BAX vs. BMY
Compare and contrast key facts about Baxter International Inc. (BAX) and Bristol-Myers Squibb Company (BMY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAX or BMY.
Key characteristics
| BAX | BMY | |
|---|---|---|
| YTD Return | 5.24% | -1.99% |
| 1Y Return | -8.16% | -27.29% |
| 3Y Return (Ann) | -21.22% | -6.19% |
| 5Y Return (Ann) | -10.42% | 5.43% |
| 10Y Return (Ann) | 1.95% | 2.76% |
| Sharpe Ratio | -0.14 | -1.32 |
| Daily Std Dev | 27.11% | 19.96% |
| Max Drawdown | -68.27% | -70.62% |
| Current Drawdown | -53.69% | -35.81% |
Fundamentals
| BAX | BMY | |
|---|---|---|
| Market Cap | $20.10B | $99.17B |
| EPS | -$0.15 | $3.86 |
| PE Ratio | 85.61 | 12.68 |
| PEG Ratio | 1.70 | 2.24 |
| Revenue (TTM) | $14.81B | $45.01B |
| Gross Profit (TTM) | $6.03B | $36.38B |
| EBITDA (TTM) | $2.78B | $18.42B |
Correlation
The correlation between BAX and BMY is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BAX vs. BMY - Performance Comparison
In the year-to-date period, BAX achieves a 5.24% return, which is significantly higher than BMY's -1.99% return. Over the past 10 years, BAX has underperformed BMY with an annualized return of 1.95%, while BMY has yielded a comparatively higher 2.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAX vs. BMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baxter International Inc. (BAX) and Bristol-Myers Squibb Company (BMY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BAX vs. BMY - Dividend Comparison
BAX's dividend yield for the trailing twelve months is around 2.87%, less than BMY's 4.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAX Baxter International Inc. | 2.87% | 3.00% | 2.26% | 1.26% | 1.19% | 1.02% | 1.11% | 0.94% | 1.14% | 2.08% | 2.80% | 2.76% |
BMY Bristol-Myers Squibb Company | 4.76% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
Drawdowns
BAX vs. BMY - Drawdown Comparison
The maximum BAX drawdown since its inception was -68.27%, roughly equal to the maximum BMY drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for BAX and BMY. For additional features, visit the drawdowns tool.
Volatility
BAX vs. BMY - Volatility Comparison
Baxter International Inc. (BAX) has a higher volatility of 7.18% compared to Bristol-Myers Squibb Company (BMY) at 5.86%. This indicates that BAX's price experiences larger fluctuations and is considered to be riskier than BMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAX vs. BMY - Financials Comparison
This section allows you to compare key financial metrics between Baxter International Inc. and Bristol-Myers Squibb Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities