PFIZER INC (PFE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:PFE - US7170811035 - Common Stock
25.65 USD
-0.24 (-0.93%)
25.77 USD
+0.12 (+0.47%)
Taking everything into account, PFE scores 6 out of 10 in our fundamental rating. PFE was compared to 190 industry peers in the Pharmaceuticals industry. PFE has an excellent profitability rating, but there are some minor concerns on its financial health. PFE is valued quite cheap, but it does not seem to be growing. PFE also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
- In the past year PFE was profitable.
- In the past year PFE had a positive cash flow from operations.
- Each year in the past 5 years PFE has been profitable.
- In the past 5 years PFE always reported a positive cash flow from operatings.
1.2 Ratios
- Looking at the Return On Assets, with a value of 4.71%, PFE belongs to the top of the industry, outperforming 85.79% of the companies in the same industry.
- PFE's Return On Equity of 10.59% is amongst the best of the industry. PFE outperforms 85.26% of its industry peers.
- With an excellent Return On Invested Capital value of 8.39%, PFE belongs to the best of the industry, outperforming 86.32% of the companies in the same industry.
- The Average Return On Invested Capital over the past 3 years for PFE is in line with the industry average of 12.84%.
| 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
- With an excellent Profit Margin value of 15.65%, PFE belongs to the best of the industry, outperforming 87.89% of the companies in the same industry.
- 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 93.68% of the companies in the same industry.
- In the last couple of years the Operating Margin of PFE has grown nicely.
- With an excellent Gross Margin value of 74.95%, PFE belongs to the best of the industry, outperforming 81.58% of the companies in the same industry.
- 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
- 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.
- Compared to 1 year ago, PFE has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 2.22 indicates that PFE is not a great score, but indicates only limited risk for bankruptcy at the moment.
- The Altman-Z score of PFE (2.22) is comparable to the rest of the industry.
- The Debt to FCF ratio of PFE is 5.95, which is a neutral value as it means it would take PFE, 5.95 years of fcf income to pay off all of its debts.
- PFE has a better Debt to FCF ratio (5.95) than 81.58% of its industry peers.
- PFE has a Debt/Equity ratio of 0.62. This is a neutral value indicating PFE is somewhat dependend on debt financing.
- PFE's Debt to Equity ratio of 0.62 is on the low side compared to the rest of the industry. PFE is outperformed by 69.47% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.62 | ||
| Debt/FCF | 5.95 | ||
| Altman-Z | 2.22 |
ROIC/WACC0.94
WACC8.92%
2.3 Liquidity
- A Current Ratio of 1.28 indicates that PFE should not have too much problems paying its short term obligations.
- PFE's Current ratio of 1.28 is on the low side compared to the rest of the industry. PFE is outperformed by 77.89% of its industry peers.
- A Quick Ratio of 0.97 indicates that PFE may have some problems paying its short term obligations.
- PFE has a Quick ratio of 0.97. This is in the lower half of the industry: PFE underperforms 79.47% of its industry peers.
| 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.
- PFE shows a small growth in Revenue. In the last year, the Revenue has grown by 3.90%.
- PFE shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.10% yearly.
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
- PFE is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -5.87% yearly.
- PFE is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -3.45% yearly.
EPS Next Y1.34%
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
EPS Next 5Y-5.87%
Revenue Next Year-1.36%
Revenue Next 2Y-1.53%
Revenue Next 3Y-2.16%
Revenue Next 5Y-3.45%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- 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
- PFE is valuated reasonably with a Price/Earnings ratio of 8.02.
- Compared to the rest of the industry, the Price/Earnings ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 92.63% of the companies listed in the same industry.
- PFE's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.47.
- PFE is valuated reasonably with a Price/Forward Earnings ratio of 8.44.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 91.05% of the companies listed 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 24.26.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.02 | ||
| Fwd PE | 8.44 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, PFE is valued cheaper than 92.11% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 87.89% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.06 | ||
| EV/EBITDA | 7.22 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates PFE does not grow enough to justify the current Price/Earnings ratio.
- The excellent profitability rating of PFE may justify a higher PE ratio.
- PFE's earnings are expected to decrease with -2.35% in the coming years. This may justify a cheaper valuation.
PEG (NY)5.99
PEG (5Y)7.55
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
5. Dividend
5.1 Amount
- PFE has a Yearly Dividend Yield of 6.80%, which is a nice return.
- PFE's Dividend Yield is rather good when compared to the industry average which is at 0.35. PFE pays more dividend than 98.95% of the companies in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.89, PFE pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.8% |
5.2 History
- The dividend of PFE has a limited annual growth rate of 3.30%.
- PFE has paid a dividend for at least 10 years, which is a reliable track record.
- PFE has not decreased their dividend for at least 10 years, which is a reliable track record.
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 2Y-1.16%
EPS Next 3Y-2.35%
25.65
-0.24 (-0.93%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)11-04 2025-11-04/bmo
Earnings (Next)02-03 2026-02-03/amc
Inst Owners67.61%
Inst Owner Change-0.1%
Ins Owners0.02%
Ins Owner Change0%
Market Cap145.84B
Revenue(TTM)62.79B
Net Income(TTM)9.83B
Analysts70.91
Price Target29.42 (14.7%)
Short Float %2.46%
Short Ratio2.05
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.8% |
Yearly Dividend1.68
Dividend Growth(5Y)3.3%
DP98.76%
Div Incr Years14
Div Non Decr Years14
Ex-Date01-23 2026-01-23 (0.43)
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)-0.91%
PT rev (3m)-1.61%
EPS NQ rev (1m)-5.21%
EPS NQ rev (3m)-19.51%
EPS NY rev (1m)-0.67%
EPS NY rev (3m)0.67%
Revenue NQ rev (1m)-1.74%
Revenue NQ rev (3m)-3.03%
Revenue NY rev (1m)-0.47%
Revenue NY rev (3m)-1.64%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.02 | ||
| Fwd PE | 8.44 | ||
| P/S | 2.32 | ||
| P/FCF | 14.06 | ||
| P/OCF | 11.15 | ||
| P/B | 1.57 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.22 |
EPS(TTM)3.2
EY12.48%
EPS(NY)3.04
Fwd EY11.84%
FCF(TTM)1.82
FCFY7.11%
OCF(TTM)2.3
OCFY8.97%
SpS11.04
BVpS16.32
TBVpS-4.86
PEG (NY)5.99
PEG (5Y)7.55
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 | 2.22 |
F-Score6
WACC8.92%
ROIC/WACC0.94
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 Y1.34%
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
EPS Next 5Y-5.87%
Revenue 1Y (TTM)3.9%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-5.92%
Revenue Next Year-1.36%
Revenue Next 2Y-1.53%
Revenue Next 3Y-2.16%
Revenue Next 5Y-3.45%
EBIT growth 1Y-5.75%
EBIT growth 3Y-15.3%
EBIT growth 5Y12.71%
EBIT Next Year16.58%
EBIT Next 3Y4.11%
EBIT Next 5Y-0.68%
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.
Can you provide the valuation status for PFIZER INC?
ChartMill assigns a valuation rating of 8 / 10 to PFIZER INC (PFE). This can be considered as Undervalued.
What is the profitability of PFE stock?
PFIZER INC (PFE) has a profitability rating of 8 / 10.
What are the PE and PB ratios of PFIZER INC (PFE) stock?
The Price/Earnings (PE) ratio for PFIZER INC (PFE) is 8.02 and the Price/Book (PB) ratio is 1.57.
How financially healthy is PFIZER INC?
The financial health rating of PFIZER INC (PFE) is 4 / 10.