BMY vs. MDT
Compare and contrast key facts about Bristol-Myers Squibb Company (BMY) and Medtronic plc (MDT).
Performance
BMY vs. MDT - Performance Comparison
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BMY vs. MDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 13.77% | 0.11% | 15.81% | -26.14% | 18.98% | 2.88% | 0.41% | 27.74% | -12.90% | 7.71% |
MDT Medtronic plc | -9.06% | 24.05% | 0.28% | 9.58% | -22.55% | -9.79% | 5.70% | 27.34% | 15.18% | 15.90% |
Fundamentals
BMY:
$123.79B
MDT:
$111.62B
BMY:
$3.46
MDT:
$3.58
BMY:
17.53
MDT:
24.18
BMY:
1.00
MDT:
2.18
BMY:
2.57
MDT:
3.14
BMY:
$48.19B
MDT:
$35.48B
BMY:
$30.43B
MDT:
$5.78B
BMY:
$13.82B
MDT:
$7.11B
Returns By Period
In the year-to-date period, BMY achieves a 13.77% return, which is significantly higher than MDT's -9.06% return. Over the past 10 years, BMY has underperformed MDT with an annualized return of 2.72%, while MDT has yielded a comparatively higher 4.10% annualized return.
BMY
- 1D
- 1.54%
- 1M
- -2.76%
- YTD
- 13.77%
- 6M
- 37.94%
- 1Y
- 4.47%
- 3Y*
- 0.11%
- 5Y*
- 3.12%
- 10Y*
- 2.72%
MDT
- 1D
- 1.06%
- 1M
- -10.55%
- YTD
- -9.06%
- 6M
- -7.60%
- 1Y
- -0.51%
- 3Y*
- 5.82%
- 5Y*
- -3.11%
- 10Y*
- 4.10%
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Return for Risk
BMY vs. MDT — Risk / Return Rank
BMY
MDT
BMY vs. MDT - Risk-Adjusted Trends 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.
| BMY | MDT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | -0.02 | +0.18 |
Sortino ratioReturn per unit of downside risk | 0.43 | 0.11 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.01 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.11 | +0.11 |
Martin ratioReturn relative to average drawdown | 0.35 | 0.32 | +0.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMY | MDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | -0.02 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.15 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.18 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.48 | -0.13 |
Correlation
The correlation between BMY and MDT is 0.33, 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.
Dividends
BMY vs. MDT - Dividend Comparison
BMY's dividend yield for the trailing twelve months is around 4.11%, more than MDT's 3.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 4.11% | 4.60% | 4.24% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% |
MDT Medtronic plc | 3.28% | 2.95% | 3.49% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% |
Drawdowns
BMY vs. MDT - Drawdown Comparison
The maximum BMY drawdown since its inception was -72.03%, 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.
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Drawdown Indicators
| BMY | MDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.03% | -57.63% | -14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -25.79% | -17.61% | -8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -47.67% | -45.10% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -47.67% | -45.10% | -2.57% |
Current DrawdownCurrent decline from peak | -13.61% | -25.69% | +12.08% |
Average DrawdownAverage peak-to-trough decline | -22.40% | -16.48% | -5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.63% | 6.27% | +11.36% |
Volatility
BMY vs. MDT - Volatility Comparison
Bristol-Myers Squibb Company (BMY) has a higher volatility of 6.67% compared to Medtronic plc (MDT) at 5.55%. 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.
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Volatility by Period
| BMY | MDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 5.55% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 13.84% | +5.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.60% | 20.72% | +7.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.66% | 21.41% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.08% | 23.00% | +2.08% |
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