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Upturn AI SWOT - About
BMY 
Bristol-Myers Squibb Company (BMY)
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Upturn Advisory Summary
08/14/2025: 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 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 98.60B USD | Price to earnings Ratio 19.45 | 1Y Target Price 53 |
Price to earnings Ratio 19.45 | 1Y Target Price 53 | ||
Volume (30-day avg) 27 | Beta 0.37 | 52 Weeks Range 42.96 - 61.84 | Updated Date 08/15/2025 |
52 Weeks Range 42.96 - 61.84 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 5.15% | 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 2025-07-31 | When Before Market | Estimate 1.71 | Actual 1.46 |
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 19.45 | Forward PE 7.34 | Enterprise Value 134640187414 | Price to Sales(TTM) 2.07 |
Enterprise Value 134640187414 | Price to Sales(TTM) 2.07 | ||
Enterprise Value to Revenue 2.82 | Enterprise Value to EBITDA 8.93 | Shares Outstanding 2035440000 | Shares Floating 2031568510 |
Shares Outstanding 2035440000 | Shares Floating 2031568510 | ||
Percent Insiders 0.07 | Percent Institutions 83.14 |
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. The company has grown through internal research and development and strategic acquisitions, becoming a leading biopharmaceutical company.
Core Business Areas
- Oncology: Develops and markets therapies for various cancers, including immunotherapies and targeted therapies.
- Hematology: Focuses on therapies for blood disorders, including blood cancers and other hematologic conditions.
- Immunology: Develops treatments for autoimmune diseases and other immune-related disorders.
- Cardiovascular: Offers products for the treatment of cardiovascular diseases.
Leadership and Structure
The CEO is Christopher Boerner. The company operates with a functional organizational structure, including research and development, commercial operations, and manufacturing divisions.
Top Products and Market Share
Key Offerings
- Opdivo: An immunotherapy used to treat various cancers. It has generated significant revenue for BMS. Competitors include Merck's Keytruda and Roche's Tecentriq. Market share varies by indication.
- Eliquis: An anticoagulant used to prevent blood clots. Competitors include Xarelto (J&J/Bayer) and Pradaxa (Boehringer Ingelheim). Revenue generated ~ $12 Billion in 2023 and continues to grow.
- Revlimid: Used for the treatment of multiple myeloma. Revlimid's patent expired, and faces generic competition now. Competitors included Darzalex and Velcade. While generating strong revenue previously, revenues decreased sharply in 2023.
Market Dynamics
Industry Overview
The pharmaceutical industry is highly competitive and research-intensive. Key trends include the development of novel therapies, personalized medicine, and increasing regulatory scrutiny.
Positioning
Bristol-Myers Squibb is a major player in the biopharmaceutical industry, with a strong focus on oncology, hematology, immunology, and cardiovascular disease. Their strength lies in innovative drugs and strategic partnerships.
Total Addressable Market (TAM)
The global pharmaceutical market is valued at over $1.4 trillion and expected to grow. BMS is positioned to capture a significant portion of this market through its diverse portfolio and pipeline.
Upturn SWOT Analysis
Strengths
- Strong oncology portfolio
- Established presence in key therapeutic areas
- Robust research and development pipeline
- Global commercial infrastructure
- Strong revenue from Eliquis.
Weaknesses
- Patent expirations on key products
- Dependence on a few blockbuster drugs
- High debt levels from acquisitions
- Pipeline needs further development
Opportunities
- Expanding into new therapeutic areas
- Strategic acquisitions and partnerships
- Developing innovative drug delivery systems
- Growth in emerging markets
Threats
- Increasing generic competition
- Pricing pressures from governments and payers
- Regulatory hurdles for new drug approvals
- Clinical trial failures
Competitors and Market Share
Key Competitors
- MRK
- PFE
- JNJ
- ABBV
- AMGN
Competitive Landscape
Bristol-Myers Squibb competes with other major pharmaceutical companies in various therapeutic areas. It has a strong presence in oncology, but faces competition from other established players and emerging biotech companies.
Major Acquisitions
Celgene
- Year: 2019
- Acquisition Price (USD millions): 74000
- Strategic Rationale: Acquired Celgene to strengthen the oncology and immunology pipeline, bringing in key drugs like Revlimid.
Turning Point Therapeutics
- Year: 2022
- Acquisition Price (USD millions): 4100
- Strategic Rationale: Acquired Turning Point Therapeutics to enhance its oncology portfolio with next-generation tyrosine kinase inhibitors (TKIs).
Growth Trajectory and Initiatives
Historical Growth: BMS has experienced moderate growth in recent years, driven by key products and strategic acquisitions. The company's past performance has been influenced by patent expirations and market competition.
Future Projections: Analysts project moderate revenue growth in the coming years, driven by new product launches and expansion in key therapeutic areas. Earnings growth is expected to be higher due to cost efficiencies and operating leverage.
Recent Initiatives: Recent strategic initiatives include acquisitions to bolster the pipeline, partnerships to expand market reach, and investments in research and development.
Summary
Bristol-Myers Squibb is a major biopharmaceutical company with a strong presence in oncology and other key therapeutic areas. The company faces challenges from patent expirations and competition but has opportunities for growth through new product launches and strategic acquisitions. The acquisition of Celgene has transformed BMS and there are still growing synergies, however the loss of revenue from Revlimid has been felt. Investing in a long-term pipeline should be their top priority and focusing on Eliquis to make sure they don't see losses there.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports (e.g., from major investment banks)
- Press Releases
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company-specific factors can change rapidly, affecting the accuracy of the information provided.
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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