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?

Roche holds the cleaner structural position, with the lead spread across profitability and growth. 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. Peer scores are normalised within each company's primary universe (BMY: Russell 1000, ROG.SW: STOXX 600).

Updated 2026-05-17

This is not just a one-metric split: both profitability and growth materially support the lead. Roche Holding AG 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 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
57
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
ROG.SW
Roche Holding AG
70
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

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

Score differences across key dimensions.

Dimension spread: BMY vs ROG.SW Profitability 45 86 Stability 59 68 Valuation 87 65 Growth 27 58 BMY ROG.SW
Gap Ranking
#1 Profitability +41
#2 Growth +31
#3 Valuation +22
#4 Stability +9
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 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 ROG.SW each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BMY Neutral · near norm 0th 50th 100th 26 pct gap ROG.SW Elevated · above norm 0th 50th 100th 69th 95th
Today BMY sits in the upper-middle of its own 5-year history (69th percentile), while ROG.SW sits higher in its own history (95th). Within each stock's own 5-year context, BMY is at a historically more favourable entry position than ROG.SW. 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
Both rank well on profitability, but Roche Holding AG still holds a clear edge.
Growth
On growth, Roche Holding AG is positioned higher in the group, while Bristol-Myers Squibb Company is closer to the middle.
Profitability — Dominant Gap
BMY
45
ROG.SW
86
Gap+41in favour of ROG.SW

Capital efficiency adds support, with a 16.6-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 5.6 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 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.

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.