PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
PFE.DE vs. EVRG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PFE.DE and EVRG is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

PFE.DE vs. EVRG - Performance Comparison

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

-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
-6.18%
16.40%
PFE.DE
EVRG

Key characteristics

Sharpe Ratio

PFE.DE:

0.21

EVRG:

2.69

Sortino Ratio

PFE.DE:

0.50

EVRG:

3.68

Omega Ratio

PFE.DE:

1.06

EVRG:

1.45

Calmar Ratio

PFE.DE:

0.10

EVRG:

1.49

Martin Ratio

PFE.DE:

0.65

EVRG:

14.01

Ulcer Index

PFE.DE:

7.54%

EVRG:

2.90%

Daily Std Dev

PFE.DE:

22.98%

EVRG:

15.18%

Max Drawdown

PFE.DE:

-78.51%

EVRG:

-38.79%

Current Drawdown

PFE.DE:

-45.65%

EVRG:

-0.01%

Fundamentals

Market Cap

PFE.DE:

€140.17B

EVRG:

$15.47B

EPS

PFE.DE:

€1.35

EVRG:

$3.70

PE Ratio

PFE.DE:

18.32

EVRG:

18.18

PEG Ratio

PFE.DE:

0.18

EVRG:

1.81

Total Revenue (TTM)

PFE.DE:

€45.86B

EVRG:

$4.59B

Gross Profit (TTM)

PFE.DE:

€33.92B

EVRG:

$2.15B

EBITDA (TTM)

PFE.DE:

€15.61B

EVRG:

$2.13B

Returns By Period

In the year-to-date period, PFE.DE achieves a -0.37% return, which is significantly lower than EVRG's 9.26% return.


PFE.DE

YTD

-0.37%

1M

-0.82%

6M

-0.71%

1Y

4.50%

5Y*

-0.68%

10Y*

2.48%

EVRG

YTD

9.26%

1M

5.69%

6M

16.40%

1Y

39.08%

5Y*

2.35%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

PFE.DE vs. EVRG — Risk-Adjusted Performance Rank

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

PFE.DE
The Risk-Adjusted Performance Rank of PFE.DE is 5050
Overall Rank
The Sharpe Ratio Rank of PFE.DE is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of PFE.DE is 4646
Sortino Ratio Rank
The Omega Ratio Rank of PFE.DE is 4343
Omega Ratio Rank
The Calmar Ratio Rank of PFE.DE is 5151
Calmar Ratio Rank
The Martin Ratio Rank of PFE.DE is 5454
Martin Ratio Rank

EVRG
The Risk-Adjusted Performance Rank of EVRG is 9393
Overall Rank
The Sharpe Ratio Rank of EVRG is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of EVRG is 9595
Sortino Ratio Rank
The Omega Ratio Rank of EVRG is 9393
Omega Ratio Rank
The Calmar Ratio Rank of EVRG is 8686
Calmar Ratio Rank
The Martin Ratio Rank of EVRG is 9595
Martin 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.

PFE.DE vs. EVRG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc (PFE.DE) and Evergy, Inc. (EVRG). 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.


Sharpe ratio
The chart of Sharpe ratio for PFE.DE, currently valued at 0.17, compared to the broader market-2.000.002.000.172.84
The chart of Sortino ratio for PFE.DE, currently valued at 0.45, compared to the broader market-4.00-2.000.002.004.006.000.453.90
The chart of Omega ratio for PFE.DE, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.49
The chart of Calmar ratio for PFE.DE, currently valued at 0.07, compared to the broader market0.002.004.006.000.071.54
The chart of Martin ratio for PFE.DE, currently valued at 0.46, compared to the broader market-10.000.0010.0020.0030.000.4614.17
PFE.DE
EVRG

The current PFE.DE Sharpe Ratio is 0.21, which is lower than the EVRG Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of PFE.DE and EVRG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.17
2.84
PFE.DE
EVRG

Dividends

PFE.DE vs. EVRG - Dividend Comparison

PFE.DE's dividend yield for the trailing twelve months is around 6.04%, more than EVRG's 3.86% yield.


TTM20242023202220212020201920182017201620152014
PFE.DE
Pfizer Inc
6.04%5.83%5.56%3.08%2.45%4.21%3.47%2.92%3.45%3.32%3.18%2.91%
EVRG
Evergy, Inc.
3.86%4.22%4.75%3.71%3.17%3.69%2.97%1.65%0.00%0.00%0.00%0.00%

Drawdowns

PFE.DE vs. EVRG - Drawdown Comparison

The maximum PFE.DE drawdown since its inception was -78.51%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for PFE.DE and EVRG. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-49.32%
-0.01%
PFE.DE
EVRG

Volatility

PFE.DE vs. EVRG - Volatility Comparison

Pfizer Inc (PFE.DE) has a higher volatility of 5.88% compared to Evergy, Inc. (EVRG) at 3.60%. This indicates that PFE.DE's price experiences larger fluctuations and is considered to be riskier than EVRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
5.88%
3.60%
PFE.DE
EVRG

Financials

PFE.DE vs. EVRG - Financials Comparison

This section allows you to compare key financial metrics between Pfizer Inc and Evergy, 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


Please note, different currencies. PFE.DE values in EUR, EVRG values in USD
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab