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Pfizer Inc.
PFEHealthcareGenerated Aug 19, 2026, 10:31 PM UTC
PFE (Pfizer Inc.) analytical snapshot. Revenue declined +1.6% YoY to $62.58B. 5-year revenue CAGR -5.1%; 10y CAGR +1.9%. Net margin at 12.42% (contracting ▼). Market cap $160.96B at $28.24 per share. Trailing P/E 20.76, P/S 2.57, P/B 1.89. EV/Operating income ≈ 7.32 (EV $163.98B). Risk: Elevated. Macro: Risk-on · Supportive. Composite analytical score -15 (data confidence 83%). Descriptive analytics from public filings — not investment advice.
Free SEC analysis
— computed from SEC filings, free to readFilings & Ownership
Latest annual report (10-K) filed Feb 26, 2026. Latest quarterly report (10-Q) filed Aug 4, 2026. 10 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 26, 2026.
- Latest quarterly report (10-Q) filed Aug 4, 2026.
- 10 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Pfizer Inc.; broad institutional reporting.
- Recent filers include Axiom Investment Management LLC, Axiom Investment Management LLC, Axiom Investment Management LLC.
- 7 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 13 recent 13G passive institutional ownership notices.
| Filer | Form | Filed |
|---|---|---|
| Axiom Investment Management LLC | 13F-HR | Aug 15, 2022 |
| Axiom Investment Management LLC | 13F-HR | Feb 14, 2023 |
| Axiom Investment Management LLC | 13F-HR | Mar 16, 2021 |
| Westchester Capital Management, LLC | 13F-HR | Aug 14, 2013 |
| MASTERS CAPITAL MANAGEMENT LLC | 13F-HR | Feb 15, 2008 |
| Date | Form | Description |
|---|---|---|
| Aug 4, 2026 | 8-K | 8-K |
| Jun 18, 2026 | 8-K | 8-K |
| Jun 18, 2026 | 8-K | 8-K |
| May 5, 2026 | 8-K | 8-K |
| Apr 27, 2026 | 8-K | 8-K |
| Feb 3, 2026 | 8-K | 8-K |
| Dec 16, 2025 | 8-K | PFIZER 8-K DECEMBER 16, 2025 |
| Nov 21, 2025 | 8-K | 8-K |
SEC Filing Deep-Analysis
4 risk signal(s), 1 positive signal(s), 4 watch item(s) detected from XBRL filing diff analysis. 4 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- NEW: Going concern doubt in latest filing: The term "going concern" "substantial doubt" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 5 filing(s).
- NEW: Material weakness in internal controls in latest filing: The term "material weakness" "internal control" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- NEW: Substantial doubt about ability to continue in latest filing: The term "substantial doubt" "ability to continue" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 5 filing(s).
- NEW: Restatement of financial statements in latest filing: The term "restatement of" "previously issued" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 2 filing(s).
- Operating cash flow exceeds net income: OCF is 1.51x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Goodwill is 36% of total assets: Goodwill of $71.42B represents a large share of the balance sheet. If acquired businesses underperform, a non-cash impairment charge could materially impact earnings. Monitor segment performance and acquisition integration metrics.
- Endogenous analysis: 4 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 4 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 7 new risk-language term(s) detected in filing text: Going concern doubt, Material weakness in internal controls, Substantial doubt about ability to continue, Restatement of financial statements, Impairment charge, Restructuring, Off-balance sheet arrangements.
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $63.63B | $62.58B | $-1.05B | -1.6% |
| Operating income | $6.99B | $22.41B | $15.43B | +220.9% |
| Net income | $8.03B | $7.77B | $-260.0M | -3.2% |
| Operating cash flow | $12.74B | $11.70B | $-1.04B | -8.2% |
| Capex | $2.91B | $2.63B | $-280.0M | -9.6% |
| Total assets | $213.40B | $208.16B | $-5.24B | -2.5% |
| Total liabilities | $124.90B | $121.39B | $-3.51B | -2.8% |
| Long-term debt | $57.41B | $61.64B | $4.24B | +7.4% |
| Cash & equivalents | $1.04B | $1.14B | $99.0M | +9.5% |
| Stockholders equity | $88.20B | $86.48B | $-1.73B | -2.0% |
| Inventory | $10.85B | $10.65B | $-197.0M | -1.8% |
| Accounts receivable | $11.46B | $11.87B | $411.0M | +3.6% |
| SG&A expense | $14.73B | $13.79B | $-936.0M | -6.4% |
| Interest expense | $3.09B | $2.67B | $-420.0M | -13.6% |
| Type | Concepts |
|---|---|
| Added | BusinessCombinationContingentConsiderationArrangementsChangeInAmountOfContingentConsiderationLiability1, EquityMethodInvestmentRealizedGainLossOnDisposal, NetIncomeLossFromContinuingOperationsAvailableToCommonShareholdersBasic, NetIncomeLossFromContinuingOperationsAvailableToCommonShareholdersDiluted |
| Removed | AdvertisingExpense, AllocatedShareBasedCompensationExpense, AmortizationOfIntangibleAssets, BusinessCombinationContingentConsiderationLiability, CommercialPaper, CommonStockParOrStatedValuePerShare, CommonStockSharesAuthorized, CommonStockSharesIssued, ContractWithCustomerLiabilityCurrent, CurrentFederalTaxExpenseBenefit |
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Going concern doubt | high | 5 | 0 | NEW |
| Material weakness in internal controls | high | 1 | 0 | NEW |
| Substantial doubt about ability to continue | high | 5 | 0 | NEW |
| Restatement of financial statements | high | 2 | 0 | NEW |
| Impairment charge | medium | 5 | 0 | NEW |
| Restructuring | medium | 5 | 0 | NEW |
| Off-balance sheet arrangements | medium | 5 | 0 | NEW |
| Related party transactions | low | 5 | 0 | NEW |
Fundamentals
Revenue declined +1.6% YoY to $62.58B. 5-year revenue CAGR -5.1%; 10y CAGR +1.9%. Net margin at 12.42% (contracting ▼).
- Revenue declined +1.6% YoY to $62.58B.
- 5-year revenue CAGR -5.1%; 10y CAGR +1.9%.
- Net margin at 12.42% (contracting ▼).
- Return on equity 8.99%, ROA 3.73%, ROIC 0.00%.
- Gross margin 0.00%, operating margin 0.00%.
- Free cash flow margin 14.50% ($9.07B).
- Net income down ▼ +3.2% YoY.
- Debt/equity 0.05, current ratio 1.27, net debt $3.02B.
- Asset turnover 0.31 — capital efficiency.
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $63.63B | +8.8% | 0.00 | 0.00 | 12.62 | $9.84B | 9.11 |
| 2025 | $62.58B | -1.6% | 0.00 | 0.00 | 12.42 | $9.07B | 8.99 |
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Sep 29, 2024 | $17.70B | — | — | 25.22% |
| Mar 30, 2025 | $13.71B | — | -22.5% | 21.63% |
| Jun 29, 2025 | $14.65B | — | +6.8% | 19.86% |
| Sep 28, 2025 | $16.65B | — | +13.7% | 21.26% |
| Mar 29, 2026 | $14.45B | — | -13.2% | 18.59% |
| Jun 28, 2026 | $15.03B | — | +4.0% | -1.65% |
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Market cap $160.96B at $28.24 per share. Trailing P/E 20.76, P/S 2.57, P/B 1.89. EV/Operating income ≈ 7.32 (EV $163.98B).
- Market cap $160.96B at $28.24 per share.
Price & Technicals
Price $28.24 — uptrend (above 200-DMA); 1-month momentum positive. RSI(14) 84.47 (overbought).
- Price $28.24 — uptrend (above 200-DMA); 1-month momentum positive.
Macro & Rates
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
Risk Scorecard
Composite risk Elevated. Leverage debt/equity 0.05 (low). Liquidity current ratio 1.27 (adequate).
- Composite risk: Elevated.
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3 sections free · 4 Pro previews · composite -15
Macro exposure
Defensive · Low sensitivityMacro regime: Risk-on · Supportive. Pfizer Inc. is a defensive name (low macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.
Analytical read
deterministic previewPrice $28.24 — uptrend (above 200-DMA); 1-month momentum positive..
Peer comparison
Defensive groupHow PFE stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| DexCom Inc. DXCM | 21 | Neutral |
| Bristol-Myers Squibb BMY | 19 | Neutral |
| Eli Lilly & Co. LLY | 17 | Neutral |
| HCA Healthcare HCA | 9 | Neutral |
| Gilead Sciences GILD | 8 | Neutral |
| Johnson & Johnson JNJ | 8 | Neutral |
| Abbott Laboratories ABT | 7 | Neutral |
| Biogen Inc. BIIB | 7 | Neutral |
| Intuitive Surgical Inc. ISRG | 7 | Neutral |
| Coca-Cola Co. KO | 6 | Neutral |
| Thermo Fisher Scientific TMO | 3 | Neutral |
| Regeneron Pharmaceuticals REGN | 3 | Neutral |
| Danaher Corp. DHR | 1 | Neutral |
| Merck & Co. MRK | 0 | Neutral |
| Zoetis Inc. ZTS | 0 | Neutral |
| Illumina Inc. ILMN | 0 | Neutral |
| Vertex Pharmaceuticals VRTX | 0 | Neutral |
| Colgate-Palmolive CL | -2 | Neutral |
| AbbVie Inc. ABBV | -5 | Neutral |
| Procter & Gamble PG | -7 | Neutral |
| CVS Health Corp. CVS | -8 | Neutral |
| Mondelez International MDLZ | -10 | Neutral |
| Amgen Inc. AMGN | -10 | Neutral |
| Cigna Group CI | -11 | Neutral |
| Kroger Co. KR | -12 | Neutral |
| Costco Wholesale COST | -14 | Neutral |
| Walmart Inc. WMT | -14 | Neutral |
| Pfizer Inc. PFE● you | -15 | Neutral |
| PepsiCo Inc. PEP | -16 | Neutral |
| Sysco Corp. SYY | -16 | Neutral |
| Hershey Co. HSY | -17 | Neutral |
| Kimberly-Clark Corp. KMB | -18 | Neutral |
| Moderna Inc. MRNA | -21 | Neutral |
| UnitedHealth Group UNH | -25 | Neutral |