AbbVie vs Bristol Myers Squibb
This page provides a neutral comparison of AbbVie and Bristol Myers Squibb, examining their distinct business models, recent financial performance, and current market context. Gain insight into key aspects influencing each company's position within the pharmaceutical industry, presented factually to aid understanding. Educational content, not financial advice.
This page provides a neutral comparison of AbbVie and Bristol Myers Squibb, examining their distinct business models, recent financial performance, and current market context. Gain insight into key as...
Why It's Moving
AbbVie Stock Hits $219 Amid Wide Valuation Gap with Morningstar's $948 Fair Value.
- Morningstar pegs ABBV fair value at $948 with high uncertainty, implying potential undervaluation if growth catalysts emerge.
- Recent price action shows $219.26 close on Jan 23, within 52-week range of $164-$245, with day range $219-$221.
- Valuation metrics outpace peers: P/E 23.2 vs JNJ's 20.4 and PFE's 8.0, alongside liquidity ratios like quick ratio at 0.47.
BMY Dips Amid AI Cancer Tech Push with Microsoft and Dividend Boost
- AI Collaboration: Teamed up with Microsoft on an AI radiology platform to detect lung cancer earlier, positioning BMY stronger in diagnostics and oncology pipeline acceleration.
- Dividend Hike: Boosted quarterly payout to $0.63 per share (annualized ~$2.52, 4.6% yield), underscoring robust financial health despite high payout ratio.
- Analyst Nod: Scotiabank flagged BMY as a top 2026 pick, lifting price target to $60 from $53, fueling optimism amid consensus Hold rating.
AbbVie Stock Hits $219 Amid Wide Valuation Gap with Morningstar's $948 Fair Value.
- Morningstar pegs ABBV fair value at $948 with high uncertainty, implying potential undervaluation if growth catalysts emerge.
- Recent price action shows $219.26 close on Jan 23, within 52-week range of $164-$245, with day range $219-$221.
- Valuation metrics outpace peers: P/E 23.2 vs JNJ's 20.4 and PFE's 8.0, alongside liquidity ratios like quick ratio at 0.47.
BMY Dips Amid AI Cancer Tech Push with Microsoft and Dividend Boost
- AI Collaboration: Teamed up with Microsoft on an AI radiology platform to detect lung cancer earlier, positioning BMY stronger in diagnostics and oncology pipeline acceleration.
- Dividend Hike: Boosted quarterly payout to $0.63 per share (annualized ~$2.52, 4.6% yield), underscoring robust financial health despite high payout ratio.
- Analyst Nod: Scotiabank flagged BMY as a top 2026 pick, lifting price target to $60 from $53, fueling optimism amid consensus Hold rating.
Investment Analysis
AbbVie
ABBV
Pros
- AbbVie maintains dominant market position in immunology with Skyrizi and Rinvoq driving robust revenue growth.
- Strong balance sheet supports sustained R&D investment and share repurchases amid patent cliffs.
- Humira successors demonstrate high-teens growth potential offsetting legacy product declines.
Considerations
- Ongoing patent expirations for key drugs expose revenue to generic erosion through 2028.
- Regulatory hurdles in obesity portfolio delay potential new growth catalysts.
- High debt levels from past acquisitions elevate financial risk in rising interest environment.
Pros
- Growth products like Eliquis, Reblozyl and Breyanzi deliver strong double-digit sales increases into 2026.
- Attractive 4.5% dividend yield backed by 56-year payment history and recent hikes.
- Pipeline catalysts in 2026 offer substantial upside potential beyond priced-in LOE headwinds.
Considerations
- Legacy portfolio faces 15-17% revenue decline in 2025 from generic competition.
- Loss of exclusivity pressures persist through 2028 with $20-30 billion revenue impact.
- Sell-side consensus holds 'Hold' rating despite recent upgrades amid execution uncertainties.
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AbbVie (ABBV) Next Earnings Date
AbbVie Inc. (ABBV) is scheduled to report its next earnings on February 4, 2026, before market open. This release will cover the full-year and fourth-quarter 2025 financial results. A conference call is planned for that morning to discuss the outcomes.
Bristol Myers Squibb (BMY) Next Earnings Date
Bristol-Myers Squibb (BMY) will report its next earnings for the fourth quarter of 2025 on Thursday, February 5, 2026, before the market opens. This date has been officially announced by the company, aligning with analyst estimates and historical patterns. Investors should note the conference call typically follows the release.
AbbVie (ABBV) Next Earnings Date
AbbVie Inc. (ABBV) is scheduled to report its next earnings on February 4, 2026, before market open. This release will cover the full-year and fourth-quarter 2025 financial results. A conference call is planned for that morning to discuss the outcomes.
Bristol Myers Squibb (BMY) Next Earnings Date
Bristol-Myers Squibb (BMY) will report its next earnings for the fourth quarter of 2025 on Thursday, February 5, 2026, before the market opens. This date has been officially announced by the company, aligning with analyst estimates and historical patterns. Investors should note the conference call typically follows the release.
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