Bristol-Myers Squibb Company (BMY)vsGE Aerospace (GE)
BMY
Bristol-Myers Squibb Company
$56.16
-0.16%
HEALTHCARE · Cap: $114.68B
GE
GE Aerospace
$297.15
-1.81%
INDUSTRIALS · Cap: $316.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 0% more annual revenue ($48.48B vs $48.31B). GE leads profitability with a 17.9% profit margin vs 15.0%. GE appears more attractively valued with a PEG of 7.36. BMY earns a higher WallStSmart Score of 60/100 (C+).
BMY
Buy60
out of 100
Grade: C+
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.0%
Fair Value
$88.08
Current Price
$56.16
$31.92 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Strong operational efficiency at 33.0%
Large-cap with strong market position
Attractively priced relative to earnings
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
2.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 16.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, Operating Margin, Market Cap.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
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 : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
BMY profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
BMY scores higher overall (60/100 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.
Visit Website →GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?