RPRX vs. BMY
RPRX (Royalty Pharma plc) and BMY (Bristol-Myers Squibb Company) are both stocks. Both are in the Healthcare sector — RPRX in Biotechnology, BMY in Drug Manufacturers - General. Over the past 5 years, RPRX returned 6.45%/yr vs 0.60%/yr for BMY. At a 0.33 correlation, their price movements are largely independent.
Performance
RPRX vs. BMY - Performance Comparison
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Returns By Period
In the year-to-date period, RPRX achieves a 43.64% return, which is significantly higher than BMY's 3.70% return.
RPRX
- 1D
- 1.78%
- 1M
- 9.99%
- YTD
- 43.64%
- 6M
- 40.16%
- 1Y
- 68.67%
- 3Y*
- 21.21%
- 5Y*
- 6.45%
- 10Y*
- —
BMY
- 1D
- 0.48%
- 1M
- -4.64%
- YTD
- 3.70%
- 6M
- 9.77%
- 1Y
- 19.47%
- 3Y*
- -1.44%
- 5Y*
- 0.60%
- 10Y*
- 0.60%
RPRX vs. BMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RPRX Royalty Pharma plc | 43.64% | 55.29% | -6.36% | -27.08% | 0.99% | -19.09% | 13.33% |
BMY Bristol-Myers Squibb Company | 3.70% | 0.11% | 15.81% | -26.14% | 18.98% | 2.88% | 11.24% |
Correlation
The correlation between RPRX and BMY is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2020 | 0.33 |
Fundamentals
RPRX:
$1.97
BMY:
$3.57
RPRX:
27.92
BMY:
15.35
RPRX:
0.03
BMY:
0.88
RPRX:
9.47
BMY:
2.30
RPRX:
$2.44B
BMY:
$48.48B
RPRX:
$1.81B
BMY:
$33.33B
RPRX:
$1.70B
BMY:
$13.34B
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Return for Risk
RPRX vs. BMY — Risk / Return Rank
RPRX
BMY
RPRX vs. BMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royalty Pharma plc (RPRX) 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.
| RPRX | BMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.44 | ||
| Sortino ratioReturn per unit of downside risk | +2.69 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.15 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 9.35 | 1.43 | +7.92 |
| Martin ratioReturn relative to average drawdown | 23.50 | 3.16 | +20.34 |
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
| RPRX | BMY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.17 | 0.74 | +2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.03 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.34 | -0.12 |
Drawdowns
RPRX vs. BMY - Drawdown Comparison
The maximum RPRX drawdown since its inception was -49.68%, smaller than the maximum BMY drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for RPRX and BMY.
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Drawdown Indicators
| RPRX | BMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.68% | -72.03% | +22.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -13.68% | +6.30% |
Max Drawdown (3Y)Largest decline over 3 years | -26.46% | -36.85% | +10.39% |
Max Drawdown (5Y)Largest decline over 5 years | -43.44% | -47.67% | +4.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.67% | — |
Current DrawdownCurrent decline from peak | -1.42% | -21.26% | +19.84% |
Average DrawdownAverage peak-to-trough decline | -26.44% | -22.38% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 6.17% | -3.24% |
Volatility
RPRX vs. BMY - Volatility Comparison
Royalty Pharma plc (RPRX) and Bristol-Myers Squibb Company (BMY) have volatilities of 6.08% and 6.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPRX | BMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 6.06% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 18.48% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.75% | 26.64% | -4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.92% | 23.98% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.87% | 25.24% | +1.63% |
Dividends
RPRX vs. BMY - Dividend Comparison
RPRX's dividend yield for the trailing twelve months is around 1.66%, less than BMY's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 4.57% | 4.60% | 4.24% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% |
RPRX Royalty Pharma plc | 1.66% | 2.28% | 3.29% | 2.85% | 1.92% | 1.71% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RPRX vs. BMY - Financials Comparison
This section allows you to compare key financial metrics between Royalty Pharma 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
RPRX vs. BMY - Profitability Comparison
RPRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Royalty Pharma plc reported a gross profit of 0.00 and revenue of 631.00M. Therefore, the gross margin over that period was 0.0%.
BMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported a gross profit of 8.07B and revenue of 11.49B. Therefore, the gross margin over that period was 70.2%.
RPRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Royalty Pharma plc reported an operating income of 563.00M and revenue of 631.00M, resulting in an operating margin of 89.2%.
BMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported an operating income of 3.27B and revenue of 11.49B, resulting in an operating margin of 28.5%.
RPRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Royalty Pharma plc reported a net income of 295.00M and revenue of 631.00M, resulting in a net margin of 46.8%.
BMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported a net income of 2.68B and revenue of 11.49B, resulting in a net margin of 23.3%.
Frequently Asked Questions
RPRX and BMY have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPRX has higher volatility (6.08%) compared to BMY (6.06%). In terms of maximum drawdown, RPRX dropped -49.68% vs BMY's -72.03%.
RPRX currently has the higher Sharpe Ratio (3.17 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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