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

Performance

PFE vs. REGN - Performance Comparison

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

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Returns By Period

In the year-to-date period, PFE achieves a 6.63% return, which is significantly higher than REGN's -18.32% return. Over the past 10 years, PFE has underperformed REGN with an annualized return of 1.92%, while REGN has yielded a comparatively higher 4.61% annualized return.


PFE

1D
1.38%
1M
-1.27%
YTD
6.63%
6M
3.31%
1Y
17.51%
3Y*
-7.13%
5Y*
-3.25%
10Y*
1.92%

REGN

1D
1.58%
1M
-10.34%
YTD
-18.32%
6M
-12.78%
1Y
30.36%
3Y*
-5.46%
5Y*
4.37%
10Y*
4.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFE vs. REGN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFE
Pfizer Inc.
6.63%0.65%-2.22%-41.26%-10.41%66.70%3.07%-6.91%24.82%15.90%
REGN
Regeneron Pharmaceuticals, Inc.
-18.32%8.96%-18.90%21.73%14.25%30.72%28.66%0.53%-0.65%2.42%

Correlation

The correlation between PFE and REGN is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

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

0.37

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

0.39

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

0.37

Correlation (All Time)
Calculated using the full available price history since Apr 3, 1991

0.26

The correlation between PFE and REGN shifts across timeframes, from 0.26 (all time) to 0.44 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PFE:

$147.23B

REGN:

$67.71B

EPS

PFE:

$1.31

REGN:

$41.05

PE Ratio

PFE:

19.58

REGN:

15.32

PS Ratio

PFE:

2.32

REGN:

4.54

PB Ratio

PFE:

1.63

REGN:

2.15

Total Revenue (TTM)

PFE:

$63.32B

REGN:

$14.92B

Gross Profit (TTM)

PFE:

$43.91B

REGN:

$12.61B

EBITDA (TTM)

PFE:

$16.94B

REGN:

$5.74B

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Return for Risk

PFE vs. REGN — Risk / Return Rank

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

PFE
PFE Risk / Return Rank: 6464
Overall Rank
PFE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
PFE Sortino Ratio Rank: 6161
Sortino Ratio Rank
PFE Omega Ratio Rank: 5858
Omega Ratio Rank
PFE Calmar Ratio Rank: 7070
Calmar Ratio Rank
PFE Martin Ratio Rank: 6868
Martin Ratio Rank

REGN
REGN Risk / Return Rank: 6767
Overall Rank
REGN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
REGN Sortino Ratio Rank: 6666
Sortino Ratio Rank
REGN Omega Ratio Rank: 6464
Omega Ratio Rank
REGN Calmar Ratio Rank: 6565
Calmar Ratio Rank
REGN Martin Ratio Rank: 7272
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.

PFE vs. REGN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and Regeneron Pharmaceuticals, Inc. (REGN). 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.


PFEREGNDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.15

1.18

-0.04

Calmar ratioReturn relative to maximum drawdown

1.53

1.18

+0.35

Martin ratioReturn relative to average drawdown

3.15

4.09

-0.94

PFE vs. REGN - Sharpe Ratio Comparison

The current PFE Sharpe Ratio is 0.74, which is comparable to the REGN Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of PFE and REGN, 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


PFEREGNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

0.93

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.14

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.08

0.14

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.16

+0.17

Drawdowns

PFE vs. REGN - Drawdown Comparison

The maximum PFE drawdown since its inception was -69.24%, smaller than the maximum REGN drawdown of -91.81%. Use the drawdown chart below to compare losses from any high point for PFE and REGN.


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Drawdown Indicators


PFEREGNDifference

Max Drawdown

Largest peak-to-trough decline

-69.24%

-91.81%

+22.57%

Max Drawdown (1Y)

Largest decline over 1 year

-11.47%

-25.85%

+14.38%

Max Drawdown (3Y)

Largest decline over 3 years

-40.75%

-59.69%

+18.94%

Max Drawdown (5Y)

Largest decline over 5 years

-58.96%

-59.69%

+0.73%

Max Drawdown (10Y)

Largest decline over 10 years

-58.96%

-59.69%

+0.73%

Current Drawdown

Current decline from peak

-46.76%

-47.25%

+0.49%

Average Drawdown

Average peak-to-trough decline

-22.89%

-42.39%

+19.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.57%

7.45%

-1.88%

Volatility

PFE vs. REGN - Volatility Comparison

The current volatility for Pfizer Inc. (PFE) is 4.28%, while Regeneron Pharmaceuticals, Inc. (REGN) has a volatility of 12.54%. This indicates that PFE experiences smaller price fluctuations and is considered to be less risky than REGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFEREGNDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.28%

12.54%

-8.26%

Volatility (6M)

Calculated over the trailing 6-month period

14.69%

22.39%

-7.70%

Volatility (1Y)

Calculated over the trailing 1-year period

23.88%

32.85%

-8.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.50%

30.77%

-5.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.88%

32.16%

-8.28%

Dividends

PFE vs. REGN - Dividend Comparison

PFE's dividend yield for the trailing twelve months is around 6.70%, more than REGN's 0.58% yield.


PositionTTM20252024202320222021202020192018201720162015
PFE
Pfizer Inc.
6.70%6.91%6.33%5.70%3.12%2.64%3.92%3.68%3.12%3.53%3.69%3.47%
REGN
Regeneron Pharmaceuticals, Inc.
0.58%0.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PFE vs. REGN - Financials Comparison

This section allows you to compare key financial metrics between Pfizer Inc. and Regeneron Pharmaceuticals, 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


5.00B10.00B15.00B20.00B25.00B20222023202420252026
14.45B
3.61B
(PFE) Total Revenue
(REGN) Total Revenue
Values in USD except per share items

PFE vs. REGN - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
67.3%
81.4%
Portfolio components
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%.

REGN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a gross profit of 2.94B and revenue of 3.61B. Therefore, the gross margin over that period was 81.4%.

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%.

REGN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported an operating income of 642.90M and revenue of 3.61B, resulting in an operating margin of 17.8%.

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%.

REGN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a net income of 727.20M and revenue of 3.61B, resulting in a net margin of 20.2%.


Frequently Asked Questions


PFE and REGN have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

REGN has higher volatility (12.54%) compared to PFE (4.28%). In terms of maximum drawdown, PFE dropped -69.24% vs REGN's -91.81%.

REGN currently has the higher Sharpe Ratio (0.93 vs 0.74), 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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