Loading stock…

Bristol-Myers Squibb Company (BMY) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Bristol-Myers Squibb Company

BMYMarket cap $122BPrice $59.6

Country🇺🇸United States

SectorHealthcare

IndustryPharmaceuticals

Develops and manufactures prescription drugs for cancer, immunology, and rare diseases. Their cancer portfolio alone generates over $20 billion annually, making them one of the world's largest oncology companies.

In Bastion Portfolios?

52W Return+40%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%3

Revenue Forecast

Rev CAGR (1y)+3%4

Rev CAGR (3y)-4%1

Rev CAGR (5y)-5%1

Earnings Forecast

EPS Growth Y+1+102%10

EPS Growth Y+2-6%3

EPS Growth Y+3-12%3

Quality

Margins

EBIT Margin32%9

Net Income Margin19%8

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDA1.75

Efficiency

ROE47%10

ROA10%9

Earnings Stability55

GEAR+STRONG81

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)99

P/E Ratio (Forward 3y)107

P/BV5.53

EV Multiples

EV/EBITDA Fwd88

EV/EBIT Fwd89

Yield

Free Cash Flow Yield9.4%9

Dividend Yield4.2%9

Momentum

Short term

1 month return-10%2

3 month return+4%7

YTD return+15%7

Mid term

Price vs 52wHigh88%7

1 year return+39%8

Long term

3 year return+21%4

5 year return+24%5

Risk Shield

Price Risk

Beta0.29

Volatility27%8

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield9.4%9

Quality

ROCE23%9

Earnings Stability55

Net Debt/EBITDA1.75

02Growth

Is it actually growing, and how fast?

BMYBristol-Myers Squibb

Revenue FY25$48.2B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR-4%1

Revenue, next 5Y, CAGR-5%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+102%10

EPS growth, FY27E-6%3

EPS growth, FY28E-12%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue grew 1%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 4%/yr over the next 3 years, behind most of the market.2/10

Revenue grew 1%/yr over the last 3 years, but it is set to shrink 4%/yr from here.

Over five years revenue is set to shrink 5%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -4%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+4%7

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+39%8

3-year return+21%4

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 39% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+4%) and so far this year (+15%).

WATCH

Average long-term results. Multi-year returns are middling (+21% over three years and +24% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Bristol-Myers Squibb. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

BMYBristol-Myers Squibb

Revenue FY25$48.2B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR-4%1

Revenue, next 5Y, CAGR-5%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+102%10

EPS growth, FY27E-6%3

EPS growth, FY28E-12%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue grew 1%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 4%/yr over the next 3 years, behind most of the market.2/10

Revenue grew 1%/yr over the last 3 years, but it is set to shrink 4%/yr from here.

Over five years revenue is set to shrink 5%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -4%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+4%7

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+39%8

3-year return+21%4

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 39% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+4%) and so far this year (+15%).

WATCH

Average long-term results. Multi-year returns are middling (+21% over three years and +24% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Fresh Momentum

04Value

Are you paying a fair price for it?

Stop guessing on Bristol-Myers Squibb. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community