(BMY) Bristol-Myers Squibb - Ratings and Ratios
Oncology, Hematology, Immunology, Cardiovascular, Neurology
BMY EPS (Earnings per Share)
BMY Revenue
| Risk via 10d forecast | |
|---|---|
| Volatility | 27.8% |
| Value at Risk 5%th | 41.9% |
| Reward | |
|---|---|
| Sharpe Ratio | -0.53 |
| Alpha Jensen | -22.10 |
| Character | |
|---|---|
| Hurst Exponent | 0.479 |
| Beta | 0.344 |
| Drawdowns 3y | |
|---|---|
| Max DD | 47.67% |
| Mean DD | 27.79% |
Description: BMY Bristol-Myers Squibb September 25, 2025
Bristol-Myers Squibb (BMY) is a global biopharmaceutical company that discovers, develops, licenses, manufactures, markets, distributes, and sells prescription medicines across therapeutic areas such as oncology, hematology, immunology, cardiovascular, and neuroscience.
The firm’s flagship products include Eliquis (anticoagulant for atrial fibrillation and VTE), Opdivo (PD-1 checkpoint inhibitor for multiple cancers), Pomalyst and Imnovid (for multiple myeloma), Orencia (for rheumatoid and psoriatic arthritis), and Sprycel (for Philadelphia-chromosome-positive CML). Additional marketed assets span Yervoy and Opdualag (melanoma), Empliciti and Abecma (multiple myeloma), Reblozyl (anemia), Breyanzi (large B-cell lymphoma), Cobenfy (schizophrenia), Krazati (KRAS-G12C NSCLC), Camzyos (obstructive HCM), Sotyktu (plaque psoriasis), Augtyro (ROS1-positive NSCLC), Revlimid (multiple myeloma), and Abraxane (breast, NSCLC, pancreatic cancer). Products are sold through wholesalers, distributors, pharmacies, hospitals, clinics, and government agencies.
Founded in 1887 and headquartered in Princeton, New Jersey, BMY was previously known as Bristol-Myers Company. The company’s revenue in FY 2023 was approximately $45.6 billion, with R&D expenditures of about $10.5 billion, reflecting its commitment to pipeline expansion. Recent drivers of the sector include an aging global population increasing demand for chronic-disease therapies, and heightened pricing scrutiny in the United States that can affect margin trajectories.
Assumption: FY 2023 financials are taken from the latest 10-K filing; uncertainty remains around upcoming patent expirations for Eliquis and potential competitive pressure from biosimilars in oncology, which could materially affect future cash flows.
For a data-rich, quantitative deep-dive on BMY’s valuation sensitivities and scenario analysis, you might find ValueRay’s platform worth exploring.
BMY Stock Overview
| Market Cap in USD | 93,773m |
| Sub-Industry | Pharmaceuticals |
| IPO / Inception | 1972-01-01 |
| Return 12m vs S&P 500 | -23.3% |
| Analyst Rating | 3.37 of 5 |
BMY Dividends
| Dividend Yield | 5.10% |
| Yield on Cost 5y | 4.67% |
| Yield CAGR 5y | 1.18% |
| Payout Consistency | 91.5% |
| Payout Ratio | 37.8% |
BMY Growth Ratios
| CAGR | -10.47% |
| CAGR/Max DD Calmar Ratio | -0.22 |
| CAGR/Mean DD Pain Ratio | -0.38 |
| Current Volume | 14501.9k |
| Average Volume | 14446k |
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income (6.04b TTM) > 0 and > 6% of Revenue (6% = 2.88b TTM) |
| FCFTA 0.16 (>2.0%) and ΔFCFTA 1.06pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 15.60% (prev 11.46%; Δ 4.14pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.17 (>3.0%) and CFO 16.62b > Net Income 6.04b (YES >=105%, WARN >=100%) |
| Net Debt (33.25b) to EBITDA (14.42b) ratio: 2.31 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.27 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (2.04b) change vs 12m ago 0.34% (target <= -2.0% for YES) |
| Gross Margin 65.83% (prev 55.87%; Δ 9.96pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 50.41% (prev 50.64%; Δ -0.23pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 6.45 (EBITDA TTM 14.42b / Interest Expense TTM 1.48b) >= 6 (WARN >= 3) |
Altman Z'' 1.97
| (A) 0.08 = (Total Current Assets 35.63b - Total Current Liabilities 28.14b) / Total Assets 96.89b |
| (B) 0.18 = Retained Earnings (Balance) 17.09b / Total Assets 96.89b |
| (C) 0.10 = EBIT TTM 9.51b / Avg Total Assets 95.28b |
| (D) 0.20 = Book Value of Equity 15.87b / Total Liabilities 78.29b |
| Total Rating: 1.97 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 76.93
| 1. Piotroski 6.50pt = 1.50 |
| 2. FCF Yield 12.12% = 5.0 |
| 3. FCF Margin 31.86% = 7.50 |
| 4. Debt/Equity 2.64 = -0.22 |
| 5. Debt/Ebitda 2.31 = -0.59 |
| 6. ROIC - WACC (= 5.05)% = 6.31 |
| 7. RoE 34.65% = 2.50 |
| 8. Rev. Trend 66.08% = 4.96 |
| 9. EPS Trend -0.40% = -0.02 |
What is the price of BMY shares?
Over the past week, the price has changed by +4.29%, over one month by +11.69%, over three months by +3.03% and over the past year by -12.61%.
Is Bristol-Myers Squibb a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BMY is around 44.75 USD . This means that BMY is currently overvalued and has a potential downside of -7.98%.
Is BMY a buy, sell or hold?
- Strong Buy: 4
- Buy: 4
- Hold: 18
- Sell: 0
- Strong Sell: 1
What are the forecasts/targets for the BMY price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 53.1 | 9.3% |
| Analysts Target Price | 53.1 | 9.3% |
| ValueRay Target Price | 48.3 | -0.6% |
BMY Fundamental Data Overview November 02, 2025
P/E Trailing = 18.502
P/E Forward = 7.5815
P/S = 1.9522
P/B = 5.3387
P/EG = 2.2562
Beta = 0.344
Revenue TTM = 48.03b USD
EBIT TTM = 9.51b USD
EBITDA TTM = 14.42b USD
Long Term Debt = 47.60b USD (from longTermDebt, last fiscal year)
Short Term Debt = 4.51b USD (from shortTermDebt, last quarter)
Debt = 48.98b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 33.25b USD (from netDebt column, last quarter)
Enterprise Value = 126.25b USD (93.77b + Debt 48.98b - CCE 16.50b)
Interest Coverage Ratio = 6.45 (Ebit TTM 9.51b / Interest Expense TTM 1.48b)
FCF Yield = 12.12% (FCF TTM 15.30b / Enterprise Value 126.25b)
FCF Margin = 31.86% (FCF TTM 15.30b / Revenue TTM 48.03b)
Net Margin = 12.57% (Net Income TTM 6.04b / Revenue TTM 48.03b)
Gross Margin = 65.83% ((Revenue TTM 48.03b - Cost of Revenue TTM 16.41b) / Revenue TTM)
Gross Margin QoQ = 71.89% (prev 65.78%)
Tobins Q-Ratio = 1.30 (Enterprise Value 126.25b / Total Assets 96.89b)
Interest Expense / Debt = 0.99% (Interest Expense 485.0m / Debt 48.98b)
Taxrate = 29.51% (919.0m / 3.11b)
NOPAT = 6.70b (EBIT 9.51b * (1 - 29.51%))
Current Ratio = 1.27 (Total Current Assets 35.63b / Total Current Liabilities 28.14b)
Debt / Equity = 2.64 (Debt 48.98b / totalStockholderEquity, last quarter 18.55b)
Debt / EBITDA = 2.31 (Net Debt 33.25b / EBITDA 14.42b)
Debt / FCF = 2.17 (Net Debt 33.25b / FCF TTM 15.30b)
Total Stockholder Equity = 17.43b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.23% (Net Income 6.04b / Total Assets 96.89b)
RoE = 34.65% (Net Income TTM 6.04b / Total Stockholder Equity 17.43b)
RoCE = 14.62% (EBIT 9.51b / Capital Employed (Equity 17.43b + L.T.Debt 47.60b))
RoIC = 10.07% (NOPAT 6.70b / Invested Capital 66.57b)
WACC = 5.02% (E(93.77b)/V(142.75b) * Re(7.28%) + D(48.98b)/V(142.75b) * Rd(0.99%) * (1-Tc(0.30)))
Discount Rate = 7.28% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 0.12%
[DCF Debug] Terminal Value 79.27% ; FCFE base≈14.70b ; Y1≈15.76b ; Y5≈19.21b
Fair Price DCF = 164.9 (DCF Value 335.58b / Shares Outstanding 2.04b; 5y FCF grow 8.04% → 3.0% )
EPS Correlation: -0.40 | EPS CAGR: -3.93% | SUE: -0.28 | # QB: 0
Revenue Correlation: 66.08 | Revenue CAGR: 2.54% | SUE: 1.47 | # QB: 8
Additional Sources for BMY Stock
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Fund Manager Positions: Dataroma | Stockcircle