Bristol saw 7% revenue growth and a 17% non-GAAP EPS decline (including acquisition charges) in the third quarter. Management raised 2026 revenue guidance to $50 billion at the midpoint (up from $49.5 billion) and lowered non-GAAP EPS guidance to $6.45 at the midpoint (to factor in acquisitions).
Bristol is launching innovative drugs in cardiology and neurology, which should have strong sales trajectories, given the high unmet medical need.
The acquisition of Celgene came shortly before the start of generic competition for that firm's cancer drug Revlimid in 2022, setting up a major growth obstacle over several years, given the planned staggered generic entry.
|
Metric
|
BMY
|
MRK
|
GSK
|
|---|---|---|---|
Price/Earnings (Normalized) | 9.46 | 45.59 | 13.26 |
Price/Book Value | 5.36 | 8.61 | 3.93 |
Price/Sales | 2.51 | 5.37 | 2.21 |
Price/Cash Flow | 8.08 | 16.38 | 9.80 |
|
Metric
|
BMY
|
MRK
|
GSK
|
|---|---|---|---|
Quick Ratio | 1.36 | 0.71 | 0.55 |
Current Ratio | 1.59 | 1.32 | 0.86 |
Interest Coverage | 7.86 | 4.28 | 8.21 |
|
Metric
|
BMY
|
MRK
|
GSK
|
|---|---|---|---|
Return on Assets (Normalized) | 14.80% | 6.27% | 11.16% |
Return on Equity (Normalized) | 64.74% | 16.68% | 40.86% |
Return on Invested Capital (Normalized) | 21.73% | 9.74% | 21.39% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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United States