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PFIZER INC (PFE) Stock Fundamental Analysis

NYSE:PFE - New York Stock Exchange, Inc. - US7170811035 - Common Stock - Currency: USD

22.02  -0.85 (-3.72%)

After market: 22.0692 +0.05 (+0.22%)

Fundamental Rating

6

Overall PFE gets a fundamental rating of 6 out of 10. We evaluated PFE against 198 industry peers in the Pharmaceuticals industry. PFE scores excellent on profitability, but there are some minor concerns on its financial health. PFE scores decently on growth, while it is valued quite cheap. This could make an interesting combination. Finally PFE also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

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.
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.
PFE Yearly Net Income VS EBIT VS OCF VS FCFPFE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

1.2 Ratios

PFE has a Return On Assets of 3.79%. This is amongst the best in the industry. PFE outperforms 86.36% of its industry peers.
PFE has a better Return On Equity (8.73%) than 86.87% of its industry peers.
With an excellent Return On Invested Capital value of 7.77%, PFE belongs to the best of the industry, outperforming 85.35% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for PFE is significantly below the industry average of 41.51%.
Industry RankSector Rank
ROA 3.79%
ROE 8.73%
ROIC 7.77%
ROA(3y)6.87%
ROA(5y)7.73%
ROE(3y)14.76%
ROE(5y)17.45%
ROIC(3y)11.29%
ROIC(5y)11.14%
PFE Yearly ROA, ROE, ROICPFE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

PFE's Profit Margin of 12.62% is amongst the best of the industry. PFE outperforms 88.38% of its industry peers.
PFE's Profit Margin has declined in the last couple of years.
With an excellent Operating Margin value of 27.12%, PFE belongs to the best of the industry, outperforming 92.42% 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 74.57%, PFE belongs to the best of the industry, outperforming 80.30% of the companies in the same industry.
In the last couple of years the Gross Margin of PFE has declined.
Industry RankSector 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%
PFE Yearly Profit, Operating, Gross MarginsPFE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

4

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.
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.
PFE Yearly Shares OutstandingPFE Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B
PFE Yearly Total Debt VS Total AssetsPFE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B 150B 200B

2.2 Solvency

An Altman-Z score of 2.09 indicates that PFE is not a great score, but indicates only limited risk for bankruptcy at the moment.
With a decent Altman-Z score value of 2.09, PFE is doing good in the industry, outperforming 68.69% of the companies in the same industry.
PFE has a debt to FCF ratio of 5.54. This is a neutral value as PFE would need 5.54 years to pay back of all of its debts.
Looking at the Debt to FCF ratio, with a value of 5.54, PFE belongs to the top of the industry, outperforming 82.83% 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 64.65% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.65
Debt/FCF 5.54
Altman-Z 2.09
ROIC/WACC0.84
WACC9.22%
PFE Yearly LT Debt VS Equity VS FCFPFE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B 80B

2.3 Liquidity

PFE has a Current Ratio of 1.26. This is a normal value and indicates that PFE is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.26, PFE is doing worse than 79.80% 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.
The Quick ratio of PFE (0.96) is worse than 79.80% of its industry peers.
Industry RankSector Rank
Current Ratio 1.26
Quick Ratio 0.96
PFE Yearly Current Assets VS Current LiabilitesPFE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B 50B

4

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.
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 grown by 11.65% in the past year. This is quite good.
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)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

The Earnings Per Share is expected to decrease by -2.82% on average over the next years.
PFE is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.89% yearly.
EPS Next Y-3.97%
EPS Next 2Y-0.74%
EPS Next 3Y-0.97%
EPS Next 5Y-2.82%
Revenue Next Year-1.13%
Revenue Next 2Y-0.71%
Revenue Next 3Y-1.29%
Revenue Next 5Y-1.89%

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.
PFE Yearly Revenue VS EstimatesPFE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 20B 40B 60B 80B 100B
PFE Yearly EPS VS EstimatesPFE Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 2 4 6

8

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 6.86, which indicates a rather cheap valuation of PFE.
Based on the Price/Earnings ratio, PFE is valued cheaper than 92.93% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 24.85. PFE is valued rather cheaply when compared to this.
Based on the Price/Forward Earnings ratio of 7.19, the valuation of PFE can be described as very cheap.
Based on the Price/Forward Earnings ratio, PFE is valued cheaply inside the industry as 91.41% of the companies are valued more expensively.
The average S&P500 Price/Forward Earnings ratio is at 20.89. PFE is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 6.86
Fwd PE 7.19
PFE Price Earnings VS Forward Price EarningsPFE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, PFE is valued cheaper than 89.90% of the companies in the same industry.
PFE's Price/Free Cash Flow ratio is rather cheap when compared to the industry. PFE is cheaper than 88.89% of the companies in the same industry.
Industry RankSector Rank
P/FCF 11.13
EV/EBITDA 6.62
PFE Per share dataPFE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 -5 10 15

4.3 Compensation for Growth

The decent profitability rating of PFE may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)6.46
EPS Next 2Y-0.74%
EPS Next 3Y-0.97%

7

5. Dividend

5.1 Amount

PFE has a Yearly Dividend Yield of 7.49%, which is a nice return.
Compared to an average industry Dividend Yield of 4.19, PFE pays a better dividend. On top of this PFE pays more dividend than 98.48% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.40, PFE pays a better dividend.
Industry RankSector Rank
Dividend Yield 7.49%

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 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
PFE Yearly Dividends per sharePFE Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5

5.3 Sustainability

121.49% 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.
DP121.49%
EPS Next 2Y-0.74%
EPS Next 3Y-0.97%
PFE Yearly Income VS Free CF VS DividendPFE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B
PFE Dividend Payout.PFE Dividend Payout, showing the Payout Ratio.PFE Dividend Payout.PayoutRetained Earnings

PFIZER INC

NYSE:PFE (5/14/2025, 8:04:00 PM)

After market: 22.0692 +0.05 (+0.22%)

22.02

-0.85 (-3.72%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)04-29 2025-04-29/bmo
Earnings (Next)07-28 2025-07-28/bmo
Inst Owners67.49%
Inst Owner Change-1.15%
Ins Owners0.02%
Ins Owner Change1.53%
Market Cap124.89B
Analysts70
Price Target29.43 (33.65%)
Short Float %2.03%
Short Ratio2.03
Dividend
Industry RankSector Rank
Dividend Yield 7.49%
Yearly Dividend1.68
Dividend Growth(5Y)3.3%
DP121.49%
Div Incr Years14
Div Non Decr Years14
Ex-Date05-09 2025-05-09 (0.43)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)31.76%
Min EPS beat(2)31.01%
Max EPS beat(2)32.52%
EPS beat(4)4
Avg EPS beat(4)40.87%
Min EPS beat(4)30.28%
Max EPS beat(4)69.69%
EPS beat(8)8
Avg EPS beat(8)53.83%
EPS beat(12)12
Avg EPS beat(12)41.94%
EPS beat(16)16
Avg EPS beat(16)35.65%
Revenue beat(2)1
Avg Revenue beat(2)-1.72%
Min Revenue beat(2)-4.75%
Max Revenue beat(2)1.31%
Revenue beat(4)3
Avg Revenue beat(4)3.82%
Min Revenue beat(4)-4.75%
Max Revenue beat(4)17.22%
Revenue beat(8)4
Avg Revenue beat(8)1.44%
Revenue beat(12)8
Avg Revenue beat(12)3.03%
Revenue beat(16)10
Avg Revenue beat(16)2.78%
PT rev (1m)-6.52%
PT rev (3m)-8.38%
EPS NQ rev (1m)-0.68%
EPS NQ rev (3m)-0.38%
EPS NY rev (1m)-0.06%
EPS NY rev (3m)0.41%
Revenue NQ rev (1m)-1.35%
Revenue NQ rev (3m)-1.64%
Revenue NY rev (1m)-1.09%
Revenue NY rev (3m)-1.07%
Valuation
Industry RankSector Rank
PE 6.86
Fwd PE 7.19
P/S 2
P/FCF 11.13
P/OCF 8.93
P/B 1.38
P/tB N/A
EV/EBITDA 6.62
EPS(TTM)3.21
EY14.58%
EPS(NY)3.06
Fwd EY13.92%
FCF(TTM)1.98
FCFY8.98%
OCF(TTM)2.47
OCFY11.2%
SpS11.01
BVpS15.93
TBVpS-5.66
PEG (NY)N/A
PEG (5Y)6.46
Profitability
Industry RankSector Rank
ROA 3.79%
ROE 8.73%
ROCE 9.87%
ROIC 7.77%
ROICexc 8.64%
ROICexgc 41.11%
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)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%
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 RankSector 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 2.09
F-Score8
WACC9.22%
ROIC/WACC0.84
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-3.97%
EPS Next 2Y-0.74%
EPS Next 3Y-0.97%
EPS Next 5Y-2.82%
Revenue 1Y (TTM)11.65%
Revenue growth 3Y-7.84%
Revenue growth 5Y9.1%
Sales Q2Q%-7.82%
Revenue Next Year-1.13%
Revenue Next 2Y-0.71%
Revenue Next 3Y-1.29%
Revenue Next 5Y-1.89%
EBIT growth 1Y56.33%
EBIT growth 3Y-15.3%
EBIT growth 5Y12.71%
EBIT Next Year23.03%
EBIT Next 3Y6.03%
EBIT Next 5Y4.91%
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%