Bristol-Myers Squibb Co.

Bristol-Myers Squibb Co.

BMY

Market Cap$109.4B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Bristol-Myers Squibb Co.Bristol-Myers Squibb Co.-16.74.45%31%22.9

Earnings Call Q1 2025

April 24, 2025 - AI Summary

Strong First Quarter Performance: Bristol-Myers Squibb (BMS) reported total revenues of approximately $11.2 billion, reflecting an 18% year-over-year increase driven by growth in their key marketed products—particularly the immuno-oncology (IO) portfolio, Breyanzi, Reblozyl, and Camzyos. This strong performance allows the company to raise its full-year revenue guidance to a range of $45.8 billion to $46.8 billion.
Cobenfi Launch and Market Demand: The newly launched schizophrenia treatment, Cobenfi, generated approximately $27 million in its first full quarter, and it is tracking ahead of branded launch benchmarks. The company noted robust prescriber feedback, with 40-50% of prescriptions happening in the second and third lines, which indicates a strong market uptake. However, the recent adjunction study setbacks do not seem to dampen the outlook significantly, as 70-80% of patients are expected to be treated with Cobenfi as monotherapy.
Pipeline Advancements and Future Potential: BMS continues to advance its R&D pipeline, with recent approvals for Opdivo in liver cancer and MSI-high colorectal cancer, as well as ongoing studies for Cobenfi in various Alzheimer's indications. BMS has seven pivotal studies planned for Cobenfi this year, suggesting significant potential for driving long-term growth as they capitalize on unmet medical needs.

Exclusive for Stockcircle Pro members

Sign upSign Up
$66.50

Target Price by Analysts

41.9% upsideBristol-Myers Squibb Target Price DetailsTarget Price
$57.51

Current Fair Value

22.7% upside

Undervalued by 22.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$109.40 Billion
Enterprise Value$148.23 Billion
Dividend Yield$2.4 (4.4477390659748%)
Earnings per Share$3.88
Beta0.46
Outstanding Shares2,027,000,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio-16.72
PEG13.86
Price to Sales2.04
Price to Book Ratio5.86
Enterprise Value to Revenue3.11
Enterprise Value to EBIT11.56
Enterprise Value to Net Income27
Total Debt to Enterprise0.34
Debt to Equity2.86

Revenue Sources

No data

Insider Trades

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.