Bristol Myers Squibb Stock Five Year Return
BMY Stock | USD 54.23 0.98 1.84% |
Bristol Myers Squibb fundamentals help investors to digest information that contributes to Bristol Myers' financial success or failures. It also enables traders to predict the movement of Bristol Stock. The fundamental analysis module provides a way to measure Bristol Myers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bristol Myers stock.
Bristol | Five Year Return |
Bristol Five Year Return Analysis
Bristol Myers' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 45.6B | 40.7B | 41.5B | 43.5B | Total Assets | 109.3B | 96.8B | 95.2B | 99.9B |
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bristol Myers Five Year Return | 2.96 % |
Most of Bristol Myers' fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Bristol Myers Squibb is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Bristol Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Bristol Myers is extremely important. It helps to project a fair market value of Bristol Stock properly, considering its historical fundamentals such as Five Year Return. Since Bristol Myers' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Bristol Myers' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Bristol Myers' interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition |
Bristol Return On Capital Employed
Return On Capital Employed |
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According to the company disclosure, Bristol Myers Squibb has a Five Year Return of 2.96%. This is much higher than that of the Pharmaceuticals sector and significantly higher than that of the Health Care industry. The five year return for all United States stocks is notably lower than that of the firm.
Bristol Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bristol Myers' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Bristol Myers could also be used in its relative valuation, which is a method of valuing Bristol Myers by comparing valuation metrics of similar companies.Bristol Myers is currently under evaluation in five year return category among related companies.
Bristol Myers ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Bristol Myers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Bristol Myers' managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Bristol Fundamentals
Return On Equity | 0.27 | ||||
Return On Asset | 0.0563 | ||||
Profit Margin | 0.18 % | ||||
Operating Margin | 0.17 % | ||||
Current Valuation | 136.87 B | ||||
Shares Outstanding | 2.02 B | ||||
Shares Owned By Insiders | 0.09 % | ||||
Shares Owned By Institutions | 79.18 % | ||||
Number Of Shares Shorted | 37.25 M | ||||
Price To Earning | 24.88 X | ||||
Price To Book | 3.66 X | ||||
Price To Sales | 2.44 X | ||||
Revenue | 45.01 B | ||||
Gross Profit | 36.38 B | ||||
EBITDA | 19.18 B | ||||
Net Income | 8.04 B | ||||
Cash And Equivalents | 9.12 B | ||||
Cash Per Share | 6.21 X | ||||
Total Debt | 41.46 B | ||||
Debt To Equity | 1.32 % | ||||
Current Ratio | 1.42 X | ||||
Book Value Per Share | 14.56 X | ||||
Cash Flow From Operations | 13.86 B | ||||
Short Ratio | 1.89 X | ||||
Earnings Per Share | 3.93 X | ||||
Price To Earnings To Growth | 2.42 X | ||||
Target Price | 56.0 | ||||
Number Of Employees | 34.1 K | ||||
Beta | 0.37 | ||||
Market Capitalization | 109.66 B | ||||
Total Asset | 95.16 B | ||||
Retained Earnings | 28.77 B | ||||
Working Capital | 9.51 B | ||||
Current Asset | 10.41 B | ||||
Current Liabilities | 8.02 B | ||||
Z Score | 3.27 | ||||
Annual Yield | 0.05 % | ||||
Five Year Return | 2.96 % | ||||
Net Asset | 95.16 B | ||||
Last Dividend Paid | 2.31 |
About Bristol Myers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bristol Myers Squibb's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bristol Myers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bristol Myers Squibb based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, and markets biopharmaceutical products worldwide. The company was founded in 1887 and is headquartered in New York, New York. Bristol-Myers Squibb operates under Drug ManufacturersGeneral classification in the United States and is traded on New York Stock Exchange. It employs 32200 people.
Bristol Myers Investors Sentiment
The influence of Bristol Myers' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Bristol. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Bristol Myers' public news can be used to forecast risks associated with an investment in Bristol. The trend in average sentiment can be used to explain how an investor holding Bristol can time the market purely based on public headlines and social activities around Bristol Myers Squibb. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Bristol Myers' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Bristol Myers' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Bristol Myers' news discussions. The higher the estimated score, the more favorable is the investor's outlook on Bristol Myers.
Bristol Myers Implied Volatility | 21.09 |
Bristol Myers' implied volatility exposes the market's sentiment of Bristol Myers Squibb stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Bristol Myers' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Bristol Myers stock will not fluctuate a lot when Bristol Myers' options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Bristol Myers in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Bristol Myers' short interest history, or implied volatility extrapolated from Bristol Myers options trading.
Pair Trading with Bristol Myers
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bristol Myers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bristol Myers will appreciate offsetting losses from the drop in the long position's value.Moving together with Bristol Stock
0.7 | MDGL | Madrigal Pharmaceuticals Financial Report 14th of May 2024 | PairCorr |
Moving against Bristol Stock
0.62 | MBIO | Mustang Bio Report 3rd of April 2024 | PairCorr |
0.59 | KA | Kineta Inc Financial Report 9th of May 2024 | PairCorr |
0.46 | ME | 23Andme Holding | PairCorr |
The ability to find closely correlated positions to Bristol Myers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bristol Myers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bristol Myers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bristol Myers Squibb to buy it.
The correlation of Bristol Myers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bristol Myers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bristol-Myers Squibb moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bristol Myers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Bristol Myers Piotroski F Score and Bristol Myers Altman Z Score analysis. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
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.
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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.