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Bristol-Myers Squibb Company (BMY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1101221083

CUSIP

110122108

IPO Date

Jan 1, 1972

Highlights

Market Cap

$94.53B

EPS (TTM)

$2.68

PE Ratio

17.33

PEG Ratio

2.26

Total Revenue (TTM)

$47.64B

Gross Profit (TTM)

$31.43B

EBITDA (TTM)

$16.18B

Year Range

$37.77 - $62.65

Target Price

$57.20

Short %

1.48%

Short Ratio

2.19

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Bristol-Myers Squibb Company (BMY) returned -16.07% year-to-date (YTD) and 8.44% over the past 12 months. Over the past 10 years, BMY returned -0.52% annually, underperforming the S&P 500 benchmark at 10.35%.


BMY

YTD

-16.07%

1M

-8.40%

6M

-12.32%

1Y

8.44%

5Y*

-2.52%

10Y*

-0.52%

^GSPC (Benchmark)

YTD

-3.77%

1M

5.53%

6M

-5.60%

1Y

8.37%

5Y*

14.61%

10Y*

10.35%

*Annualized

Monthly Returns

The table below presents the monthly returns of BMY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.38%1.14%2.30%-16.80%-7.47%-16.07%
2024-3.65%3.85%6.86%-18.03%-6.49%1.07%16.26%5.03%3.58%9.00%6.19%-4.49%15.81%
20231.77%-5.08%0.51%-2.87%-3.49%-0.76%-1.89%-0.87%-5.86%-10.32%-4.17%3.91%-26.14%
20224.99%5.83%7.13%3.07%0.24%2.76%-4.18%-8.63%5.46%9.80%3.63%-10.38%18.98%
2021-0.97%-0.16%3.74%-1.12%5.29%1.67%2.32%-1.49%-10.78%-1.30%-8.17%16.26%2.88%
2020-1.24%-6.18%-5.62%10.00%-1.79%-1.54%0.52%6.03%-3.07%-2.32%6.76%0.20%0.41%
2019-4.27%4.64%-7.65%-1.82%-2.28%-0.04%-1.20%8.24%5.49%14.08%-0.75%12.73%27.74%
20182.82%5.75%-4.46%-17.05%0.94%5.17%6.93%3.06%2.53%-18.07%5.78%-2.77%-12.90%
2017-15.32%15.36%-4.11%3.82%-3.75%3.28%2.83%6.29%5.39%-2.68%2.48%-3.02%7.71%
2016-9.64%-0.37%3.76%12.99%-0.67%3.12%1.71%-23.29%-6.05%-4.93%10.86%3.54%-13.49%
20152.10%1.08%5.88%-0.62%1.37%3.00%-0.80%-9.40%0.17%11.40%1.61%3.22%19.26%
2014-5.98%7.60%-3.38%-2.91%-0.70%-2.47%5.13%0.06%1.05%14.50%1.48%0.59%14.18%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BMY is 62, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BMY is 6262
Overall Rank
The Sharpe Ratio Rank of BMY is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of BMY is 6060
Sortino Ratio Rank
The Omega Ratio Rank of BMY is 5757
Omega Ratio Rank
The Calmar Ratio Rank of BMY is 6363
Calmar Ratio Rank
The Martin Ratio Rank of BMY is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Bristol-Myers Squibb Company Sharpe ratios as of May 12, 2025 (values are recalculated daily):

  • 1-Year: 0.30
  • 5-Year: -0.08
  • 10-Year: -0.02
  • All Time: 0.39

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Bristol-Myers Squibb Company compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Bristol-Myers Squibb Company provided a 5.25% dividend yield over the last twelve months, with an annual payout of $2.44 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.44$2.40$2.28$2.16$1.47$2.29$1.64$1.60$1.56$1.14$1.49$1.45

Dividend yield

5.25%4.24%4.44%3.00%2.36%3.69%2.55%3.08%2.55%1.95%2.17%2.46%

Monthly Dividends

The table displays the monthly dividend distributions for Bristol-Myers Squibb Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.62$0.00$0.00$0.62$0.00$1.24
2024$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$2.40
2023$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$2.28
2022$0.54$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.00$0.54$0.00$0.00$2.16
2021$0.00$0.00$0.49$0.00$0.00$0.00$0.49$0.00$0.49$0.00$0.00$0.00$1.47
2020$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.49$2.29
2019$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$1.64
2018$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$1.60
2017$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$1.56
2016$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.00$0.38$0.00$0.00$1.14
2015$0.00$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.37$0.00$0.00$0.38$1.49
2014$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.37$1.45

Dividend Yield & Payout


Dividend Yield

Bristol-Myers Squibb Company has a dividend yield of 5.25%, which is quite average when compared to the overall market.

Payout Ratio

Bristol-Myers Squibb Company has a payout ratio of 33.24%, which is quite average when compared to the overall market. This suggests that Bristol-Myers Squibb Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Bristol-Myers Squibb Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bristol-Myers Squibb Company was 70.62%, occurring on Jul 24, 2002. Recovery took 2721 trading sessions.

The current Bristol-Myers Squibb Company drawdown is 36.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.62%Oct 29, 1999685Jul 24, 20022721May 15, 20133406
-53.72%Aug 11, 1972538Oct 1, 1974184Jun 24, 1975722
-47.67%Dec 5, 2022396Jul 3, 2024
-39.3%Jul 15, 2016759Jul 22, 2019462May 20, 20211221
-38.26%Jan 10, 1992403Aug 12, 1993541Oct 3, 1995944

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bristol-Myers Squibb Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Bristol-Myers Squibb Company, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 17.6% positive surprise.


-4.00-3.00-2.00-1.000.001.002.0020212022202320242025
1.80
1.71
Actual
Estimate

Valuation

The Valuation section provides an overview of how Bristol-Myers Squibb Company is priced in the market compared to other companies in the Drug Manufacturers - General industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BMY, comparing it with other companies in the Drug Manufacturers - General industry. Currently, BMY has a P/E ratio of 17.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BMY compared to other companies in the Drug Manufacturers - General industry. BMY currently has a PEG ratio of 2.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BMY relative to other companies in the Drug Manufacturers - General industry. Currently, BMY has a P/S ratio of 2.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BMY in comparison with other companies in the Drug Manufacturers - General industry. Currently, BMY has a P/B value of 5.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items