BMY vs. TAK: Bristol-Myers Squibb vs. Takeda Pharmaceutical Stock Comparison

Company Profile

Bristol-Myers Squibb (BMY) and Takeda Pharmaceutical (TAK) are both classified in the Pharmaceuticals sub-industry within the broader Pharmaceuticals industry, placing them in the closest GICS peer bucket.

Bristol-Myers Squibb (BMY) trades as ordinary local shares, while Takeda Pharmaceutical (TAK) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Takeda Pharmaceutical (TAK) reports a negative beta of -0.01, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Bristol-Myers Squibb (BMY) has a non-negative beta of 0.19.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Bristol-Myers Squibb (BMY) at 44.01% sits in the top ROE quartile, while Takeda Pharmaceutical (TAK) at 0.56% is closer to the peer norm — stronger capital efficiency for BMY.

Bristol-Myers Squibb (BMY) at 18.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Takeda Pharmaceutical (TAK) at 0.87% keeps roughly the typical share for its industry.

Both Bristol-Myers Squibb (BMY) at 33.79% and Takeda Pharmaceutical (TAK) at 24.55% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

Bristol-Myers Squibb (BMY) at -0.22% is around its peer norm for revenue growth, while Takeda Pharmaceutical (TAK) at -1.66% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Only one side can be read here: Takeda Pharmaceutical (TAK) reports EPS growth of 77.96%, ranked against its industry; Bristol-Myers Squibb (BMY) has no EPS growth figure this period.

Growth Metrics

Financial Strength

Both Bristol-Myers Squibb (BMY) at 1.59 and Takeda Pharmaceutical (TAK) at 1.15 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

Both balance sheets lean debt-heavy versus peers, but BMY is more stretched: Takeda Pharmaceutical (TAK) at 0.72 sits in the higher-leverage quartile and Bristol-Myers Squibb (BMY) at 1.91 is above its industry benchmark range.

Financial Strength Metrics

Dividends

Both Bristol-Myers Squibb (BMY) at 3.99% and Takeda Pharmaceutical (TAK) at 953.28% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

Takeda Pharmaceutical (TAK) reports payout ratio above 100% at 426.53%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Bristol-Myers Squibb (BMY) reports 55.88%, ranking against industry peers normally.

Dividend Metrics

Valuation

Bristol-Myers Squibb (BMY) at 13.78 is near its industry’s usual P/E ratio, while Takeda Pharmaceutical (TAK) at 300.29 sits above its peer range — an unusually expensive price for TAK’s trailing earnings.

Both Bristol-Myers Squibb (BMY) at 2.54 and Takeda Pharmaceutical (TAK) at 0.01 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

Takeda Pharmaceutical (TAK) at 1.43 sits in the lower P/B ratio quartile against book while Bristol-Myers Squibb (BMY) at 5.43 is valued near its industry’s middle — TAK is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics