PFIZER INC (PFE) Stock Analysis

PFIZER INC (PFE) Stock Analysis

Analysis from 10-Q filed 2025-11-04. Data as of Q4 2025.

Overall Grade: F (Concerning)

PFIZER INC faces challenges in financial performance that warrant careful analysis.

Metric Value Context
ROIC 15.1% Solid returns
FCF Margin 14.5% Healthy cash flow
Debt/Equity 0.7x Moderate leverage

Investment Thesis: Strong return on invested capital of 15.1% suggests durable competitive advantages and efficient capital allocation.

Explore PFIZER INC: Earnings History | Filing Intelligence | ROIC Analysis


Profitability: PFIZER INC earns 15.1% ROIC, Top 25% in Healthcare

PFIZER INC's trailing-twelve-month ROIC of 15.1% ranks Top 25% in Healthcare companies (sector median: -3.9%), driven by NOPAT margin of 36.9% combined with asset turnover of 0.3x. Source: 10-Q filed 2025-11-04. Gross margin of 74.3% with operating margin at 35.6% reflects strong pricing power.

Metric PFE Rating Context
Return on Invested Capital (ROIC) 15.1% Good Above sector median of -3.9%
Return on Equity (ROE) 8.7% Adequate Moderate equity returns
Gross Margin 74.3% Excellent Strong pricing power
Operating Margin 35.6% Excellent Efficient operations

Cash Flow: PFIZER INC generates $9.1B FCF at 14.5% margin, positive NaN/8 quarters

PFIZER INC generated $9.1B in free cash flow (TTM), a 14.5% FCF margin, a margin that ranks Top 5% in Healthcare. Operating cash flow exceeds net income by 1.5x, indicating high earnings quality. FCF was positive in N/A of the last 8 quarters. Source: 10-Q filed 2025-11-04.

Metric PFE Rating Context
Free Cash Flow Margin 14.5% Good Healthy cash generation
Free Cash Flow (TTM) $9.1B Good Positive cash generation
OCF/Net Income 1.5x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

Balance Sheet: PFIZER INC at 0.7x leverage

PFIZER INC's debt-to-equity ratio of 0.7x reflects elevated leverage. Total debt of $64.8B offset by $10.4B in cash. Source: 10-Q filed 2025-11-04.

Metric PFE Rating Context
Debt to Equity 0.7x Adequate Moderate leverage
Net Cash Position $-54.4B Warning Net debt position

Valuation: PFIZER INC trades at 18.3x earnings

PFIZER INC trades at a P/E of 18.3x. Free cash flow yield of 6.4% offers attractive cash returns relative to price.

Metric PFE Rating Context
P/E Ratio 18.3x Adequate Reasonable valuation
EV/Sales 3.1x Good Growth premium priced in
FCF Yield 6.4% Good Attractive cash return
Dividend Yield 6.9% Good Meaningful income

Capital Allocation: PFIZER INC returns 6.9% shareholder yield

PFIZER INC's total shareholder yield is 6.9% (dividends 6.9% + buybacks). Source: 10-Q filed 2025-11-04.

Metric PFE Rating Context
Total Shareholder Yield 6.9% Excellent Dividend + buyback yield combined
Total Capital Returned (TTM) $9.8B Good Dividends + buybacks returned to shareholders

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) 15.1% Top 25% -
Free Cash Flow Margin 14.5% Top 5% -
Gross Margin 74.3% Top 50% 1.2x above
Operating Margin 35.6% Top 25% 18.5x above
Return on Equity (ROE) 8.7% Top 50% -
P/E Ratio 18.3x N/A -

Financial Scorecard

Metric PFE Rating Sector Context
Return on Invested Capital (ROIC) 15.1% Good Top 25% of sector (median: -3.9%)
Free Cash Flow Margin 14.5% Good Top 5% of sector (median: 0.0%)
Gross Margin 74.3% Excellent Top 50% of sector (median: 64.0%)
Debt to Equity Ratio 74.9% Adequate Elevated but manageable
P/E Ratio (Price-to-Earnings) 18.3x Adequate Fair value
Free Cash Flow Yield 6.4% Good Solid cash yield

Frequently Asked Questions

Q: What is PFIZER INC's Return on Invested Capital (ROIC)?

PFIZER INC (PFE) has a trailing twelve-month Return on Invested Capital (ROIC) of 15.1%. This compares above the sector median of -3.9%. An ROIC between 12-20% indicates solid capital allocation and sustainable competitive position.

Q: What is PFIZER INC's Free Cash Flow Margin?

PFIZER INC (PFE) has a free cash flow margin of 14.5%, generating $9.1 billion in free cash flow over the trailing twelve months. A FCF margin between 10-20% represents healthy cash generation for most industries.

Q: Is PFIZER INC stock overvalued or undervalued?

PFIZER INC (PFE) trades at a P/E ratio of 18.3x, which is above the sector median of N/A. The EV/Sales multiple is 3.1x. Free cash flow yield is 6.4%, which represents an attractive cash return to investors.

Q: Does PFIZER INC pay a dividend?

PFIZER INC (PFE) currently pays a dividend yield of 6.9%. Including share buybacks, the total shareholder yield is 6.9%. A yield above 4% is attractive for income investors, though sustainability should be verified through payout ratio analysis.

Q: How much debt does PFIZER INC have?

PFIZER INC (PFE) has a debt-to-equity ratio of 0.7x with total debt of $64.8 billion. Net debt position is $54.4 billion.

Q: What is PFIZER INC's revenue and earnings growth?

PFIZER INC (PFE) declined revenue by 1.6% year-over-year. Earnings per share decreased by 3.5% compared to the prior year. Revenue decline may indicate market challenges or industry headwinds.

Q: How does PFIZER INC compare to competitors in Healthcare?

Compared to other companies in Healthcare, PFIZER INC (PFE) shows: ROIC of 15.1% is above the sector median of -3.9% (Top 23%). FCF margin of 14.5% exceeds the sector median of 0.0% (Top 0% of sector). Gross margin at 74.3% is 10.4 percentage points higher than sector peers. These rankings are based on MetricDuck's analysis of all Healthcare companies with available SEC filings.

Q: What warning signs should I watch for with PFIZER INC?

PFIZER INC (PFE) shows no major financial warning signs based on current metrics. However, investors should always monitor: 1) Margin compression trends, 2) Cash flow consistency, 3) Debt levels relative to cash generation, and 4) Changes in competitive positioning.


Data Source: Data sourced from 10-Q filed 2025-11-04. TTM metrics as of Q4 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.

This analysis is for informational purposes only and does not constitute investment advice.