Bristol-Myers Squibb Company
NYSE: BMY
Stock price
59.75 USD
(+2.38%) 5 years
Financial Performance
5Y price score: 3
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 58.3%
%
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42.5
52-week range
68.6
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
9.4 %
Dividend Yield TTM
4.2 %
Market cap $
$ 122,052
Price / Earnings TTM
13.2
Price / Book TTM
5.5
PEG TTM
0.1
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
43.4 %
20.9 %
58.3 %
Free cash flow per share growth
(13.6) %
6.9 %
722.3 %
Earnings per share growth
153.1 %
186.7 %
255.7 %
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q2 (Jul 30, 2026)
1) Strategy & Leadership
- Bristol-Myers Squibb (BMY) reported a strong Q2 2026, with a focus on transitioning its portfolio for long-term growth.
- The company is advancing a broad and differentiated pipeline, maintaining financial flexibility to invest in high-value opportunities.
- Leadership emphasized disciplined execution and confidence in the company’s ability to grow as it approaches the end of the decade.
2) Financial & Segment Results
- Total revenue for Q2 2026 increased by 5% YoY to approximately $13 billion.
- Growth portfolio revenue rose 14% to $7.6 billion, now representing nearly 60% of total revenue.
- Key products contributing to growth included:
- Eliquis: Up 21% to approximately $4.5 billion.
- Reblozyl: Grew 29%.
- Breyanzi: Increased 41%.
- Camzyos: Up 59% to $416 million.
- The company raised its full-year guidance for revenue and adjusted EPS based on strong first-half results.
3) Operational & Product Plans
- The pipeline includes pivotal readouts expected by the end of 2026, including:
- Admilparant for pulmonary fibrosis, with potential to redefine standard care.
- Iberdomide and Mezigdomide with upcoming PDUFA dates.
- Cobenfy in Alzheimer's psychosis, with data readouts anticipated in early 2027.
- The company is leveraging AI to enhance research and operational efficiency, partnering with Anthropic and NVIDIA.
4) Problems / Headwinds
- Delays in the ADEPT studies for Cobenfy and milvexian due to slower-than-expected event recruitment.
- The company is addressing study conduct deficiencies to mitigate risks in ongoing trials.
- The competition in the IPF market is intensifying with the launch of JASCAYD, raising the bar for new entrants like admilparant.
5) Guidance & Outlook / Investor Angle
- BMY expects continued strong performance in the second half of 2026, with Eliquis revenue growth projected at 20% to 25%.
- The legacy portfolio is expected to decline by 4% to 6% due to generic competition.
- The company maintains a strategic focus on business development, looking for opportunities to enhance its portfolio in therapeutic areas where it has expertise.
Bottom line: Bristol-Myers Squibb is positioned for sustained growth with a robust pipeline and strong financial performance, despite facing some operational challenges. The company's strategic focus on innovation and disciplined execution supports a positive outlook for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteBristol-Myers Squibb Company — Financial Overview, Stock Price, Market Cap
Bristol-Myers Squibb Company is a company. Founded in 1989. As of October 19, 2026, the company's market capitalization is $122051922500 with a current stock price of $59.75.
