Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, pharmaceutical giant Bristol-Myers Squibb
With that in mind, let's take a closer look at Bristol-Myers' business, and see what CAPS investors are saying about the stock right now.
Bristol-Myers facts
|
Headquarters |
New York, N.Y. (1887) |
|
Market Cap |
$39.43 billion |
|
Industry |
Drug Manufacturers |
|
TTM Revenue |
$20.6 billion |
|
Management |
CEO James Cornelius (since 2006) CFO Jean-Marc Huet (since 2008) |
|
Return on Equity (average, last three years) |
18.5% |
|
Dividend Yield |
6.3% |
|
Competitors |
Merck
Eli Lilly |
|
CAPS members bullish on BMY also bullish on |
Johnson & Johnson
General Electric |
|
CAPS members bearish on BMY also bearish on |
Pfizer
General Motors |
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS. TTM = trailing 12 months.
Over on CAPS, fully 1,136 of the 1,224 members who have rated Bristol-Myers -- some 93% -- believe the stock will outperform the S&P 500 going forward. These bulls include All-Star BringUs, who is ranked in the top 15% of our community, and jimsfordgt40.
Four days ago, BringUs brought us a list of the stock's positives:
The insiders are buying. The dividend is fat. They haven't eaten up another company like their bio/pharma bretheren (think [Pfizer], [Merck], Roche), so they don't have any rocky integrations to worry about. They have a stocked pipeline. Plus, we have a 1995 sale price. If you ever wanted to go back in time, well...
In a pitch from last month, jimsfordgt40 tapped Bristol as a high-yield (which is even higher today), high-quality opportunity:
A [ttm] profit margin of 25% and return on equity of 28% indicates that this is a well run company. The expiration of patents on Plavix and Avapro in 2011 and 2012 should be offset by increasing sales of Sprycel (cancer), Orencia (rheumatoid arthritis) and Reyataz (HIV- Aids). The projected 10% growth isn't the best out there but it's better than the average big pharma with a 6% estimated growth rate. Plus, I like the 5.6% dividend.
What do you think about Bristol-Myers, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.
