XYZ vs. PFE
XYZ (Block, Inc) and PFE (Pfizer Inc.) are both stocks. XYZ operates in Software - Infrastructure (Technology), while PFE operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, XYZ returned 22.25%/yr vs 1.92%/yr for PFE. At a 0.16 correlation, their price movements are largely independent.
Performance
XYZ vs. PFE - Performance Comparison
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Returns By Period
In the year-to-date period, XYZ achieves a 8.91% return, which is significantly higher than PFE's 6.63% return. Over the past 10 years, XYZ has outperformed PFE with an annualized return of 22.25%, while PFE has yielded a comparatively lower 1.92% annualized return.
XYZ
- 1D
- 1.56%
- 1M
- -0.51%
- YTD
- 8.91%
- 6M
- 13.99%
- 1Y
- 11.01%
- 3Y*
- 3.72%
- 5Y*
- -19.80%
- 10Y*
- 22.25%
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%
XYZ vs. PFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XYZ Block, Inc | 8.91% | -23.41% | 9.88% | 23.09% | -61.09% | -25.79% | 247.89% | 11.54% | 61.78% | 154.37% |
PFE Pfizer Inc. | 6.63% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
Correlation
The correlation between XYZ and PFE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.16 |
Fundamentals
XYZ:
$42.36B
PFE:
$147.23B
XYZ:
$1.31
PFE:
$1.31
XYZ:
54.14
PFE:
19.58
XYZ:
0.01
PFE:
0.35
XYZ:
1.78
PFE:
2.32
XYZ:
1.95
PFE:
1.63
XYZ:
$24.48B
PFE:
$63.32B
XYZ:
$11.01B
PFE:
$43.91B
XYZ:
$2.42B
PFE:
$16.94B
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Return for Risk
XYZ vs. PFE — Risk / Return Rank
XYZ
PFE
XYZ vs. PFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Block, Inc (XYZ) 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.
| XYZ | PFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 1.53 | -1.25 |
| Martin ratioReturn relative to average drawdown | 0.65 | 3.15 | -2.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XYZ | PFE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.74 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | -0.13 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.08 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.33 | -0.03 |
Drawdowns
XYZ vs. PFE - Drawdown Comparison
The maximum XYZ drawdown since its inception was -86.08%, which is greater than PFE's maximum drawdown of -69.24%. Use the drawdown chart below to compare losses from any high point for XYZ and PFE.
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Drawdown Indicators
| XYZ | PFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.08% | -69.24% | -16.84% |
Max Drawdown (1Y)Largest decline over 1 year | -39.48% | -11.47% | -28.01% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -40.75% | -12.21% |
Max Drawdown (5Y)Largest decline over 5 years | -86.08% | -58.96% | -27.12% |
Max Drawdown (10Y)Largest decline over 10 years | -86.08% | -58.96% | -27.12% |
Current DrawdownCurrent decline from peak | -74.84% | -46.76% | -28.08% |
Average DrawdownAverage peak-to-trough decline | -40.99% | -22.89% | -18.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.99% | 5.57% | +11.42% |
Volatility
XYZ vs. PFE - Volatility Comparison
Block, Inc (XYZ) has a higher volatility of 13.37% compared to Pfizer Inc. (PFE) at 4.28%. This indicates that XYZ'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
| XYZ | PFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.37% | 4.28% | +9.09% |
Volatility (6M)Calculated over the trailing 6-month period | 35.04% | 14.69% | +20.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.53% | 23.88% | +22.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.97% | 25.50% | +34.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.67% | 23.88% | +32.79% |
Dividends
XYZ vs. PFE - Dividend Comparison
XYZ has not paid dividends to shareholders, while PFE's dividend yield for the trailing twelve months is around 6.70%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XYZ Block, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
XYZ vs. PFE - Financials Comparison
This section allows you to compare key financial metrics between Block, 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
XYZ vs. PFE - Profitability Comparison
XYZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Block, Inc reported a gross profit of 2.91B and revenue of 6.06B. Therefore, the gross margin over that period was 48.0%.
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%.
XYZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Block, Inc reported an operating income of -171.99M and revenue of 6.06B, resulting in an operating margin of -2.8%.
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%.
XYZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Block, Inc reported a net income of -308.68M and revenue of 6.06B, resulting in a net margin of -5.1%.
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
XYZ and PFE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XYZ has higher volatility (13.37%) compared to PFE (4.28%). In terms of maximum drawdown, XYZ dropped -86.08% vs PFE's -69.24%.
PFE currently has the higher Sharpe Ratio (0.74 vs 0.24), 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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