Pfizer Inc.

NYSE:PFE 株式レポート

時価総額：US$147.6b

Pfizer 過去の業績

過去 基準チェック /06

Pfizerの収益は年間平均-25.8%の割合で減少していますが、 Pharmaceuticals業界の収益は年間 増加しています。収益は年間9.7% 5%割合で 減少しています。 Pfizerの自己資本利益率は8.3%であり、純利益率は11.8%です。

主要情報

-25.80%

収益成長率

-26.09%

EPS成長率

Pharmaceuticals 業界の成長5.95%
収益成長率-5.01%
株主資本利益率8.32%
ネット・マージン11.81%
前回の決算情報29 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • May 18

Why Pfizer Stock Still Looks Deeply Undervalued In 2026

Summary Marty Makary resigned from his position as FDA Commissioner on May 12, in my view, in part because of his inconsistent policy approach. The FDA leadership shake-up continues to this day, but as I'll explain below, this period of uncertainty isn't creating pressure on Big Pharma players, including Pfizer. By the way, Pfizer is still my favorite in the oncology drugs market, trading at a non-GAAP P/E ratio of 8.6x and a high 6.8% dividend yield. In Q1, Padcev sales were $591 million, up 16.3% QoQ and 38.7% YoY, mainly due to increased demand for its use in combination with Merck's Keytruda for treatment of MIBC. Next, I'llpresent five more key factors explaining why I continue to cover Pfizer with a'Strong Buy' rating. Read the full article on Seeking Alpha
ナラティブの更新 • May 03

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Post Settlement Outlook

Pfizer's updated analyst price target has shifted slightly lower to $24.00 from $25.00 as analysts factor in a steeper projected revenue decline, a modestly higher profit margin outlook, and mixed views on the post-settlement pipeline and patent overhang. Analyst Commentary Recent research on Pfizer highlights a split view.
ナラティブの更新 • Apr 19

PFE: GLP-1 And Oncology Advancements Will Support Post LOE Repricing

Pfizer's analyst fair value estimate has been adjusted modestly higher to $35.96 from $35.33, as analysts factor in recent price target raises and mixed views on the post-2028 pipeline, loss of exclusivity risks, and evolving expectations for the GLP-1 and oncology portfolios. Analyst Commentary Recent Street research on Pfizer reflects a split view, with some firms expressing caution around patent expiries and near term visibility, while other bullish analysts focus on the potential in GLP-1 and oncology programs, along with broader sector appeal in healthcare.
ナラティブの更新 • Apr 05

PFE: Obesity And Oncology Pipeline Progress Will Drive Post LOE Rerating

Analysts have nudged Pfizer's implied fair value modestly higher to about $35.33 per share, citing recent price target increases of around $1 to $3 and research that highlights contributions from its GLP-1, oncology, and hematology pipelines, while also noting the long-term patent cliff and revenue uncertainty. Analyst Commentary Recent research on Pfizer shows a split view, with some firms highlighting long term headwinds from loss of exclusivity while others point to pipeline depth and business development as potential offsets.
ナラティブの更新 • Mar 22

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Post 2028 Outlook

Pfizer's updated analyst narrative keeps fair value steady at $25.00, with recent Street research showing price targets clustering from $25.00 to $35.00 as analysts weigh concerns about a post-2028 patent cliff against interest in the GLP-1, oncology, and collaboration pipelines, as well as healthcare's perceived appeal in a riskier macro backdrop. Analyst Commentary Recent Street research around Pfizer reflects a split view, with some firms pointing to potential in GLP-1, oncology, hematology, and collaborations, while others emphasize the scale and timing of the expected revenue cliff and limited visibility on offsets.
ナラティブの更新 • Mar 08

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Next Decade

Analysts lifted their fair value estimate for Pfizer from $23.00 to $25.00 per share, reflecting updated views that weigh a stronger GLP 1 and oncology pipeline against ongoing concerns about the patent cliff and near term revenue visibility. Analyst Commentary Recent Street research on Pfizer presents a mixed picture, with more cautious voices focusing on patent expirations, limited near term pipeline visibility, and questions around how quickly new therapies can support growth.
ナラティブの更新 • Feb 21

PFE: Obesity Pipeline Progress Will Drive Post LOE Re Rating

Pfizer's updated analyst price target edges lower to about $35 per share. This reflects analysts' focus on ongoing losses of exclusivity, a slightly softer revenue and margin outlook, and tempered expectations for future P/E as some firms initiate or assume coverage with more cautious views around the next few years.
ナラティブの更新 • Feb 07

PFE: Obesity Pipeline And LOE Headwinds Will Shape Future Re Rating

Narrative Update Analysts have trimmed their fair value estimate for Pfizer from $36.16 to $35.46, reflecting more cautious assumptions on revenue trends and profit margins, even as some on the Street highlight new assets and deals that they believe could support a higher future P/E multiple. Analyst Commentary Recent Street research on Pfizer highlights a mix of caution and optimism, with several firms reassessing how the pipeline and recent deals might offset upcoming patent expiries and support the valuation over time.
ナラティブの更新 • Jan 24

PFE: Loss Of Exclusivity And Obesity Deal Costs Will Pressure Shares

Analysts have reduced their fair value estimate for Pfizer from $24.00 to $23.00 per share, citing lower revenue and margin assumptions, a slightly higher discount rate, and cautious views on patent expiries, while still noting ongoing interest in its pipeline and licensing deals. Analyst Commentary Recent Street research around Pfizer has been mixed, with some firms highlighting long term opportunities in areas like obesity and licensing, while others are stressing near term execution and patent expiry risks.
ナラティブの更新 • Jan 10

PFE: Obesity Deal And LOE Overhang Will Shape Re Rating Potential

Analysts have trimmed their price expectations for Pfizer, citing ongoing revenue uncertainty around an expected US$15b to US$20b loss of exclusivity over the next few years, even as some see support from the obesity deal and a broader positive stance on large cap biopharma. Analyst Commentary Recent research highlights a split view on Pfizer, with some caution around the expected US$15b to US$20b loss of exclusivity over the next few years and others pointing to potential upside linked to obesity treatments and a broader positive stance on large cap biopharma.
分析記事 • Jan 08

Pfizer (NYSE:PFE) Has Announced A Dividend Of $0.43

Pfizer Inc. ( NYSE:PFE ) will pay a dividend of $0.43 on the 6th of March. This makes the dividend yield 6.8%, which...
ナラティブの更新 • Dec 25

PFE: Obesity Bid And Margin Outlook May Drive Re-Rating Ahead

Analysts have nudged their price target on Pfizer higher by $2 to $30, citing improving margin expectations and a more constructive sector backdrop, despite tempered revenue growth assumptions. Analyst Commentary Bullish analysts highlight that the latest price target increase reinforces a gradually improving sentiment toward Pfizer, with investors starting to look past the near term revenue slowdown and focus more on medium term cash flow durability and pipeline execution.
分析記事 • Dec 18

Pfizer (NYSE:PFE) Has Affirmed Its Dividend Of $0.43

The board of Pfizer Inc. ( NYSE:PFE ) has announced that it will pay a dividend of $0.43 per share on the 6th of March...
ナラティブの更新 • Dec 11

PFE: Obesity Pipeline Expansion Will Drive Upside Amid Sector Rerating

Analysts nudged their price target on Pfizer higher to $30 from $28, citing a sector wide rerating on benign U.S. drug pricing developments and the strategic upside from an expanded obesity pipeline and broader large cap biopharma innovation. Analyst Commentary Bullish analysts highlight that Pfizer is benefiting from a constructive shift in U.S. drug pricing expectations and a broader rerating of large cap biopharma, which supports the recent price target increase and stabilizes valuation multiples.
ナラティブの更新 • Nov 13

PFE: Obesity Deal Will Drive Upside After Sector Underperformance And Portfolio Shifts

Pfizer’s analyst price target was raised from $28 to $30 per share, reflecting a modest increase in fair value. Analysts cite sector-wide re-rating and updated fundamentals, including acquisition activity and anticipated drug pipeline developments, as key drivers for the revision.
分析記事 • Aug 12

Solid Earnings Reflect Pfizer's (NYSE:PFE) Strength As A Business

NYSE:PFE 1 Year Share Price vs Fair Value Explore Pfizer's Fair Values from the Community and select yours Pfizer...
Seeking Alpha • Apr 30

Pfizer's Q1 Update May Mark A Bottom In The Stock

Summary Pfizer is facing some revenue pressures due to some higher Medicare discounts, and this has led to a small miss on revenue delivery in Q1 FY25. Pfizer is making meaningful improvements on profitability and is on track to realize a ~12.3% margin lift from 2024 until the end of 2027 from various cost saving initiatives. Stopping R&D of an obesity drug that had $10 billion annual revenue potential is a major setback and if PFE tries M&A instead, there is a risk of overpaying again. PFE stock is trading at trough valuations and at a larger-than-usual discount vs peers. So I think there is some decent margin of safety. Technical analysis vs SPX500 suggests PFE may be forming a bottom, but strong buyer signals are still absent. Read the full article on Seeking Alpha

収支内訳

Pfizer の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:PFE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
29 Mar 2663,3157,47912,89410,710
31 Dec 2562,5797,74612,96410,437
28 Sep 2562,7859,79713,97310,131
29 Jun 2563,83310,72814,00510,205
30 Mar 2562,4647,86714,33310,521
31 Dec 2463,6278,02014,77110,822
29 Sep 2460,4334,27414,15510,494
30 Jun 2456,223-2,59314,13910,611
31 Mar 2455,946-28813,90810,564
31 Dec 2359,5542,13413,83610,679
01 Oct 2369,27410,46913,56111,420
02 Jul 2378,42021,49413,39411,435
02 Apr 2393,15429,03513,25811,621
31 Dec 22101,17531,36612,20011,426
02 Oct 2299,87829,95311,32511,260
03 Jul 22101,27529,48110,03811,243
03 Apr 2292,43325,4109,40010,667
31 Dec 2181,28822,4139,56210,360
03 Oct 2168,87719,4859,7149,972
04 Jul 2155,11912,23611,6769,589
04 Apr 2146,0849,03211,4549,184
31 Dec 2041,6516,63011,4188,709
27 Sep 2032,33421211,0068,084
28 Jun 2034,7376,97710,5657,727
29 Mar 2038,1379,42711,6377,716
31 Dec 1940,90510,70712,7667,721
29 Sep 1953,03916,21113,7557,891
30 Jun 1953,65612,63814,0507,948
31 Mar 1953,85911,46414,0047,914
31 Dec 1840,8253,82412,1497,713
30 Sep 1853,37323,80814,4817,827
01 Jul 1853,24422,54514,4927,686
01 Apr 1852,67321,74614,5097,673
31 Dec 1752,54621,30514,6067,645
01 Oct 1752,4719,79114,5467,843
02 Jul 1752,3478,30814,6087,861
02 Apr 1752,5987,28114,9597,826
31 Dec 1652,8247,19814,8947,858
02 Oct 1653,2436,27014,9567,652
03 Jul 1652,2867,03614,6977,797
03 Apr 1650,9927,61514,3397,787
31 Dec 1548,8516,94814,3257,646
27 Sep 1547,9228,36613,6407,366
28 Jun 1548,1968,91313,6667,135

質の高い収益: PFEには$10.7B } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が29th March, 2026に影響を及ぼしています。

利益率の向上: PFEの現在の純利益率 (11.8%)は、昨年(12.6%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: PFEの収益は過去 5 年間で年間25.8%減少しました。

成長の加速: PFEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: PFEは過去 1 年間で収益成長率がマイナス ( -5% ) となったため、 Pharmaceuticals業界平均 ( -5% ) と比較することが困難です。

株主資本利益率

高いROE: PFEの 自己資本利益率 ( 8.3% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/24 01:11
終値2026/05/22 00:00
収益2026/03/29
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Pfizer Inc. 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg