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Held by 2,431 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Insufficient data. Current ROIC on all capital: 11%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $10.2B covers all $7.6B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~4.2% on $45.1B of debt.
Cash of $10.2B fully covers short-term debt of $2.3B.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $62.84 today, the market must believe free cash flow compounds 1.1%/yr for a decade (off $13.1B normalized FCF).
The market's 1.1% is more conservative than its 9-yr track record.
2-stage DCF · 2.03B shares · net debt $34.9B
mean 30.7% · volatility σ 47% · implied rate exceeded in 7/9 yrs
Central path = implied 1.1%/yr growth; shaded band = ±1σ (47%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 39% of free cash flow, leaving room to grow it and fund buybacks. Last year: $5.0B dividends + $0 buybacks = $5.0B returned on $12.8B FCF.
6 consecutive years of dividend increases · 6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
No trend data available for this metric.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 64th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 28.7 | 30.9 | 27.7 | 21.4 | 22.0 | 23.8 | 28.9 | 28.9 |
| Gross Profit | 71.3 | 69.1 | 72.3 | — | — | — | — | — |
| R&D | 28.1 | 23.5 | 23.6 | 22.0 | 20.6 | 20.7 | 23.1 | 20.6 |
| SG&A | 20.2 | 18.6 | 18.0 | 16.6 | 16.9 | 17.3 | 17.4 | 15.1 |
| Income Tax | 4.5 | 5.8 | 5.0 | 2.3 | 3.0 | 0.9 | 1.1 | 4.7 |
| Net Income | 21.8 | 13.2 | -21.2 | 15.1 | 13.7 | 17.8 | -18.5 | 14.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BMY: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $48.19B 100.0% | $48.30B 100.0% | $45.01B 100.0% | $46.16B 100.0% | $46.38B 100.0% | $42.52B 100.0% | $26.14B 100.0% | $22.56B 100.0% | $20.78B 100.0% | $19.43B 100.0% |
| Cost of Revenue | $13.94B 28.9% | $13.97B 28.9% | $10.69B 23.8% | $10.14B 22.0% | $9.94B 21.4% | $11.77B 27.7% | $8.08B 30.9% | $6.47B 28.7% | $6.01B 28.9% | $4.97B 25.6% |
| Cost of Products | — | — | — | — | — | — | — | — | $6.07B 29.2% | $4.95B 25.5% |
| Gross Profit | — | — | — | — | — | $30.75B 72.3% | $18.07B 69.1% | $16.09B 71.3% | $14.68B 70.7% | $14.48B 74.5% |
| Research & Development | $9.95B 20.6% | $11.16B 23.1% | $9.30B 20.7% | $9.51B 20.6% | $10.20B 22.0% | $10.05B 23.6% | $6.15B 23.5% | $6.33B 28.1% | $6.47B 31.1% | $5.01B 25.8% |
| Selling, General & Admin | $7.27B 15.1% | $8.41B 17.4% | $7.77B 17.3% | $7.81B 16.9% | $7.69B 16.6% | $7.66B 18.0% | $4.87B 18.6% | $4.55B 20.2% | $4.75B 22.9% | $4.98B 25.6% |
| Total Operating Expenses | $38.87B 80.6% | $56.68B 117.3% | $36.57B 81.2% | $38.45B 83.3% | $38.29B 82.5% | $49.39B 116.2% | $21.17B 81.0% | $16.59B 73.5% | $15.64B 75.3% | $13.51B 69.6% |
| Interest Expense | $1.89B 3.9% | $1.95B 4.0% | $1.17B 2.6% | $1.23B 2.7% | $1.33B 2.9% | $1.42B 3.3% | $656.0M 2.5% | $183.0M 0.8% | $196.0M 0.9% | $167.0M 0.9% |
| Interest & Investment Income | $586.0M 1.2% | $478.0M 1.0% | $449.0M 1.0% | $171.0M 0.4% | $39.0M 0.1% | $121.0M 0.3% | $464.0M 1.8% | $173.0M 0.8% | $126.0M 0.6% | $97.0M 0.5% |
| Other Income (Expense), net | -$674.0M -1.4% | -$893.0M -1.8% | $1.16B 2.6% | -$576.0M -1.2% | $720.0M 1.6% | $2.31B 5.4% | -$938.0M -3.6% | $854.0M 3.8% | $1.69B 8.1% | $1.45B 7.5% |
| Pretax Income | $9.33B 19.4% | -$8.38B -17.3% | $8.44B 18.8% | $7.71B 16.7% | $8.10B 17.5% | -$6.87B -16.2% | $4.97B 19.0% | $5.97B 26.5% | $5.13B 24.7% | $5.92B 30.4% |
| Income Tax Expense | $2.27B 4.7% | $554.0M 1.1% | $400.0M 0.9% | $1.37B 3.0% | $1.08B 2.3% | $2.12B 5.0% | $1.51B 5.8% | $1.02B 4.5% | $4.16B 20.0% | $1.41B 7.2% |
| Net Income | $7.05B 14.6% | -$8.95B -18.5% | $8.03B 17.8% | $6.33B 13.7% | $6.99B 15.1% | -$9.02B -21.2% | $3.44B 13.2% | $4.92B 21.8% | $1.01B 4.8% | $4.46B 22.9% |
| Per Share | ||||||||||
| EPS (Basic) | $3.47 | $-4.41 | $3.88 | $2.97 | $3.15 | $-3.99 | $2.02 | $3.01 | $0.61 | $2.67 |
| EPS (Diluted) | $3.46 | $-4.41 | $3.86 | $2.95 | $3.12 | $-3.99 | $2.01 | $3.01 | $0.61 | $2.65 |
| Weighted Avg Shares (Basic) | 2.03B | 2.03B | 2.07B | 2.13B | 2.22B | 2.26B | 1.71B | 1.63B | 1.65B | 1.67B |
| Weighted Avg Shares (Diluted) | 2.04B | 2.03B | 2.08B | 2.15B | 2.25B | 2.26B | 1.71B | 1.64B | 1.65B | 1.68B |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 1085 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $894.1B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.5B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $467.1B | 111.9× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $368.2B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $339.9B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.7B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $248.2B | 37.1× | 31.9× | 5.6× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $204.6B | 26.7× | 17.6× | 5.6× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $187.3B | 22.3× | 20.4× | 6.4× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.0B | 27.5× | 19.2× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.1B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $150.2B | 42.1× | 31.0× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $136.2B | 48.7× | 37.5× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $131.1B | 33.7× | 28.8× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $127.8B | 18.2× | — | 2.6× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.8B | 24.9× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $114.7B | 64.9× | 11.5× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $107.1B | 33.4× | 18.4× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.5B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.4B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.4B | 16.4× | 15.5× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.6B | 19.0× | 19.8× | 5.8× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.7B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
Peers = companies sharing BMY's sector (Healthcare) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.