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BMY vs NVS
Which Stock Would AI Choose? Bristol-Myers Squibb (BMY) vs. Novartis (NVS) Stock Comparison
Key Takeaways
- BMY has outperformed NVS year-to-date (YTD, meaning from the start of the current year), with an approximate 11% gain compared to NVS's 8%.
- BMY offers a higher dividend yield of about 4.3%, attracting income-focused investors, versus NVS's 3.3%.
- Both stocks trade at reasonable valuations, but BMY's price-to-earnings (P/E) ratio of around 17 is lower than NVS's 20, suggesting relative value.
- NVS benefits from recent positive regulatory news on gene therapies and malaria treatments, enhancing its innovative pipeline perception.
- BMY demonstrates greater price stability in recent market activity, trading consistently around $58–$60 amid broader sector volatility.
- NVS, with a larger market capitalization (market cap) of over $280 billion, provides broader global diversification compared to BMY's $120 billion.
Introduction
This stock comparison examines BMY (Bristol-Myers Squibb) and NVS (Novartis), two leading pharmaceutical giants focused on oncology, immunology, and innovative therapies. Investors seeking dividend income, defensive healthcare exposure, or growth from pipeline advancements may find value in evaluating their relative performance. In the current market environment, marked by regulatory developments and earnings anticipation, understanding their business models, recent momentum, and risk profiles aids informed decision-making for portfolios balancing stability and upside potential.
BMY Overview and Recent Performance
Bristol-Myers Squibb (BMY) is a global biopharmaceutical company specializing in oncology, hematology, immunology, cardiovascular, and neuroscience therapies. Key products include Eliquis for blood clot prevention and Opdivo for cancer immunotherapy. In recent weeks, the stock has shown resilience, trading steadily around $58–$60 within its 52-week range of $42.52–$62.89. Year-to-date gains of about 11% reflect positive sentiment from partnerships, such as making Eliquis available via Mark Cuban's Cost Plus Drug Company for improved accessibility, and advancements in precision oncology. Upcoming Q1 earnings and involvement in markets like Sjogren's syndrome and vulvar cancer have supported steady performance amid sector headwinds like patent expirations.
NVS Overview and Recent Performance
Novartis (NVS) is a Swiss multinational pharmaceutical firm with a diverse portfolio spanning innovative medicines, including gene therapies, immunology, and cardiovascular treatments. Flagship products feature Entresto for heart failure and Cosentyx for inflammatory conditions. Recently, the stock has experienced a correction from 52-week highs near $170 to around $145, within a range of $104.93–$170.46, amid broader market fluctuations. Year-to-date returns stand at approximately 8%. Positive developments, including European Medicines Agency (CHMP) endorsements for its SMA gene therapy Itvisma and WHO prequalification for malaria treatment Coartem Baby, have bolstered sentiment. Growth in anemia treatments and a strong one-year rally of about 30% underscore its pipeline momentum.
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Head-to-Head Comparison
Both BMY and NVS operate diversified big-pharma business models centered on high-margin branded drugs, with heavy oncology exposure. Growth drivers differ: NVS emphasizes cutting-edge gene therapies and global reach, while BMY leverages established blockbusters like Eliquis alongside immuno-oncology expansions. Recent momentum favors BMY's stability versus NVS's pullback from peaks. Risk factors include patent cliffs (M&A, mergers and acquisitions, can mitigate), regulatory hurdles, and pricing pressures. Sector-wise, both benefit from healthcare resilience but face biotech volatility. Market sentiment tilts toward BMY for value and yield, with NVS appealing for innovation catalysts.
Tickeron AI Verdict
Tickeron’s AI currently leans toward BMY over NVS in the near term, based on superior YTD trend consistency, lower valuation multiples, higher dividend appeal, and price stability amid recent volatility. While NVS holds strong catalysts from regulatory wins, BMY's relative positioning suggests higher probability of outperformance for trend-following strategies.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMY is a Buy and NVS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BMY’s FA Score shows that 2 FA rating(s) are green whileNVS’s FA Score has 3 green FA rating(s).
- BMY’s FA Score: 2 green, 3 red.
- NVS’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BMY’s TA Score shows that 5 TA indicator(s) are bullish while NVS’s TA Score has 6 bullish TA indicator(s).
- BMY’s TA Score: 5 bullish, 4 bearish.
- NVS’s TA Score: 6 bullish, 3 bearish.
Price Growth
BMY (@Pharmaceuticals: Major) experienced а -0.24% price change this week, while NVS (@Pharmaceuticals: Major) price change was +2.62% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Major industry was +1.82%. For the same industry, the average monthly price growth was +7.82%, and the average quarterly price growth was +4.79%.
Reported Earning Dates
BMY is expected to report earnings on Jul 30, 2026.
NVS is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Pharmaceuticals: Major (+1.82% weekly)The Major Pharmaceuticals industry includes companies that are involved in various processes of creating drugs to treat/prevent diseases. These companies engage in research, testing and manufacturing, as well as the distribution of pharmaceuticals into markets. Johnson & Johnson, Merck & Co., Inc., Pfizer Inc. and Novartis are among the largest companies in this category.
| BMY | NVS | BMY / NVS | |
| Capitalization | 117B | 293B | 40% |
| EBITDA | 15B | 22.4B | 67% |
| Gain YTD | 8.271 | 14.380 | 58% |
| P/E Ratio | 16.00 | 21.93 | 73% |
| Revenue | 48.5B | 56.6B | 86% |
| Total Cash | 10.5B | 6.98B | 150% |
| Total Debt | 46.4B | 47B | 99% |
BMY | NVS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 19 Undervalued | 6 Undervalued | |
PROFIT vs RISK RATING 1..100 | 91 | 6 | |
SMR RATING 1..100 | 25 | 27 | |
PRICE GROWTH RATING 1..100 | 50 | 48 | |
P/E GROWTH RATING 1..100 | 68 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NVS's Valuation (6) in the Pharmaceuticals Major industry is in the same range as BMY (19). This means that NVS’s stock grew similarly to BMY’s over the last 12 months.
NVS's Profit vs Risk Rating (6) in the Pharmaceuticals Major industry is significantly better than the same rating for BMY (91). This means that NVS’s stock grew significantly faster than BMY’s over the last 12 months.
BMY's SMR Rating (25) in the Pharmaceuticals Major industry is in the same range as NVS (27). This means that BMY’s stock grew similarly to NVS’s over the last 12 months.
NVS's Price Growth Rating (48) in the Pharmaceuticals Major industry is in the same range as BMY (50). This means that NVS’s stock grew similarly to BMY’s over the last 12 months.
NVS's P/E Growth Rating (36) in the Pharmaceuticals Major industry is in the same range as BMY (68). This means that NVS’s stock grew similarly to BMY’s over the last 12 months.
| BMY | NVS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 52% | N/A |
| Stochastic ODDS (%) | 4 days ago 55% | 4 days ago 39% |
| Momentum ODDS (%) | 4 days ago 56% | 4 days ago 49% |
| MACD ODDS (%) | 4 days ago 46% | 4 days ago 56% |
| TrendWeek ODDS (%) | 4 days ago 56% | 4 days ago 53% |
| TrendMonth ODDS (%) | 4 days ago 55% | 4 days ago 48% |
| Advances ODDS (%) | 4 days ago 54% | 11 days ago 51% |
| Declines ODDS (%) | 14 days ago 54% | 14 days ago 45% |
| BollingerBands ODDS (%) | 4 days ago 64% | 4 days ago 54% |
| Aroon ODDS (%) | 4 days ago 54% | 4 days ago 45% |
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