Bristol-Myers Squibb Company BMY
Healthcare · Drug Manufacturers - General · United States · S&P 500
Based on the available data, Bristol-Myers Squibb Company gets an algorithmic score of 72/100. It trades at 62.86 $, with a bullish technical trend (RSI 45.2) and 27.6% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (46.6%): generates strong profit on equity.
- Attractive free-cash-flow yield (10.0%).
- Low valuation (P/E 9.6).
- Low beta (0.29): defensive profile.
- Meaningful dividend (4.01%).
Weaknesses
- High leverage (debt/equity 202%): rate-sensitive.
Fundamentals
| P/E | 13.85 |
| Forward P/E | 9.58 |
| PEG | 17.03 |
| P/B | 5.75 |
| EV/EBITDA | 8.58 |
| P/S | 2.61 |
| ROE % | 46.60 |
| ROA % | 10.72 |
| Gross margin % | 71.66 |
| Operating margin % | 34.42 |
| Net margin % | 18.87 |
| Revenue growth % (y/y) | 5.70 |
| Earnings growth % (y/y) | 153.10 |
| Revenue CAGR % | 1.45 |
| Earnings CAGR % | 3.69 |
| Debt/Equity % | 201.86 |
| Current ratio | 1.53 |
| FCF yield % | 10.00 |
| Dividend yield % | 4.01 |
| Payout % | 55.29 |
Returns
| 1 month | -5.6 % |
| 3 months | +10.3 % |
| 6 months | +7.5 % |
| YTD | +20.1 % |
| 1 year | +49.3 % |
| 3 years | +22.9 % |
| 5 years | +27.9 % |
Risk
| 1-year volatility | 27.6 % |
| Beta | 0.29 |
| 5-year max drawdown | -47.7 % |
| Sharpe 1A | 1.45 |
Macroeconomic context
Defensive with structural growth (ageing population). Risks: drug-pricing regulation, patents and clinical trials. Low correlation with the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.