MMarketMath

BMY

Slow growerQuality: Medium (57/100)

Bristol Myers Squibb · Health Care · Pharmaceuticals

$67.28

52w 42.52 – 68.64

20y monthly, adjusted

Mkt cap

$137.4B

P/E

19.4

P/FCF

10.7

FCF yield

9.4%

ROE

38.2%

Shldr yield

3.7%

div 3.7% + bb 0.0%

What today's price assumes

At $137.4B, the market is pricing in -1.0% annual free-cash-flow growth for the next decade (10% discount rate, 2.5% terminal growth). Over the last ten years, FCF actually grew 25.9% per year — expectations look undemanding relative to history.

Simple DCF per-share range: $96 · $215 · $310 (4% / base / optimistic growth). An estimate, not a target.

Adjust the assumptions yourself →

Historical multiple lens

At its own median P/OCF of 7.9× across 17 years, BMY would trade near $55/share (25th–75th percentile: $49–$99); it trades at 9.7× today.

Assumes the historical multiple regime persists — re-ratings can be permanent.

Growth record

Compound annual growth rates from as-filed 10-K data, split-adjusted

Rev 3y

+1.4%

Rev 5y

+2.5%

Rev 10y

+11.3%

EPS 5y

EPS 10y

+14.0%

FCF 5y

−0.7%

FCF 10y

+25.9%

Fundamentals

Fiscal 2007–2025, from SEC filings

Revenue

2007: $15.6B
2008: $17.7B
2009: $18.8B
2010: $19.5B
2011: $21.2B
2012: $17.6B
2013: $16.4B
2014: $15.9B
2015: $16.6B
2016: $19.4B
2017: $20.8B
2018: $22.6B
2019: $26.1B
2020: $42.5B
2021: $46.4B
2022: $46.2B
2023: $45.0B
2024: $48.3B
2025: $48.2B
$0$20.0B$40.0B
07
11
15
19
23

Net income

2007: $2.2B
2008: $5.2B
2009: $10.6B
2010: $3.1B
2011: $3.7B
2012: $2.0B
2013: $2.6B
2014: $2.0B
2015: $1.6B
2016: $4.5B
2017: $1.0B
2018: $4.9B
2019: $3.4B
2020: −$9.0B
2021: $7.0B
2022: $6.3B
2023: $8.0B
2024: −$8.9B
2025: $7.1B
−$5.0B$0$5.0B$10.0B
07
11
15
19
23

Free cash flow

2007: $2.3B
2008: $2.8B
2009: $3.3B
2010: $4.1B
2011: $4.5B
2012: $6.4B
2013: $3.0B
2014: $2.6B
2015: $1.3B
2016: $1.8B
2017: $4.2B
2018: $6.1B
2019: $7.4B
2020: $13.3B
2021: $15.2B
2022: $11.9B
2023: $12.7B
2024: $13.9B
2025: $12.8B
$0$5.0B$10.0B$15.0B
07
11
15
19
23

Diluted shares (lower is better)

2009: 2.0B
2010: 1.7B
2011: 1.7B
2012: 1.7B
2013: 1.7B
2014: 1.7B
2015: 1.7B
2016: 1.7B
2017: 1.7B
2018: 1.6B
2019: 1.7B
2020: 2.3B
2021: 2.2B
2022: 2.1B
2023: 2.1B
2024: 2.0B
2025: 2.0B
01.0B2.0B
07
11
15
19
23

Margins

-25%0%25%50%07101316192225
Net marginFCF margin

Capital returned (dividends + buybacks)

2007: $2.2B
2008: $2.5B
2009: $2.5B
2010: $2.8B
2011: $3.5B
2012: $4.7B
2013: $2.7B
2014: $2.4B
2015: $2.5B
2016: $2.8B
2017: $5.0B
2018: $2.9B
2019: $10.0B
2020: $5.6B
2021: $10.7B
2022: $12.6B
2023: $9.9B
2024: $4.9B
2025: $5.0B
$0$5.0B$10.0B
07
11
15
19
23

Cash vs long-term debt

$0$20.0B$40.0B07101316192225
CashLT debt

Quarterly

Discrete quarters from 10-Q filings; Q4 derived as fiscal year minus Q1–Q3. OCF is unwound from the year-to-date figures 10-Qs report. Compare to the same quarter a year ago — most businesses are seasonal.

Revenue by quarter

Q2'23: $11.2B
Q3'23: $11.0B
Q4'23: $11.5B
Q1'24: $11.9B
Q2'24: $12.2B
Q3'24: $11.9B
Q4'24: $12.3B
Q1'25: $11.2B
Q2'25: $12.3B
Q3'25: $12.2B
Q4'25: $12.5B
Q1'26: $11.5B
Q2'26: $13.0B
$0$5.0B$10.0B
23
24
24
25
26

Net income by quarter

Q2'23: $2.1B
Q3'23: $1.9B
Q4'23: $1.8B
Q1'24: −$11.9B
Q2'24: $1.7B
Q3'24: $1.2B
Q4'24: $72.0M
Q1'25: $2.5B
Q2'25: $1.3B
Q3'25: $2.2B
Q4'25: $1.1B
Q1'26: $2.7B
Q2'26: $3.3B
−$10.0B−$5.0B$0
23
24
24
25
26
QuarterRevenueYoYNet incomeYoYEPSOCF
Q2'26$13.0B+5.7%$3.3B+153.2%1.62$3.4B
Q1'26$11.5B+2.6%$2.7B+9.0%1.31$1.1B
Q4'25 *$12.5B+1.3%$1.1B+1409.7%0.54$2.0B
Q3'25$12.2B+2.8%$2.2B+81.8%1.08$6.3B
Q2'25$12.3B+0.6%$1.3B−22.0%0.64$3.9B
Q1'25$11.2B−5.6%$2.5B1.20$2.0B
Q4'24 *$12.3B+7.5%$72.0M−95.9%0.05$4.4B
Q3'24$11.9B+8.4%$1.2B−37.2%0.60$5.6B
Q2'24$12.2B+8.7%$1.7B−19.0%0.83$2.3B
Q1'24$11.9B+4.7%−$11.9B−626.6%-5.89$2.8B
Q4'23 *$11.5B+0.6%$1.8B−12.9%0.87$4.3B
Q3'23$11.0B−2.2%$1.9B+20.0%0.93$4.8B
Q2'23$11.2B−5.6%$2.1B+45.9%0.99$1.9B

Track record

Compound annual growth by period. For debt and share count, negative is the good direction.

Series3y5y10y15y
Revenue+1.4%+2.5%+11.3%+6.2%
Operating cash flow+2.7%+0.1%+21.0%+8.0%
Free cash flow+2.4%−0.7%+25.9%+8.0%
EPS (diluted)+5.5%+9.5%+14.0%+4.5%
Equity−15.9%−13.4%+2.6%+1.1%
LT debt+6.9%−2.4%+20.7%+14.9%
Diluted shares−1.7%−2.0%+2.0%+1.1%
Stock price+7.9%+4.3%+5.2%+9.2%

$100, 3 years ago

$126vs $176 in SPY

7.9% vs 20.7%/yr

$100, 5 years ago

$123vs $181 in SPY

4.3% vs 12.6%/yr

$100, 10 years ago

$167vs $412 in SPY

5.2% vs 15.2%/yr

$100, 15 years ago

$375vs $813 in SPY

9.2% vs 15.0%/yr

Quality & capital discipline

Cash-based returns and how management deploys capital

Cash ROIC

23.1%

OCF ÷ (equity + debt)

OCF / EV yield

8.4%

MC vs 10× OCF

0.97

≤1 = priced under 10× OCF

Debt / FCF

3.3y

SBC / FCF

4.3%

Owner earnings

$12.3B

OCF − capex − SBC

OE yield

9.0%

Share count 5y

+0.2%

per year; negative = buybacks

Checklist

15 of 23 checks pass · 65%. Checks with structurally missing inputs are excluded.

Growth & Consistency

2/6

  • Revenue growth

    2.5% · 5y CAGR ≥ 5%

    fail
  • EPS growth

    · 5y CAGR ≥ 5%

    na
  • FCF growth

    -0.7% · 5y CAGR ≥ 5%

    fail
  • Revenue rises consistently

    6 of 9 · up in ≥ 7 of last 10 years

    fail
  • FCF consistently positive

    10 of 10 · positive in ≥ 8 of last 10 years

    pass
  • Profitable every year

    8 of 10 · net income > 0 in ≥ 8 of last 10

    pass
  • Cash flow keeps up with sales

    0.1% vs 2.5% · OCF CAGR ≥ 0.9× revenue CAGR

    fail

Profitability

5/5

  • Net margin

    14.6% · ≥ 8%

    pass
  • Operating margin

    · ≥ 10%

    na
  • Gross margin stable or rising

    · no drop > 2 pts over 3y

    na
  • Return on equity

    38.2% · ≥ 12%

    pass
  • Cash ROIC

    23.1% · ≥ 12%

    pass
  • FCF margin

    26.7% · ≥ 5%

    pass
  • Earnings back their cash

    OCF $14.2B vs NI $7.1B · OCF ≥ net income (latest FY)

    pass

Balance Sheet

0/4

  • Debt payable from cash flow

    3.3y · LT debt ≤ 3× FCF

    fail
  • Cash cushion

    24% · cash ≥ 50% of LT debt

    fail
  • Leverage

    2.32 · LT debt ≤ 1.5× equity

    fail
  • Equity positive and compounding

    $18.5B · equity > 0 and grew over ~5y

    fail
  • Interest burden

    · interest ≤ 15% of operating income

    na

Capital Allocation

4/4

  • Share count flat or shrinking

    0.2% · ≤ +0.5%/yr over ~5y

    pass
  • Stock comp restrained

    4% · SBC ≤ 15% of FCF

    pass
  • Distributions funded by FCF

    39% · dividends + buybacks ≤ 100% of FCF

    pass
  • Repurchases are a habit

    8 of 10 · buybacks in ≥ 5 of last 10 years

    pass

Valuation Discipline

4/4

  • FCF yield

    9.4% · ≥ 3%

    pass
  • Earnings multiple

    19.4 · P/E ≤ 25

    pass
  • Price asks less than history delivered

    -1.0% vs 25.9% · implied FCF growth ≤ historical FCF CAGR

    pass
  • Shareholder yield

    3.7% · dividends + buybacks ≥ 2% of market cap

    pass

Financial data

As filed in 10-Ks; per-share figures split-adjusted. $ in millions.

FYRevenueGross profitOp incomeNet incomeEPSOCFCapExFCFDividendsBuybacksSBCCashLT debtEquityShares
202548,1947,0543.4614,1561,31112,8455,045055310,20942,85018,4732,039
202448,300-8,948-4.4115,1901,24813,9424,863050710,34647,60316,3352,027
202345,0068,0253.8613,8601,20912,6514,7445,15551811,46436,65329,4302,078
202246,1596,3272.9513,0661,11811,9484,6348,0014579,12335,05631,0612,146
202146,3856,9943.1216,20797315,2344,3966,28758313,97939,60535,9462,245
202042,51830,745-9,015-3.9914,05275313,2994,0751,54677914,54648,33637,8222,258
201926,14518,0673,4392.018,2108367,3742,6797,30044112,34643,38751,5981,712
201822,56116,0944,9203.017,0669516,1152,6133202216,9115,64614,0311,637
201720,77614,6821,0070.615,2751,0554,2202,5772,4691995,4216,97511,7411,652
201619,42714,4814,4572.653,0581,2151,8432,5472312054,2375,71616,1771,680
201516,56012,6511,5650.932,1058201,2852,4772352,3856,55014,2661,679
201415,87911,9472,0041.203,1485262,6222,3982135,5717,24214,8521,670
201316,38511,7662,5631.543,5455373,0082,3094331913,5867,98115,1541,662
201217,62113,0111,9601.166,9415486,3932,2862,4031541,6566,56813,6231,688
201121,24415,6463,7092.164,8403674,4732,2541,2211615,7765,37615,9561,717
201019,48414,2073,1021.794,4914244,0672,2025761935,0335,32815,7131,727
200918,80813,66810,6125.344,0657303,3352,4831837,6836,13014,8431,978
200817,7155,2472.623,7079412,7662,4611817,9766,58512,241
200715,6172,1651.093,1538432,3102,2131331,801

Some concepts are structurally absent for certain industries (banks report no gross profit or capex). Missing ≠ zero.