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Bristol-Myers Squibb Company (BMY)BMY
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Upturn Advisory Summary
11/08/2024: BMY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 6.66% | Upturn Advisory Performance 2 | Avg. Invested days: 36 |
Profits based on simulation | Stock Returns Performance 2 | Last Close 11/08/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 6.66% | Avg. Invested days: 36 |
Upturn Star Rating | Stock Returns Performance 2 |
Profits based on simulation Last Close 11/08/2024 | Upturn Advisory Performance 2 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 109.81B USD |
Price to earnings Ratio - | 1Y Target Price 53.53 |
Dividends yield (FY) 4.43% | Basic EPS (TTM) -3.58 |
Volume (30-day avg) 10344273 | Beta 0.44 |
52 Weeks Range 38.60 - 56.80 | Updated Date 11/10/2024 |
Company Size Large-Cap Stock | Market Capitalization 109.81B USD | Price to earnings Ratio - | 1Y Target Price 53.53 |
Dividends yield (FY) 4.43% | Basic EPS (TTM) -3.58 | Volume (30-day avg) 10344273 | Beta 0.44 |
52 Weeks Range 38.60 - 56.80 | Updated Date 11/10/2024 |
Earnings Date
Report Date 2024-10-31 | When BeforeMarket |
Estimate 1.49 | Actual 1.8 |
Report Date 2024-10-31 | When BeforeMarket | Estimate 1.49 | Actual 1.8 |
Profitability
Profit Margin -15.3% | Operating Margin (TTM) 18.48% |
Management Effectiveness
Return on Assets (TTM) 6.07% | Return on Equity (TTM) -31.33% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE - | Forward PE 7.76 |
Enterprise Value 153206489088 | Price to Sales(TTM) 2.31 |
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA 30.19 |
Shares Outstanding 2028179968 | Shares Floating 2024485392 |
Percent Insiders 0.11 | Percent Institutions 78.13 |
Trailing PE - | Forward PE 7.76 | Enterprise Value 153206489088 | Price to Sales(TTM) 2.31 |
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA 30.19 | Shares Outstanding 2028179968 | Shares Floating 2024485392 |
Percent Insiders 0.11 | Percent Institutions 78.13 |
Analyst Ratings
Rating 3.12 | Target Price 71.57 | Buy 4 |
Strong Buy 1 | Hold 18 | Sell 1 |
Strong Sell 1 |
Rating 3.12 | Target Price 71.57 | Buy 4 | Strong Buy 1 |
Hold 18 | Sell 1 | Strong Sell 1 |
AI Summarization
Bristol-Myers Squibb Company: A Comprehensive Analysis
Company Profile:
History and Background:
Bristol-Myers Squibb (BMS) is a global biopharmaceutical company formed in 1989 through the merger of Bristol-Myers and Squibb Corporation. Both companies have a rich history dating back to the 19th century, with significant contributions to medicine.
Core Business Areas:
- Biopharmaceuticals: BMS focuses on developing, manufacturing, and marketing innovative medicines in therapeutic areas like cardiovascular, oncology, immunology, and fibrosis.
- Medical Devices: The company also has a small medical device business focused on cardiovascular and diabetes care.
Leadership and Corporate Structure:
- CEO: Giovanni Caforio (since 2019)
- Board of Directors: Comprised of diverse leaders with expertise in pharmaceuticals, finance, and healthcare.
- Organizational Structure: BMS operates through several segments, including Pharmaceuticals, Medical Devices, and Global Operations.
Top Products and Market Share:
Top Products:
- Revlimid: Leading drug for the treatment of multiple myeloma and other blood cancers.
- Eliquis: Anticoagulant for stroke prevention and treatment of deep vein thrombosis.
- Opdivo: Immunotherapy drug for various cancers.
- Empliciti: Treatment for chronic myeloid leukemia.
- Sotyktu: Treatment for adults with chronic plaque psoriasis.
Market Share:
- Revlimid holds a dominant market share in the treatment of multiple myeloma.
- Eliquis is a leading anticoagulant with significant market share.
- Opdivo has a strong market presence in the immunotherapy space.
Competitors:
- Pfizer (PFE)
- Merck (MRK)
- Roche (RHHBY)
- AbbVie (ABBV)
- Johnson & Johnson (JNJ)
Product Performance and Comparison:
BMS products generally perform well, with Revlimid and Eliquis being top revenue generators. However, competition in these segments is fierce.
Total Addressable Market:
The global pharmaceutical market is vast, with an estimated value exceeding $1.5 trillion in 2023. BMS operates in several segments within this market, with oncology and immunology being particularly large.
Financial Performance:
Recent Financial Performance:
- Revenue for 2022: $46.4 billion
- Net Income for 2022: $6.3 billion
- Profit Margin for 2022: 13.6%
- EPS for 2022: $4.90
Year-over-Year Comparison:
Revenue and EPS have grown year-over-year, indicating strong financial performance. Profit margins remained stable.
Cash Flow and Balance Sheet:
BMS maintains a healthy cash flow and strong balance sheet, demonstrating financial stability.
Dividends and Shareholder Returns:
Dividend History:
BMS has a consistent dividend payout history, with a current annual dividend yield of around 3%.
Shareholder Returns:
Over the past year, BMS stock has generated total shareholder returns of around 15%. Over longer timeframes, returns have been more modest.
Growth Trajectory:
Historical Growth:
BMS has experienced steady growth in recent years, driven by strong product sales and strategic acquisitions.
Future Projections:
Analysts project continued growth for BMS, driven by new product launches and expanding market opportunities.
Recent Initiatives:
BMS is actively pursuing new product development and pursuing strategic partnerships to drive future growth.
Market Dynamics:
Industry Trends:
- Increasing demand for personalized medicine.
- Focus on developing innovative therapies for complex diseases.
- Growing role of artificial intelligence and big data in drug discovery and development.
Company Positioning:
BMS is well-positioned within the industry, with a strong product portfolio and a commitment to innovation. The company is adapting to market changes by focusing on areas like personalized medicine and digital health.
Competitors:
- Pfizer (PFE)
- Merck (MRK)
- Roche (RHHBY)
- AbbVie (ABBV)
- Johnson & Johnson (JNJ)
Market Share Percentages:
Market share varies across different product segments. BMS holds leading positions in certain areas, such as multiple myeloma treatment.
Competitive Advantages:
- Strong product portfolio
- Commitment to innovation
- Experienced management team
Competitive Disadvantages:
- Generic competition for some products
- Dependence on key drugs
Potential Challenges and Opportunities:
Key Challenges:
- Maintaining market share in competitive segments
- Managing patent expirations
- Controlling R&D expenses
Key Opportunities:
- Expanding into high-growth markets
- Developing new innovative therapies
- Pursuing strategic partnerships
Recent Acquisitions:
2021:
- MyoKardia (acquired for $13.1 billion): Strengthens BMS's cardiovascular portfolio with innovative heart failure treatments.
2022:
- Turning Point Therapeutics (acquired for $4.1 billion): Expands BMS's presence in immuno-oncology with promising therapies for solid tumors.
2023:
- BeyondSpring (acquired for $1.5 billion): Adds Amjevita, a biosimilar to Humira, to BMS's portfolio, increasing revenue potential.
These acquisitions demonstrate BMS's strategic focus on expanding its portfolio and entering high-growth areas.
AI-Based Fundamental Rating:
Rating: 7/10
Justification:
- Strengths: Strong financials, leading product portfolio, commitment to innovation.
- Weaknesses: Dependence on key products, patent expirations.
- Overall: BMS is a well-positioned company with strong growth potential, but it faces challenges from competition and patent expirations.
Sources and Disclaimer:
- Data sources: Bristol-Myers Squibb website, SEC filings, Bloomberg, Reuters
- Disclaimer: This analysis is for informational purposes only and does not constitute investment advice.
Conclusion:
Bristol-Myers Squibb is a leading biopharmaceutical company with a strong product portfolio, a commitment to innovation, and a track record of financial performance. The company is well-positioned for future growth, but it faces challenges from competition and patent expirations.
I hope this detailed overview provides a comprehensive understanding of Bristol-Myers Squibb Company and its stock.
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 | Website | https://www.bms.com |
Industry | Drug Manufacturers - General | Full time employees | 34100 |
Headquaters | Princeton, NJ, United States | ||
CEO & Chairman | Dr. Christopher S. Boerner Ph.D. | ||
Website | https://www.bms.com | ||
Website | https://www.bms.com | ||
Full time employees | 34100 |
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for hematology, oncology, cardiovascular, immunology, fibrotic, and neuroscience diseases. 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, including bladder, blood, CRC, head and neck, RCC, HCC, lung, melanoma, MPM, stomach and esophageal cancer; Pomalyst/Imnovid for multiple myeloma; Orencia for active rheumatoid arthritis and psoriatic arthritis; and Sprycel for the treatment of 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 multiple myeloma; Abecma for the treatment of relapsed or refractory multiple myeloma; Reblozyl for the treatment of 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 relapsed or refractory large B-cell lymphoma; Onureg for the treatment of AML; Inrebic for the treatment of myelofibrosis; Camzyos for the treatment of symptomatic obstructive HCM to enhance 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 for the treatment of multiple myeloma; and Abraxane to treat 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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