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Stock Comparison · Industry comparison · Drug Manufacturers - General

Bristol-Myers Squibb Company vs Johnson & Johnson: Which Stock Looks Stronger in 2026?

Johnson & Johnson holds the cleaner structural position, with the lead spread across profitability and stability. Bristol-Myers Squibb Company still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. 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 lead is spread across profitability and stability, rather than sitting in one isolated gap. The overall score gap is 12 points in favour of Johnson & Johnson.

INDUSTRY COMPARISON

Both operate in: Drug Manufacturers - General

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

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

Peer-Relative Score
BMY
Bristol-Myers Squibb Company
61
Peer-Score
Signal qualityHigh
vs
JNJ
Johnson & Johnson
73
Peer-Score
Signal qualityHigh

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

The largest gaps do not all point in the same direction.

Dimension spread: BMY vs JNJ Profitability 38 69 Stability 56 86 Valuation 86 69 Growth 62 69 BMY JNJ
Gap Ranking
#1 Profitability +31
#2 Stability +30
#3 Valuation +17
#4 Growth +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BMY and JNJ Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BMYJNJ Relative valuation Structural strength

The price setup looks more supportive for Johnson & Johnson, but Bristol-Myers Squibb Company still has the stronger structure.

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

Relative Position vs Comparable Companies
Profitability
Johnson & Johnson ranks near the top of the group on profitability; Bristol-Myers Squibb Company sits in the weaker half.
Stability
On stability, the edge is clear — both rank well, but Johnson & Johnson sits noticeably higher.
Profitability — Dominant Gap
BMY
38
JNJ
69
Gap+31in favour of JNJ

Capital efficiency adds support, with a 9.5-point ROIC 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 9.8 turns lower there.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-stability comparisons

Explore how BMY and JNJ 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.