.
PFE has a Debt to Equity ratio of 0.62. This is in the lower half of the industry: PFE underperforms 67.71% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.62 | ||
| Debt/FCF | 5.95 | ||
| Altman-Z | 2.2 |
ROIC/WACC0.97
WACC8.61%
2.3 Liquidity
PFE has a Current Ratio of 1.28. This is a normal value and indicates that PFE is financially healthy and should not expect problems in meeting its short term obligations.
PFE has a Current ratio of 1.28. This is in the lower half of the industry: PFE underperforms 76.56% of its industry peers.
A Quick Ratio of 0.97 indicates that PFE may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.97, PFE is doing worse than 76.56% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.28 | ||
| Quick Ratio | 0.97 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 24.03% over the past year.
The Earnings Per Share has been growing slightly by 1.06% on average over the past years.
The Revenue has been growing slightly by 3.90% in the past year.
The Revenue has been growing by 9.10% on average over the past years. This is quite good.
EPS 1Y (TTM)24.03%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%-17.92%
Revenue 1Y (TTM)3.9%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-5.92%
3.2 Future
Based on estimates for the next years, PFE will show a decrease in Earnings Per Share. The EPS will decrease by -4.95% on average per year.
PFE is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -3.04% yearly.
EPS Next Y-1.19%
EPS Next 2Y0.92%
EPS Next 3Y0.4%
EPS Next 5Y-4.95%
Revenue Next Year-0.29%
Revenue Next 2Y-0.48%
Revenue Next 3Y-1.11%
Revenue Next 5Y-3.04%
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 8.03 indicates a reasonable valuation of PFE.
PFE's Price/Earnings ratio is rather cheap when compared to the industry. PFE is cheaper than 92.71% of the companies in the same industry.
PFE is valuated cheaply when we compare the Price/Earnings ratio to 26.15, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 8.11, the valuation of PFE can be described as reasonable.
PFE's Price/Forward Earnings ratio is rather cheap when compared to the industry. PFE is cheaper than 90.10% of the companies in the same industry.
PFE's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 36.22.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 8.11 |
4.2 Price Multiples
92.19% of the companies in the same industry are more expensive than PFE, based on the Enterprise Value to EBITDA ratio.
Based on the Price/Free Cash Flow ratio, PFE is valued cheaper than 86.98% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.08 | ||
| EV/EBITDA | 7.05 |
4.3 Compensation for Growth
PFE has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)7.56
EPS Next 2Y0.92%
EPS Next 3Y0.4%
5. Dividend
5.1 Amount
PFE has a Yearly Dividend Yield of 6.69%, which is a nice return.
PFE's Dividend Yield is rather good when compared to the industry average which is at 6.81. PFE pays more dividend than 98.44% of the companies in the same industry.
PFE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.32.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.69% |
5.2 History
The dividend of PFE has a limited annual growth rate of 3.30%.
PFE has been paying a dividend for at least 10 years, so it has a reliable track record.
PFE has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)3.3%
Div Incr Years14
Div Non Decr Years14
5.3 Sustainability
98.76% of the earnings are spent on dividend by PFE. 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.
DP98.76%
EPS Next 2Y0.92%
EPS Next 3Y0.4%
NYSE:PFE (12/3/2025, 3:46:09 PM)
25.695
+0.55 (+2.17%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners67.15%
Inst Owner Change0.03%
Ins Owners0.02%
Ins Owner Change0%
Market Cap146.09B
Revenue(TTM)62.79B
Net Income(TTM)9.83B
Analysts71.33
Price Target29.44 (14.57%)
Short Float %2.3%
Short Ratio1.78
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.69% |
Yearly Dividend1.68
Dividend Growth(5Y)3.3%
DP98.76%
Div Incr Years14
Div Non Decr Years14
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)34.46%
Min EPS beat(2)32.91%
Max EPS beat(2)36.01%
EPS beat(4)4
Avg EPS beat(4)34.72%
Min EPS beat(4)32.52%
Max EPS beat(4)37.45%
EPS beat(8)8
Avg EPS beat(8)54.91%
EPS beat(12)12
Avg EPS beat(12)44.86%
EPS beat(16)16
Avg EPS beat(16)38.4%
Revenue beat(2)1
Avg Revenue beat(2)3.22%
Min Revenue beat(2)-0.53%
Max Revenue beat(2)6.96%
Revenue beat(4)2
Avg Revenue beat(4)1.35%
Min Revenue beat(4)-2.36%
Max Revenue beat(4)6.96%
Revenue beat(8)5
Avg Revenue beat(8)3.39%
Revenue beat(12)7
Avg Revenue beat(12)2.66%
Revenue beat(16)10
Avg Revenue beat(16)3.04%
PT rev (1m)-1.56%
PT rev (3m)-0.94%
EPS NQ rev (1m)-15.92%
EPS NQ rev (3m)-15.23%
EPS NY rev (1m)-0.9%
EPS NY rev (3m)-1.45%
Revenue NQ rev (1m)-1.42%
Revenue NQ rev (3m)-1.28%
Revenue NY rev (1m)-0.23%
Revenue NY rev (3m)-0.58%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | 8.11 | ||
| P/S | 2.33 | ||
| P/FCF | 14.08 | ||
| P/OCF | 11.17 | ||
| P/B | 1.57 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.05 |
EPS(TTM)3.2
EY12.45%
EPS(NY)3.17
Fwd EY12.33%
FCF(TTM)1.82
FCFY7.1%
OCF(TTM)2.3
OCFY8.95%
SpS11.04
BVpS16.32
TBVpS-4.86
PEG (NY)N/A
PEG (5Y)7.56
Graham Number34.28
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.71% | ||
| ROE | 10.59% | ||
| ROCE | 10.62% | ||
| ROIC | 8.39% | ||
| ROICexc | 9.19% | ||
| ROICexgc | 39.27% | ||
| OM | 29.12% | ||
| PM (TTM) | 15.65% | ||
| GM | 74.95% | ||
| FCFM | 16.53% |
ROA(3y)6.87%
ROA(5y)7.73%
ROE(3y)14.76%
ROE(5y)17.45%
ROIC(3y)11.29%
ROIC(5y)11.14%
ROICexc(3y)12.95%
ROICexc(5y)13.16%
ROICexgc(3y)51.69%
ROICexgc(5y)47.96%
ROCE(3y)14.48%
ROCE(5y)14.24%
ROICexgc growth 3Y-10.89%
ROICexgc 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-Score6
Asset Turnover0.3
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.62 | ||
| Debt/FCF | 5.95 | ||
| Debt/EBITDA | 2.3 | ||
| Cap/Depr | 40.34% | ||
| Cap/Sales | 4.3% | ||
| Interest Coverage | 5.8 | ||
| Cash Conversion | 52.35% | ||
| Profit Quality | 105.58% | ||
| Current Ratio | 1.28 | ||
| Quick Ratio | 0.97 | ||
| Altman-Z | 2.2 |
F-Score6
WACC8.61%
ROIC/WACC0.97
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)24.03%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%-17.92%
EPS Next Y-1.19%
EPS Next 2Y0.92%
EPS Next 3Y0.4%
EPS Next 5Y-4.95%
Revenue 1Y (TTM)3.9%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-5.92%
Revenue Next Year-0.29%
Revenue Next 2Y-0.48%
Revenue Next 3Y-1.11%
Revenue Next 5Y-3.04%
EBIT growth 1Y-5.75%
EBIT growth 3Y-15.3%
EBIT growth 5Y12.71%
EBIT Next Year16.68%
EBIT Next 3Y5.82%
EBIT Next 5Y-0.15%
FCF growth 1Y26.86%
FCF growth 3Y-30.95%
FCF growth 5Y-0.32%
OCF growth 1Y8.59%
OCF growth 3Y-26.87%
OCF growth 5Y0.25%
PFIZER INC / PFE FAQ
What is the ChartMill fundamental rating of PFIZER INC (PFE) stock?
ChartMill assigns a fundamental rating of 6 / 10 to PFE.
What is the valuation status for PFE stock?
ChartMill assigns a valuation rating of 8 / 10 to PFIZER INC (PFE). This can be considered as Undervalued.
How profitable is PFIZER INC (PFE) stock?
PFIZER INC (PFE) has a profitability rating of 8 / 10.
What is the valuation of PFIZER INC based on its PE and PB ratios?
The Price/Earnings (PE) ratio for PFIZER INC (PFE) is 8.03 and the Price/Book (PB) ratio is 1.57.
What is the expected EPS growth for PFIZER INC (PFE) stock?
The Earnings per Share (EPS) of PFIZER INC (PFE) is expected to decline by -1.19% in the next year.