Bristol-Myers Squibb Company (BMY)vsDanaher Corporation (DHR)
BMY
Bristol-Myers Squibb Company
$58.94
+2.70%
HEALTHCARE · Cap: $120.03B
DHR
Danaher Corporation
$187.15
-1.55%
HEALTHCARE · Cap: $134.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 96% more annual revenue ($48.19B vs $24.57B). DHR leads profitability with a 14.7% profit margin vs 14.6%. DHR appears more attractively valued with a PEG of 1.23. BMY earns a higher WallStSmart Score of 64/100 (C+).
BMY
Buy64
out of 100
Grade: C+
DHR
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.0%
Fair Value
$161.93
Current Price
$58.94
$102.99 discount
Margin of Safety
-38.6%
Fair Value
$135.07
Current Price
$187.15
$52.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 28.2%
Generating 1.6B in free cash flow
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
1.3% revenue growth
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : BMY
The primary concerns for BMY are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
DHR carries more volatility with a beta of 0.96 — expect wider price swings.
DHR is growing revenue faster at 4.6% — sustainability is the question.
DHR generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BMY scores higher overall (64/100 vs 60/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bristol-Myers Squibb Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.
Visit Website →Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
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