BMY vs. MDT
Compare and contrast key facts about Bristol-Myers Squibb Company (BMY) and Medtronic plc (MDT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMY or MDT.
Performance
BMY vs. MDT - Performance Comparison
Returns By Period
In the year-to-date period, BMY achieves a 15.11% return, which is significantly higher than MDT's 8.94% return. Over the past 10 years, BMY has underperformed MDT with an annualized return of 2.74%, while MDT has yielded a comparatively higher 4.42% annualized return.
BMY
15.11%
5.64%
31.08%
16.17%
3.51%
2.74%
MDT
8.94%
-2.73%
3.59%
20.85%
-2.16%
4.42%
Fundamentals
| BMY | MDT | |
|---|---|---|
| Market Cap | $121.33B | $113.25B |
| EPS | -$3.53 | $2.97 |
| PEG Ratio | 2.20 | 1.63 |
| Total Revenue (TTM) | $47.44B | $24.59B |
| Gross Profit (TTM) | $33.40B | $15.22B |
| EBITDA (TTM) | $18.32B | $5.69B |
Key characteristics
| BMY | MDT | |
|---|---|---|
| Sharpe Ratio | 0.51 | 1.24 |
| Sortino Ratio | 1.01 | 1.82 |
| Omega Ratio | 1.12 | 1.23 |
| Calmar Ratio | 0.30 | 0.54 |
| Martin Ratio | 1.26 | 4.58 |
| Ulcer Index | 11.52% | 4.85% |
| Daily Std Dev | 28.61% | 17.88% |
| Max Drawdown | -70.62% | -57.63% |
| Current Drawdown | -24.61% | -28.44% |
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Correlation
The correlation between BMY and MDT is 0.32, 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.
Risk-Adjusted Performance
BMY vs. MDT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) and Medtronic plc (MDT). 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. MDT - Dividend Comparison
BMY's dividend yield for the trailing twelve months is around 4.27%, more than MDT's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 4.27% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
MDT Medtronic plc | 3.18% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% | 1.66% | 1.92% |
Drawdowns
BMY vs. MDT - Drawdown Comparison
The maximum BMY drawdown since its inception was -70.62%, which is greater than MDT's maximum drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for BMY and MDT. For additional features, visit the drawdowns tool.
Volatility
BMY vs. MDT - Volatility Comparison
Bristol-Myers Squibb Company (BMY) has a higher volatility of 13.64% compared to Medtronic plc (MDT) at 5.65%. This indicates that BMY's price experiences larger fluctuations and is considered to be riskier than MDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BMY vs. MDT - Financials Comparison
This section allows you to compare key financial metrics between Bristol-Myers Squibb Company and Medtronic plc. 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