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Upturn AI Summary - About
Pfizer Inc(PFE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PFE
11/06/2026: PFE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Pfizer Inc is a major global biopharmaceutical company that develops and markets medicines across vaccines, oncology, and specialty areas. The company has a leading position in the industry, having historically demonstrated strong margins and a robust R&D pipeline that recently fueled a massive increase in revenue through its COVID-19 franchise. Its current investment story focuses on integrating recent, large-scale acquisitions, such as Seagen, to drive future growth in cancer treatment. However, the company faces significant execution and competitive risks, including patent expirations for legacy drugs and the necessity to manage post-pandemic revenue normalization. Pfizer is generally suited for dividend-focused investors, though monitoring its R&D progress remains crucial.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is currently recovering as the company transitions away from peak pandemic revenue. |
| Momentum investor | Weak fit | Momentum is currently muted pending stronger evidence of sustained growth in core, non-COVID segments. |
| Value investor | Strong fit while signal remains positive | The stock is often priced at lower forward multiples relative to the broader market, offering potential value. |
| Dividend investor | Strong fit | Pfizer is historically regarded for a reliable, competitive dividend yield attractive to income-focused investors. |
| Low-risk investor | Mixed fit | While the dividend provides some downside cushion, sector volatility and drug development risks remain. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price can fluctuate based on regulatory updates and clinical trial outcomes. |
| Valuation risk | Low | Current valuations generally reflect the post-pandemic earnings reset. |
| Competition risk (Biopharma R&D) | High | Continuous competition from other pharmaceutical giants for drug market share and pipeline success. |
| Business quality | Strong | The company maintains a significant global footprint and strong cash-generating capabilities. |
| Dividend income | Medium | Dividends are generally safe but are monitored against the company's ability to fund R&D and debt. |
| Execution risk | Medium / high | Success depends heavily on the integration of recent large-scale acquisitions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -3.07% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 167.52B USD | Price to earnings Ratio 41.99 | 1Y Target Price 29.72 |
Price to earnings Ratio 41.99 | 1Y Target Price 29.72 | ||
Volume (30-day avg) 33.6M shares | Beta 0.3 | 52 Weeks Range 22.41 - 30.99 | Updated Date 11/07/2026 |
52 Weeks Range 22.41 - 30.99 | Updated Date 11/07/2026 | ||
Dividends yield (FY) 7.30% | Basic EPS (TTM) 0.7 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Primary Care | Vaccines and therapeutics for internal medicine. | This segment includes high-volume products like COVID vaccines and other medicines for common illnesses. |
| Specialty Care | Oncology, inflammation, and rare disease medicines. | These are specialized, often higher-margin treatments for serious diseases. |
| Geography | Global sales across North America, Europe, and Emerging Markets. | Pfizer relies on a diversified global footprint to distribute its products across developed and emerging economies. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 0.72 | Actual 0.87 |
Profitability
Profit Margin 6.34% | Operating Margin (TTM) 33.38% |
Management Effectiveness
Return on Assets (TTM) 5.59% | Return on Equity (TTM) 4.47% |
Valuation
Trailing PE 41.99 | Forward PE 10.27 | Enterprise Value 215.92B | Price to Sales(TTM) 2.63 |
Enterprise Value 215.92B | Price to Sales(TTM) 2.63 | ||
Enterprise Value to Revenue 3.44 | Enterprise Value to EBITDA 16.24 | Shares Outstanding 5.70B | Shares Floating 5.69B |
Shares Outstanding 5.70B | Shares Floating 5.69B | ||
Percent Insiders 0.1 | Percent Institutions 68.95 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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