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

Company Info

ISINUS1101221083
CUSIP110122108
SectorHealthcare
IndustryDrug Manufacturers - General

Highlights

Market Cap$100.34B
EPS (TTM)-$3.25
PEG Ratio2.30
Total Revenue (TTM)$46.51B
Gross Profit (TTM)$32.93B
EBITDA (TTM)$17.96B
Year Range$39.04 - $56.66
Target Price$46.47
Short %1.10%
Short Ratio1.81

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.


Popular comparisons: BMY vs. MRK, BMY vs. GILD, BMY vs. MDT, BMY vs. UNH, BMY vs. ABBV, BMY vs. SCHD, BMY vs. LLY, BMY vs. VTI, BMY vs. T, BMY vs. VONG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bristol-Myers Squibb Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
-1.88%
8.81%
BMY (Bristol-Myers Squibb Company)
Benchmark (^GSPC)

Returns By Period

Bristol-Myers Squibb Company had a return of 0.21% year-to-date (YTD) and -11.34% in the last 12 months. Over the past 10 years, Bristol-Myers Squibb Company had an annualized return of 2.71%, while the S&P 500 had an annualized return of 10.88%, indicating that Bristol-Myers Squibb Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.21%18.13%
1 month0.26%1.45%
6 months-1.88%8.81%
1 year-11.34%26.52%
5 years (annualized)3.31%13.43%
10 years (annualized)2.71%10.88%

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
2024-3.65%3.85%6.86%-18.03%-6.49%1.07%16.26%5.03%0.21%
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%-1.21%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%-3.39%-2.91%-0.70%-2.47%5.13%0.06%1.05%14.50%1.48%0.59%14.18%
201312.10%2.30%11.41%-2.75%15.84%-2.87%-2.48%-3.58%11.01%14.33%-2.17%4.15%69.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BMY is 27, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BMY is 2727
BMY (Bristol-Myers Squibb Company)
The Sharpe Ratio Rank of BMY is 2424Sharpe Ratio Rank
The Sortino Ratio Rank of BMY is 2222Sortino Ratio Rank
The Omega Ratio Rank of BMY is 2222Omega Ratio Rank
The Calmar Ratio Rank of BMY is 3232Calmar Ratio Rank
The Martin Ratio Rank of BMY is 3434Martin 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.


BMY
Sharpe ratio
The chart of Sharpe ratio for BMY, currently valued at -0.46, compared to the broader market-4.00-2.000.002.00-0.46
Sortino ratio
The chart of Sortino ratio for BMY, currently valued at -0.51, compared to the broader market-6.00-4.00-2.000.002.004.00-0.51
Omega ratio
The chart of Omega ratio for BMY, currently valued at 0.94, compared to the broader market0.501.001.502.000.94
Calmar ratio
The chart of Calmar ratio for BMY, currently valued at -0.25, compared to the broader market0.001.002.003.004.005.00-0.25
Martin ratio
The chart of Martin ratio for BMY, currently valued at -0.72, compared to the broader market-10.000.0010.0020.00-0.72
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-4.00-2.000.002.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.82, compared to the broader market-6.00-4.00-2.000.002.004.002.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.88, compared to the broader market0.001.002.003.004.005.001.88
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 11.08, compared to the broader market-10.000.0010.0020.0011.08

Sharpe Ratio

The current Bristol-Myers Squibb Company Sharpe ratio is -0.46. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bristol-Myers Squibb Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
-0.46
2.10
BMY (Bristol-Myers Squibb Company)
Benchmark (^GSPC)

Dividends

Dividend History

Bristol-Myers Squibb Company granted a 4.79% dividend yield in the last twelve months. The annual payout for that period amounted to $2.37 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.37$2.28$2.16$1.47$2.29$1.64$1.60$1.56$1.14$1.49$1.45$1.76

Dividend yield

4.79%4.44%3.00%2.36%3.69%2.55%3.08%2.55%1.95%2.17%2.46%3.31%

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
2024$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$1.80
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$0.00$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.37$1.45
2013$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.36$1.76

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.8%
Bristol-Myers Squibb Company has a dividend yield of 4.79%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1.9%
Bristol-Myers Squibb Company has a payout ratio of 1.90%, which is below the market average. This means Bristol-Myers Squibb Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-34.37%
-0.58%
BMY (Bristol-Myers Squibb Company)
Benchmark (^GSPC)

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 34.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.62%Oct 29, 1999685Jul 24, 20022721May 15, 20133406
-53.71%Aug 11, 1972538Oct 1, 1974184Jun 24, 1975722
-47.67%Dec 5, 2022396Jul 3, 2024
-39.3%Jul 15, 2016759Jul 22, 2019462May 20, 20211221
-38.47%Jan 10, 1992403Aug 12, 1993541Oct 3, 1995944

Volatility

Volatility Chart

The current Bristol-Myers Squibb Company volatility is 5.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%AprilMayJuneJulyAugustSeptember
5.77%
4.08%
BMY (Bristol-Myers Squibb Company)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bristol-Myers Squibb Company.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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