Home Compare BMY vs ROG.SW
Stock Comparison · Industry comparison · Drug Manufacturers - General

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

The structural profiles are close, with Roche carrying a narrow edge on profitability. Bristol-Myers Squibb Company still has the edge on valuation, 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

Profitability still does most of the heavy lifting in this comparison.

INDUSTRY COMPARISON

Both operate in: Drug Manufacturers - General

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

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

Peer-Relative Score
BMY
Bristol-Myers Squibb Company
61
Peer-Score
Signal qualityHigh
vs
ROG.SW
Roche Holding AG
63
Peer-Score
Signal qualityHigh

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

The clearest separation appears in profitability.

Dimension spread: BMY vs ROG.SW Profitability 38 75 Stability 56 51 Valuation 86 64 Growth 62 55 BMY ROG.SW
Gap Ranking
#1 Profitability +37
#2 Valuation +22
#3 Growth +7
#4 Stability +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BMY and ROG.SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BMYROG.SW Relative valuation Structural strength

Roche Holding AG occupies the cheaper side of the setup map, although Bristol-Myers Squibb Company still holds the stronger structural profile.

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

Relative Position vs Comparable Companies
Profitability
Roche Holding AG ranks near the top of the group on profitability; Bristol-Myers Squibb Company sits in the weaker half.
Valuation
On valuation, the edge is clear — both rank well, but Bristol-Myers Squibb Company sits noticeably higher.
Profitability — Dominant Gap
BMY
38
ROG.SW
75
Gap+37in favour of ROG.SW

Capital efficiency adds support, with a 16.3-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 5.3 turns lower there.

What this means for the comparison

The main read on profitability is clearer than the broader score gap.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BMY and ROG.SW 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.