BMY vs AZN Stock Comparison: AI Score, Valuation, Performance and Upside
Bristol-Myers Squibb and AstraZeneca both maintain significant oncology franchises, but Bristol-Myers Squibb faces more immediate patent expiration pressure on key legacy products requiring newer pipeline drugs to offset revenue loss, while AstraZeneca has maintained more consistent recent growth driven by its oncology, rare disease, and internationally diversified revenue base.
Bristol-Myers Squibb offers a pipeline transition story working to offset legacy product patent expirations with newer oncology drugs, while AstraZeneca offers exposure to a more consistently growing, internationally diversified oncology and biopharmaceutical business. Consider whether you prefer Bristol-Myers Squibb's transition potential or AstraZeneca's steadier growth trajectory.
BMY holds the edge across 3 of 5 key metrics in this comparison. BMY leads on both 1-year return (+38.50%) and forward P/E quality (10.15x vs 14.10x for AZN), a relatively favorable combination of momentum and valuation. On fundamentals, AZN is growing revenue faster (6.40%), while BMY maintains the higher operating margin (34.42%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for AZN (+32.92%) than for BMY (-0.56%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Believe newer pipeline products can successfully offset legacy product patent expiration pressure
- Want exposure to an established immuno-oncology portfolio in a high-growth cancer treatment category
- Are comfortable with elevated pipeline execution risk given the scale of revenue transition needed
- See potential value in a diversified oncology, cardiovascular, and immunology pharmaceutical business
- Want exposure to a more consistently growing global oncology and biopharmaceutical business
- Value diversification from a strong oncology franchise alongside a growing rare disease segment
- Believe international revenue diversification, including emerging markets, supports long-term growth
- Prefer a currently steadier growth trajectory over a company managing significant patent expiration risk
| Metric | BMY | AZN |
|---|---|---|
| AI scorei | 41.0 | 52.6 |
| AI ranki | #835 | #426 |
| Latest closei | $61.48 | $171.49 |
| 1M returni | +0.54% | +5.00% |
| 3M returni | -0.98% | +1.32% |
| 6M returni | +4.72% | -9.62% |
| 1Y returni | +38.50% | +3.88% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BMY | AZN |
|---|---|---|
| 1Y ago | $14.03K (+40.3%) started 2025-10-23 | $10.5K (+5.0%) started 2025-10-23 |
| 5Y ago | $14.11K (+41.1%) started 2021-10-25 | $16.94K (+69.4%) started 2021-10-25 |
| 10Y ago | $23.11K (+131.1%) started 2016-10-24 | $51.07K (+410.7%) started 2016-10-24 |
Hypothetical — past performance does not guarantee future results.
| Metric | BMY | AZN |
|---|---|---|
| Market capi | $136B | $248.41B |
| Trailing P/Ei | 14.67 | 23.98 |
| Forward P/Ei | 10.15 | 14.10 |
| Price/Salesi | 2.07 | N/A |
| EV/Revenuei | 3.46 | 4.50 |
| Analyst targeti | $66.21 | $212.90 |
| Target upsidei | -0.56% | +32.92% |
| Metric | BMY | AZN |
|---|---|---|
| Revenue growthi | 5.70% | 6.40% |
| Earnings growthi | 153.10% | 2.50% |
| EPS growthi | +153.10% | +2.50% |
| FCF margini | +16.50% | +7.99% |
| Operating margini | 34.42% | 23.46% |
| Profit margini | 18.87% | 17.02% |
| ROIC proxyi | 46.60% | 21.96% |
| Return on equityi | 46.60% | 21.96% |
| Dividend yieldi | 3.76% | 2.00% |
| Payout ratioi | 55.29% | 46.95% |
| Dividend growth streaki | No increase yet | 2 yrs |
| Betai | 0.23 | 0.20 |
| Debt/equityi | 201.86 | 64.22 |
| Current ratioi | 1.53 | 0.89 |
| Quick ratioi | 1.29 | 0.66 |
Over the past year, BMY and AZN have moved moderately in the same direction (correlation of 0.45), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BMY | AZN |
|---|---|---|---|
| 1Y | Growthi | +40.27% | +3.88% |
| CAGRi | +40.34% | +3.89% | |
| Volatilityi | 28.32% | 27.33% | |
| Sharpe ratioi | 1.18 | 0.11 | |
| Sortino ratioi | 1.89 | 0.16 | |
| Max drawdowni | 16.77% | 25.41% | |
| Current drawdowni | 9.71% | 17.80% | |
| Avg drawdowni | 4.71% | 10.28% | |
| Ulcer Indexi | 6.14% | 13.27% | |
| Max daily dropi | 4.07% | 6.88% | |
| Max wkly dropi | 7.94% | 14.82% | |
| 5Y | Growthi | +21.93% | +52.99% |
| CAGRi | +4.05% | +8.89% | |
| Volatilityi | 24.99% | 24.87% | |
| Sharpe ratioi | 0.10 | 0.29 | |
| Sortino ratioi | 0.15 | 0.40 | |
| Max drawdowni | 47.67% | 27.87% | |
| Current drawdowni | 15.74% | 17.80% | |
| Avg drawdowni | 21.25% | 10.03% | |
| Ulcer Indexi | 24.93% | 12.34% | |
| Max daily dropi | 8.51% | 8.83% | |
| Max wkly dropi | 11.78% | 14.82% | |
| 10Y | Growthi | +66.13% | +274.48% |
| CAGRi | +5.21% | +14.12% | |
| Volatilityi | 24.93% | 25.20% | |
| Sharpe ratioi | 0.15 | 0.47 | |
| Sortino ratioi | 0.21 | 0.67 | |
| Max drawdowni | 47.67% | 27.87% | |
| Current drawdowni | 15.74% | 17.80% | |
| Avg drawdowni | 16.75% | 7.93% | |
| Ulcer Indexi | 20.70% | 10.32% | |
| Max daily dropi | 13.26% | 14.91% | |
| Max wkly dropi | 17.10% | 16.45% |
| Category | BMY | AZN |
|---|---|---|
| Company | Bristol-Myers Squibb Company | AstraZeneca PLC |
| Sector | Healthcare | Healthcare |
| Industry | Drug Manufacturers - General | Drug Manufacturers - General |
| Core business | A global biopharmaceutical company with a significant oncology and immuno-oncology portfolio, alongside cardiovascular and immunology treatments, working to offset upcoming patent expirations on key legacy products with newer pipeline drugs. | A UK-based global biopharmaceutical company with a strong oncology franchise alongside growing rare disease and biopharmaceuticals segments, maintaining significant international revenue diversification across developed and emerging markets. |
| Investor focus | Newer product portfolio growth relative to legacy product patent expirations, oncology and immuno-oncology pipeline progress, and cardiovascular franchise performance amid growing generic competition. | Oncology pipeline growth and international market expansion, rare disease segment growth trends, and overall pipeline productivity relative to global pharmaceutical peers. |
- Established immuno-oncology portfolio provides a strong foundation in a high-growth cancer treatment category
- Diversified therapeutic focus spanning oncology, cardiovascular, and immunology reduces dependence on any single disease area
- Newer pipeline products are intended to offset revenue pressure from upcoming patent expirations on legacy drugs
- Strong oncology franchise combined with a growing rare disease segment provides diversified sources of pharmaceutical growth
- Significant international revenue diversification, including meaningful presence in emerging markets, reduces dependence on any single geography
- Consistent track record of pipeline productivity has supported steady revenue growth in recent years
- Faces significant upcoming patent expirations on key legacy products that will pressure revenue if not offset by newer drugs
- Cardiovascular franchise faces growing generic competition that can erode revenue from previously blockbuster products
- Pipeline execution risk is elevated given the scale of revenue that needs to be replaced from patent-expiring products
- Faces ongoing patent expirations across its portfolio that require sustained pipeline innovation to offset
- International revenue exposure introduces currency translation risk across its diverse geographic footprint
- Emerging market revenue can carry additional regulatory, pricing, and economic volatility risk
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