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Stock Comparison · Industry comparison · Drug Manufacturers - General

Bristol-Myers Squibb Company vs Eli Lilly and Company: Which Stock Looks Stronger in 2026?

Eli Lilly and Company holds the cleaner structural position, with the lead spread across profitability and growth. Bristol-Myers Squibb Company still leads on valuation and stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

This is not just a one-metric split: both profitability and growth materially support the lead. Eli Lilly and Company leads by 13 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Drug Manufacturers - General

This comparison is based on industry proximity, not on functional trajectory similarity. BMY and LLY share the same industry classification.

For a similarity-based comparison, see how BMY and Eli Lilly and Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
BMY
Bristol-Myers Squibb Company
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
LLY
Eli Lilly and Company
70
Peer-Score
Signal qualityHigh
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: BMY vs LLY Profitability 37 100 Stability 59 34 Valuation 87 43 Growth 40 100 BMY LLY
Gap Ranking
#1 Profitability +63
#2 Growth +60
#3 Valuation +44
#4 Stability +25
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BMY and LLY Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BMYLLY Relative valuation Structural strength

Eli Lilly and Company still looks cheaper, even though Bristol-Myers Squibb Company remains structurally stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where BMY and LLY each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BMY Elevated · above norm 0th 50th 100th 24 pct gap LLY Elevated · below norm 0th 50th 100th 76th 99th
Today BMY sits in the upper portion of its own 5-year history (76th percentile), while LLY sits higher in its own history (99th). Within each stock's own 5-year context, BMY is at a historically more favourable entry position than LLY. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Eli Lilly and Company ranks near the top of the group; Bristol-Myers Squibb Company sits in the weaker half.
Growth
On growth, the same pattern holds: both are strong, but Eli Lilly and Company still leads clearly.
Profitability — Dominant Gap
BMY
37
LLY
100
Gap+63in favour of LLY

The profitability lead is mainly driven by a 16.3-point operating margin advantage.

What keeps the gap from being one-sided

A meaningful counterforce remains in valuation, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The lead is built on both profitability and growth — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the BMY vs LLY comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BMY and LLY each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.