PFIZER INC (PFE) Stock Fundamental Analysis
USA - NYSE:PFE - US7170811035 - Common Stock
24.575 USD
+0.29 (+1.17%)
We assign a fundamental rating of 6 out of 10 to PFE. PFE was compared to 192 industry peers in the Pharmaceuticals industry. PFE scores excellent on profitability, but there are some minor concerns on its financial health. PFE may be a bit undervalued, certainly considering the very reasonable score 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.
PFE had positive earnings in each of the past 5 years.
In the past 5 years PFE always reported a positive cash flow from operatings.
1.2 Ratios
The Return On Assets of PFE (5.22%) is better than 88.54% of its industry peers.
The Return On Equity of PFE (12.12%) is better than 88.02% of its industry peers.
Looking at the Return On Invested Capital, with a value of 8.54%, PFE belongs to the top of the industry, outperforming 86.46% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for PFE is below the industry average of 15.40%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.22% | ||
| ROE | 12.12% | ||
| ROIC | 8.54% |
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 (16.84%) is better than 90.63% of its industry peers.
In the last couple of years the Profit Margin of PFE has declined.
The Operating Margin of PFE (28.52%) is better than 93.23% of its industry peers.
PFE's Operating Margin has improved in the last couple of years.
PFE has a Gross Margin of 73.96%. This is amongst the best in the industry. PFE outperforms 81.25% of its industry peers.
In the last couple of years the Gross Margin of PFE has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 28.52% | ||
| PM (TTM) | 16.84% | ||
| GM | 73.96% |
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 2.14. 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's Altman-Z score of 2.14 is fine compared to the rest of the industry. PFE outperforms 65.10% of its industry peers.
PFE has a debt to FCF ratio of 4.97. This is a neutral value as PFE would need 4.97 years to pay back of all of its debts.
Looking at the Debt to FCF ratio, with a value of 4.97, PFE belongs to the top of the industry, outperforming 82.81% of the companies in the same industry.
A Debt/Equity ratio of 0.65 indicates that PFE is somewhat dependend on debt financing.
PFE has a worse Debt to Equity ratio (0.65) than 67.71% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 4.97 | ||
| Altman-Z | 2.14 |
ROIC/WACC1.02
WACC8.35%
2.3 Liquidity
A Current Ratio of 1.16 indicates that PFE should not have too much problems paying its short term obligations.
With a Current ratio value of 1.16, PFE is not doing good in the industry: 78.65% of the companies in the same industry are doing better.
PFE has a Quick Ratio of 1.16. 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 0.85. This is in the lower half of the industry: PFE underperforms 79.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.16 | ||
| Quick Ratio | 0.85 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 151.11% over the past year.
PFE shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 1.06% yearly.
PFE shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 13.54%.
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)151.11%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%30%
Revenue 1Y (TTM)13.54%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%10.31%
3.2 Future
The Earnings Per Share is expected to decrease by -4.74% on average over the next years.
Based on estimates for the next years, PFE will show a decrease in Revenue. The Revenue will decrease by -2.93% on average per year.
EPS Next Y-0.3%
EPS Next 2Y1.31%
EPS Next 3Y0.63%
EPS Next 5Y-4.74%
Revenue Next Year-0.06%
Revenue Next 2Y-0.35%
Revenue Next 3Y-1.04%
Revenue Next 5Y-2.93%
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
With a Price/Earnings ratio of 7.25, the valuation of PFE can be described as very cheap.
93.23% of the companies in the same industry are more expensive than PFE, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 26.19, PFE is valued rather cheaply.
A Price/Forward Earnings ratio of 7.70 indicates a rather cheap valuation of PFE.
Compared to the rest of the industry, the Price/Forward Earnings ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 89.06% 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 22.50.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.25 | ||
| Fwd PE | 7.7 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of PFE indicates a rather cheap valuation: PFE is cheaper than 93.23% of the companies listed 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 89.06% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.24 | ||
| EV/EBITDA | 7 |
4.3 Compensation for Growth
The decent profitability rating of PFE may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)6.83
EPS Next 2Y1.31%
EPS Next 3Y0.63%
5. Dividend
5.1 Amount
PFE has a Yearly Dividend Yield of 7.01%, which is a nice return.
Compared to an average industry Dividend Yield of 6.29, PFE pays a better dividend. On top of this PFE pays more dividend than 98.96% 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 2.33.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.01% |
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 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
89.68% 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.
DP89.68%
EPS Next 2Y1.31%
EPS Next 3Y0.63%
NYSE:PFE (10/31/2025, 10:09:09 AM)
24.575
+0.29 (+1.17%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners67.15%
Inst Owner Change0.09%
Ins Owners0.02%
Ins Owner Change0%
Market Cap139.72B
Revenue(TTM)63.83B
Net Income(TTM)10.75B
Analysts71.33
Price Target29.9 (21.67%)
Short Float %2.06%
Short Ratio2.37
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.01% |
Yearly Dividend1.68
Dividend Growth(5Y)3.3%
DP89.68%
Div Incr Years14
Div Non Decr Years14
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)35.18%
Min EPS beat(2)32.91%
Max EPS beat(2)37.45%
EPS beat(4)4
Avg EPS beat(4)43.14%
Min EPS beat(4)32.52%
Max EPS beat(4)69.69%
EPS beat(8)8
Avg EPS beat(8)56.64%
EPS beat(12)12
Avg EPS beat(12)44.11%
EPS beat(16)16
Avg EPS beat(16)37.53%
Revenue beat(2)1
Avg Revenue beat(2)2.3%
Min Revenue beat(2)-2.36%
Max Revenue beat(2)6.96%
Revenue beat(4)3
Avg Revenue beat(4)5.79%
Min Revenue beat(4)-2.36%
Max Revenue beat(4)17.22%
Revenue beat(8)5
Avg Revenue beat(8)3.23%
Revenue beat(12)8
Avg Revenue beat(12)3.25%
Revenue beat(16)11
Avg Revenue beat(16)3.37%
PT rev (1m)0.64%
PT rev (3m)1.93%
EPS NQ rev (1m)-11.6%
EPS NQ rev (3m)-24.84%
EPS NY rev (1m)-0.95%
EPS NY rev (3m)2.39%
Revenue NQ rev (1m)-2.37%
Revenue NQ rev (3m)-2.33%
Revenue NY rev (1m)-0.3%
Revenue NY rev (3m)0.91%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.25 | ||
| Fwd PE | 7.7 | ||
| P/S | 2.19 | ||
| P/FCF | 11.24 | ||
| P/OCF | 9.2 | ||
| P/B | 1.58 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7 |
EPS(TTM)3.39
EY13.79%
EPS(NY)3.19
Fwd EY12.99%
FCF(TTM)2.19
FCFY8.9%
OCF(TTM)2.67
OCFY10.87%
SpS11.23
BVpS15.6
TBVpS-5.8
PEG (NY)N/A
PEG (5Y)6.83
Graham Number34.49
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.22% | ||
| ROE | 12.12% | ||
| ROCE | 10.81% | ||
| ROIC | 8.54% | ||
| ROICexc | 9.27% | ||
| ROICexgc | 42.97% | ||
| OM | 28.52% | ||
| PM (TTM) | 16.84% | ||
| GM | 73.96% | ||
| FCFM | 19.48% |
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-Score7
Asset Turnover0.31
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 4.97 | ||
| Debt/EBITDA | 2.3 | ||
| Cap/Depr | 40.51% | ||
| Cap/Sales | 4.31% | ||
| Interest Coverage | 5.77 | ||
| Cash Conversion | 60.76% | ||
| Profit Quality | 115.66% | ||
| Current Ratio | 1.16 | ||
| Quick Ratio | 0.85 | ||
| Altman-Z | 2.14 |
F-Score7
WACC8.35%
ROIC/WACC1.02
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)151.11%
EPS 3Y-11.06%
EPS 5Y1.06%
EPS Q2Q%30%
EPS Next Y-0.3%
EPS Next 2Y1.31%
EPS Next 3Y0.63%
EPS Next 5Y-4.74%
Revenue 1Y (TTM)13.54%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%10.31%
Revenue Next Year-0.06%
Revenue Next 2Y-0.35%
Revenue Next 3Y-1.04%
Revenue Next 5Y-2.93%
EBIT growth 1Y65.39%
EBIT growth 3Y-15.3%
EBIT growth 5Y12.71%
EBIT Next Year16.68%
EBIT Next 3Y5.82%
EBIT Next 5Y0.93%
FCF growth 1Y16.62%
FCF growth 3Y-30.95%
FCF growth 5Y-0.32%
OCF growth 1Y4.31%
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 7 / 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 7.25 and the Price/Book (PB) ratio is 1.58.
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 -0.3% in the next year.