Bristol Myers Squibb Stock Performance

BMY Stock  USD 54.23  0.98  1.84%   
Bristol Myers has a performance score of 7 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.51, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bristol Myers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Bristol Myers is expected to be smaller as well. Bristol-Myers Squibb right now shows a risk of 1.19%. Please 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 will be following its price patterns.

Risk-Adjusted Performance

7 of 100

 
Low
 
High
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Bristol Myers Squibb are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly sluggish primary indicators, Bristol Myers may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more

Actual Historical Performance (%)

One Day Return
1.84
Five Day Return
5
Year To Date Return
2.79
Ten Year Return
4.39
All Time Return
2.8 K
Forward Dividend Yield
0.0451
Payout Ratio
0.312
Last Split Factor
1000000:95
Forward Dividend Rate
2.4
Dividend Date
2024-05-01
 
Bristol Myers dividend paid on 1st of February 2024
02/01/2024
1
Disposition of 1050 shares by Hoch Lynelle of Bristol Myers subject to Rule 16b-3
03/08/2024
2
Bristol Myers Squibb Sees a More Significant Dip Than Broader Market Some Facts to Know
03/14/2024
3
The Most Energy-Efficient Manufacturing Plants of 2023
03/18/2024
4
Bristol Myers liver cancer treatment meets main goal of late-stage study
03/20/2024
5
Angelini Ventures invests into extended 75.8 million Series C financing round for Nouscom, a clinical stage immuno-oncology company developing off-the-shelf and...
03/21/2024
6
Bristol-Myers Squibb Has Announced A Dividend Of 0.60
03/22/2024
7
Q32 Bio Announces Closing of Merger with Homology Medicines and Concurrent Private Placement of 42 Million
03/25/2024
8
FDA Approves Mercks WINREVAIR , a First-in-Class Treatment for Adults with Pulmonary Arterial Hypertension
03/26/2024
9
Zeposia fails to meet Crohns disease trial goal
03/28/2024
Begin Period Cash Flow9.3 B
  

Bristol Myers Relative Risk vs. Return Landscape

If you would invest  5,072  in Bristol Myers Squibb on December 29, 2023 and sell it today you would earn a total of  351.00  from holding Bristol Myers Squibb or generate 6.92% return on investment over 90 days. Bristol Myers Squibb is generating 0.115% of daily returns assuming volatility of 1.1919% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Bristol, and above 98% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Bristol Myers is expected to generate 1.18 times less return on investment than the market. In addition to that, the company is 2.1 times more volatile than its market benchmark. It trades about 0.1 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

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 = 0.0965

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashBMYAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.19
  actual daily
10
90% of assets are more volatile

Expected Return

 0.12
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.1
  actual daily
7
93% of assets perform better
Based on monthly moving average Bristol Myers is performing at about 7% 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.

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.

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 Stock's 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 market performance in a much more refined way. 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 2024
Return On Capital Employed 0.24  0.29 
Return On Assets 0.08  0.14 
Return On Equity 0.27  0.30 

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 is unlikely to experience financial distress in the next 2 years
Bristol-Myers Squibb has a strong financial position based on the latest SEC filings
Over 79.0% of the company shares are held by institutions such as insurance companies
On 1st of February 2024 Bristol Myers paid $ 0.6 per share dividend to its current shareholders
Latest headline from investing.com: Zeposia fails to meet Crohns disease trial goal
Evaluating Bristol Myers' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Bristol Myers' stock performance include:
  • 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.
It's essential to remember that evaluating Bristol Myers' stock performance is not an exact science, and many factors can impact Bristol Myers' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Bristol-Myers Squibb offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Bristol Myers' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Bristol Myers Squibb Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Bristol Myers Squibb Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bristol Myers Squibb. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary 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.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Commodity Directory
Find actively traded commodities issued by global exchanges
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Is Bristol Myers' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bristol Myers. If investors know Bristol will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bristol Myers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.09)
Dividend Share
2.31
Earnings Share
3.93
Revenue Per Share
21.753
Quarterly Revenue Growth
0.006
The market value of Bristol-Myers Squibb is measured differently than its book value, which is the value of Bristol that is recorded on the company's balance sheet. Investors also form their own opinion of Bristol Myers' value that differs from its market value or its book value, called intrinsic value, which is Bristol Myers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bristol Myers' market value can be influenced by many factors that don't directly affect Bristol Myers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bristol Myers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Bristol Myers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bristol Myers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.