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Stock Comparison · Structural lead, mixed market

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

NetApp 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. NetApp, Inc. leads by 17 points on the overall comparison score.

Trajectory Similarity
0.67
Moderately similar
Peer-set rank: #11
within Bristol-Myers Squibb Company's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The strongest overlap appears in investment intensity and revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BMY
Bristol-Myers Squibb Company
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
NTAP
NetApp, Inc.
74
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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 NTAP Profitability 37 94 Stability 59 42 Valuation 87 68 Growth 40 84 BMY NTAP
Gap Ranking
#1 Profitability +57
#2 Growth +44
#3 Valuation +19
#4 Stability +17
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BMY and NTAP Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BMYNTAP Relative valuation Structural strength

NetApp, Inc. is cheaper, but Bristol-Myers Squibb Company is still stronger.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY BMY Elevated · above norm 0th 50th 100th 23 pct gap NTAP Elevated · above norm 0th 50th 100th 76th 98th
Today BMY sits in the upper portion of its own 5-year history (76th percentile), while NTAP sits higher in its own history (98th). Within each stock's own 5-year context, BMY is at a historically more favourable entry position than NTAP. 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, NetApp, Inc. 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 NetApp, Inc. still leads clearly.
Profitability — Dominant Gap
BMY
37
NTAP
94
Gap+57in favour of NTAP

Capital efficiency adds support, with a 257-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 6.3 turns lower there.

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 NTAP comparison across all dimensions with the full interactive tool.

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Similar profitability-and-growth comparisons

Explore how BMY and NTAP 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.