Bristol Myers Squibb Stock Performance
| BMY Stock | USD 53.90 2.07 3.70% |
The firm shows a Beta (market volatility) of -0.064, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bristol Myers are expected to decrease at a much lower rate. During the bear market, Bristol Myers is likely to outperform the market. At this point, Bristol Myers Squibb has a negative expected return of -0.0985%. Please make sure to confirm Bristol Myers' semi variance, and the relationship between the sortino ratio and rate of daily change , to decide if Bristol Myers Squibb performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Bristol Myers Squibb has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong primary indicators, Bristol Myers is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (3.70) | Five Day Return (5.11) | Year To Date Return (5.09) | Ten Year Return (10.32) | All Time Return 2.6 K |
Forward Dividend Yield 0.046 | Payout Ratio | Forward Dividend Rate 2.48 | Dividend Date 2025-02-03 | Ex Dividend Date 2025-01-03 |
1 | Overhaul Unveils AI-powered Freight Fraud Detection Software for Shippers and 3PLs | 01/14/2025 |
2 | Bristol-Myers Squibb Shares Sold by CNB Bank | 01/17/2025 |
3 | Disposition of 2543 shares by Greg Meyers of Bristol Myers subject to Rule 16b-3 | 01/31/2025 |
| Bristol Myers dividend paid on 3rd of February 2025 | 02/03/2025 |
4 | Acquisition by Phyllis Yale of 3562 shares of Bristol Myers subject to Rule 16b-3 | 02/06/2025 |
5 | Stone Summit Wealth LLC Sells 520 Shares of Bristol-Myers Squibb | 02/10/2025 |
6 | Covid inquiry wants to ensure Bristol citizens are heard | 02/11/2025 |
7 | Bristol-Myers Squibb Company Jim Cramer No, No, You Dont Hold | 02/12/2025 |
8 | Bristol-Myers Squibb Co Announces Phase 3 Trial Results fo | 02/13/2025 |
9 | Kahn Brothers Reduces Stake in Citigroup Inc by 23.58 | 02/14/2025 |
| Begin Period Cash Flow | 11.5 B |
Bristol |
Bristol Myers Relative Risk vs. Return Landscape
If you would invest 5,759 in Bristol Myers Squibb on November 19, 2024 and sell it today you would lose (369.00) from holding Bristol Myers Squibb or give up 6.41% of portfolio value over 90 days. Bristol Myers Squibb is generating negative expected returns assuming volatility of 1.4205% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Bristol, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Bristol Myers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bristol Myers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bristol Myers Squibb, and traders can use it to determine the average amount a Bristol Myers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0694
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BMY |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bristol Myers is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bristol Myers by adding Bristol Myers to a well-diversified portfolio.
Bristol Myers Fundamentals Growth
Bristol Stock prices reflect investors' perceptions of the future prospects and financial health of Bristol Myers, and Bristol Myers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bristol Stock performance.
| Return On Equity | -0.39 | ||||
| Return On Asset | 0.0655 | ||||
| Profit Margin | (0.19) % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 149.72 B | ||||
| Shares Outstanding | 2.03 B | ||||
| Price To Earning | 24.88 X | ||||
| Price To Book | 6.70 X | ||||
| Price To Sales | 2.26 X | ||||
| Revenue | 48.3 B | ||||
| Gross Profit | 36.35 B | ||||
| EBITDA | 19.41 B | ||||
| Net Income | (8.93 B) | ||||
| Cash And Equivalents | 9.12 B | ||||
| Cash Per Share | 6.21 X | ||||
| Total Debt | 49.65 B | ||||
| Debt To Equity | 1.32 % | ||||
| Current Ratio | 1.42 X | ||||
| Book Value Per Share | 8.05 X | ||||
| Cash Flow From Operations | 15.19 B | ||||
| Earnings Per Share | (4.41) X | ||||
| Market Capitalization | 109.38 B | ||||
| Total Asset | 92.6 B | ||||
| Retained Earnings | 14.91 B | ||||
| Working Capital | 6.01 B | ||||
| Current Asset | 10.41 B | ||||
| Current Liabilities | 8.02 B | ||||
About Bristol Myers Performance
Evaluating Bristol Myers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bristol Myers has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Bristol Myers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 104.50 | 143.64 | |
| Return On Tangible Assets | (0.19) | (0.18) | |
| Return On Capital Employed | 0.27 | 0.29 | |
| Return On Assets | (0.10) | (0.09) | |
| Return On Equity | (0.55) | (0.52) |
Things to note about Bristol Myers Squibb performance evaluation
Checking the ongoing alerts about Bristol Myers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bristol Myers Squibb help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bristol Myers Squibb generated a negative expected return over the last 90 days | |
| The company reported the last year's revenue of 48.3 B. Reported Net Loss for the year was (8.93 B) with profit before taxes, overhead, and interest of 36.35 B. | |
| Over 81.0% of the company shares are held by institutions such as insurance companies | |
| On 3rd of February 2025 Bristol Myers paid $ 0.62 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Kahn Brothers Reduces Stake in Citigroup Inc by 23.58 |
- Analyzing Bristol Myers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Bristol Myers' stock is overvalued or undervalued compared to its peers.
- Examining Bristol Myers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Bristol Myers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bristol Myers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bristol Myers' stock. These opinions can provide insight into Bristol Myers' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bristol Stock Analysis
When running Bristol Myers' price analysis, check to measure Bristol Myers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bristol Myers is operating at the current time. Most of Bristol Myers' value examination focuses on studying past and present price action to predict the probability of Bristol Myers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bristol Myers' price. Additionally, you may evaluate how the addition of Bristol Myers to your portfolios can decrease your overall portfolio volatility.