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BMY$54.95-3.90%
Fair $54.95+0.0%

BMY

Bristol-Myers Squibb Company

Healthcare / Drug Manufacturers - GeneralNYSE

$54.95

-2.23 (-3.90%)

Fairly Valued+0.0%Fair Value $54.95Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 8/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.8B · quality 62.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.55, above the 2.0 threshold
Thesis & Journal · BMYLocal privado en este navegador · Bristol-Myers Squibb Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$112.2B

P/E

15.4x

↓

EV/EBITDA

9.8x

↓

ROE

38.2%

↑

Gross Margin

71.1%

↑

Debt/Equity

2.55

↑
52-Week Range$55
$43$63

TradingView lightweight chart

BMY price, volumen y niveles de valoración

Último $54.95Periodo -10.4%
Fair value: $54.95

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

+10.0%

FCF margin

26.7%

FCF / Net income

1.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.20B · net income $7.05B · FCF $12.85B

2007-FY → 2025-FY

Gross margin

71.1%— pts

Operating margin

28.5%— pts

Net margin

14.6%+0.8% pts

FCF margin

26.7%+11.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$48.20B$48.20B$48.30B$45.01B$46.16B$46.38B$42.52B$26.14B$22.56B$20.78B$19.43B$16.56B$15.88B$16.39B$17.62B$21.24B$19.48B$18.81B$17.71B$15.62B
Net Income$7.05B$7.05B$-8.95B$8.03B$6.33B$6.99B$-9.02B$3.44B$4.92B$1.01B$4.46B$1.56B$2.00B$2.56B$1.96B$3.71B$3.10B$10.61B$5.25B$2.17B
EBITDA$15.23B$15.23B$3.17B$19.37B$19.22B———————————————
EPS3.463.46-4.413.862.953.12-3.992.013.010.612.650.931.201.541.162.161.795.342.621.09
Gross Margin71.1%71.1%71.1%76.2%78.0%—72.3%69.1%71.3%70.7%74.5%76.4%75.2%71.8%73.8%73.6%72.9%72.7%——
Operating Margin28.5%28.5%12.2%18.2%19.7%———————————————
Net Margin14.6%14.6%-18.5%17.8%13.7%15.1%-21.2%13.2%21.8%4.8%22.9%9.5%12.6%15.6%11.1%17.5%15.9%56.4%29.6%13.9%
Balance Sheet
Debt/Equity2.552.553.131.411.311.101.280.840.400.590.350.460.490.530.480.340.340.410.54—
Current Ratio1.421.42——————————————————
Cash Flow
Free Cash Flow$12.85B$12.85B$13.94B$12.65B$11.95B$15.23B$13.30B$7.37B$6.12B$4.22B$1.84B$1.28B$2.62B$3.01B$6.39B$4.47B$4.07B$3.33B$2.77B$2.31B
Returns
ROE38.2%38.2%-54.8%27.3%20.4%19.5%-23.8%6.7%35.1%8.6%27.6%11.0%13.5%16.9%14.4%23.2%19.7%71.5%42.9%—
Valuation
P/E15.3915.39—13.5324.75———————————————
EV/EBITDA9.789.7849.097.159.79———————————————
P/B6.076.077.023.695.04———————————————
Growth & Yield
Revenue Growth-0.2%-0.2%7.3%-2.5%—9.1%62.6%15.9%8.6%6.9%17.3%4.3%-3.1%-7.0%-17.1%9.0%3.6%6.2%13.4%—
EPS Growth178.5%178.5%-214.2%30.8%—178.2%-298.5%-33.2%393.4%-77.0%184.9%-22.5%-22.1%32.8%-46.3%20.7%-66.5%103.8%140.4%—
Dividend Yield4.6%4.6%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$4.88

Spread vs growth

166.3%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$5.90

Spread vs growth

167.2%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$9.50

Spread vs growth

167.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +18.4%

Total return

+18.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.41 → 3.46

Residual

+13.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+13.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.