BMY vs. LLY
Compare and contrast key facts about Bristol-Myers Squibb Company (BMY) and Eli Lilly and Company (LLY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMY or LLY.
Key characteristics
| BMY | LLY | |
|---|---|---|
| YTD Return | -10.55% | 26.05% |
| 1Y Return | -30.81% | 89.48% |
| 3Y Return (Ann) | -8.97% | 61.09% |
| 5Y Return (Ann) | 2.94% | 45.93% |
| 10Y Return (Ann) | 2.07% | 31.30% |
| Sharpe Ratio | -1.46 | 3.25 |
| Daily Std Dev | 21.41% | 29.68% |
| Max Drawdown | -70.62% | -68.27% |
| Current Drawdown | -41.41% | -7.42% |
Fundamentals
| BMY | LLY | |
|---|---|---|
| Market Cap | $99.17B | $690.55B |
| EPS | $3.86 | $5.81 |
| PE Ratio | 12.68 | 125.01 |
| PEG Ratio | 2.24 | 1.43 |
| Revenue (TTM) | $45.01B | $34.12B |
| Gross Profit (TTM) | $36.38B | $21.91B |
| EBITDA (TTM) | $18.42B | $12.31B |
Correlation
The correlation between BMY and LLY is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BMY vs. LLY - Performance Comparison
In the year-to-date period, BMY achieves a -10.55% return, which is significantly lower than LLY's 26.05% return. Over the past 10 years, BMY has underperformed LLY with an annualized return of 2.07%, while LLY has yielded a comparatively higher 31.30% 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
BMY vs. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) and Eli Lilly and Company (LLY). 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
BMY vs. LLY - Dividend Comparison
BMY's dividend yield for the trailing twelve months is around 5.22%, more than LLY's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 5.22% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
LLY Eli Lilly and Company | 0.64% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
Drawdowns
BMY vs. LLY - Drawdown Comparison
The maximum BMY drawdown since its inception was -70.62%, roughly equal to the maximum LLY drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for BMY and LLY. For additional features, visit the drawdowns tool.
Volatility
BMY vs. LLY - Volatility Comparison
Bristol-Myers Squibb Company (BMY) has a higher volatility of 10.13% compared to Eli Lilly and Company (LLY) at 6.38%. This indicates that BMY's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BMY vs. LLY - Financials Comparison
This section allows you to compare key financial metrics between Bristol-Myers Squibb Company and Eli Lilly and 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