BMY
Bristol-Myers Squibb Company
BMY has the edge over OSCR overall, supported by lower modeled downside and stronger valuation.
OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
BMY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Stable |
BMY's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
BMY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.7x | $62.32 | — |
| Cheap | 14x | $65.37 | +4.9% |
| Current | 14x | $62.32 | — |
| Fair | 18x | $83.24 | +34% |
| Expensive | 25x | $114 | +83% |
Historical ranges are pointers, not guarantees.
BMY's PE is in its cheap range at 14x. If earnings grow as analysts expect, today's price would be 9.7x next year's earnings.
OSCR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $31.94 | — |
| Current | 13x | $31.94 | — |
| Cheap | 21x | $52.73 | +65% |
| Fair | 35x | $87.23 | +173% |
| Expensive | 130x | $322 | +907% |
Historical ranges are pointers, not guarantees.
OSCR has the edge over BMY in the historical PE scenario, which offers more potential upside but is not a forecast.
BMY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect BMY's earnings to grow and its profitability to improve, with its revenue holding steady.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over BMY on the outlook, with more favorable revenue expectations.
BMY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.45 | +43% |
| Q3 2026 | $4.52 | +52% |
| Q2 2026 | $4.55 | +83% |
| Q1 2026 | $3.57 | +33% |
| Q4 2025 | $3.46 | +$7.87 |
| Q3 2025 | $2.97 | +$6.56 |
| Q2 2025 | $2.49 | +$5.75 |
| Q1 2025 | $2.68 | +$5.78 |
| Q4 2024 | -$4.41 | -214% |
BMY has the edge over OSCR on earnings, with more consistent year-over-year improvement.
OSCR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.61 | +5.6% |
| Q3 2026 | $2.47 | +$3.47 |
| Q2 2026 | $1.45 | +$2.14 |
| Q1 2026 | -$0.54 | -235% |
| Q4 2025 | -$1.69 | -1790% |
| Q3 2025 | -$1.00 | -$0.92 |
| Q2 2025 | -$0.69 | -$0.54 |
| Q1 2025 | $0.40 | +$0.82 |
| Q4 2024 | $0.10 | +$1.32 |
OSCR has returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
BMY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $13.1B | +6.9% |
| Q2 2026 | $13B | +5.7% |
| Q1 2026 | $11.5B | +2.6% |
| Q4 2025 | $12.5B | +1.3% |
| Q3 2025 | $12.2B | +2.8% |
| Q2 2025 | $12.3B | +0.6% |
| Q1 2025 | $11.2B | -5.6% |
| Q4 2024 | $12.3B | +7.5% |
BMY's revenue has grown year over year for six quarters in a row: $13.1B last quarter, up 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -6.1 points |
| Q2 2026 | 32% | +17 points |
| Q1 2026 | 28% | +1.7 points |
| Q4 2025 | 12% | +10 points |
| Q3 2025 | 25% | +11 points |
| Q2 2025 | 14% | +3.9 points |
| Q1 2025 | 27% | +124 points |
| Q4 2024 | 1.4% | -13 points |
BMY has the edge over OSCR on profitability, with a higher operating margin.
OSCR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +72% |
| Q2 2026 | $4.9B | +70% |
| Q1 2026 | $4.6B | +53% |
| Q4 2025 | $2.8B | +17% |
| Q3 2025 | $3B | +23% |
| Q2 2025 | $2.9B | +29% |
| Q1 2025 | $3B | +42% |
| Q4 2024 | $2.4B | +67% |
OSCR has the edge over BMY on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.5% | +7.8 points |
| Q2 2026 | 8% | +16 points |
| Q1 2026 | 15% | +5.4 points |
| Q4 2025 | -12% | -5.7 points |
| Q3 2025 | -4.3% | -2.3 points |
| Q2 2025 | -8.1% | -11 points |
| Q1 2025 | 9.8% | +1.1 points |
| Q4 2024 | -6.2% | +4 points |
OSCR's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
BMY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.8B | -36% |
| Q2 2026 | $3.1B | -13% |
| Q1 2026 | $757M | -55% |
| Q4 2025 | $1.6B | -61% |
| Q3 2025 | $6B | +14% |
| Q2 2025 | $3.6B | +72% |
| Q1 2025 | $1.7B | -34% |
| Q4 2024 | $4.1B | +3.5% |
BMY's free cash flow has been positive every quarter for seven years: $9.3B over the past year, down 39% from the year before.
OSCR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -$238.2M |
| Q2 2026 | $2.1B | +316% |
| Q1 2026 | $2.6B | +200% |
| Q4 2025 | $662.8M | +95% |
| Q3 2025 | -$973.7M | -$466M |
| Q2 2025 | $499.8M | +2.1% |
| Q1 2025 | $869.5M | +38% |
| Q4 2024 | $340M | +17% |
OSCR has the edge over BMY on cash flow, with more consistent year-over-year improvement.
BMY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5M shares |
| 1 year | +0.7% | +14M shares |
| 3 years | -0.5% | -11M shares |
| 5 years | -8.5% | -190M shares |
| Available history | -9.1% | -205M shares |
BMY has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $4B |
| Q2 2023 | $905M |
| Q1 2023 | $250M |
OSCR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.9% | +13M shares |
| 1 year | +34% | +87.2M shares |
| 3 years | +55% | +123M shares |
| 5 years | +66% | +138M shares |
| Available history | +71% | +143M shares |
OSCR has 346M diluted shares, up 34% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
BMY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.4x | Moderate |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 32.2x | High |
BMY's net debt is about 2.4 years of its operating earnings (EBITDA), down from 2.6 years a year ago.
OSCR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.2x | Net Cash |
| Q2 2026 | -5.5x | Net Cash |
| Q1 2026 | -110.0x | Net Cash |
| Q1 2025 | -9.7x | Net Cash |
| Q4 2024 | -13.7x | Net Cash |
| Q3 2024 | -10.1x | Net Cash |
| Q2 2024 | -24.0x | Net Cash |
| Q1 2024 | -217.7x | Net Cash |
OSCR has the edge over BMY on leverage, with a lower net debt burden relative to earnings.
BMY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.7 | Neutral |
| Stochastic | 49.4 | Neutral |
BMY's weekly RSI is 54 (neutral) and its Stochastic is 49 (neutral).
OSCR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.7 | Neutral |
| Stochastic | 44.9 | Neutral |
OSCR's weekly RSI is 59 (neutral) and its Stochastic is 45 (neutral).
BMY PE vs Healthcare Sector
| Metric | BMY | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 26x | 47% below |
| PE % | 12 | 29 | 17 pts below |
BMY is trading at 14x earnings, a 47% discount to the Healthcare sector's median of 26x.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR has the edge over BMY on valuation relative to its sector.
BMY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 1.5% above |
| 20 week MA | $62.5 | 0.4% below |
| 50 week MA | $59.4 | 4.9% above |
| 100 week MA | $54.9 | 13% above |
| 200 week MA | $55.4 | 13% above |
BMY's trend is mixed: it's above four of its five weekly moving averages, and 13% above its 200-week average.
OSCR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.2 | 2.3% above |
| 20 week MA | $31.1 | 2.8% above |
| 50 week MA | $22.9 | 39% above |
| 100 week MA | $19.3 | 65% above |
| 200 week MA | $15.5 | 106% above |
OSCR has the edge over BMY on trend strength, trading above more of its moving averages.
BMY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $64.1 | $61.2 | -4.7% |
| 2021 | $61.2 | $62.1 | +1.5% |
| 2022 | $62.1 | $72.9 | +17% |
| 2023 | $72.9 | $51.3 | -30% |
| 2024 | $51.3 | $57.7 | +12% |
| 2025 | $57.7 | $54.6 | -5.3% |
| 2026 YTD | $54.6 | $62.3 | +14% |
BMY has finished lower in three of the last six years. It's up 14% so far in 2026.
OSCR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.0 | $8.02 | -74% |
| 2022 | $8.02 | $2.21 | -72% |
| 2023 | $2.21 | $9.15 | +314% |
| 2024 | $9.15 | $13.8 | +51% |
| 2025 | $13.8 | $14.9 | +8% |
| 2026 YTD | $14.9 | $31.9 | +114% |
OSCR has the edge over BMY on returns for 2026, with the stronger performance.