WallStSmart

Bristol-Myers Squibb Company (BMY)vsDuke Energy Corporation (DUK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Bristol-Myers Squibb Company generates 52% more annual revenue ($48.19B vs $31.79B). DUK leads profitability with a 15.6% profit margin vs 14.6%. DUK appears more attractively valued with a PEG of 2.68. BMY earns a higher WallStSmart Score of 62/100 (C+).

BMY

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 6.7Quality: 4.5
Piotroski: 6/9Altman Z: 1.42

DUK

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BMYUndervalued (+31.8%)

Margin of Safety

+31.8%

Fair Value

$87.81

Current Price

$57.59

$30.22 discount

UndervaluedFair: $87.81Overvalued
DUKSignificantly Overvalued (-64.7%)

Margin of Safety

-64.7%

Fair Value

$78.65

Current Price

$129.55

$50.90 premium

UndervaluedFair: $78.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMY6 strengths · Avg: 8.8/10
Return on EquityProfitability
40.4%10/10

Every $100 of equity generates 40 in profit

EPS GrowthGrowth
1392.0%10/10

Earnings expanding 1392.0% YoY

Market CapQuality
$123.71B9/10

Large-cap with strong market position

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Free Cash FlowQuality
$1.60B8/10

Generating 1.6B in free cash flow

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$100.82B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Areas to Watch

BMY4 concerns · Avg: 2.3/10
Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

PEG RatioValuation
22.932/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.422/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.682/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : BMY

The strongest argument for BMY centers on Return on Equity, EPS Growth, Market Cap.

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.

Bear Case : BMY

The primary concerns for BMY are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

BMY profiles as a value stock while DUK is a mature play — different risk/reward profiles.

DUK carries more volatility with a beta of 0.45 — expect wider price swings.

DUK is growing revenue faster at 8.0% — sustainability is the question.

BMY generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

BMY scores higher overall (62/100 vs 59/100). 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.

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Duke Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

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