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Pfizer Inc. (PFE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS7170811035
CUSIP717081103
SectorHealthcare
IndustryDrug Manufacturers - General

Highlights

Market Cap$161.84B
EPS (TTM)-$0.46
PEG Ratio0.21
Total Revenue (TTM)$55.64B
Gross Profit (TTM)$27.03B
EBITDA (TTM)$8.28B
Year Range$24.48 - $32.69
Target Price$29.71
Short %1.09%
Short Ratio1.68

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Pfizer Inc.

Popular comparisons: PFE vs. JNJ, PFE vs. MRK, PFE vs. ABBV, PFE vs. UNH, PFE vs. SPY, PFE vs. GSK, PFE vs. FORD, PFE vs. SPGP, PFE vs. XLV, PFE vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Pfizer Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%AprilMayJuneJulyAugustSeptember
6,341.14%
3,108.22%
PFE (Pfizer Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Pfizer Inc. had a return of 3.66% year-to-date (YTD) and -11.77% in the last 12 months. Over the past 10 years, Pfizer Inc. had an annualized return of 4.28%, while the S&P 500 had an annualized return of 10.55%, indicating that Pfizer Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.66%13.39%
1 month-1.01%4.02%
6 months8.01%5.56%
1 year-11.77%21.51%
5 years (annualized)0.34%12.69%
10 years (annualized)4.28%10.55%

Monthly Returns

The table below presents the monthly returns of PFE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.52%-1.92%4.48%-7.68%13.55%-2.37%10.69%-5.01%3.66%
2023-13.03%-8.13%0.57%-4.68%-1.18%-3.52%-0.59%-1.89%-6.25%-7.87%1.05%-5.51%-41.26%
2022-10.09%-10.91%10.29%-5.22%8.97%-1.15%-2.91%-10.45%-3.25%6.38%8.61%2.21%-10.41%
2021-1.41%-6.71%8.18%6.68%1.19%1.11%10.31%7.62%-6.64%1.70%23.92%9.90%66.70%
2020-3.98%-10.26%-2.33%17.52%0.55%-14.38%18.83%-1.79%-2.88%-3.32%15.16%-3.92%3.23%
2019-1.90%2.12%-2.03%-4.38%3.15%4.34%-10.34%-7.61%1.07%6.79%1.36%1.71%-6.91%
20182.26%-1.06%-2.26%3.16%-0.90%0.97%10.06%4.87%6.14%-2.29%8.19%-5.58%24.82%
2017-2.31%8.63%0.26%-0.85%-2.81%2.88%-1.28%3.29%5.25%-1.79%4.37%-0.11%15.90%
2016-5.55%-1.71%-0.10%10.36%7.03%1.47%4.77%-4.88%-2.67%-6.38%2.37%1.06%4.42%
20150.32%10.79%1.37%-2.47%3.26%-3.51%7.55%-9.95%-2.51%7.67%-2.32%-1.50%7.09%
2014-0.75%6.51%0.03%-2.62%-4.43%0.17%-2.45%2.40%0.61%1.29%4.91%0.00%5.28%
20139.73%0.33%5.44%0.73%-5.55%2.86%5.21%-3.49%1.83%6.82%4.21%-3.47%26.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PFE is 28, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of PFE is 2828
PFE (Pfizer Inc.)
The Sharpe Ratio Rank of PFE is 2424Sharpe Ratio Rank
The Sortino Ratio Rank of PFE is 2222Sortino Ratio Rank
The Omega Ratio Rank of PFE is 2323Omega Ratio Rank
The Calmar Ratio Rank of PFE is 3636Calmar Ratio Rank
The Martin Ratio Rank of PFE is 3333Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Pfizer Inc. (PFE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


PFE
Sharpe ratio
The chart of Sharpe ratio for PFE, currently valued at -0.48, compared to the broader market-4.00-2.000.002.00-0.48
Sortino ratio
The chart of Sortino ratio for PFE, currently valued at -0.55, compared to the broader market-6.00-4.00-2.000.002.004.00-0.55
Omega ratio
The chart of Omega ratio for PFE, currently valued at 0.93, compared to the broader market0.501.001.502.000.93
Calmar ratio
The chart of Calmar ratio for PFE, currently valued at -0.22, compared to the broader market0.001.002.003.004.005.00-0.22
Martin ratio
The chart of Martin ratio for PFE, currently valued at -0.84, compared to the broader market-5.000.005.0010.0015.0020.00-0.84
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.001.002.003.004.005.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96

Sharpe Ratio

The current Pfizer Inc. Sharpe ratio is -0.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Pfizer Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
-0.48
1.66
PFE (Pfizer Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Pfizer Inc. granted a 5.85% dividend yield in the last twelve months. The annual payout for that period amounted to $1.67 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.67$1.64$1.60$1.56$1.44$1.36$1.29$1.21$1.14$1.06$0.99$0.91

Dividend yield

5.85%5.70%3.12%2.64%3.91%3.68%3.12%3.53%3.69%3.47%3.34%3.13%

Monthly Dividends

The table displays the monthly dividend distributions for Pfizer Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.42$0.00$0.00$0.00$0.42$0.00$0.42$0.00$0.00$1.26
2023$0.41$0.00$0.00$0.00$0.41$0.00$0.41$0.00$0.00$0.00$0.41$0.00$1.64
2022$0.40$0.00$0.00$0.00$0.40$0.00$0.40$0.00$0.00$0.00$0.40$0.00$1.60
2021$0.39$0.00$0.00$0.00$0.39$0.00$0.39$0.00$0.00$0.00$0.39$0.00$1.56
2020$0.36$0.00$0.00$0.00$0.36$0.00$0.36$0.00$0.00$0.00$0.36$0.00$1.44
2019$0.34$0.00$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$1.36
2018$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.29
2017$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.21
2016$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$1.14
2015$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.06
2014$0.00$0.25$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.00$0.25$0.00$0.99
2013$0.23$0.00$0.00$0.00$0.23$0.00$0.23$0.00$0.00$0.00$0.23$0.00$0.91

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.9%
Pfizer Inc. has a dividend yield of 5.85%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%123.7%
Pfizer Inc. has a payout ratio of 123.70%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-47.41%
-4.57%
PFE (Pfizer Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Pfizer Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pfizer Inc. was 69.25%, occurring on Mar 2, 2009. Recovery took 1186 trading sessions.

The current Pfizer Inc. drawdown is 47.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.25%Apr 13, 19992487Mar 2, 20091186Nov 13, 20133673
-54.82%Dec 17, 2021591Apr 25, 2024
-44.66%Aug 14, 198786Dec 15, 1987483Nov 10, 1989569
-35.43%Dec 3, 2018327Mar 23, 2020177Dec 2, 2020504
-35.33%Jan 10, 1992283Feb 22, 1993482Jan 18, 1995765

Volatility

Volatility Chart

The current Pfizer Inc. volatility is 4.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%AprilMayJuneJulyAugustSeptember
4.23%
4.88%
PFE (Pfizer Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Pfizer Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Pfizer Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items