Company context

Bristol-Myers Squibb Company

NYSE:BMY

Pharmaceuticals: Major · benchmarked against Pharmaceuticals: Major inside the XLV constituent company universe.

Active tabPeers

Current readGood

Last close60.95

1M return+7.50%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5101 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:BMY 1W +0.73%, 1M +7.50%, 3M +4.53%, 6M -2.21%, 1Y +28.56%, 3Y -1.12%; NYSE:PFE 1W -0.80%, 1M +5.14%, 3M -2.81%, 6M -6.31%, 1Y -0.16%, 3Y -31.12%; NYSE:MRK 1W +0.20%, 1M +0.87%, 3M +11.94%, 6M +6.32%, 1Y +49.60%, 3Y +17.40%; NYSE:JNJ 1W +2.02%, 1M -1.66%, 3M +10.88%, 6M +3.96%, 1Y +43.22%, 3Y +55.23%; NYSE:ABBV 1W -0.28%, 1M -0.43%, 3M +18.67%, 6M +7.40%, 1Y +19.70%, 3Y +72.06%; NASDAQ:BIIB 1W -3.81%, 1M -3.60%, 3M +5.45%, 6M +5.80%, 1Y +43.92%, 3Y -24.18%; NYSE:ZTS 1W -3.54%, 1M -1.63%, 3M -5.99%, 6M -41.10%, 1Y -51.47%, 3Y -60.32%; NASDAQ:REGN 1W -3.98%, 1M +0.32%, 3M +3.43%, 6M -17.22%, 1Y +12.81%, 3Y -21.54%; NASDAQ:VTRS 1W -0.46%, 1M +2.68%, 3M +6.68%, 6M +17.27%, 1Y +63.35%, 3Y +57.39%; NASDAQ:INCY 1W +0.16%, 1M +1.06%, 3M +22.22%, 6M +18.19%, 1Y +35.89%, 3Y +80.23%; NASDAQ:VRTX 1W -2.63%, 1M -10.64%, 3M +8.96%, 6M -0.98%, 1Y +18.01%, 3Y +34.59%

Company1W1M3M

6M

1Y

3Y

NYSE:BMY+0.73%+7.50%+4.53%-2.21%+28.56%-1.12%

NYSE:PFE-0.80%+5.14%-2.81%-6.31%-0.16%-31.12%

NYSE:MRK+0.20%+0.87%+11.94%+6.32%+49.60%+17.40%

NYSE:JNJ+2.02%-1.66%+10.88%+3.96%+43.22%+55.23%

NYSE:ABBV-0.28%-0.43%+18.67%+7.40%+19.70%+72.06%

NASDAQ:BIIB-3.81%-3.60%+5.45%+5.80%+43.92%-24.18%

NYSE:ZTS-3.54%-1.63%-5.99%-41.10%-51.47%-60.32%

NASDAQ:REGN-3.98%+0.32%+3.43%-17.22%+12.81%-21.54%

NASDAQ:VTRS-0.46%+2.68%+6.68%+17.27%+63.35%+57.39%

NASDAQ:INCY+0.16%+1.06%+22.22%+18.19%+35.89%+80.23%

NASDAQ:VRTX-2.63%-10.64%+8.96%-0.98%+18.01%+34.59%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:VTRS+63.35% 1Y · +57.39% 3Y

NYSE:MRK+49.60% 1Y · +17.40% 3Y

NASDAQ:BIIB+43.92% 1Y · -24.18% 3Y

NYSE:JNJ+43.22% 1Y · +55.23% 3Y

Risk and quality spread

NYSE:JNJGM +75.08% · ROE n/a

NYSE:ABBVGM +70.58% · ROE n/a

NYSE:ZTSGM +70.43% · ROE +67.01%

NASDAQ:INCYGM +91.22% · ROE +30.82%

Valuation screen

NYSE:ZTSP/E 12.48 · FCF yield +6.76%

NASDAQ:REGNP/E 16.45 · FCF yield +5.81%

NASDAQ:INCYP/E 16.60 · FCF yield +6.19%

NYSE:BMYP/E 17.10 · FCF yield +9.57%

Valuation versus growth

P/E against 1Y return

NYSE:BMY P/E 17.10 1Y +28.56%, NYSE:PFE P/E 19.12 1Y -0.16%, NYSE:MRK P/E 35.53 1Y +49.60%, NYSE:JNJ P/E 29.05 1Y +43.22%, NYSE:ABBV P/E 126.31 1Y +19.70%, NASDAQ:BIIB P/E 21.80 1Y +43.92%, NYSE:ZTS P/E 12.48 1Y -51.47%, NASDAQ:REGN P/E 16.45 1Y +12.81%, NASDAQ:VTRS P/E n/a 1Y +63.35%, NASDAQ:INCY P/E 16.60 1Y +35.89%, NASDAQ:VRTX P/E 28.57 1Y +18.01%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:BMYBristol-Myers Squibb Company

17.1073rd pctile2.5483rd pctile+9.57%100th pctile+66.07%25th pctile+38.84%80th pctile2.3120th pctile

NYSE:PFEPfizer, Inc.

19.1257th pctile2.24100th pctile+6.67%50th pctile+65.16%0th pctile+8.29%20th pctile0.7260th pctile

NYSE:MRKMerck & Company, Inc.

35.5314th pctile4.6943rd pctile+4.53%17th pctile+73.44%71st pctile+18.97%60th pctile1.0740th pctile

NYSE:JNJJohnson & Johnson

29.0529th pctile6.2014th pctilen/an/a+75.08%86th pctilen/an/an/an/a

NYSE:ABBVAbbVie Inc.

126.310th pctile7.160th pctile+4.42%0th pctile+70.58%57th pctilen/an/an/an/a

NASDAQ:BIIBBiogen Inc.

21.8043rd pctile3.0971st pctile+8.08%83rd pctile+66.29%29th pctile+7.70%0th pctile0.3580th pctile

NYSE:ZTSZoetis Inc.

12.48100th pctile3.3857th pctile+6.76%67th pctile+70.43%43rd pctile+67.01%100th pctile2.860th pctile

NASDAQ:REGNRegeneron Pharmaceuticals, Inc.

16.4586th pctile4.8529th pctile+5.81%33rd pctile+80.93%100th pctile+14.55%40th pctile0.09100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.