Loading institutional data...
Loading institutional data...
Held by 2,431 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 39% of free cash flow, leaving room to grow it and fund buybacks. Last year: $5.0B dividends + $0 buybacks = $5.0B returned on $12.8B FCF.
6 consecutive years of dividend increases · 6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Insufficient data. Current ROIC on all capital: 11%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $48.19B 100.0% | $48.30B 100.0% | $45.01B 100.0% | $46.16B 100.0% | $46.38B 100.0% | $42.52B 100.0% | $26.14B 100.0% | $22.56B 100.0% | $20.78B 100.0% | $19.43B 100.0% |
| Cost of Revenue | $13.94B 28.9% | $13.97B 28.9% | $10.69B 23.8% | $10.14B 22.0% | $9.94B 21.4% | $11.77B 27.7% | $8.08B 30.9% | $6.47B 28.7% | $6.01B 28.9% | $4.97B 25.6% |
| Cost of Products | — | — | — | — | — | — | — | — | $6.07B 29.2% | $4.95B 25.5% |
| Gross Profit | — | — | — | — | — | $30.75B 72.3% | $18.07B 69.1% | $16.09B 71.3% | $14.68B 70.7% | $14.48B 74.5% |
| Research & Development | $9.95B 20.6% | $11.16B 23.1% | $9.30B 20.7% | $9.51B 20.6% | $10.20B 22.0% | $10.05B 23.6% | $6.15B 23.5% | $6.33B 28.1% | $6.47B 31.1% | $5.01B 25.8% |
| Selling, General & Admin | $7.27B 15.1% | $8.41B 17.4% | $7.77B 17.3% | $7.81B 16.9% | $7.69B 16.6% | $7.66B 18.0% | $4.87B 18.6% | $4.55B 20.2% | $4.75B 22.9% | $4.98B 25.6% |
| Total Operating Expenses | $38.87B 80.6% | $56.68B 117.3% | $36.57B 81.2% | $38.45B 83.3% | $38.29B 82.5% | $49.39B 116.2% | $21.17B 81.0% | $16.59B 73.5% | $15.64B 75.3% | $13.51B 69.6% |
| Interest Expense | $1.89B 3.9% | $1.95B 4.0% | $1.17B 2.6% | $1.23B 2.7% | $1.33B 2.9% | $1.42B 3.3% | $656.0M 2.5% | $183.0M 0.8% | $196.0M 0.9% | $167.0M 0.9% |
| Interest & Investment Income | $586.0M 1.2% | $478.0M 1.0% | $449.0M 1.0% | $171.0M 0.4% | $39.0M 0.1% | $121.0M 0.3% | $464.0M 1.8% | $173.0M 0.8% | $126.0M 0.6% | $97.0M 0.5% |
| Other Income (Expense), net | -$674.0M -1.4% | -$893.0M -1.8% | $1.16B 2.6% | -$576.0M -1.2% | $720.0M 1.6% | $2.31B 5.4% | -$938.0M -3.6% | $854.0M 3.8% | $1.69B 8.1% | $1.45B 7.5% |
| Pretax Income | $9.33B 19.4% | -$8.38B -17.3% | $8.44B 18.8% | $7.71B 16.7% | $8.10B 17.5% | -$6.87B -16.2% | $4.97B 19.0% | $5.97B 26.5% | $5.13B 24.7% | $5.92B 30.4% |
| Income Tax Expense | $2.27B 4.7% | $554.0M 1.1% | $400.0M 0.9% | $1.37B 3.0% | $1.08B 2.3% | $2.12B 5.0% | $1.51B 5.8% | $1.02B 4.5% | $4.16B 20.0% | $1.41B 7.2% |
| Net Income | $7.05B 14.6% | -$8.95B -18.5% | $8.03B 17.8% | $6.33B 13.7% | $6.99B 15.1% | -$9.02B -21.2% | $3.44B 13.2% | $4.92B 21.8% | $1.01B 4.8% | $4.46B 22.9% |
| Per Share | ||||||||||
| EPS (Basic) | $3.47 | $-4.41 | $3.88 | $2.97 | $3.15 | $-3.99 | $2.02 | $3.01 | $0.61 | $2.67 |
| EPS (Diluted) | $3.46 | $-4.41 | $3.86 | $2.95 | $3.12 | $-3.99 | $2.01 | $3.01 | $0.61 | $2.65 |
| Weighted Avg Shares (Basic) | 2.03B | 2.03B | 2.07B | 2.13B | 2.22B | 2.26B | 1.71B | 1.63B | 1.65B | 1.67B |
| Weighted Avg Shares (Diluted) | 2.04B | 2.03B | 2.08B | 2.15B | 2.25B | 2.26B | 1.71B | 1.64B | 1.65B | 1.68B |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
No trend data available for this metric.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
No current price collected.
No material risks flagged.
Where each multiple sits in its own 14-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 28.7 | 30.9 | 27.7 | 21.4 | 22.0 | 23.8 | 28.9 | 28.9 |
| Gross Profit | 71.3 | 69.1 | 72.3 | — | — | — | — | — |
| R&D | 28.1 | 23.5 | 23.6 | 22.0 | 20.6 | 20.7 | 23.1 | 20.6 |
| SG&A | 20.2 | 18.6 | 18.0 | 16.6 | 16.9 | 17.3 | 17.4 | 15.1 |
| Income Tax | 4.5 | 5.8 | 5.0 | 2.3 | 3.0 | 0.9 | 1.1 | 4.7 |
| Net Income | 21.8 | 13.2 | -21.2 | 15.1 | 13.7 | 17.8 | -18.5 | 14.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BMY: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $10.2B covers all $7.6B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~4.2% on $45.1B of debt.
Cash of $10.2B fully covers short-term debt of $2.3B.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position