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Held by 2,838 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $27.64 today, the market must believe free cash flow compounds 12.3%/yr for a decade (off $7.9B normalized FCF).
The market's 12.3% is more optimistic than its 9-yr track record.
2-stage DCF · 5.68B shares · net debt $63.7B
mean 15.2% · volatility σ 69% · implied rate exceeded in 3/9 yrs
Central path = implied 12.3%/yr growth; shaded band = ±1σ (69%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on $9.1B FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. Current ROIC on all capital: 5%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $1.1B covers the $0 due within a year 1142000000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2017-10-01 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~4.1% on $64.8B of debt.
Cash of $1.1B is below short-term debt of $3.2B — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $62.58B 100.0% | $63.63B 100.0% | $59.55B 100.0% | $101.17B 100.0% | $81.29B 100.0% | $41.65B 100.0% | $40.91B 100.0% | $40.83B 100.0% | $52.55B 100.0% | $52.82B 100.0% |
| Cost of Revenue | $16.07B 25.7% | $17.85B 28.1% | $24.95B 41.9% | $34.34B 33.9% | $30.82B 37.9% | $8.48B 20.4% | $8.05B 19.7% | $8.99B 22.0% | $11.23B 21.4% | $12.32B 23.3% |
| Cost of Products | — | — | — | — | — | — | — | — | $11.24B 21.4% | $12.33B 23.3% |
| Selling, General & Admin | $13.79B 22.0% | $14.73B 23.2% | $14.77B 24.8% | $13.68B 13.5% | $12.70B 15.6% | $11.60B 27.8% | $12.73B 31.1% | $12.61B 30.9% | $14.80B 28.2% | $14.84B 28.1% |
| Interest Expense | $2.67B 4.3% | $3.09B 4.9% | $2.21B 3.7% | $1.24B 1.2% | $1.29B 1.6% | $1.45B 3.5% | $1.57B 3.8% | $1.32B 3.2% | $1.27B 2.4% | $1.19B 2.2% |
| Interest & Investment Income | $603.0M 1.0% | $545.0M 0.9% | $1.62B 2.7% | $251.0M 0.2% | $36.0M 0.0% | $73.0M 0.2% | $225.0M 0.6% | $333.0M 0.8% | $391.0M 0.7% | $470.0M 0.9% |
| Other Income (Expense), net | -$6.72B -10.7% | -$4.39B -6.9% | -$222.0M -0.4% | -$1.06B -1.0% | $4.88B 6.0% | -$1.21B -2.9% | -$3.50B -8.5% | -$2.08B -5.1% | -$1.42B -2.7% | -$3.79B -7.2% |
| Pretax Income | $7.52B 12.0% | $8.02B 12.6% | $1.06B 1.8% | $34.73B 34.3% | $24.31B 29.9% | $7.04B 16.9% | $11.32B 27.7% | $3.59B 8.8% | $12.30B 23.4% | $8.35B 15.8% |
| Income Tax Expense | -$266.0M -0.4% | -$28.0M -0.0% | -$1.11B -1.9% | $3.33B 3.3% | $1.85B 2.3% | $370.0M 0.9% | $583.0M 1.4% | -$266.0M -0.7% | -$9.05B -17.2% | $1.12B 2.1% |
| Net Income | $7.77B 12.4% | $8.03B 12.6% | $2.12B 3.6% | $31.37B 31.0% | $21.98B 27.0% | $9.16B 22.0% | $16.03B 39.2% | $11.15B 27.3% | $21.31B 40.6% | $7.21B 13.7% |
| Per Share | ||||||||||
| EPS (Basic) | $1.37 | $1.42 | $0.38 | $5.59 | $3.92 | $1.65 | $2.88 | $1.90 | $3.57 | $1.18 |
| EPS (Diluted) | $1.36 | $1.41 | $0.37 | $5.47 | $3.85 | $1.63 | $2.82 | $1.87 | $3.52 | $1.17 |
| Weighted Avg Shares (Basic) | 5.68B | 5.66B | 5.64B | 5.61B | 5.60B | 5.55B | 5.57B | 5.87B | 5.97B | 6.09B |
| Weighted Avg Shares (Diluted) | 5.71B | 5.70B | 5.71B | 5.73B | 5.71B | 5.63B | 5.67B | 5.98B | 6.06B | 6.16B |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 1085 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $894.1B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.5B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $467.1B | 111.9× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $368.2B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $339.9B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.7B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $248.2B | 37.1× | 31.9× | 5.6× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $204.6B | 26.7× | 17.6× | 5.6× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $187.3B | 22.3× | 20.4× | 6.4× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.0B | 27.5× | 19.2× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.1B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $150.2B | 42.1× | 31.0× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $136.2B | 48.7× | 37.5× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $131.1B | 33.7× | 28.8× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $127.8B | 18.2× | — | 2.6× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.8B | 24.9× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $114.7B | 64.9× | 11.5× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $107.1B | 33.4× | 18.4× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.5B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.4B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.4B | 16.4× | 15.5× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.6B | 19.0× | 19.8× | 5.8× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.7B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
Peers = companies sharing PFE's sector (Healthcare) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 69th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 22.0 | 19.7 | 20.4 | 37.9 | 33.9 | 41.9 | 28.1 | 25.7 |
| SG&A | 30.9 | 31.1 | 27.8 | 15.6 | 13.5 | 24.8 | 23.2 | 22.0 |
| Income Tax | -0.7 | 1.4 | 0.9 | 2.3 | 3.3 | -1.9 | -0.0 | -0.4 |
| Net Income | 27.3 | 39.2 | 22.0 | 27.0 | 31.0 | 3.6 | 12.6 | 12.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PFE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.