Stock Analysis on Net

Pfizer Inc. (NYSE:PFE)

$24.99

Return on Equity (ROE)
since 2005

Microsoft Excel

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Calculation

Pfizer Inc., ROE, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).

1 US$ in millions

The financial data over the period from 2005 to 2024 reveals several notable trends regarding net income, shareholders’ equity, and return on equity (ROE) for the company.

Net Income Attributable to the Company
The net income figures show marked volatility across the analyzed years. Initial income in 2005 stood at $8,085 million, with a significant increase observed in 2006 to $19,337 million. This was followed by fluctuations, with declines in several years including 2007, 2008, and again in 2014 through 2016, where income sometimes fell below $10,000 million. Notably high net income peaks occurred in 2013 ($22,003 million), 2017 ($21,308 million), and 2021 ($31,372 million). Recent years show variability with a sharp drop in 2023 to $2,119 million before increasing again to $8,031 million in 2024.
Total Shareholders’ Equity
The shareholders’ equity showed a general declining trend from 2005 through 2016, decreasing from $65,627 million to $59,544 million. After 2016, equity demonstrated a recovery phase, increasing to a peak in 2022 of $95,661 million. However, this was followed by a slight decline in 2023 and 2024, settling near $88,203 million. Overall, the equity values display a recovery and stabilization after several years of decline.
Return on Equity (ROE)
ROE exhibits significant variability across the period. The metric started at 12.32% in 2005, spiking to 27.1% in 2006, followed by several fluctuations between roughly 9% and 29%. Noteworthy peaks were in 2013 (28.83%), 2017 (29.47%), and 2022 (32.79%), highlighting periods of substantial profitability relative to shareholders’ equity. Contrastingly, 2023 saw a drastic dip to 2.38% with a mild recovery to 9.11% in 2024. The overall pattern suggests cyclical performance with intermittent strong profitability phases and significant downturns.

In conclusion, the company’s financial performance over this period is characterized by cyclical fluctuations, particularly in profitability measures such as net income and ROE. While shareholders’ equity experienced a decline initially, it later recovered, indicating improvements in financial robustness. The recent volatility in both net income and ROE, especially the sharp dip in 2023, may warrant further investigation to understand underlying causes and potential impacts on future financial stability.


Comparison to Competitors

Pfizer Inc., ROE, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).


Comparison to Sector (Pharmaceuticals, Biotechnology & Life Sciences)

Pfizer Inc., ROE, long-term trends, comparison to sector (pharmaceuticals, biotechnology & life sciences)

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).


Comparison to Industry (Health Care)