MDT vs. BMY
Compare and contrast key facts about Medtronic plc (MDT) and Bristol-Myers Squibb Company (BMY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDT or BMY.
Key characteristics
| MDT | BMY | |
|---|---|---|
| YTD Return | -0.96% | -12.84% |
| 1Y Return | -7.79% | -31.61% |
| 3Y Return (Ann) | -12.35% | -8.59% |
| 5Y Return (Ann) | 0.61% | 1.22% |
| 10Y Return (Ann) | 5.67% | 1.66% |
| Sharpe Ratio | -0.39 | -1.55 |
| Daily Std Dev | 18.66% | 21.30% |
| Max Drawdown | -72.79% | -70.62% |
| Current Drawdown | -34.94% | -42.91% |
Fundamentals
| MDT | BMY | |
|---|---|---|
| Market Cap | $105.88B | $90.90B |
| EPS | $3.15 | -$3.10 |
| PE Ratio | 25.31 | 12.68 |
| PEG Ratio | 1.52 | 2.24 |
| Revenue (TTM) | $32.32B | $45.53B |
| Gross Profit (TTM) | $21.72B | $36.38B |
| EBITDA (TTM) | $8.68B | $18.20B |
Correlation
The correlation between MDT and BMY 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.
Performance
MDT vs. BMY - Performance Comparison
In the year-to-date period, MDT achieves a -0.96% return, which is significantly higher than BMY's -12.84% return. Over the past 10 years, MDT has outperformed BMY with an annualized return of 5.67%, while BMY has yielded a comparatively lower 1.66% 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
MDT vs. BMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) 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
MDT vs. BMY - Dividend Comparison
MDT's dividend yield for the trailing twelve months is around 3.41%, less than BMY's 5.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDT Medtronic plc | 3.41% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% | 1.66% | 1.92% |
BMY Bristol-Myers Squibb Company | 5.35% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
Drawdowns
MDT vs. BMY - Drawdown Comparison
The maximum MDT drawdown since its inception was -72.79%, roughly equal to the maximum BMY drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for MDT and BMY. For additional features, visit the drawdowns tool.
Volatility
MDT vs. BMY - Volatility Comparison
The current volatility for Medtronic plc (MDT) is 5.30%, while Bristol-Myers Squibb Company (BMY) has a volatility of 9.79%. This indicates that MDT experiences smaller price fluctuations and is considered to be less risky than BMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MDT vs. BMY - Financials Comparison
This section allows you to compare key financial metrics between Medtronic plc 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