PFIZER INC (PFE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:PFE - US7170811035 - Common Stock
25.235 USD
-0.2 (-0.77%)
We assign a fundamental rating of 6 out of 10 to PFE. PFE was compared to 191 industry peers in the Pharmaceuticals industry. PFE has an excellent profitability rating, but there are some minor concerns on its financial health. PFE is cheap, but on the other hand it scores bad on growth. Finally PFE also has an excellent dividend rating.
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.
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 85.86% of the companies in the same industry.
Looking at the Return On Equity, with a value of 10.59%, PFE belongs to the top of the industry, outperforming 85.34% of the companies in the same industry.
PFE's Return On Invested Capital of 8.39% is amongst the best of the industry. PFE outperforms 86.39% 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 12.85%.
| 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 87.96% of its industry peers.
In the last couple of years the Profit Margin of PFE has declined.
The Operating Margin of PFE (29.12%) is better than 93.72% of its industry peers.
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 81.68% 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
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.
PFE has a better debt/assets ratio than last year.
2.2 Solvency
PFE has an Altman-Z score of 2.21. 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.
PFE has a Altman-Z score (2.21) which is in line with 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 Debt to FCF ratio of 5.95. This is amongst the best in the industry. PFE outperforms 81.15% 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.
Looking at the Debt to Equity ratio, with a value of 0.62, PFE is doing worse than 69.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.62 | ||
| Debt/FCF | 5.95 | ||
| Altman-Z | 2.21 |
ROIC/WACC0.94
WACC8.95%
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 77.49% of its industry peers.
A Quick Ratio of 0.97 indicates that PFE may have some problems paying its short term obligations.
With a Quick ratio value of 0.97, PFE is not doing good in the industry: 78.53% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.28 | ||
| Quick Ratio | 0.97 |
3. Growth
3.1 Past
PFE shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 24.03%, which is quite impressive.
PFE shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 1.06% yearly.
The Revenue has been growing slightly by 3.90% in the past year.
Measured over the past years, PFE shows a quite strong growth in Revenue. The Revenue has been growing by 9.10% on average per year.
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 -4.95% yearly.
Based on estimates for the next years, PFE will show a decrease in Revenue. The Revenue will decrease by -3.04% on average per year.
EPS Next Y1.34%
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
EPS Next 5Y-4.95%
Revenue Next Year-1.36%
Revenue Next 2Y-1.53%
Revenue Next 3Y-2.16%
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.
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 cheaply with a Price/Earnings ratio of 7.89.
Based on the Price/Earnings ratio, PFE is valued cheaper than 93.72% of the companies in the same industry.
PFE's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.17.
The Price/Forward Earnings ratio is 8.31, which indicates a very decent valuation of PFE.
PFE's Price/Forward Earnings ratio is rather cheap when compared to the industry. PFE is cheaper than 91.10% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.79, PFE is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.89 | ||
| Fwd PE | 8.31 |
4.2 Price Multiples
PFE's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. PFE is cheaper than 93.19% 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 87.43% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.83 | ||
| EV/EBITDA | 7.11 |
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.
PFE has an outstanding profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as PFE's earnings are expected to decrease with -2.35% in the coming years.
PEG (NY)5.89
PEG (5Y)7.43
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
5. Dividend
5.1 Amount
PFE has a Yearly Dividend Yield of 6.91%, which is a nice return.
Compared to an average industry Dividend Yield of 0.42, PFE pays a better dividend. On top of this PFE pays more dividend than 98.43% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 1.94, PFE pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.91% |
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.
PFE's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP98.76%
EPS Next 2Y-1.16%
EPS Next 3Y-2.35%
NYSE:PFE (1/7/2026, 3:33:07 PM)
25.235
-0.2 (-0.77%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners67.61%
Inst Owner Change0%
Ins Owners0.02%
Ins Owner Change0%
Market Cap143.48B
Revenue(TTM)62.79B
Net Income(TTM)9.83B
Analysts71.52
Price Target29.42 (16.58%)
Short Float %2.46%
Short Ratio2.05
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.91% |
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)-0.05%
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 | 7.89 | ||
| Fwd PE | 8.31 | ||
| P/S | 2.29 | ||
| P/FCF | 13.83 | ||
| P/OCF | 10.97 | ||
| P/B | 1.55 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.11 |
EPS(TTM)3.2
EY12.68%
EPS(NY)3.04
Fwd EY12.04%
FCF(TTM)1.82
FCFY7.23%
OCF(TTM)2.3
OCFY9.11%
SpS11.04
BVpS16.32
TBVpS-4.86
PEG (NY)5.89
PEG (5Y)7.43
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 | 2.21 |
F-Score6
WACC8.95%
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-4.95%
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-3.04%
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-0.15%
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.
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 7.89 and the Price/Book (PB) ratio is 1.55.
How financially healthy is PFIZER INC?
The financial health rating of PFIZER INC (PFE) is 4 / 10.