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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 posted roughly 17–19% gains year to date (YTD), outperforming both its pharmaceutical sector and the broader S&P 500, while NVS has seen its YTD gains trimmed to the mid-teens after recent clinical setbacks.
- BMY is executing a visible portfolio transition, with its Growth Portfolio now driving revenue as the legacy portfolio faces generic erosion; it also carries a much higher dividend yield of roughly 4.3%.
- NVS is navigating what management calls "the largest patent expiry in Novartis history," even as growth drivers such as Kisqali, Pluvicto, and Leqvio expand rapidly.
- Both companies face near-term clinical and safety risks: BMY disclosed a patient death in an early multiple sclerosis (MS) CAR-T trial, while NVS halted a CAR-T program after three patient deaths and reported disappointing MS pill efficacy data.
- BMY offers higher income and clearer short-term earnings momentum; NVS offers a larger market cap, a diversified global footprint, and broader pipeline optionality, but with greater execution scrutiny.
- For more detail, explore BMY Major News and BMY Today's Price Move, as well as NVS Major News and NVS Today's Price Move.
- To see how automated strategies are positioning across these and thousands of other tickers, explore Trending AI Robots.
Introduction
Bristol-Myers Squibb and Novartis are two of the world's largest pharmaceutical companies, yet they sit at very different stages of their business cycles. BMY is mid-way through a portfolio transition away from legacy blockbusters toward newer oncology, cardiovascular, and neuroscience products. NVS, the Swiss giant, is simultaneously managing its largest-ever patent cliff while scaling a fresh generation of growth medicines. This stock comparison is most relevant to investors weighing income, relative performance, and pipeline risk across large-cap pharma — as well as traders seeking to gauge how shifting market sentiment is repricing each name.
BMY Overview and Recent Performance
Bristol-Myers Squibb (BMY) discovers, develops, and markets biopharmaceuticals across oncology, hematology, immunology, cardiovascular, and neuroscience. Recent market activity has been notably constructive: shares have gained roughly 17–19% YTD, outpacing both the sector and the S&P 500. The company's latest quarterly report showed adjusted earnings per share (EPS) of $2.04, beating consensus estimates by a wide margin, on revenue of about $13 billion, up 6% year over year.
Momentum has been driven by the Growth Portfolio, which rose about 15%, led by Camzyos (up 60%), Breyanzi (up 41%), and Reblozyl (up 29%), while Eliquis revenue climbed 22%. Management also raised its full-year 2026 guidance. Sentiment has been tempered, however, by a disclosed patient death in an early-stage CAR-T (chimeric antigen receptor T-cell) MS trial, which pressured shares, and by the long-running generic erosion of Revlimid and related legacy products. The stock still offers one of the sector's more attractive yields at roughly 4.3%.
NVS Overview and Recent Performance
Novartis (NVS) is a Basel, Switzerland-based innovator focused on oncology, immunology, neuroscience, and cardiovascular-renal medicine, with the United States accounting for roughly 43% of net sales. Its recent stock behavior has been more volatile than BMY's. After reaching a 52-week high earlier in the year, shares pulled back following a series of clinical setbacks, including a late-stage failure in a muscle-wasting program tied to the $12 billion Avidity acquisition, a disappointing heart-drug readout, and the halt of a CAR-T program after three patient deaths.
On the positive side, quarterly growth drivers rose 36% in constant currency, with Kisqali (up 43%), Pluvicto (up 43%), Leqvio (up 59%), and Scemblix (up 89%) all accelerating. However, full data for its remibrutinib MS pill showed relapse reductions below a key rival's, trimming peak-sales expectations and sending American depositary receipts (ADRs, U.S.-listed shares of foreign companies) down as much as 4.5% in a single session. This mixed picture has left NVS with a modestly lower dividend yield near 2% and heavier governance scrutiny from shareholders.
Trending AI Robots
Tickeron maintains hundreds of AI trading bots that collectively trade thousands of different tickers, but only a select group earns a place in the curated Trending AI Robots section. This shortlist is refreshed to reflect the strategies best suited to current market conditions, drawing on historical win rates, trade frequency, volatility tolerance, and recent performance. Each bot operates with its own trading style, timeframe, and ticker universe — from short-term momentum approaches to longer-horizon trend strategies — so no two bots are identical in how they position capital. Whether you are tracking large-cap pharma like BMY and NVS or scanning the broader market, reviewing the Trending AI Robots page can help you understand which automated strategies are currently performing at the top of the field.
Head-to-Head Comparison
The two companies diverge most clearly on momentum, income, and risk profile. BMY currently shows steadier relative performance and stronger earnings momentum, supported by a growth portfolio that is demonstrably offsetting legacy declines and a dividend that has increased for 17 consecutive years. Its key vulnerability is concentration: Eliquis and Opdivo face looming exclusivity losses, and its pipeline carries real clinical risk, as the recent CAR-T safety event illustrates.
NVS, by contrast, offers a larger market capitalization (roughly $300 billion), a more diversified global revenue base, and a deeper late-stage pipeline — but it is simultaneously absorbing its largest patent cliff while defending its M&A (mergers and acquisitions) record. Recent trial disappointments have made its near-term sentiment more fragile, and its lower dividend yield reduces its appeal to income-focused investors. In sector-exposure terms, both remain heavily weighted to oncology, but NVS carries broader cardiovascular and neuroscience exposure, while BMY leans more aggressively on hematology and cell therapy.
Tickeron AI Verdict
Based on observable trend consistency, earnings momentum, and relative positioning, Tickeron's AI would likely favor BMY in the current environment. The stock's steadier uptrend, upward guidance revisions, and clearer near-term catalysts contrast with the more volatile, event-driven path of NVS, whose recent price action has been disrupted by back-to-back clinical and governance concerns. That said, this is a probabilistic assessment rather than a definitive call: NVS retains meaningful long-term optionality, and a positive late-stage readout or successful patent-cliff navigation could quickly shift the balance. Traders and investors should weigh BMY's income and momentum against NVS's scale and pipeline breadth.
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.
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 Hold and NVS is a Hold.
BMY's Indicator enters downward trend
The Aroon Indicator for BMY entered a downward trend on October 22, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 186 similar instances where the Aroon Indicator formed such a pattern. In 103 of the 186 cases the stock moved lower. This puts the odds of a downward move at 55%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 35 of 68 cases where BMY's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 51%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BMY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
BMY broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BMY's RSI Indicator exited the oversold zone, 13 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 43%.
The Momentum Indicator moved above the 0 level on October 19, 2026. You may want to consider a long position or call options on BMY as a result. In 49 of 91 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 54%.
The Moving Average Convergence Divergence (MACD) for BMY just turned positive on October 16, 2026. Looking at past instances where BMY's MACD turned positive, the stock continued to rise in 25 of 49 cases over the following month. The odds of a continued upward trend are 51%.
BMY moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BMY crossed bullishly above the 50-day moving average on November 06, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 8 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 53%.
Following a +2.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where BMY advanced for three days, in 174 of 308 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 22 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating fairly steady price growth. BMY’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 60 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 66 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 59, placing this stock slightly worse than average.
The Tickeron Valuation Rating of 96 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.687) is normal, around the industry mean (-1.360). P/E Ratio (13.627) is within average values for comparable stocks, (21.695). BMY's Projected Growth (PEG Ratio) (17.786) is slightly higher than the industry average of (5.738). Dividend Yield (0.041) settles around the average of (0.038) among similar stocks. P/S Ratio (2.642) is also within normal values, averaging (4.033).
NVS in upward trend: 10-day moving average broke above 50-day moving average on October 22, 2026
The 10-day moving average for NVS crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 14, 2026. You may want to consider a long position or call options on NVS as a result. In 43 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 54%.
NVS moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.80% 3-day Advance, the price is estimated to grow further. Considering data from situations where NVS advanced for three days, in 187 of 339 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 162 of 318 cases where NVS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 51%.
Bearish Trend Analysis
The 10-day RSI Indicator for NVS moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 37 similar instances where the indicator moved out of overbought territory. In 20 of the 37 cases, the stock moved lower in the following days. This puts the odds of a move lower at 54%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 17 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for NVS moved below the 200-day moving average on October 07, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
NVS broke above its upper Bollinger Band on October 20, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 4 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 59, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 13 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 33 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. NVS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 54 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.437) is normal, around the industry mean (-1.360). P/E Ratio (24.370) is within average values for comparable stocks, (21.695). Projected Growth (PEG Ratio) (3.441) is also within normal values, averaging (5.738). NVS has a moderately high Dividend Yield (0.117) as compared to the industry average of (0.038). P/S Ratio (4.715) is also within normal values, averaging (4.033).
BMY | NVS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 96 Overvalued | 54 Fair valued | |
PROFIT vs RISK RATING 1..100 | 66 | 4 | |
SMR RATING 1..100 | 22 | 33 | |
PRICE GROWTH RATING 1..100 | 42 | 40 | |
P/E GROWTH RATING 1..100 | 60 | 13 | |
SEASONALITY SCORE 1..100 | 65 | n/a |
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 (54) in the Pharmaceuticals Major industry is somewhat better than the same rating for BMY (96). This means that NVS’s stock grew somewhat faster than BMY’s over the last 12 months.
NVS's Profit vs Risk Rating (4) in the Pharmaceuticals Major industry is somewhat better than the same rating for BMY (66). This means that NVS’s stock grew somewhat faster than BMY’s over the last 12 months.
BMY's SMR Rating (22) in the Pharmaceuticals Major industry is in the same range as NVS (33). This means that BMY’s stock grew similarly to NVS’s over the last 12 months.
NVS's Price Growth Rating (40) in the Pharmaceuticals Major industry is in the same range as BMY (42). This means that NVS’s stock grew similarly to BMY’s over the last 12 months.
NVS's P/E Growth Rating (13) in the Pharmaceuticals Major industry is somewhat better than the same rating for BMY (60). This means that NVS’s stock grew somewhat faster than BMY’s over the last 12 months.
| BMY | NVS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 43% | 1 day ago 54% |
| Stochastic ODDS (%) | 1 day ago 51% | 1 day ago 38% |
| Momentum ODDS (%) | 1 day ago 54% | 1 day ago 54% |
| MACD ODDS (%) | 1 day ago 51% | N/A |
| TrendWeek ODDS (%) | 1 day ago 55% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 51% |
| Advances ODDS (%) | 6 days ago 56% | 12 days ago 55% |
| Declines ODDS (%) | 1 day ago 55% | N/A |
| BollingerBands ODDS (%) | 1 day ago 45% | 1 day ago 30% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 51% |
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 overvalued. 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 1 FA rating(s) are green while NVS’s FA Score has 3 green FA rating(s).
- BMY’s FA Score: 1 green, 4 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 6 TA indicator(s) are bullish while NVS’s TA Score has 5 bullish TA indicator(s).
- BMY’s TA Score: 6 bullish, 4 bearish.
- NVS’s TA Score: 5 bullish, 4 bearish.
Price Growth
BMY (@Pharmaceuticals: Major) experienced а -0.54% price change this week, while NVS (@Pharmaceuticals: Major) price change was +1.09% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Major industry was -0.85%. For the same industry, the average monthly price growth was -1.19%, and the average quarterly price growth was +4.39%.
Reported Earning Dates
BMY is expected to report earnings on Feb 04, 2027.
NVS is expected to report earnings on Feb 03, 2027.
Industries' Descriptions
@Pharmaceuticals: Major (-0.85% 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.
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BMY and
Correlation & Price change
A.I.dvisor indicates that over the last year, BMY has been loosely correlated with PFE. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if BMY jumps, then PFE could also see price increases.
NVS and
Correlation & Price change
A.I.dvisor indicates that over the last year, NVS has been loosely correlated with GSK. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if NVS jumps, then GSK could also see price increases.