Bristol Stock Performance

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BMY -- USA Stock  

Report: 6th of August 2020  

The firm shows a Beta (market volatility) of 0.3849, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Bristol's beta means in this case. As returns on the market increase, Bristol Myers returns are expected to increase less than the market. However, during the bear market, the loss on holding Bristol Myers will be expected to be smaller as well. Even though it is essential to pay attention to Bristol Myers Squibb historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Bristol Myers Squibb exposes twenty-eight different technical indicators, which can help you to evaluate its performance. Bristol Myers Squibb has an expected return of -0.0349%. Please be advised to confirm Bristol Myers Squibb sortino ratio, as well as the relationship between the semi variance and rate of daily change to decide if Bristol Myers Squibb stock performance from the past will be repeated at some point in the near future.

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Bristol Myers Risk-Adjusted Performance

Over the last 30 days Bristol Myers Squibb has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Bristol Myers is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short term losses for the investors.
Quick Ratio1.38
Fifty Two Week Low42.48
Target High Price81.00
Payout Ratio273.02%
Fifty Two Week High68.34
Target Low Price62.00
Trailing Annual Dividend Yield2.89%

Bristol Myers Relative Risk vs. Return Landscape

If you would invest  5,956  in Bristol Myers Squibb on June 15, 2020 and sell it today you would lose (167.00)  from holding Bristol Myers Squibb or give up 2.8% of portfolio value over 30 days. Bristol Myers Squibb is generating negative expected returns assuming volatility of 1.4364% on return distribution over 30 days investment horizon. In other words, 12% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 30-days investment horizon, Bristol Myers is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.26 times less risky than the market. the firm trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.13 of returns per unit of risk over similar time horizon.

Bristol Myers Market Risk Analysis

Sharpe Ratio = -0.0243
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Bristol Myers Stock Performance Indicators

Estimated Market Risk
 1.44
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 -0.03
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
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Based on monthly moving average Bristol Myers is performing at about 0% of its full potential. 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 it to a well-diversified portfolio.

About Bristol Myers Performance

To evaluate Bristol Myers Squibb Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Bristol Myers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Bristol's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Bristol Myers Squibb stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Bristol's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2020
Effect of Exchange Rate Changes on Cash-9 M-9.2 M
Return on Investment 9.88  15.40 
Return on Average Assets 0.05  0.07 
Return on Average Equity 0.14  0.17 
Return on Invested Capital 0.14  0.18 
Return on Sales 0.19  0.20 
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. Bristol-Myers Squibb Company was founded in 1887 and is headquartered in New York, New York. Bristol Myers operates under Drug ManufacturersGeneral classification in the United States and is traded on BATS Exchange. It employs 30000 people.

Bristol Myers Alerts

Equity Alerts and Improvement Suggestions

Bristol Myers Squibb generates negative expected return over the last 30 days
Over 79.0% of the company shares are held by institutions such as insurance companies
On 2nd of July 2020 Bristol Myers paid $ 0.45 per share dividend to its current shareholders
Latest headline from simplywall.st: Heres Why Bristol-Myers Squibbs Statutory Earnings Are Arguably Too Conservative - Simply Wall St

Bristol Myers Dividends

Bristol Myers Squibb Dividends Analysis

Check Bristol Myers Squibb dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page