VTRS vs. PFE
Compare and contrast key facts about Viatris Inc. (VTRS) and Pfizer Inc. (PFE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTRS or PFE.
Key characteristics
| VTRS | PFE | |
|---|---|---|
| YTD Return | 23.17% | -3.47% |
| 1Y Return | 50.98% | -4.10% |
| 3Y Return (Ann) | 1.38% | -15.57% |
| Sharpe Ratio | 1.55 | -0.24 |
| Sortino Ratio | 2.45 | -0.18 |
| Omega Ratio | 1.30 | 0.98 |
| Calmar Ratio | 0.99 | -0.10 |
| Martin Ratio | 3.87 | -0.72 |
| Ulcer Index | 12.10% | 7.91% |
| Daily Std Dev | 30.27% | 24.12% |
| Max Drawdown | -52.28% | -54.82% |
| Current Drawdown | -20.40% | -51.03% |
Fundamentals
| VTRS | PFE | |
|---|---|---|
| Market Cap | $15.43B | $148.42B |
| EPS | -$0.73 | $0.75 |
| PEG Ratio | 0.08 | 0.69 |
| Total Revenue (TTM) | $15.02B | $60.11B |
| Gross Profit (TTM) | $6.07B | $36.84B |
| EBITDA (TTM) | $3.58B | $15.48B |
Correlation
The correlation between VTRS and PFE is 0.33, 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.
Performance
VTRS vs. PFE - Performance Comparison
In the year-to-date period, VTRS achieves a 23.17% return, which is significantly higher than PFE's -3.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTRS vs. PFE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Viatris Inc. (VTRS) 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.
Dividends
VTRS vs. PFE - Dividend Comparison
VTRS's dividend yield for the trailing twelve months is around 3.71%, less than PFE's 6.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTRS Viatris Inc. | 3.71% | 4.43% | 4.31% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFE Pfizer Inc. | 6.41% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.54% | 3.70% | 3.48% | 3.34% | 3.14% |
Drawdowns
VTRS vs. PFE - Drawdown Comparison
The maximum VTRS drawdown since its inception was -52.28%, roughly equal to the maximum PFE drawdown of -54.82%. Use the drawdown chart below to compare losses from any high point for VTRS and PFE. For additional features, visit the drawdowns tool.
Volatility
VTRS vs. PFE - Volatility Comparison
Viatris Inc. (VTRS) has a higher volatility of 14.46% compared to Pfizer Inc. (PFE) at 4.54%. This indicates that VTRS'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.
Financials
VTRS vs. PFE - Financials Comparison
This section allows you to compare key financial metrics between Viatris 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.
Total Revenue: Total amount of money received from sales and other business activities