BMY:NYE-Bristol-Myers Squibb Company (USD)

COMMON STOCK | Drug Manufacturers-General | NYE

Last Closing Price

USD 62.31

Change

+0.53 (+0.86)%

Market Cap

USD 139.61B

Volume

7.54M

Average Target Price

USD 72.67 (+16.62%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, and markets biopharmaceutical products worldwide. It offers products in hematology, oncology, cardiovascular, and immunology therapeutic classes. The company's products include Opdivo for anti-cancer indications; Eliquis, an oral inhibitor targeted at stroke prevention in adult patients with non-valvular atrial fibrillation, and the prevention and treatment of venous thromboembolic disorders; and Orencia for adult patients with active RA and prostate-specific antigen, as well as reducing signs and symptoms in pediatric patients with active polyarticular juvenile idiopathic arthritis. It also provides Sprycel, a tyrosine kinase inhibitor for the treatment of Philadelphia chromosome-positive chronic myeloid leukemia; Yervoy, a monoclonal antibody for the treatment of patients with unresectable or metastatic melanoma; Empliciti, a humanized monoclonal antibody for the treatment of multiple myeloma; and Baraclude, an oral antiviral agent for the treatment of chronic hepatitis B. In addition, it offers Reyataz, a protease inhibitor to treat human immunodeficiency virus (HIV); Sustiva franchise, a non-nucleoside reverse transcriptase inhibitor for the treatment of HIV; and Daklinza NS5A replication complex inhibitor, Sunvepra NS3 protease inhibitor, and Beclabuvir NS5B inhibitor. It sells products to wholesalers, retail pharmacies, hospitals, government entities, and medical profession. The company has collaboration agreements with Pfizer, Otsuka, Ono, Nektar, GRYT Health, Ubiquigent Limited, and Sensyne Health plc; clinical collaboration with NeoImmuneTech, Inc.; partnership with Astrazeneca Plc; a discovery collaboration with Insitro, Inc.; and collaboration with Schrödinger, Inc. The company was formerly known as Bristol-Myers Company and changed its name to Bristol-Myers Squibb Company in 1989. Bristol-Myers Squibb Company was founded in 1887 and is headquartered in New York, New York.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-12-04 )

Largest Industry Peers for Drug Manufacturers-General

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JNJ Johnson & Johnson

+1.27 (+0.85%)

USD392.25B 23.43 14.98
PFE Pfizer Inc

+0.25 (+0.62%)

USD222.84B 26.07 16.70
MRK Merck & Co., Inc

+0.49 (+0.60%)

USD206.07B 17.99 12.60
NVS Novartis AG

+1.38 (+1.53%)

USD204.06B 29.23 13.67
ABBV AbbVie Inc

+2.54 (+2.43%)

USD184.92B 22.91 17.30
LLY Eli Lilly and Company

+4.34 (+3.01%)

USD137.85B 23.58 18.86
GSK GlaxoSmithKline plc

+0.23 (+0.62%)

USD93.52B 37.57 14.31
AGN Allergan plc

N/A

USD63.66B 22.00 28.44
PTKFF PT Kalbe Farma Tbk

N/A

USD4.96B 26.65 0.00
PTKFY PT Kalbe Farma Tbk

N/A

USD4.96B 27.16 0.00

ETFs Containing BMY

Symbol Name Weight Mer Price(Change) Market Cap
CORP PIMCO Investment Grade Co.. 0.00 % 0.20 %

-0.33 (-0.28%)

USD0.81B
UC82:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.23 %

-0.25 (-0.02%)

N/A
XSHC:LSE Xtrackers MSCI USA Health.. 0.00 % 0.12 %

+19.75 (+0.58%)

USD0.77B
WHEA:LSE SPDR MSCI World Health Ca.. 0.00 % 0.30 %

+0.22 (+0.44%)

USD0.29B
USMV:LSE Ossiam US Minimum Varianc.. 0.00 % 0.00 %

-0.15 (-0.06%)

N/A
UC98:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.20 %

-6.75 (-0.48%)

N/A
UC97:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.20 %

-0.12 (-0.60%)

N/A
UC86:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.18 %

N/A

N/A
UC84:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.00 %

N/A

N/A
SXLV:LSE SPDR S&P U.S. Health Care.. 0.00 % 0.15 %

+0.13 (+0.40%)

USD0.17B
FPXU:PA First Trust US Equity Opp.. 0.00 % 0.65 %

+0.28 (+0.65%)

USD0.01B
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.25 %

+0.04 (+0.67%)

USD4.94M
MOAT:LSE VanEck Vectors Morningsta.. 0.00 % 0.49 %

+0.47 (+1.06%)

USD0.23B
IUHC:LSE iShares S&P 500 Health Ca.. 0.00 % 0.15 %

+0.04 (+0.42%)

USD1.17B
IHCU:LSE iShares S&P 500 Health Ca.. 0.00 % 0.15 %

+3.25 (+0.53%)

USD1.69B
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.29 %

+13.75 (+0.93%)

N/A
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.35 %

+12.25 (+0.83%)

N/A
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.15 (+0.81%)

N/A
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.16 (+0.77%)

N/A
XUHC:LSE Xtrackers MSCI USA Health.. 0.00 % 0.12 %

+0.21 (+0.46%)

USD1.20B
MWO:PA Lyxor FTSE Epra/Nareit Gl.. 0.00 % 0.45 %

+0.30 (+0.78%)

N/A
DGRW:LSE WisdomTree US Quality Div.. 0.00 % 0.33 %

+0.13 (+0.48%)

USD0.07B
QDVG:XETRA iShares S&P 500 Health Ca.. 0.00 % 0.15 %

+0.04 (+0.61%)

USD1.69B
XUHC:XETRA Xtrackers MSCI USA Health.. 0.00 % 0.12 %

+0.26 (+0.69%)

USD1.20B
WTEU:XETRA WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.16 (+1.00%)

N/A
WTDY:XETRA WisdomTree US Equity Inco.. 0.00 % 0.35 %

+0.14 (+0.86%)

N/A
WTDM:XETRA WisdomTree US Quality Div.. 0.00 % 0.33 %

+0.16 (+0.64%)

USD0.07B
WTD9:XETRA WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.16 (+1.00%)

N/A
VMUS:XETRA VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.25 (+0.66%)

N/A
UET0:XETRA UBS ETF - Bloomberg Barcl.. 0.00 % 0.00 %

+0.07 (+0.38%)

N/A
OPEN:XETRA iShares Thomson Reuters I.. 0.00 % 0.25 %

+0.04 (+0.83%)

USD4.94M
SPMV:PA Ossiam US Minimum Varianc.. 0.00 % 0.00 %

+0.17 (+0.08%)

N/A
ZPDH:F SPDR S&P U.S. Health Care.. 0.00 % 0.15 %

+0.07 (+0.25%)

USD0.17B
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.15 (+0.98%)

N/A
WTDY:F WisdomTree US Equity Inco.. 0.00 % 0.35 %

+0.17 (+1.03%)

N/A
WTDM:F WisdomTree US Quality Div.. 0.00 % 0.33 %

+0.21 (+0.86%)

USD0.07B
WTD9:F WisdomTree US Equity Inco.. 0.00 % 0.29 %

+0.17 (+1.04%)

N/A
QDVG:F iShares S&P 500 Health Ca.. 0.00 % 0.15 %

+0.01 (+0.13%)

USD1.69B
OSX2:F Ossiam Lux - Ossiam US Mi.. 0.00 % 0.65 %

-0.30 (-0.15%)

N/A
OPEN:F iShares Thomson Reuters I.. 0.00 % 0.25 %

+0.05 (+1.09%)

USD5.05M
DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.29 %

+13.40 (+0.96%)

N/A
DGRP:LSE WisdomTree US Quality Div.. 0.00 % 0.33 %

+12.50 (+0.62%)

USD0.07B
CURE Direxion Daily Healthcare.. 0.00 % 1.08 %

+2.45 (+3.39%)

USD0.10B
LNGR Global X Longevity Themat.. 0.00 % 0.50 %

+0.43 (+1.60%)

USD0.04B
RXD ProShares UltraShort Heal.. 0.00 % 0.95 %

-0.25 (-2.49%)

USD2.27M
RXD ProShares UltraShort Heal.. 0.00 % 0.95 %

-0.25 (-2.49%)

USD2.27M
ROUS Hartford Multifactor US E.. 0.00 % 0.19 %

+0.31 (+0.90%)

USD0.24B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

-0.25 (-0.43%)

USD1.48B
PWV Invesco Dynamic Large Cap.. 0.00 % 0.55 %

+0.48 (+1.27%)

USD0.61B
PPH VanEck Vectors Pharmaceut.. 0.00 % 0.36 %

+0.96 (+1.46%)

USD0.22B
PILL Direxion Daily Pharmaceut.. 0.00 % 0.98 %

+0.72 (+3.51%)

USD0.01B
KNOW Direxion All Cap Insider .. 0.00 % 0.66 %

+8.50 (+2.98%)

USD0.05B
UXM:CA CI First Asset Morningsta.. 0.00 % 0.60 %

N/A

USD0.03B
JHMH John Hancock Multifactor .. 0.00 % 0.40 %

+0.55 (+1.30%)

USD0.04B
IYH iShares U.S. Healthcare E.. 0.00 % 0.43 %

+2.78 (+1.15%)

USD2.21B
IHE iShares U.S. Pharmaceutic.. 0.00 % 0.42 %

+2.26 (+1.30%)

USD0.34B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

-0.03 (-0.11%)

USD1.03B
GBF iShares Government/Credit.. 0.00 % 0.20 %

-0.28 (-0.23%)

USD0.19B
FHLC Fidelity MSCI Health Care.. 0.00 % 0.08 %

+0.63 (+1.12%)

USD2.03B
DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

+1.08 (+1.54%)

USD0.68B
DGRW WisdomTree U.S. Quality D.. 0.00 % 0.28 %

+0.56 (+1.06%)

USD4.38B
RXL ProShares Ultra Health Ca.. 0.00 % 0.95 %

+3.57 (+2.47%)

USD0.09B
VHT Vanguard Health Care Inde.. 0.00 % 0.10 %

+2.82 (+1.29%)

USD12.74B
DGRG:LSE WisdomTree US Quality Div.. 0.00 % 0.33 %

+14.00 (+0.65%)

USD0.07B
FTXH First Trust Nasdaq Pharma.. 0.00 % 0.60 %

+0.31 (+1.23%)

USD0.02B
DGRA:LSE WisdomTree US Quality Div.. 0.00 % 0.33 %

+0.14 (+0.48%)

USD0.07B
BSUS:LSE UBS ETF - Bloomberg Barcl.. 0.00 % 0.25 %

-7.30 (-0.62%)

N/A
FHI-B:CA CI First Asset Health Car.. 0.00 % 0.65 %

N/A

N/A
DGR-B:CA CI WisdomTree U.S. Qualit.. 0.00 % 0.37 %

-0.01 (-0.03%)

N/A
UXM-B:CA CI First Asset Morningsta.. 0.00 % 0.60 %

N/A

N/A
BOUT Innovator IBD Breakout Op.. 0.00 % 0.84 %

+0.47 (+1.64%)

USD5.88M
FHI:CA CI First Asset Health Car.. 0.00 % 0.65 %

N/A

USD0.17B
HONR InsightShares Patriotic E.. 0.00 % 0.65 %

N/A

USD1.34M
VGFO Virtus WMC Global Factor .. 0.00 % 0.49 %

N/A

USD5.01M
XLV Health Care Select Sector.. 0.00 % 0.13 %

+1.16 (+1.04%)

USD22.44B
NUBD Nuveen ESG U.S. Aggregate.. 0.00 % 0.20 %

-0.07 (-0.26%)

USD0.18B
SPDV AAM S&P 500 High Dividend.. 0.00 % 0.29 %

+0.46 (+1.87%)

USD0.02B
BVAL Brand Value ETF 0.00 % 0.65 %

N/A

USD9.33M
LIFE aTyr Pharma, Inc 0.00 % 0.00 %

-0.19 (-4.19%)

USD0.05B
DQD:CA CI WisdomTree U.S. Qualit.. 0.00 % 0.47 %

+0.08 (+0.25%)

USD0.04B
DGR:CA CI WisdomTree U.S. Qualit.. 0.00 % 0.42 %

N/A

USD0.18B
XRLV Invesco S&P 500 ex-Rate S.. 0.00 % 0.25 %

+0.42 (+1.05%)

USD0.05B
XPH SPDR S&P Pharmaceuticals .. 0.00 % 0.35 %

+0.60 (+1.24%)

USD0.22B
ZPDH:XETRA SPDR S&P U.S. Health Care.. 0.00 % 0.15 %

+0.17 (+0.62%)

USD0.17B

Market Performance

  Market Performance vs.
Industry/Classification (Drug Manufacturers-General)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.93% 60% D- 41% F
Dividend Return 2.80% 60% D- 61% D-
Total Return -0.12% 50% F 42% F
Trailing 12 Months  
Capital Gain 3.94% 56% F 58% F
Dividend Return 3.00% 60% D- 60% D-
Total Return 6.94% 60% D- 59% F
Trailing 5 Years  
Capital Gain -9.84% 11% F 28% F
Dividend Return 11.75% 33% F 39% F
Total Return 1.91% 11% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -0.80% N/A N/A 37% F
Dividend Return 2.83% N/A N/A 66% D
Total Return 2.03% N/A N/A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 19.78% N/A N/A 40% F
Risk Adjusted Return 10.28% N/A N/A 35% F
Market Capitalization 139.61B 50% F 98% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Drug Manufacturers-General)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 93.81 10% F 8% F
Price/Book Ratio 2.84 100% A+ 30% F
Price / Cash Flow Ratio 17.31 30% F 22% F
EV/EBITDA 12.17 80% B- 53% F
Management Effectiveness  
Return on Equity -0.08% 10% F 35% F
Return on Invested Capital 12.41% 30% F 79% C+
Return on Assets 5.39% 20% F 82% B-
Debt to Equity Ratio 84.09% 40% F 41% F
Technical Ratios  
Short Ratio 1.50 75% C 60% D-
Short Percent 0.71% 50% F 86% B
Beta 0.65 40% F 76% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.