BMY Bristol-Myers Squibb Company - Fundamental Analysis
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BMY Stock | Fundamental Analysis & Investment Insights
NYSE
Healthcare
Drug Manufacturers - General
Current Price
Live
$54.65
Analyst Target
$56.96
+4.2%
Upside
52W High
$63.33
52W Low
$42.52
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$111.25B
P/E
18.46
ROE
33.8%
Profit margin
12.6%
Debt/Equity
2.74
Dividend yield
4.59%
AI Analysis
AI-powered fundamental assessment
Confidence
72%
Bristol-Myers Squibb's Advanced Deterministic Scorecard shows a Piotroski F-Score of 4/9, indicating stable but not strong financial health, while the absence of an Altman Z-Score prevents a definitive distress risk assessment. The stock trades below its growth-based intrinsic value of $87.32 at $54.65, suggesting potential undervaluation, yet the high debt/equity ratio and inconsistent earnings performance temper optimism. Strong profitability metrics like 31.57% operating margin and 33.78% ROE are offset by weak recent earnings growth and bearish insider activity. Analysts consensus is a hold with a $56.96 target, implying limited upside, while the 4.59% dividend yield offers income appeal despite an elevated 83.5% payout ratio.
Key Strengths
High operating margin (31.57%) indicating strong pricing power and cost control
Exceptional gross margin (73.15%) reflecting premium product portfolio and scalability
High ROE (33.78%) signaling efficient use of shareholder equity
Attractive dividend yield (4.59%) above sector average and market
Forward P/E of 9.14 suggests valuation discount relative to near-term earnings potential
Key Risks
Low Piotroski F-Score (4/9) signals weak financial stability and mixed profitability trends
High debt/equity ratio (2.74) above sector average, increasing financial risk
YoY EPS decline of 40.0% despite one-time spikes, indicating underlying earnings volatility
Bearish insider sentiment with $2.67M in net sales and zero buys in last 6 months
Technical trend at 0/100 indicates strong bearish momentum despite short-term price rebound
AI Fair Value Estimate
Based on comprehensive analysis
$68.5
+25.3% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
58
Moderate
70
52
54
48
66
AI Verdict
Neutral with value appeal but structural risks
Key drivers: Low Piotroski score and bearish technicals cap upside, Strong profitability and dividend support floor valuation, Forward P/E discount vs historical and peer levels, Elevated leverage and insider selling raise caution
Confidence
75%
Value
70/100
Ref P/E, PEG, Graham Number
Positives
- Current price ($54.65) well below intrinsic value ($87.32)
- Forward P/E of 9.14 is low for healthcare sector
- Graham Number ($24.63) significantly below current price, indicating growth premium
Watchpoints
- Price/Book of 6.00 is high, suggesting overvaluation on asset basis
- PEG N/A due to inconsistent growth, limiting growth-adjusted valuation
Future
52/100
Ref Growth rates
Positives
- Q/Q earnings growth of 81.80% shows recent acceleration
- Forward P/E implies low growth expectations, leaving room for positive surprises
Watchpoints
- Revenue growth YoY is only 2.80%, indicating stagnation
- Year-over-year EPS growth is -40.0%, reflecting severe deterioration
- Earnings progression shows high volatility, including a -95.6% miss
Past
54/100
Ref Historical trends
Positives
- Historically strong ROE and margins demonstrate business quality
- Dividend has been maintained with 4.59% yield
Watchpoints
- 5Y price return of +2.8% lags sector and market
- Earnings surprises are inconsistent, with 2 misses in last 4 quarters
- Recent technical performance is bearish (0/100 trend score)
Health
48/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Current ratio (1.27) and quick ratio (1.11) indicate short-term liquidity adequacy
Watchpoints
- Piotroski F-Score of 4/9 indicates weak financial health
- Debt/Equity of 2.74 is high, increasing leverage risk
- Altman Z-Score unavailable, limiting distress risk assessment
Dividend
66/100
Ref Yield, Payout
Positives
- Dividend yield of 4.59% is attractive and above sector average
- Dividend strength score of 55/100 indicates moderate reliability
Watchpoints
- Payout ratio of 83.5% is high, limiting sustainability in downturn
- No data on 5-year yield average to assess consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$54.65
Analyst Target
$56.96
Upside/Downside
+4.2%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BMY and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BMY
Bristol-Myers Squibb Company
Primary
|
+2.8% | -13.4% | -2.9% | +15.8% | +1.1% | -1.1% |
|
VRTX
Vertex Pharmaceuticals Incorporated
Peer
|
+90.3% | +41.5% | +5.8% | -4.0% | -1.8% | -4.8% |
|
HCA
HCA Healthcare, Inc.
Peer
|
+225.1% | +111.6% | +37.9% | +22.4% | +12.5% | -0.8% |
|
MCK
McKesson Corporation
Peer
|
+373.0% | +141.7% | +38.6% | +16.5% | +6.3% | -1.2% |
|
CVS
CVS Health Corporation
Peer
|
+22.6% | -1.4% | +57.7% | +29.3% | +0.9% | -2.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
18.46
Forward P/E
9.14
PEG Ratio
N/A
P/B Ratio
6.0
P/S Ratio
2.32
EV/Revenue
3.04
EV/EBITDA
7.59
Market Cap
$111.25B
Profitability
Profit margins and return metrics
Profit Margin
12.57%
Operating Margin
31.57%
Gross Margin
73.15%
ROE
33.78%
ROA
9.39%
Growth
Revenue and earnings growth rates
Revenue Growth
+2.8%
Earnings Growth
+80.9%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+81.8%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
2.74
High debt
Current Ratio
1.27
Good
Quick Ratio
1.11
Good
Cash/Share
$8.11
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-05
$N/A
2025-10-30
$1.08
+3.4% surprise
2025-07-31
$0.64
-3.8% surprise
2025-04-24
$1.8
+19.9% surprise
Healthcare Sector Comparison
Comparing BMY against 147 companies in the Healthcare sector
(11 bullish, 53 neutral, 83 bearish)
P/E Ratio
18.46
This Stock
vs
164.49
Sector Avg
-88.8%
(Discount)
Return on Equity (ROE)
33.78%
This Stock
vs
-52.77%
Sector Avg
-164.0%
(Below Avg)
Profit Margin
12.57%
This Stock
vs
-20.75%
Sector Avg
-160.6%
(Weaker)
Debt to Equity
2.74
This Stock
vs
6.16
Sector Avg
-55.5%
(Less Debt)
Revenue Growth
2.8%
This Stock
vs
135.79%
Sector Avg
-97.9%
(Slower)
Current Ratio
1.27
This Stock
vs
3.36
Sector Avg
-62.3%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BMY
Bristol-Myers Squibb Company
|
NEUTRAL | $111.25B | 18.46 | 33.8% | 12.6% | $54.65 | |
|
VRTX
Vertex Pharmaceuticals Incorporated
|
NEUTRAL | $113.16B | 31.04 | 22.3% | 31.3% | $441.36 | |
|
HCA
HCA Healthcare, Inc.
|
BULLISH | $108.0B | 18.28 | -% | 8.5% | $472.65 | |
|
MCK
McKesson Corporation
|
BULLISH | $104.45B | 26.32 | -% | 1.0% | $842.09 | |
|
CVS
CVS Health Corporation
|
BEARISH | $99.78B | 206.84 | 0.6% | 0.1% | $78.6 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-31 | MEYERS GREGORY SCOTT | Chief Technology Officer | Stock Award | 6,281 | - |
| 2025-10-31 | SHANAHAN KARIN | Officer | Stock Award | 6,281 | - |
| 2025-10-31 | BOERNER CHRISTOPHER S | Chief Executive Officer | Stock Award | 2,964 | - |
| 2025-10-02 | GALLMAN CARI | General Counsel | Stock Award | 4,558 | - |
| 2025-09-02 | ELKINS DAVID VINCENT | Chief Financial Officer | Sale | 56,000 | $2,650,480 |
| 2025-08-29 | SHORT BARTIE WENDY | Officer | Stock Award | 1,235 | - |
| 2025-08-01 | SHORT BARTIE WENDY | Officer | Sale | 378 | $16,719 |
| 2025-08-01 | GALLMAN CARI | General Counsel | Stock Award | 1,061 | - |
| 2025-08-01 | SHORT BARTIE WENDY | Officer | Stock Award | 738 | - |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
23 analysts
Leerink Partners
2026-01-13
Outperform
Outperform
Scotiabank
2026-01-09
Sector Perform
Sector Perform
Citigroup
2026-01-07
Neutral
Neutral
UBS
2026-01-07
Neutral
Buy
B of A Securities
2025-12-15
Neutral
Buy
Morgan Stanley
2025-12-12
Underweight
Underweight
Guggenheim
2025-12-12
Neutral
Buy
Wells Fargo
2025-12-10
Equal-Weight
Equal-Weight
Scotiabank
2025-12-04
Sector Perform
Sector Perform
Goldman Sachs
2025-12-02
Neutral
Neutral
Past News Coverage
Recent headlines mentioning BMY from our newsroom.
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No matching news yet.