BRISTOL-MYERS SQUIBB CO (BMY) Stock Fundamental Analysis

NYSE:BMY • US1101221083

62.355 USD
-0.02 (-0.02%)
Last: Mar 2, 2026, 02:39 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Overall BMY gets a fundamental rating of 6 out of 10. We evaluated BMY against 193 industry peers in the Pharmaceuticals industry. While BMY belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. BMY has a bad growth rate and is valued cheaply. Finally BMY also has an excellent dividend rating. With these ratings, BMY could be worth investigating further for value and dividend investing!.


Dividend Valuation Growth Profitability Health

9

1. Profitability

1.1 Basic Checks

  • In the past year BMY was profitable.
  • In the past year BMY had a positive cash flow from operations.
  • Of the past 5 years BMY 4 years were profitable.
  • BMY had a positive operating cash flow in each of the past 5 years.
BMY Yearly Net Income VS EBIT VS OCF VS FCFBMY Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B 15B

1.2 Ratios

  • BMY has a Return On Assets of 7.83%. This is amongst the best in the industry. BMY outperforms 89.12% of its industry peers.
  • BMY has a better Return On Equity (38.19%) than 97.41% of its industry peers.
  • BMY has a better Return On Invested Capital (19.52%) than 96.37% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BMY is in line with the industry average of 12.93%.
  • The 3 year average ROIC (14.47%) for BMY is below the current ROIC(19.52%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 7.83%
ROE 38.19%
ROIC 19.52%
ROA(3y)2.2%
ROA(5y)3.91%
ROE(3y)3.56%
ROE(5y)10.1%
ROIC(3y)14.47%
ROIC(5y)12.91%
BMY Yearly ROA, ROE, ROICBMY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 -40

1.3 Margins

  • BMY has a better Profit Margin (14.64%) than 86.53% of its industry peers.
  • BMY's Profit Margin has improved in the last couple of years.
  • BMY has a better Operating Margin (35.82%) than 95.85% of its industry peers.
  • BMY's Operating Margin has improved in the last couple of years.
  • BMY's Gross Margin of 72.63% is amongst the best of the industry. BMY outperforms 80.31% of its industry peers.
  • BMY's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 35.82%
PM (TTM) 14.64%
GM 72.63%
OM growth 3Y13.23%
OM growth 5Y20.59%
PM growth 3Y2.21%
PM growth 5YN/A
GM growth 3Y-2.43%
GM growth 5Y-0.33%
BMY Yearly Profit, Operating, Gross MarginsBMY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 60

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so BMY is creating value.
  • The number of shares outstanding for BMY has been increased compared to 1 year ago.
  • The number of shares outstanding for BMY has been reduced compared to 5 years ago.
  • The debt/assets ratio for BMY has been reduced compared to a year ago.
BMY Yearly Shares OutstandingBMY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B
BMY Yearly Total Debt VS Total AssetsBMY Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B 100B

2.2 Solvency

  • An Altman-Z score of 2.57 indicates that BMY is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • The Altman-Z score of BMY (2.57) is better than 66.84% of its industry peers.
  • The Debt to FCF ratio of BMY is 3.51, which is a good value as it means it would take BMY, 3.51 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 3.51, BMY belongs to the top of the industry, outperforming 89.12% of the companies in the same industry.
  • BMY has a Debt/Equity ratio of 2.33. This is a high value indicating a heavy dependency on external financing.
  • BMY has a worse Debt to Equity ratio (2.33) than 78.24% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.33
Debt/FCF 3.51
Altman-Z 2.57
ROIC/WACC2.27
WACC8.59%
BMY Yearly LT Debt VS Equity VS FCFBMY Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B 50B

2.3 Liquidity

  • A Current Ratio of 1.26 indicates that BMY should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.26, BMY is doing worse than 76.68% of the companies in the same industry.
  • A Quick Ratio of 1.14 indicates that BMY should not have too much problems paying its short term obligations.
  • BMY has a worse Quick ratio (1.14) than 73.58% of its industry peers.
Industry RankSector Rank
Current Ratio 1.26
Quick Ratio 1.14
BMY Yearly Current Assets VS Current LiabilitesBMY Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

2

3. Growth

3.1 Past

  • BMY shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 439.47%, which is quite impressive.
  • The Earnings Per Share has been decreasing by -0.92% on average over the past years.
  • Looking at the last year, BMY shows a decrease in Revenue. The Revenue has decreased by -0.22% in the last year.
  • BMY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.54% yearly.
EPS 1Y (TTM)439.47%
EPS 3Y-7.62%
EPS 5Y-0.92%
EPS Q2Q%-24.55%
Revenue 1Y (TTM)-0.22%
Revenue growth 3Y1.45%
Revenue growth 5Y2.54%
Sales Q2Q%1.3%

3.2 Future

  • Based on estimates for the next years, BMY will show a decrease in Earnings Per Share. The EPS will decrease by -4.54% on average per year.
  • The Revenue is expected to decrease by -5.62% on average over the next years.
EPS Next Y-1.05%
EPS Next 2Y-1.88%
EPS Next 3Y-3.16%
EPS Next 5Y-4.54%
Revenue Next Year-1.88%
Revenue Next 2Y-2.07%
Revenue Next 3Y-5.43%
Revenue Next 5Y-5.62%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
BMY Yearly Revenue VS EstimatesBMY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10B 20B 30B 40B
BMY Yearly EPS VS EstimatesBMY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

More info and screens

Find the best growth stocksShow best growing peers

8

4. Valuation

4.1 Price/Earnings Ratio

  • BMY is valuated reasonably with a Price/Earnings ratio of 10.14.
  • Compared to the rest of the industry, the Price/Earnings ratio of BMY indicates a rather cheap valuation: BMY is cheaper than 92.23% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.07, BMY is valued rather cheaply.
  • A Price/Forward Earnings ratio of 10.25 indicates a reasonable valuation of BMY.
  • Based on the Price/Forward Earnings ratio, BMY is valued cheaper than 89.12% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.05, BMY is valued rather cheaply.
Industry RankSector Rank
PE 10.14
Fwd PE 10.25
BMY Price Earnings VS Forward Price EarningsBMY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • BMY's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. BMY is cheaper than 92.23% of the companies in the same industry.
  • 91.71% of the companies in the same industry are more expensive than BMY, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 9.88
EV/EBITDA 7.55
BMY Per share dataBMY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20

4.3 Compensation for Growth

  • BMY has an outstanding profitability rating, which may justify a higher PE ratio.
  • BMY's earnings are expected to decrease with -3.16% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-1.88%
EPS Next 3Y-3.16%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • BMY has a Yearly Dividend Yield of 4.12%, which is a nice return.
  • BMY's Dividend Yield is rather good when compared to the industry average which is at 0.66. BMY pays more dividend than 96.89% of the companies in the same industry.
  • BMY's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 4.12%

5.2 History

  • On average, the dividend of BMY grows each year by 6.51%, which is quite nice.
  • BMY has been paying a dividend for at least 10 years, so it has a reliable track record.
  • BMY has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)6.51%
Div Incr Years3
Div Non Decr Years3
BMY Yearly Dividends per shareBMY Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • 71.52% of the earnings are spent on dividend by BMY. This is not a sustainable payout ratio.
  • The Dividend Rate of BMY has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP71.52%
EPS Next 2Y-1.88%
EPS Next 3Y-3.16%
BMY Yearly Income VS Free CF VS DividendBMY Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B 15B
BMY Dividend Payout.BMY Dividend Payout, showing the Payout Ratio.BMY Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BRISTOL-MYERS SQUIBB CO

NYSE:BMY (3/2/2026, 2:39:04 PM)

62.355

-0.02 (-0.02%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)02-05
Earnings (Next)04-30
Inst Owners81.87%
Inst Owner Change0.94%
Ins Owners0.02%
Ins Owner Change-1.13%
Market Cap126.94B
Revenue(TTM)48.19B
Net Income(TTM)7.05B
Analysts70.59
Price Target62.03 (-0.52%)
Short Float %1.47%
Short Ratio2.04
Dividend
Industry RankSector Rank
Dividend Yield 4.12%
Yearly Dividend2.51
Dividend Growth(5Y)6.51%
DP71.52%
Div Incr Years3
Div Non Decr Years3
Ex-Date01-02
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)9.39%
Min EPS beat(2)6.92%
Max EPS beat(2)11.85%
EPS beat(4)4
Avg EPS beat(4)18.29%
Min EPS beat(4)6.92%
Max EPS beat(4)35.04%
EPS beat(8)8
Avg EPS beat(8)16.75%
EPS beat(12)11
Avg EPS beat(12)12.26%
EPS beat(16)15
Avg EPS beat(16)10.82%
Revenue beat(2)2
Avg Revenue beat(2)1.61%
Min Revenue beat(2)0.79%
Max Revenue beat(2)2.43%
Revenue beat(4)4
Avg Revenue beat(4)3.42%
Min Revenue beat(4)0.79%
Max Revenue beat(4)6.79%
Revenue beat(8)8
Avg Revenue beat(8)3.86%
Revenue beat(12)9
Avg Revenue beat(12)1.94%
Revenue beat(16)12
Avg Revenue beat(16)1.77%
PT rev (1m)9%
PT rev (3m)17%
EPS NQ rev (1m)1.09%
EPS NQ rev (3m)-4.14%
EPS NY rev (1m)0.24%
EPS NY rev (3m)-0.06%
Revenue NQ rev (1m)3.32%
Revenue NQ rev (3m)2.22%
Revenue NY rev (1m)6.84%
Revenue NY rev (3m)7.45%
Valuation
Industry RankSector Rank
PE 10.14
Fwd PE 10.25
P/S 2.63
P/FCF 9.88
P/OCF 8.97
P/B 6.87
P/tB N/A
EV/EBITDA 7.55
EPS(TTM)6.15
EY9.86%
EPS(NY)6.09
Fwd EY9.76%
FCF(TTM)6.31
FCFY10.12%
OCF(TTM)6.95
OCFY11.15%
SpS23.67
BVpS9.07
TBVpS-11
PEG (NY)N/A
PEG (5Y)N/A
Graham Number35.44
Profitability
Industry RankSector Rank
ROA 7.83%
ROE 38.19%
ROCE 25.91%
ROIC 19.52%
ROICexc 23.22%
ROICexgc 84.94%
OM 35.82%
PM (TTM) 14.64%
GM 72.63%
FCFM 26.65%
ROA(3y)2.2%
ROA(5y)3.91%
ROE(3y)3.56%
ROE(5y)10.1%
ROIC(3y)14.47%
ROIC(5y)12.91%
ROICexc(3y)17.24%
ROICexc(5y)15.38%
ROICexgc(3y)72.12%
ROICexgc(5y)85.46%
ROCE(3y)19.19%
ROCE(5y)17.14%
ROICexgc growth 3Y-3.78%
ROICexgc growth 5Y13.73%
ROICexc growth 3Y21.19%
ROICexc growth 5Y33.96%
OM growth 3Y13.23%
OM growth 5Y20.59%
PM growth 3Y2.21%
PM growth 5YN/A
GM growth 3Y-2.43%
GM growth 5Y-0.33%
F-Score7
Asset Turnover0.54
Health
Industry RankSector Rank
Debt/Equity 2.33
Debt/FCF 3.51
Debt/EBITDA 2.03
Cap/Depr 32.69%
Cap/Sales 2.72%
Interest Coverage 8.22
Cash Conversion 66.54%
Profit Quality 182.1%
Current Ratio 1.26
Quick Ratio 1.14
Altman-Z 2.57
F-Score7
WACC8.59%
ROIC/WACC2.27
Cap/Depr(3y)19.36%
Cap/Depr(5y)15.61%
Cap/Sales(3y)2.66%
Cap/Sales(5y)2.5%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)439.47%
EPS 3Y-7.62%
EPS 5Y-0.92%
EPS Q2Q%-24.55%
EPS Next Y-1.05%
EPS Next 2Y-1.88%
EPS Next 3Y-3.16%
EPS Next 5Y-4.54%
Revenue 1Y (TTM)-0.22%
Revenue growth 3Y1.45%
Revenue growth 5Y2.54%
Sales Q2Q%1.3%
Revenue Next Year-1.88%
Revenue Next 2Y-2.07%
Revenue Next 3Y-5.43%
Revenue Next 5Y-5.62%
EBIT growth 1Y49.54%
EBIT growth 3Y14.87%
EBIT growth 5Y23.65%
EBIT Next Year23.75%
EBIT Next 3Y2.42%
EBIT Next 5Y-1.78%
FCF growth 1Y-7.87%
FCF growth 3Y2.44%
FCF growth 5Y-0.69%
OCF growth 1Y-6.81%
OCF growth 3Y2.71%
OCF growth 5Y0.15%

BRISTOL-MYERS SQUIBB CO / BMY FAQ

What is the ChartMill fundamental rating of BRISTOL-MYERS SQUIBB CO (BMY) stock?

ChartMill assigns a fundamental rating of 6 / 10 to BMY.


What is the valuation status for BMY stock?

ChartMill assigns a valuation rating of 8 / 10 to BRISTOL-MYERS SQUIBB CO (BMY). This can be considered as Undervalued.


What is the profitability of BMY stock?

BRISTOL-MYERS SQUIBB CO (BMY) has a profitability rating of 9 / 10.


Can you provide the financial health for BMY stock?

The financial health rating of BRISTOL-MYERS SQUIBB CO (BMY) is 5 / 10.


What is the expected EPS growth for BRISTOL-MYERS SQUIBB CO (BMY) stock?

The Earnings per Share (EPS) of BRISTOL-MYERS SQUIBB CO (BMY) is expected to decline by -1.05% in the next year.