Zacks Investment Research·2d ago
BMY vs GILD: Which Biotech Stock Looks More Attractive Now?Bristol Myers' growth portfolio and pipeline advances offer multiple ways to offset legacy-product erosion, while valuation and leverage remain key factors.
Bristol-Myers Squibb is executing a successful operational turnaround, evidenced by gross margin expansion from 55.5% in 2024Q1 to 71.3% in 2026Q2 and a 31.5% operating margin in 2026Q2. The company has also reduced total debt from $57.4B to $43.1B over ten qu...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized at 5.7% YoY in 2026Q2, with gross margin expanding to 71.3% and operating margin reaching 31.5%, reflecting improved product mix and cost discipline.
The stock appears modestly undervalued, trading at about a 20% discount to fair value following its recent earnings release.
The bullish thesis highlights reliance on its pipeline, particularly Cobenfy, to offset revenue losses from expiring blockbusters.
Top institutional holder Vanguard owns 9.73% of the company, indicating strong institutional confidence.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $2.04+27.5% vs $1.60 | $13.0B+10.5% vs $11.7B |
Q2 2026 Apr 30, 2026 | $1.58+11.3% vs $1.42 | $11.5B+5.1% vs $10.9B |
Q1 2026 Feb 5, 2026 | $1.26+2.4% vs $1.23 | $12.5B+1.8% vs $12.3B |
Q4 2025 Oct 30, 2025 | $1.63+7.2% vs $1.52 | $12.2B+3.1% vs $11.9B |
Bristol Myers' growth portfolio and pipeline advances offer multiple ways to offset legacy-product erosion, while valuation and leverage remain key factors.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Bristol Myers Squibb's stock is up more than 17% so far this year. The company could be acquired by AstraZeneca.
Bristol Myers' Sotyktu delivers durable PsA responses for two years, supporting its growth strategy as competition intensifies.
Benchmark BMY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bristol-Myers Squibb Company (BMY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $62.25 | $127.12B | 18.04 | -0.22% | 14.64% | 40.43% | 3.97% | |
| $27.93 | $159.19B | 20.54 | -1.65% | 6.81% | 4.87% | — | |
| $150.92 | $372.73B | 20.73 | 1.18% | 4.78% | 6.59% | — | |
| $265.32 | $468.77B | 111.95 | 8.57% | 9.81% | — | — | |
| $1170.48 | $1.1T | 51.00 | 44.7% | 33.53% | 92.53% | — | |
| $269.19 | $648B | 24.41 | 6.05% | 21.58% | 25.75% | — |
Bristol-Myers Squibb Company (BMY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Bristol-Myers Squibb Company (BMY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
May 8, 2026·SEC
Apr 30, 2026·SEC
Get notified when BMY posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Bristol-Myers Squibb Company (BMY) stock FAQ — growth, dividends, profitability & financials explained
Bristol-Myers Squibb Company (BMY) reported $49.19B in revenue for fiscal year 2025. This represents a 226% increase from $15.06B in 1996.
Bristol-Myers Squibb Company (BMY) saw revenue decline by 0.2% over the past year.
Yes, Bristol-Myers Squibb Company (BMY) is profitable, generating $9.28B in net income for fiscal year 2025 (14.6% net margin).
Yes, Bristol-Myers Squibb Company (BMY) pays a dividend with a yield of 3.97%. This makes it attractive for income-focused investors.
Bristol-Myers Squibb Company (BMY) has a return on equity (ROE) of 40.4%. This is excellent, indicating efficient use of shareholder capital.
Bristol-Myers Squibb Company (BMY) generated $11.44B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
