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HCSG vs. PFE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HCSG vs. PFE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Healthcare Services Group, Inc. (HCSG) and Pfizer Inc. (PFE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with HCSG having a 5.86% return and PFE slightly higher at 6.05%. Over the past 10 years, HCSG has underperformed PFE with an annualized return of -4.63%, while PFE has yielded a comparatively higher 1.94% annualized return.


HCSG

1D
1.50%
1M
-4.98%
YTD
5.86%
6M
7.43%
1Y
44.67%
3Y*
13.29%
5Y*
-6.60%
10Y*
-4.63%

PFE

1D
-0.31%
1M
-1.36%
YTD
6.05%
6M
5.00%
1Y
16.52%
3Y*
-7.06%
5Y*
-3.26%
10Y*
1.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HCSG vs. PFE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HCSG
Healthcare Services Group, Inc.
5.86%64.61%12.01%-13.58%-28.66%-34.56%19.52%-37.76%-22.39%36.77%
PFE
Pfizer Inc.
6.05%0.65%-2.22%-41.26%-10.41%66.70%3.07%-6.91%24.82%15.90%

Correlation

The correlation between HCSG and PFE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Aug 14, 2012

0.25

Fundamentals

Market Cap

HCSG:

$1.44B

PFE:

$146.43B

EPS

HCSG:

$0.94

PFE:

$1.31

PE Ratio

HCSG:

21.58

PFE:

19.47

PEG Ratio

HCSG:

2.19

PFE:

0.35

PS Ratio

HCSG:

0.79

PFE:

2.30

PB Ratio

HCSG:

2.35

PFE:

1.63

Total Revenue (TTM)

HCSG:

$1.85B

PFE:

$63.32B

Gross Profit (TTM)

HCSG:

$251.34M

PFE:

$43.91B

EBITDA (TTM)

HCSG:

$88.48M

PFE:

$16.94B

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Return for Risk

HCSG vs. PFE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HCSG
HCSG Risk / Return Rank: 7373
Overall Rank
HCSG Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
HCSG Sortino Ratio Rank: 7272
Sortino Ratio Rank
HCSG Omega Ratio Rank: 7070
Omega Ratio Rank
HCSG Calmar Ratio Rank: 7676
Calmar Ratio Rank
HCSG Martin Ratio Rank: 7676
Martin Ratio Rank

PFE
PFE Risk / Return Rank: 6262
Overall Rank
PFE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
PFE Sortino Ratio Rank: 5858
Sortino Ratio Rank
PFE Omega Ratio Rank: 5555
Omega Ratio Rank
PFE Calmar Ratio Rank: 6767
Calmar Ratio Rank
PFE Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HCSG vs. PFE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Healthcare Services Group, Inc. (HCSG) 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.


HCSGPFEDifference

Sharpe ratio

Return per unit of total volatility

1.01

0.70

+0.31

Sortino ratio

Return per unit of downside risk

1.88

1.20

+0.68

Omega ratio

Gain probability vs. loss probability

1.23

1.14

+0.09

Calmar ratio

Return relative to maximum drawdown

2.19

1.43

+0.76

Martin ratio

Return relative to average drawdown

5.60

2.97

+2.62

HCSG vs. PFE - Sharpe Ratio Comparison

The current HCSG Sharpe Ratio is 1.01, which is higher than the PFE Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of HCSG and PFE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HCSGPFEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

0.70

+0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

-0.13

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.11

0.08

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.23

-0.02

Drawdowns

HCSG vs. PFE - Drawdown Comparison

The maximum HCSG drawdown since its inception was -81.04%, which is greater than PFE's maximum drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for HCSG and PFE.


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Drawdown Indicators


HCSGPFEDifference

Max Drawdown

Largest peak-to-trough decline

-81.04%

-58.96%

-22.08%

Max Drawdown (1Y)

Largest decline over 1 year

-19.88%

-11.47%

-8.41%

Max Drawdown (3Y)

Largest decline over 3 years

-39.96%

-40.75%

+0.79%

Max Drawdown (5Y)

Largest decline over 5 years

-70.47%

-58.96%

-11.51%

Max Drawdown (10Y)

Largest decline over 10 years

-81.04%

-58.96%

-22.08%

Current Drawdown

Current decline from peak

-57.21%

-47.05%

-10.16%

Average Drawdown

Average peak-to-trough decline

-31.99%

-17.68%

-14.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.78%

5.51%

+2.27%

Volatility

HCSG vs. PFE - Volatility Comparison

Healthcare Services Group, Inc. (HCSG) has a higher volatility of 9.43% compared to Pfizer Inc. (PFE) at 4.00%. This indicates that HCSG'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.


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Volatility by Period


HCSGPFEDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.43%

4.00%

+5.43%

Volatility (6M)

Calculated over the trailing 6-month period

33.04%

14.73%

+18.31%

Volatility (1Y)

Calculated over the trailing 1-year period

44.67%

23.84%

+20.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.06%

25.49%

+16.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.50%

23.88%

+16.62%

Dividends

HCSG vs. PFE - Dividend Comparison

HCSG has not paid dividends to shareholders, while PFE's dividend yield for the trailing twelve months is around 6.73%.


PositionTTM20252024202320222021202020192018201720162015
HCSG
Healthcare Services Group, Inc.
0.00%0.00%0.00%0.00%7.10%4.68%2.89%3.26%1.92%1.43%1.87%2.04%
PFE
Pfizer Inc.
6.73%6.91%6.33%5.70%3.12%2.64%3.92%3.68%3.12%3.53%3.69%3.47%

Financials

HCSG vs. PFE - Financials Comparison

This section allows you to compare key financial metrics between Healthcare Services Group, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
462.77M
14.45B
(HCSG) Total Revenue
(PFE) Total Revenue
Values in USD except per share items

HCSG vs. PFE - Profitability Comparison

The chart below illustrates the profitability comparison between Healthcare Services Group, Inc. and Pfizer Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
16.4%
67.3%
Portfolio components
HCSG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Healthcare Services Group, Inc. reported a gross profit of 75.83M and revenue of 462.77M. Therefore, the gross margin over that period was 16.4%.

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%.

HCSG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Healthcare Services Group, Inc. reported an operating income of 33.84M and revenue of 462.77M, resulting in an operating margin of 7.3%.

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%.

HCSG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Healthcare Services Group, Inc. reported a net income of 26.06M and revenue of 462.77M, resulting in a net margin of 5.6%.

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


HCSG and PFE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HCSG has higher volatility (9.43%) compared to PFE (4.00%). In terms of maximum drawdown, HCSG dropped -81.04% vs PFE's -58.96%.

HCSG currently has the higher Sharpe Ratio (1.01 vs 0.70), 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.

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