DUK vs. PFE
DUK (Duke Energy Corporation) and PFE (Pfizer Inc.) are both stocks. DUK operates in Utilities - Regulated Electric (Utilities), while PFE operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, DUK returned 8.84%/yr vs 2.09%/yr for PFE. At a 0.26 correlation, their price movements are largely independent.
Performance
DUK vs. PFE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with DUK having a 7.81% return and PFE slightly higher at 8.09%. Over the past 10 years, DUK has outperformed PFE with an annualized return of 8.84%, while PFE has yielded a comparatively lower 2.09% annualized return.
DUK
- 1D
- 1.97%
- 1M
- 0.90%
- YTD
- 7.81%
- 6M
- 8.45%
- 1Y
- 11.57%
- 3Y*
- 15.81%
- 5Y*
- 8.23%
- 10Y*
- 8.84%
PFE
- 1D
- 1.36%
- 1M
- 1.40%
- YTD
- 8.09%
- 6M
- 3.39%
- 1Y
- 19.31%
- 3Y*
- -6.48%
- 5Y*
- -2.98%
- 10Y*
- 2.09%
DUK vs. PFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 7.81% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
PFE Pfizer Inc. | 8.09% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
Correlation
The correlation between DUK and PFE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 1983 | 0.26 |
The correlation between DUK and PFE shifts across timeframes, from 0.14 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DUK:
$96.77B
PFE:
$149.24B
DUK:
$6.61
PFE:
$1.31
DUK:
18.80
PFE:
19.85
DUK:
1.47
PFE:
0.36
DUK:
2.90
PFE:
2.35
DUK:
1.81
PFE:
1.66
DUK:
$33.29B
PFE:
$63.32B
DUK:
$19.45B
PFE:
$43.91B
DUK:
$15.91B
PFE:
$16.94B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DUK vs. PFE — Risk / Return Rank
DUK
PFE
DUK vs. PFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and Pfizer Inc. (PFE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DUK | PFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.79 | -0.77 |
| Martin ratioReturn relative to average drawdown | 2.47 | 3.68 | -1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| DUK | PFE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.86 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.12 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.09 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.33 | +0.16 |
Drawdowns
DUK vs. PFE - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, roughly equal to the maximum PFE drawdown of -69.24%. Use the drawdown chart below to compare losses from any high point for DUK and PFE.
Loading charts...
Drawdown Indicators
| DUK | PFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -69.24% | -2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -11.47% | +0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -11.59% | -40.75% | +29.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -58.96% | +34.80% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -58.96% | +21.59% |
Current DrawdownCurrent decline from peak | -6.12% | -46.03% | +39.91% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -22.89% | +12.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 5.59% | -1.10% |
Volatility
DUK vs. PFE - Volatility Comparison
Duke Energy Corporation (DUK) has a higher volatility of 5.10% compared to Pfizer Inc. (PFE) at 4.50%. This indicates that DUK's price experiences larger fluctuations and is considered to be riskier than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DUK | PFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 4.50% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 14.66% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 23.92% | -9.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 25.50% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.38% | 23.88% | -3.50% |
Dividends
DUK vs. PFE - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.43%, less than PFE's 6.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.43% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
PFE Pfizer Inc. | 6.61% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
Financials
DUK vs. PFE - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and Pfizer Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DUK vs. PFE - Profitability Comparison
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a gross profit of 6.23B and revenue of 9.18B. Therefore, the gross margin over that period was 67.9%.
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported an operating income of 2.73B and revenue of 9.18B, resulting in an operating margin of 29.7%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a net income of 1.55B and revenue of 9.18B, resulting in a net margin of 16.9%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.
Frequently Asked Questions
DUK and PFE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DUK has higher volatility (5.10%) compared to PFE (4.50%). In terms of maximum drawdown, DUK dropped -71.92% vs PFE's -69.24%.
PFE currently has the higher Sharpe Ratio (0.86 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DUK and PFE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer