Investlytic Investlytic
Log in Free Account
English
🕒 Last update: loading…09/11/2026

Stock Bristol-Myers Squibb Company BMY

Bristol-Myers Squibb Company — Investlytic score 2/5 on the five criteria.

-
-
40/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 2/5 criteria met. Data as of 01/11/2026.

  • ❌ Price trend failed
  • ✅ Growth passed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): insufficient progression (less than x1.5).

Price change 2018 → 2019: 23.49%

Price change 2019 → 2020: -3.37%

Price change 2020 → 2021: 0.52%

Price change 2021 → 2022: 15.40%

Price change 2022 → 2023: -28.69%

Price change 2023 → 2024: 10.23%

Price change 2024 → 2025: -4.63%

Price change 2025 → 2026: 15.83%

Price change 2026 (year to date): 16.87%

Financial growth

Revenue CAGR (8 years): 11.45%

Earnings CAGR (8 years): 5.28%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 2.55

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 10.54

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 8.24% from the high over 6 months.

Insufficient correction (< 10.0%).

WATCH
The stock is currently being evaluated.

Criteria of the Investlytic model

- / 5
🔒

Investlytic rating reserved for members

Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

Create a free account Log in
02

Price trend

Price & trend

Interactive chart →
Loading chart…

⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
Bristol-Myers Squibb Company10.52.55+6.2 %🔒
Sanofi9.40.28+2.5 %–
GSK plc10.71.08+0.9 %–
EssilorLuxottica S.A.34.10.37+14.2 %–
Pfizer Inc.10.00.78−0.5 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

03

Detailed analysis · Price trend

-

🔒

Reserved for members

Global model trend and annual price variations · visible with a free account.

Create a free account Log in
04

Revenues & profits

Revenue and net income

🔒

Reserved for members

Chart of revenues and net income over 8 periods · real data, no estimates.

Create a free account Log in
05

Financial indicators

🔒

Reserved for members

18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

Create a free account Log in
06

Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
🔒

Reserved for members

Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

Create a free account Log in
+

Key reported figures

Revenue, net income and net margin reported by Bristol-Myers Squibb Company over the latest fiscal years.

Revenue
48.2 bn USD
fiscal year 2025
Net income
7.1 bn USD
fiscal year 2025
Net margin
14.6 %
fiscal year 2025
Average annual growth
+2.5 %
Revenue growth over 5 years
Average annual growth
+11.3 %
Revenue growth over 10 years
Market cap
127 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
202042.5 bn-9.0 bn-21.2 %n/a
202146.4 bn7.0 bn15.1 %+9.1 %
202246.2 bn6.3 bn13.7 %-0.5 %
202345.0 bn8.0 bn17.8 %-2.5 %
202448.3 bn-8.9 bn-18.5 %+7.3 %
202548.2 bn7.1 bn14.6 %-0.2 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

+

Accounts and financial health

Balance sheet and cash flow published by Bristol-Myers Squibb Company over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
average accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
2.70
gray zone (1.81 to 2.99)
Piotroski Score
7 / 9
7 to 9: solid accounts
Net Debt / EBITDA
2.33 x
moderate debt
Fiscal year20212022202320242025
Cash and investments17.2 bn9.3 bn12.3 bn10.9 bn10.7 bn
Total Debt45.6 bn40.7 bn41.5 bn51.2 bn47.1 bn
Net Debt31.6 bn31.6 bn30.0 bn40.9 bn36.9 bn
Equity35.9 bn31.1 bn29.4 bn16.3 bn18.5 bn
Total assets109 bn96.8 bn95.2 bn92.6 bn90.0 bn
Operating cash flow16.2 bn13.1 bn13.9 bn15.2 bn14.2 bn
Investments (capex)973 m1.1 bn1.2 bn1.2 bn1.3 bn
Free cash-flow15.2 bn11.9 bn12.7 bn13.9 bn12.8 bn
Share buybacks6.3 bn8.0 bn5.2 bn00
Dividends paid4.4 bn4.6 bn4.7 bn4.9 bn5.0 bn

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)13.75 x
Price / book value5.42 x
Return on Equity (ROE)43.9 %
Return on Invested Capital (ROIC)14.9 %
Net margin18.5 %
Debt / equity1.91 x
Current ratio1.59 x
Interest coverage7.89 x
Free cash-flow yield7.3 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

+

Valuation and competitors

Bristol-Myers Squibb Company compared with its sector on the same exchange and with its main competitors.

Company P/E
10.5
60.8 % below the sector
Sector median P/E
26.8
healthcare, NYSE
Sector over 10 years
22.3
10-year median, range 18.4 to 44.9

Direct competitors

CompanyMarket cap (USD)P/ENet margin
Bristol-Myers Squibb Company128 bn10.514.6 %
AbbVie Inc. ABBV521 bn28.96.9 %
Amgen Inc. AMGN252 bn20.821.0 %
Eli Lilly and Company LLY1,334 bn45.031.7 %
Gilead Sciences, Inc. GILD212 bnn/a28.9 %
Pfizer Inc. PFE174 bn10.012.4 %
Merck & Co., Inc. MRK369 bn46.628.1 %
Johnson & Johnson JNJ658 bn25.528.5 %
AstraZeneca PLC AZN289 bn20.217.4 %
Sector median (NYSE)26.8

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

+

Analyst consensus and forecasts

What the financial analysts covering Bristol-Myers Squibb Company publish: ratings, price targets and earnings forecasts.

Majority rating
hold
42 analysts
Average price target
66.08 USD
from 41.00 USD to 78.00 USD, 32 targets over 12 months
Gap with the share price
+5.8 %
price 62.48 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 19hold 21sell 2strong sell 0

Average target over the last 3 months: 66.75 USD (12 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202650.1 bn13.2 bn6.42 (6.23 / 6.85)9.716
202748.7 bn13.5 bn6.65 (6.15 / 7.28)9.415
202840.6 bn10.8 bn5.33 (4.07 / 6.40)11.78

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 12 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
30/10/2026Morgan StanleyUnderweightUnderweight
26/10/2026Piper SandlerOverweightOverweight
13/10/2026Wells FargoEqual WeightEqual Weight
08/10/2026Cantor FitzgeraldNeutralNeutral
07/10/2026Morgan StanleyUnderweightUnderweight

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

+

Dividends and earnings

Bristol-Myers Squibb Company: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
0.630 USD
ex-dividend on 02/10/2026
Last 12 months
2.52 USD
number of payments: 4
Yield
4.6 %
on the last known price
Years of increases
17
consecutive
Years of payments
54
uninterrupted
00.631.261.892.522007 : 1.12 USD2008 : 1.55 USD20082009 : 1.25 USD2010 : 0.960 USD20102011 : 1.32 USD2012 : 1.36 USD20122013 : 1.76 USD2014 : 1.45 USD20142015 : 1.49 USD2016 : 1.14 USD20162017 : 1.56 USD2018 : 1.60 USD20182019 : 1.64 USD2020 : 2.29 USD20202021 : 1.47 USD2022 : 2.16 USD20222023 : 2.28 USD2024 : 2.40 USD20242025 : 2.48 USD2026 : 2.52 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
02/10/20260.630 USD02/11/2026
02/07/20260.630 USD03/08/2026
02/04/20260.630 USD01/05/2026
02/01/20260.630 USD02/02/2026
03/10/20250.620 USD03/11/2025
03/07/20250.620 USD01/08/2025
04/04/20250.620 USD01/05/2025
03/01/20250.620 USD03/02/2025

Earnings releases

DatePublished EPSExpected EPSSurprise
29/10/20261.351.10+22.7 %
30/07/20262.041.60+27.5 %
30/04/20261.581.42+11.3 %
05/02/20261.261.23+2.4 %
30/10/20251.631.52+7.2 %
31/07/20251.461.09+33.9 %

Stock splits

DateOperation
07/08/2001split: 1,000,000 shares for 951,777
01/03/1999split: 2 shares for 1
03/03/1997split: 2 shares for 1
10/06/1987split: 2 shares for 1
27/05/1983split: 2 shares for 1
31/05/1977split: 2 shares for 1

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

+

Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in Bristol-Myers Squibb Company.

Free float
99.7 %
share of freely traded shares
Institutions
85.4 %
2,625 declared holders, 2026Q2
Large funds tracked
29
hold the stock as of 2026Q2
Executives (insiders)
0 / 3
0 purchases, 3 sales in 130 days
US elected officials
11
4 purchases, 7 sales in 12 months

Indices: S&P 500 (since 04/03/1957).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
State Street205 m11.8 bn0.2 %+107.8 %2026Q2
Vanguard Group199 m10.7 bn0.2 %+1.4 %2025Q4
BlackRock180 m10.4 bn0.2 %+5.1 %2026Q2
JPMorgan Chase71.7 m4.2 bn0.2 %-22.5 %2026Q2
Geode Capital Management56.4 m3.2 bn0.2 %+2.1 %2026Q2
Norges Bank36.9 m2.1 bn0.2 %+2.1 %2026Q2
Bank of America34.0 m2.0 bn0.1 %+4.5 %2026Q2
T. Rowe Price31.7 m1.8 bn0.2 %+209.3 %2026Q2

Latest insider transactions

DatePersonSideAmount
05/11/2026Haller Julia Asale240,578 USD
09/09/2026Massacesi Cristiansale403,498 USD
25/08/2026Holzer Phil Msale33,750 USD

Elected officials' disclosures

DateOfficialSideAmount
15/04/2025Thomas Hawley Tubervillesale$1,001 - $15,000
27/03/2026Alan Armstrongpurchase$1,001 - $15,000
07/05/2026Mike Kellysale$15,001 - $50,000
29/01/2026Ro Khannasale$15,001 - $50,000
18/12/2025Julie Johnsonsale$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

+

PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 01/06/1972
ISIN code
US1101221083
Workforce
34,100
full-time employees
Chief executive
Christopher S. Boerner
Next earnings
04/02/2027

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

?

Frequently asked questions about Bristol-Myers Squibb Company

What is the Bristol-Myers Squibb Company share price?

Latest recorded price: 62.14 USD on 06/11/2026, for a market cap of 127 bn USD.

What is the revenue of Bristol-Myers Squibb Company?

48.2 bn USD for fiscal year 2025, with net income of 7.1 bn USD (net margin 14.6 %).

Does Bristol-Myers Squibb Company pay a dividend?

Yes. Latest dividend: 0.630 USD per share, ex-dividend on 02/10/2026. Over 12 months: 2.52 USD. Yield on the latest known price: 4.6 %.

When does Bristol-Myers Squibb Company report its next earnings?

The next release is expected on 04/02/2027. EPS expected by analysts: 1.52.

What do analysts say about Bristol-Myers Squibb Company?

Out of 42 analysts: 19 buy or strong buy, 21 hold, 2 sell or strong sell. Average price target: 66.08 USD, i.e. +5.8 % from the share price.

What is the P/E ratio of Bristol-Myers Squibb Company?

Trailing 12-month P/E of 10.5, against 26.8 for the sector median on the same exchange (10-year median: 22.3).

Is Bristol-Myers Squibb Company stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US1101221083).

How many employees does Bristol-Myers Squibb Company have?

34,100 full-time employees according to the latest published profile.

Who runs Bristol-Myers Squibb Company?

Christopher S. Boerner is the company's chief executive.

Which large funds own Bristol-Myers Squibb Company?

As of 2026Q2, among the large funds tracked: State Street, Vanguard Group, BlackRock, JPMorgan Chase, Geode Capital Management.

07

Similar stocks