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Upturn AI SWOT - About
BMY 
Bristol-Myers Squibb Company (BMY)
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Upturn Advisory Summary
09/17/2025: BMY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
27 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $53
1 Year Target Price $53
| 4 | Strong Buy |
| 4 | Buy |
| 18 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.17% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 93.94B USD | Price to earnings Ratio 18.53 | 1Y Target Price 53 |
Price to earnings Ratio 18.53 | 1Y Target Price 53 | ||
Volume (30-day avg) 27 | Beta 0.36 | 52 Weeks Range 42.96 - 61.84 | Updated Date 09/17/2025 |
52 Weeks Range 42.96 - 61.84 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 5.31% | Basic EPS (TTM) 2.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.58% | Operating Margin (TTM) 33.66% |
Management Effectiveness
Return on Assets (TTM) 8.34% | Return on Equity (TTM) 29.32% |
Valuation
Trailing PE 18.53 | Forward PE 7.69 | Enterprise Value 131648096732 | Price to Sales(TTM) 1.97 |
Enterprise Value 131648096732 | Price to Sales(TTM) 1.97 | ||
Enterprise Value to Revenue 2.76 | Enterprise Value to EBITDA 8.74 | Shares Outstanding 2035435838 | Shares Floating 2031833117 |
Shares Outstanding 2035435838 | Shares Floating 2031833117 | ||
Percent Insiders 0.07 | Percent Institutions 82.83 |
Upturn AI SWOT
Bristol-Myers Squibb Company
Company Overview
History and Background
Bristol-Myers Squibb (BMS) was formed in 1989 through the merger of Bristol-Myers and Squibb Corporation. Bristol-Myers dates back to 1887, and Squibb to 1858. BMS has evolved through strategic acquisitions and divestitures, focusing on biopharmaceuticals.
Core Business Areas
- Oncology: Develops and markets therapies for various cancers, including immunotherapies and targeted therapies. Main revenue driver.
- Hematology: Focuses on treatments for blood disorders, including anemia and blood cancers.
- Immunology: Develops therapies for immune-mediated diseases like rheumatoid arthritis and psoriasis.
- Cardiovascular: Offers treatments for cardiovascular diseases such as atrial fibrillation and thrombosis.
Leadership and Structure
Christopher Boerner is the CEO. The company operates with a functional organizational structure with departments such as Research & Development, Commercial, and Operations. A Board of Directors provides oversight.
Top Products and Market Share
Key Offerings
- Opdivo: An immunotherapy drug used to treat various cancers. Competitors include Merck's Keytruda and Roche's Tecentriq. Projected sales are $8.3B for 2024. Market share varies by indication.
- Eliquis: An anticoagulant used to prevent blood clots. Competitors include Xarelto (Bayer/J&J) and Warfarin. Generated $12.1B in revenue in 2023. BMS and Pfizer share revenue equally.
- Revlimid: A treatment for multiple myeloma. Key competitors are Darzalex (Johnson & Johnson) and Velcade. Revlimid genereted $9.7B in 2021 when it had market exclusivity.
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high R&D costs, regulatory hurdles, and patent expirations. Increased competition from biosimilars and generics. Growth driven by aging populations and chronic diseases.
Positioning
BMS is a major player in oncology, immunology, and cardiovascular disease. Competitive advantages include a strong pipeline and established brands. Strong in Immuno-oncology.
Total Addressable Market (TAM)
The global pharmaceutical market is expected to reach over $1.7 trillion by 2027. BMS is well-positioned to capture a significant portion of this market through its innovative therapies.
Upturn SWOT Analysis
Strengths
- Strong R&D pipeline
- Established brands
- Global presence
- Expertise in oncology and immunology
Weaknesses
- Patent expirations
- Reliance on key products
- High debt load from acquisitions
- Exposure to biosimilar competition
Opportunities
- Expansion into emerging markets
- Development of novel therapies
- Strategic acquisitions
- Partnerships and collaborations
Threats
- Increased competition
- Pricing pressures
- Regulatory changes
- Product liability lawsuits
Competitors and Market Share
Key Competitors
- MRK
- PFE
- ABBV
- JNJ
- NVS
- LLY
- AZN
Competitive Landscape
BMS competes with other major pharmaceutical companies on the basis of product innovation, pricing, and market access. BMS has a strong position in oncology, but faces increasing competition from biosimilars and generics.
Major Acquisitions
Turning Point Therapeutics
- Year: 2022
- Acquisition Price (USD millions): 4100
- Strategic Rationale: Expanded oncology pipeline with targeted therapies.
Karuna Therapeutics
- Year: 2023
- Acquisition Price (USD millions): 14000
- Strategic Rationale: Expanded neuroscience pipeline with schizophrenia treatment.
Growth Trajectory and Initiatives
Historical Growth: BMS has experienced moderate growth over the past decade, driven by acquisitions and new product launches.
Future Projections: Analysts expect BMS to grow at a moderate pace over the next few years, driven by its pipeline of new therapies.
Recent Initiatives: Recent initiatives include acquisitions of Turning Point Therapeutics and Karuna Therapeutics. Focus on developing new oncology and immunology therapies.
Summary
Bristol-Myers Squibb is a large cap pharma company with a rich history of producing blockbuster drugs. While established brands support revenue, recent patent expirations and debt require attention. Strategic acquisitions and a promising pipeline offer growth opportunities, positioning it to compete in a dynamic environment. However, challenges include pricing pressures, intense competition, and the need to maintain a strong R&D focus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company 10K filings
- Analyst reports
- Industry publications
- Company press releases
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bristol-Myers Squibb Company
Exchange NYSE | Headquaters Princeton, NJ, United States | ||
IPO Launch date 1972-01-01 | CEO & Chairman Dr. Christopher S. Boerner Ph.D. | ||
Sector Healthcare | Industry Drug Manufacturers - General | Full time employees 34100 | Website https://www.bms.com |
Full time employees 34100 | Website https://www.bms.com | ||
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for oncology, hematology, immunology, cardiovascular, neuroscience, and other areas. The company's products include Eliquis for reduction in risk of stroke/systemic embolism in non-valvular atrial fibrillation and for the treatment of DVT/PE; Opdivo for various anti-cancer indications; Pomalyst/Imnovid for multiple myeloma; Orencia for active rheumatoid arthritis and psoriatic arthritis; and Sprycel to treat patients with Philadelphia chromosome-positive chronic myeloid leukemia. It also provides Yervoy for the treatment of patients with unresectable or metastatic melanoma; Empliciti for the treatment of relapsed/refractory multiple myeloma; Abecma for the treatment of patients with relapsed or refractory multiple myeloma; Reblozyl to treat anemia; Opdualag for the treatment of unresectable or metastatic melanoma; and Zeposia to treat relapsing forms of multiple sclerosis. In addition, the company offers Breyanzi for the treatment of patients with relapsed or refractory large B-cell lymphoma; Cobenfy to treat schizophrenia in adults; Krazati for the treatment of adult patients with KRASG12C-mutated locally advanced or metastatic non-small cell lung cancer (NSCLC); Camzyos to treat symptomatic obstructive HCM to improve functional capacity and symptom; Sotyktu for the treatment of moderate-to-severe plaque psoriasis; Augtyro for the treatment of locally advanced or metastatic ROS1-positive NSCLC; Revlimid, an oral immunomodulatory drug to treat multiple myeloma; and Abraxane for the treatment of breast cancer, NSCLC and pancreatic cancer. It sells products to wholesalers, distributors, pharmacies, retailers, hospitals, clinics, and government agencies. The company was formerly known as Bristol-Myers Company. Bristol-Myers Squibb Company was founded in 1887 and is headquartered in Princeton, New Jersey.
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