PFE 是最佳被低估长期机会之一：股息率超过6%，派息率低于60%，并有成本削减；尽管营收与利润超预期，其市盈率仍比行业平均水平低50%以上，低于疫情前及十年前水平。800亿美元收购和 AI 应能抵消疫情相关销售下滑并实现超越。

Today, we will take a closer look at one of the biggest dividend-paying major companies in the market: Pfizer (its stock ticker symbol is PFE). At first glance, one might expect income investors to be impressed by its huge dividend payouts, its track record of consistently growing them, and even its very recent extremely low valuation .

However , it seems that Wall Street does not want to deal with this stock at the moment.

In our recent analysis of various biotechnology companies that use artificial intelligence to develop their businesses, Pfizer earned its position as the best overall choice in terms of value and dividend payouts.

Because, in fact, it no longer relies solely on traditional medicines, but actively employs machine learning technologies, integrating them with $80 billion in acquisitions to fuel next-generation AI platforms and reinvent its pharmaceutical product line for the future.

So today we will conduct an in-depth study to see if their huge 6% return is really safe, and whether the market is making a grave mistake by ignoring this giant company that is undergoing a radical transformation.

Let's take a closer look at Pfizer, which most investors completely ruled out after the peak of the coronavirus pandemic , as their pepperoni product brought them tremendous growth that instantly made them the world's largest biotechnology company.

But since then , as demand for those drugs has declined, Pfizer's financial data has deteriorated, causing the stock price to plummet by more than half.

First, Pfizer's stock price today is lower than it was before the pandemic, and even lower than it was a full decade ago. However, their financial data is much higher than it was back then, which is completely illogical .

Secondly, they made huge profits from the pandemic, which prompted them to undertake the largest wave of acquisitions in the history of the pharmaceutical industry, and indeed the largest ever, spending about $80 billion in total.

Third, even if we ignore all of this, let's get back to the topic of this video : Pfizer is significantly diversifying its products beyond pandemic-era medications . Much of this is attributed to artificial intelligence.

For example, the company partnered with AWS to create what is known as the Pfizer Scientific Data Cloud (SDC), which aggregates decades of historical molecular data , allowing AI algorithms to instantly search and analyze this data to design better and faster drugs than ever before across all stages of development.

Furthermore, the company recently signed a massive licensing agreement to use a specialized biology AI platform called Chai 3, which it is now using to design entirely new antibodies from scratch and predict molecular interactions at unprecedented speed.

The company also uses machine learning to match patients with clinical trials instantly and improve its regulatory applications, which is perfectly integrated with its massive $43 billion strategy.

Pfizer is now integrating its AI- powered molecular design with antibody-drug conjugates, known as ADCs. These targeted therapies are like guided missiles for treating cancer, delivering chemotherapy directly to cancer cells while avoiding healthy tissue.

This could be a game-changer in the treatment of one of the world's biggest diseases, unfortunately.

Looking at the latest earnings report, signs of this shift can be seen, with sales of new and acquired products rising by 18% year-on-year , while acquired products alone achieved even greater growth of 25%.

This is exactly what I have been telling you, and what I have predicted will happen over the past few years . As the company's stock plummeted, I warned you that this company had already made all the profits it needed from the pandemic years, regardless of our personal opinions and feelings about the pandemic, pharmaceuticals, etc. The truth is, from a purely investment perspective, Pfizer has made huge profits from this.

These profits were collected and used to acquire new companies that will gradually offset the decline in sales caused by the pandemic, and will eventually surpass it .

In fact, most people are unaware that Pfizer has exceeded expectations in both revenue and profit in almost every quarter of the past two and a half years. However, due to investor concerns about the pandemic and the resulting drop in demand for its medicines and treatments, the share price is now extremely cheap.

I mean, the stock price is trading more than 50% below the sector average based on the price-to-earnings ratio .

The dividend payout has risen significantly to one of its highest ever returns, exceeding 6%, which is something investors are usually happy to receive once they receive approximately half of that amount.

It is also a relatively safe dividend distribution, as Pfizer is currently implementing several cost-cutting initiatives . This results in a very good dividend payout ratio of less than 60%, with more than a decade and a half of continuous dividend growth.

That's why I buy the stock myself. And to this day , I still believe it is one of the best undervalued long-term investment opportunities in the market . Between massive acquisitions worth $80 billion, advances in developing drugs using artificial intelligence, and remarkable growth in its new products, I believe the company's true performance points to a very different situation than what the stock chart currently shows.