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NYSE:BMY Community
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Bristol-Myers Squibb
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Bristol-Myers Squibb
EV
Evangelos
Community Contributor
Bristol Myers Squibb (BMY): Undervalued Opportunity or Value Trap? A Deep Dive into 2024 Earnings and Fair Value
Fourth Quarter 2024 Highlights: Total Revenues: $12.3 billion, an 8% increase from the same period in 2023. GAAP Earnings Per Share (EPS): $0.04, a significant decrease from $0.87 in Q4 2023.
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US$65.00
FV
27.5% undervalued
intrinsic discount
2.43%
Revenue growth p.a.
Set Fair Value
3
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0
users have commented on this narrative
12
users have followed this narrative
6 months ago
author updated this narrative
Bristol-Myers Squibb
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Debt And Patent Expiries Will Erode US Pharma Margins
Key Takeaways Loss of exclusivity and pricing pressures will erode revenue and margin growth, posing significant long-term financial headwinds. High debt, execution risk, and tougher regulatory climate restrict flexibility, increase costs, and threaten sustainable profitability.
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US$35.86
FV
31.4% overvalued
intrinsic discount
-6.26%
Revenue growth p.a.
Set Fair Value
0
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0
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5
users have followed this narrative
5 days ago
author updated this narrative
Bristol-Myers Squibb
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Pipeline Launches And Global Healthcare Trends Will Unlock Growth
Key Takeaways Robust portfolio performance and pipeline innovation, especially in immuno-oncology, are fueling faster-than-expected revenue growth and international market expansion. Strong cost discipline, operational efficiencies, and AI-driven R&D enhancements are creating substantial upside for margins and long-term earnings growth.
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US$68.00
FV
30.7% undervalued
intrinsic discount
-3.04%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
2
users have followed this narrative
5 days ago
author updated this narrative
Bristol-Myers Squibb
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Aging Demographics And Genomics Will Drive Healthcare Demand
Key Takeaways An expanding pipeline, strategic partnerships, and strong global launches are driving growth and offsetting competition and patent challenges. Operational streamlining and investment in high-value clinical programs support margin improvement and long-term financial stability.
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US$53.00
FV
11.1% undervalued
intrinsic discount
-4.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
181
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
BMY
BMY
Bristol-Myers Squibb
Your Fair Value
US$
Current Price
US$47.14
87.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-7b
48b
2015
2018
2021
2024
2025
2027
2030
Revenue US$36.0b
Earnings US$3.8b
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