Bristol Myers Squibb (BMY) is a pharmaceuticals company in the Health Care sector. Listed on the NASDAQ, Bristol Myers Squibb is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $55.60.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $55.60 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 3.06% |
| Risk / Std Dev (Annualized) | 24.02% |
| Sharpe Ratio (rf=4.5%) | -0.06 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Pharmaceuticals
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 3.06% with an annualized volatility of 24.02%. The Sharpe ratio of -0.06 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 113.54B |
| Enterprise Value | 149.52B |
| Trailing P/E | 15.57 |
| Forward P/E | 9.02 |
| Price to Book | 5.66 |
| Price to Sales | 2.34 |
| EV/Revenue | 3.08 |
| EV/EBITDA | 7.88 |
| Profitability | | | Profit Margin | 15.01% | | Operating Margin | 33.04% | | ROE | 38.73% | | ROA | 10.69% |
| Growth | | | Revenue Growth | 2.6% | | Earnings Growth | 9.2% |
| Dividend | | | Dividend Yield | 453.0% | | Payout Ratio | 70.03% | | 5Y Avg Yield | 396.0% |
| Financial Health | | | Total Revenue | 48.48B | | Total Debt | 46.43B | | Total Cash | 10.49B | | Free Cash Flow | 9.85B | | Operating Cash Flow | 13.31B |
| Price & Technical | | | 52W High | $62.89$ | | 52W Low | $42.52$ | | 50-Day Avg | $57.9$ | | 200-Day Avg | $53.29$ | | Beta | 0.24 | | Shares Outstanding | 2.04B | | Float Shares | 2.04B | | Insider Holdings | 0.08% | | Institutional Holdings | 83.76% | | Short Ratio | 3.42 | | Short % of Float | 1.89% |
| Analyst Targets | | | Target High | $75.0$ | | Target Low | $40.0$ | | Target Mean | $63.08$ | | Target Median | $65.0$ | | # of Analysts | 25 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.