Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$63.02
Open:$63.02
Day's Low:$61.54
Day's High:$63.26
Bid / Ask:-
Market Cap:126.14B
Enterprise Value:161.05B
52-Week Range
52-Week Low:$45.27
52-Week High:$68.64
Current position in 52-week range
52w Low-52w High
50-Day Avg:$62.72
200-Day Avg:$59.98
Volume
Volume Today:10,291,599
Avg Volume (3m):11,156,265
Avg Volume (10d):10,713,660
52-Week Change:+38.23%
vs S&P 500, 52 weeks:-
Beta:0.19
Valuation Multiples
P/E (trailing):13.68
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
P/E (forward):9.28
PEG Ratio:17.47
Price / Book:5.39
Price / Sales (TTM):2.52
EV / Revenue:3.22
EV / EBITDA:8.83
Dividends
Current yield:4.00%
Annual Dividend Rate:$2.52
Dividend Trailing:$2.52
Yield Trailing:4.00%
5-Year Avg Yield:3.86%
Payout Ratio:55.88%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):50.03B
Gross Profit:35.28B
EBITDA:18.24B
Net Income (TTM):9.24B
Rev Growth (YoY):+6.90%
Earnings Growth (YoY):-2.80%
Quarterly earnings growth (YoY):-1.80%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$4.51
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$6.65
Revenue Per Share:$24.54
Cash Per Share:-
Book Value:$11.45
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:12.58B
Total Debt:44.81B
Net Debt (Debt - Cash):32.23B
Debt / Equity:191.46%
Current Ratio:1.59
Quick Ratio:1.36
Cash Flows
Operating Cash Flow:10.65B
Free Cash Flow (FCF):6.36B
FCF Yield (FCF / Market Cap):-
Enterprise Value:161.05B
EV / Revenue:3.22
EV / EBITDA:8.83
Profitability
ROE (Return on Equity):44.01%
ROA (Return on Assets):10.90%
P/E (trailing):13.68
P/E (forward):9.28
Price / Book:5.39
PEG Ratio:17.47
52-Week Change:+38.23%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$4.51
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$6.65
P/E (forward):9.28
PEG Ratio:17.47
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$24.54
Cash Per Share:-
Book Value:$11.45
Cash Flows (TTM)
Free Cash Flow:6.36B
Operating Cash Flow:10.65B
EBITDA:18.24B
Total Revenue (TTM):50.03B
Net Income (TTM):9.24B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:2,044,085,831
Float (free shares):2,040,917,498
Short interest (shares):49,948,083
Short % of float:-
Short Ratio (days to cover):3.50
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Bristol-Myers Squibb Company (BMY) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. The company offers products for oncology, hematology, immunology, cardiovascular, and neuroscience indications. Its products include Opdivo for anti-cancer indications; Opdivo Qvantig, a subcutaneous PD-1 inhibitor for solid tumors; Orencia for active rheumatoid arthritis and psoriatic arthritis; Yervoy for the treatment of unresectable or metastatic melanoma; Reblozyl to treat anemia; Breyanzi for the treatment of relapsed or refractory large B-cell lymphoma; Opdualag to treat unresectable or metastatic melanoma; and Camzyos for the treatment of symptomatic obstructive HCM. The company also offers Zeposia to treat relapsing forms of multiple sclerosis; Abecma for the treatment of patients with relapsed or refractory multiple myeloma; Sotyktu to treat moderate-to-severe plaque psoriasis; Krazati for the treatment of KRASG12C-mutated locally advanced or metastatic non-small cell lung cancer (NSCLC); and Cobenfy to treat schizophrenia. In addition, it offers Eliquis for the reduction of risk of stroke/systemic embolism and for the treatment of DVT/PE; Revlimid, an oral immunomodulatory drug for multiple myeloma; Pomalyst/Imnovid for multiple myeloma; Sprycel for Philadelphia chromosome-positive chronic myeloid leukemia; and Abraxane to treat breast cancer. Further, the company provides Augtyro for the treatment of locally advanced or metastatic ROS1-positive NSCLC, as well as NSCLC and pancreatic cancer. It sells its products to wholesalers, distributors, specialty pharmacies, retailers, hospitals, clinics, and government agencies. The company has a strategic collaboration with Arcus Biosciences, Inc. to develop a treatment regimen that delivers tumor control in kidney cancer. The company was formerly known as Bristol-Myers Company. The company was founded in 1887 and is headquartered in Princeton, New Jersey.
Executive VP, General Counsel & Chief Policy Officer
45
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Bristol-Myers Squibb Company (BMY): Quantitative Analysis
Bristol-Myers Squibb Company (BMY) — Healthcare — Drug Manufacturers - General. BMY is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, BMY has returned +19.1% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
BMY ranks 145 of 461 on today's multifactor score, and 14 of the 55 Healthcare companies that score. Its strongest factor is momentum (Z 0.70, ranked 98 of 494); its weakest is growth (Z -0.39, ranked 376 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Bristol-Myers Squibb (BMY)
When does Bristol-Myers Squibb report earnings?
Bristol-Myers Squibb has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 29, 2026). BMY earnings dates and times, quarter by quarter →
What is Bristol-Myers Squibb's P/E ratio?
Bristol-Myers Squibb's P/E (price over earnings per share for the last twelve months) is 13.7 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 54 Healthcare companies with a P/E is 30.5, and the S&P 500's, 23.5: Bristol-Myers Squibb is below its sector median. Healthcare stocks, company by company →
Where does Bristol-Myers Squibb rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Bristol-Myers Squibb ranks 145 of 461, and 14 of the 55 Healthcare companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Bristol-Myers Squibb insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Bristol-Myers Squibb shares from August 2025 through Nov 3, 2026. The latest sale was on Sep 9, 2026, by an officer, for $403k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 4 sales by directors, officers and large shareholders. All BMY insider trades →
Does Bristol-Myers Squibb pay a dividend?
Yes. Its dividend yield is 4.00% at the Nov 3, 2026 close (annual dividend of $2.52 per share). The latest recorded ex-dividend date is Oct 2, 2026.
What sector is Bristol-Myers Squibb in, and which index?
Bristol-Myers Squibb is classified in the Healthcare sector (industry: Drug Manufacturers - General), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 59 S&P 500 companies in that sector. Healthcare stocks →
What is behind these numbers
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Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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