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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 valuation. 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.

Updated 2026-04-05

The clearest separation starts in profitability, with growth adding a second layer of support.

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
61
Peer-Score
Signal qualityHigh
vs
LLY
Eli Lilly and Company
68
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: BMY vs LLY Profitability 38 100 Stability 56 34 Valuation 86 44 Growth 62 88 BMY LLY
Gap Ranking
#1 Profitability +62
#2 Valuation +42
#3 Growth +26
#4 Stability +22
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.

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.
Valuation
On valuation, the same pattern holds: both are strong, but Bristol-Myers Squibb Company still leads clearly.
Profitability — Dominant Gap
BMY
38
LLY
100
Gap+62in favour of LLY

The profitability lead is mainly driven by a 16.7-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Bristol-Myers Squibb Company, with a forward P/E that is 12.3 turns lower there.

What this means for the comparison

The profitability edge is decisive, even though current pricing and valuation still lean somewhat toward Bristol-Myers Squibb Company.

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.

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.