PFE vs. EPR
PFE (Pfizer Inc.) and EPR (EPR Properties) are both stocks. PFE operates in Drug Manufacturers - General (Healthcare), while EPR operates in REIT - Retail (Real Estate). Over the past 10 years, PFE returned 2.11%/yr vs 3.90%/yr for EPR. At a 0.25 correlation, their price movements are largely independent.
Performance
PFE vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 8.79% return, which is significantly lower than EPR's 23.29% return. Over the past 10 years, PFE has underperformed EPR with an annualized return of 2.11%, while EPR has yielded a comparatively higher 3.90% annualized return.
PFE
- 1D
- 0.15%
- 1M
- 1.79%
- YTD
- 8.79%
- 6M
- 4.79%
- 1Y
- 14.27%
- 3Y*
- -7.78%
- 5Y*
- -3.35%
- 10Y*
- 2.11%
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
PFE vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 8.79% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between PFE and EPR is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 1997 | 0.25 |
Fundamentals
PFE:
$150.21B
EPR:
$4.58B
PFE:
$1.31
EPR:
$3.55
PFE:
19.98
EPR:
16.86
PFE:
0.36
EPR:
0.36
PFE:
2.36
EPR:
6.54
PFE:
1.67
EPR:
1.98
PFE:
$63.32B
EPR:
$700.22M
PFE:
$43.91B
EPR:
$568.77M
PFE:
$16.94B
EPR:
$582.57M
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Return for Risk
PFE vs. EPR — Risk / Return Rank
PFE
EPR
PFE vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and EPR Properties (EPR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFE | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.10 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.58 | +0.55 |
| Martin ratioReturn relative to average drawdown | 2.27 | 1.15 | +1.13 |
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Drawdowns
PFE vs. EPR - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for PFE and EPR.
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Drawdown Indicators
| PFE | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -82.02% | +12.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -19.51% | +8.04% |
Max Drawdown (3Y)Largest decline over 3 years | -40.43% | -19.51% | -20.92% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -35.63% | -23.33% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -82.02% | +23.06% |
Current DrawdownCurrent decline from peak | -45.68% | 0.00% | -45.68% |
Average DrawdownAverage peak-to-trough decline | -22.90% | -16.58% | -6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 9.81% | -4.11% |
Volatility
PFE vs. EPR - Volatility Comparison
Pfizer Inc. (PFE) and EPR Properties (EPR) have volatilities of 5.07% and 5.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFE | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.14% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 16.49% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 22.44% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 26.16% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 42.44% | -18.55% |
Dividends
PFE vs. EPR - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.56%, more than EPR's 5.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
PFE Pfizer Inc. | 6.56% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
Financials
PFE vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Pfizer Inc. and EPR Properties. 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
PFE vs. EPR - Profitability Comparison
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%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
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%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
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%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
Frequently Asked Questions
PFE and EPR have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPR has higher volatility (5.14%) compared to PFE (5.07%). In terms of maximum drawdown, PFE dropped -69.24% vs EPR's -82.02%.
PFE currently has the higher Sharpe Ratio (0.54 vs 0.50), 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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