| Dimension | Grade | Score | Evidence | Horizon |
|---|---|---|---|---|
| FINAL ESEN MASTER SCORE | B+ | 73 | Positive EPS momentum (26.27% YoY), low valuation risk (PEG 0.70), high dividend yield (3.96%), offset by weak revenue growth and low beta | 6-12M |
| SA Quality/Value Composite | B | 71 | Forward PE 8.89 suggests deep valuation discount; dividend safety supported by mature earnings profile; however TTM revenue opaque | 6-12M |
| Zacks Earnings Momentum | A | 82 | EPS growth 26.27% YoY significantly outpaces revenue growth (1.78%); PEG ratio of 0.70 indicates growth priced efficiently below market comps | 6-12M |
| Institutional & Smart Money Flow | C+ | 62 | Average volume 10.48M shares; no explicit insider activity or institutional concentration data visible; beta 0.22 reflects defensive positioning | 3-6M |
| Growth Sustainability & Moat | C | 58 | Hyper-growth flag active; revenue growth 1.78% weak relative to EPS expansion; pharmaceutical sector faces patent cliffs and generic erosion; sector moat questioned | 12M+ |
| Valuation & Safety (Pre-Penalty) | A- | 85 | PE 18.48 vs sector median ~20; forward PE 8.89 exceptionally low; week-52 range $42.52–$64.97 shows 52W return +33.87%; dividend yield 3.96% premium to risk-free | 6-12M |
| Penalty Overlay | WATCH | -8 | Weak balance sheet flagged; revenue growth significantly lags EPS (quality concern); earnings sustainability uncertain given opaque TTM revenue and missing earnings date | 3M+ |
| CONFIDENCE SCORE | C+ | 65 | Data gaps: no TTM revenue, no ex-dividend date, no target price consensus, no earnings date; reliance on backward-looking metrics; limited forward guidance visibility | 3-6M |
| Volatility & Drawdown Risk | A | 88 | Beta 0.22 (very low); price stable near 52W high; $21.45 drawdown cushion to low; defensive pharmaceutical holdings typical of low-vol portfolios | 3-6M |
| Crowding Risk Flag | MODERATE | 62 | High dividend yield and low volatility attract passive income and defensive allocations; sector-wide rotational risk if rates normalize; no concentration metrics disclosed | 3-12M |
Institutional Grade: B+ | Risk Profile: LOW | Income Profile: HIGH | Growth Profile: QUESTIONABLE
BMY Analyst Price Target Forecast - ESEN Analytics
BMY analyst price target: $62.77 average (range $54.0-$75.0), based on 30 Wall Street analysts.
Analysis by ESEN Analytics Systems (esenglobalinvest.com), an AI-driven US equity research platform covering 5,000+ US stocks.
Generated: 2026-09-29T23:10:48Z
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Generated: 2026-09-29T23:10:49Z
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BMY Systematic Research
Bristol-Myers Squibb presents a distinctive valuation profile among pharmaceutical majors, trading at a P/E ratio of 22.25 while delivering an exceptional ROE of 41.64%, substantially above sector norms. The company currently sits near its 52-week high of $65.56, with shares priced at $65.31 representing a remarkable recovery from the October low of $42.52. Systematic screening highlights this combination of profitability metrics and defensive characteristics, evidenced by an ultra-low beta of 0.22.
Key fundamental strengths include:
- Return on equity reaching 41.64% signals efficient capital deployment relative to shareholder investment, while the 12.33% net margin demonstrates solid operational execution despite patent cliff pressures
- EPS growth accelerating 26.27% year-over-year suggests portfolio transition success, particularly as newer oncology and immunology franchises mature
- Gross margin of 53.71% provides meaningful cushion for R&D reinvestment, critical for sustaining pipeline development
The research perspective identifies material balance sheet considerations. The debt-to-equity ratio of 2.44 reflects leverage from the $74 billion Celgene acquisition, though the current ratio of 1.26 indicates adequate near-term liquidity. Revenue growth of just 1.78% underscores portfolio transition challenges as legacy products face biosimilar competition.
Relative to peers JNJ, LLY, and MRK, BMY's valuation multiple appears compressed despite superior ROE generation. The P/B ratio of 5.94 sits below historical pharmaceutical sector premiums, while the P/S multiple of 2.74 reflects modest top-line momentum. The model indicates BMY occupies a research-worthy position for portfolios emphasizing profitability metrics and defensive beta exposure within large-cap biopharma.
Analysis updated monthly based on systematic screening of fundamentals, profitability, growth, and peer positioning.