Bristol-Myers Squibb Co.

Bristol-Myers Squibb Co.

BMY

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Market Cap$116.77B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Bristol-Myers Squibb Co.Bristol-Myers Squibb Co.16.14.37%36%2.42.2

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong Q1 Performance: Bristol-Myers Squibb reported a 1% year-over-year increase in total revenue to approximately $11.5 billion, with growth portfolio sales up 9% to $6.2 billion, indicating solid execution across key marketed products, particularly in oncology and cardiovascular segments.
Pipeline Milestones and Upcoming Data Readouts: The company highlighted significant regulatory advancements, notably the FDA acceptance of iberdomide for multiple myeloma with a PDUFA date of August 17, and positive Phase III interim data for other assets, contributing to optimism regarding a series of pivotal readouts set for the latter part of 2026, which could shape future revenue growth.
Challenges in Legacy Portfolio: Despite solid overall performance, Opdivo revenue fell by 8% mainly due to inventory drawdowns and increased generic competition impacting other legacy brands. This highlights a potential risk in relying on older products as growth drivers.

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$63.25

Target Price by Analysts

15.6% upsideBristol-Myers Squibb Target Price DetailsTarget Price
$57.51

Current Fair Value

5.1% upside

Undervalued by 5.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$116.77 Billion
Enterprise Value$151.65 Billion
Dividend Yield$2.50 (4.37%)
Earnings per Share$3.46
Beta0.26
Outstanding Shares2,043,511,000

Return

Return on Equity36.25%ROE
Return on Assets8.41%
Return on Invested Capital11.52%

Valuation & Multiples

P/E Ratio16.06P/E Ratio
PEG177.69PEG
Price to Sales2.38Price to Sales
Price to Book Ratio6.08Price to Book Ratio
Enterprise Value to Revenue3.13
Enterprise Value to EBIT19.56
Enterprise Value to Net Income20
Total Debt to Enterprise0.29
Debt to Equity2.22Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 30, 2026
EPS Estimate
$1.42
Average shareholder expectation
Revenue Estimate
$10.93 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$1.62
Average shareholder expectation
Revenue Estimate
$11.70 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9316 41.82%
Total Calls22,005,191 3.58%
Total Puts20,500,669 28.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %78.77% 1.84%
Total Invested$97.34B 10.04%
Investors Holding2,601 71.00%

ESG Score

No data

About Bristol-Myers Squibb Co.

30,250 employees
CEO: Giovanni Caforio

Bristol Myers Squibb is a global biopharmaceutical company whose mission is to discover, develop and deliver innovative medicines that help patients prevail over serious diseases.

Relevant Senate Committees

Joint Committee on Taxation

Provides official revenue estimates and technical expertise for all tax legislation, directly influencing corporate tax structures and capital investment credits which are critical for BMY's financial planning and profitability.

Finance

Controls tax policy, which significantly impacts corporate valuations, and influences entitlement spending like Medicare, directly affecting drug pricing and reimbursement for BMY's products.

Appropriations

Allocates federal spending, which directly impacts funding for agencies like NIH (research) and healthcare programs (e.g., Medicare/Medicaid via HHS appropriations) that influence BMY's market and R&D landscape.

Health, Education, Labor, and Pensions

Directly regulates the FDA, which approves BMY's drugs, and the NIH, which funds critical medical research. Also impacts labor costs, making it highly relevant to BMY's core operations and market.

Judiciary

Oversees intellectual property rights (patents) which are fundamental to BMY's business model, and antitrust laws that are crucial for pharmaceutical M&A activities and market competition.

Veterans' Affairs

As a major healthcare provider, the VA is a significant customer for BMY's medicines. Funding decisions and procurement policies directly impact BMY's sales to this critical market segment.