COMPARE · Data as of August 24, 2026
BHC vs BMY
Verdict: Side-by-side breakdown using the Bull Rankings model. BHC scored 71.3, BMY scored 61.5 — BHC leads.
Compare another set
BHC
Bausch Health Companies Inc.
71.3
$6.68 · $2.5B
fundamentals as of
Score gap
9.8
BHC leads
BMY
Bristol-Myers Squibb Company
61.5
$67.28 · $137.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBHC+10.1%
- Highest qualityBMY79 / 100
- Largest discount to fair valueBHC-86%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BHC
stronger →← stronger
BMY
63
Qualityreturns · margins · balance sheet
79
64
Growthrevenue & earnings expansion
57
91
Valuevaluation vs sector peers
52
BHC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BHC
BMY
$1.4bC+
FCF
$11.4bA-
+10.1%B
Rev
+3.1%C+
—
D/E
2.02D
0.2xA
P/S
—
0.01A
PEG
2.37C
—
P/E
14.8xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BHC
BMY
86% below
Price vs fair valuelower is cheaper
2% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+677%
1-yr DCF upside
+13%
+599%
5-yr DCF upside
+2%
+504%
10-yr DCF upside
-12%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BHC
BMY
The companies
BHCBausch Health Companies Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $2.5b. 17% off the 52-week high of $8.00. Revenue growing +10%, comfortably above the S&P median. PEG 0.01 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $7.50 (implying +12% upside).
Moat
ROE 62% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Currently unprofitable (margin -10.1%) — path to GAAP profitability is the core thesis risk. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
BMYBristol-Myers Squibb Company
Why now
Drug Manufacturers - General · market cap $137.4b. Trading near 52-week high of $68.64 — momentum setup, limited technical margin of safety. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $66.21 (implying -2% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 42% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 123% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.02 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BHC and BMY diverge
On the headline score the gap is 9.8 points in favor of BHC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBHC 90.6 · BMY 51.5BHC +39.1
- QualityBHC 62.9 · BMY 78.9BMY +16.0
- GrowthBHC 63.7 · BMY 57.2BHC +6.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.