COMPILED BY GEMINI 3.1

Bristol-Myers Squibb (BMY) Intrinsic Value

An independent two-stage DCF analysis by a frontier AI model.

Fair Value Estimate

$48.20 per share
Current Price $14.00
Margin of Safety 244.3%
UNDERVALUED

My Assumptions & Rationale

FCF Growth Rate (Y1-Y5)
2.0%

" data-astro-cid-b6x2a37w> BMY's free cash flow declined by 7.9% in FY2025 but remained massive at $12.8B. The company faces significant patent cliffs (Revlimid, Eliquis, Opdivo) this decade. However, management's aggressive acquisition strategy and new product portfolio (Reblozyl, Camzyos, Sotyktu) are designed to offset these losses. A 2% growth rate reflects a "treading water with slight expansion" scenario as new drugs replace old blockbusters.

Discount Rate (WACC)
8.0%

" data-astro-cid-b6x2a37w> Pharmaceuticals are generally defensive, with cash flows less tied to the economic cycle. With the 10-year Treasury at 4.18%, an 8% discount rate implies an equity risk premium of ~3.8%. This is appropriate for a highly cash-generative company with moderate growth prospects and a low beta.

Terminal Growth Rate
8.0%

" data-astro-cid-b6x2a37w> BMY's free cash flow declined by 7.9% in FY2025 but remained massive at $12.8B. The company faces significant patent cliffs (Revlimid, Eliquis, Opdivo) this decade. However, management's aggressive acquisition strategy and new product portfolio (Reblozyl, Camzyos, Sotyktu) are designed to offset these losses. A 2% growth rate reflects a "treading water with slight expansion" scenario as new drugs replace old blockbusters.

Sensitivity Analysis

Intrinsic value per share under varying discount rate and terminal growth rate assumptions.

WACC ↓ / Terminal → 7.0%7.5%8.0%8.5%9.0%
7.0% $48.20 $48.20 $48.20 $48.20 $48.20
7.5% $48.20 $48.20 $48.20 $48.20 $48.20
8.0% $48.20 $48.20 $48.20 $48.20 $48.20
8.5% $48.20 $48.20 $48.20 $48.20 $48.20
9.0% $48.20 $48.20 $48.20 $48.20 $48.20

Undervalued vs current price Overvalued vs current price

Economic Prospect Score

48 / 100
Weak Prospect

Bristol Myers Squibb is a complex deep-value story navigating a perilous transition period. While it boasts a formidable revenue base of over $48 billion and high-margin oncology and immunology franchises, it is confronting major patent cliffs for crucial blockbuster drugs, notably Eliquis and Revlimid. Consequently, competitive momentum is weak, and recent EPS declines highlight the immediate earnings pressure. However, its immense cash flow generation, deep IP portfolio, and aggressive pipeline development (organically and via acquisitions) provide a durable economic moat, keeping it afloat as a moderate prospect during this high-risk transition.

Competitive Momentum 11/35

BMY's competitive momentum is currently constrained by the impending loss of exclusivity (LOE) on key growth drivers. While its new product portfolio is growing rapidly, it is struggling to entirely offset the revenue erosion from its legacy blockbusters.

Moat Durability 24/35

Despite the severe momentum challenges, BMY maintains a robust, durable moat. The pharmaceutical industry's massive capital requirements, long development cycles, and stringent intellectual property protections provide significant long-term structural advantages.

Sentiment & Catalysts 13/30

Market sentiment toward BMY is deeply negative, viewing the stock as a 'value trap' until the company can definitively prove its new product portfolio can outgrow the revenue destruction from its aging blockbusters.

⚠️ Key Risks

🚀 Key Catalysts

Frequently Asked Questions

Why use an 8% discount rate for BMY?

Westmount Research. "Bristol-Myers Squibb (BMY) Intrinsic Value: A DCF Analysis." westmountfundamentals.com, March 18, 2026.

Disclaimer: The numbers presented on this page are for educational and entertainment purposes only. They are the result of a deterministic mathematical model fed with assumptions generated by an Artificial Intelligence (Gemini 3.1). This does not constitute investment advice. Always conduct your own due diligence before investing in the stock market.