The Motley Fool
09 Oct 2026, 00:43 UTC · 2h ago
Impact · against what's priced in
The article provides a retrospective look at FY 2025 financials for BMY and PFE, neither of which offers a catalyst for current prices. The revenue declines and patent cliff risks described are well-known structural headwinds already reflected in the stocks' valuations.
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What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Pfizer reported FY 2025 revenue of nearly $62.6 billion, representing a year-over-year decrease of nearly 1.6%.
Priced inanalysis of FY 2025 results reported earlier
So whatThe revenue decline continues the post-pandemic trend, putting pressure on the $0.76 TTM EPS to recover in FY 2026.
More negative than 77% of claims this week
Bristol Myers Squibb's net income for FY 2025 was close to $7.1 billion, reflecting a recovery from a net loss in the prior fiscal year.
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Pfizer continues its post-pandemic revenue decline with a 1.6% drop to $62.6 billion, putting pressure on the $0.76 TTM EPS.
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The company's slight revenue decline of 0.2% to $48.2 billion and a high debt-to-equity ratio of 2.6x limit its flexibility for new acquisitions.
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Scored by the NIS engine · methodology.
Priced inanalysis of FY 2025 results reported earlier
So whatReturning to a 14.6% net margin supports the sustainability of the $2.52 annual dividend.
More positive than 66% of claims this week
Bristol Myers Squibb reported FY 2025 revenue of nearly $48.2 billion, a slight decrease of roughly 0.2% compared to the previous year.
Priced inanalysis of FY 2025 results reported earlier
So whatFlat top-line growth against a debt-to-equity ratio of 2.6x limits the company's ability to aggressively fund new pipeline acquisitions without further leverage.
More negative than 69% of claims this week
Which stocks this story touches
More negative than 65% of ticker scores this week
Faces patent cliffs, a revenue decrease of 1.6%, and a decline in net margin.
More negative than 62% of ticker scores this week
Faces a decade of patent cliffs and a slight decrease in year-over-year revenue.
Near neutral — 91% of ticker scores this week are stronger
Mentioned only as a strategic alliance partner.
Near neutral — 91% of ticker scores this week are stronger
Mentioned only as a strategic alliance partner.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a strategic partner for vaccines without sentiment regarding its own performance.
Near neutral — 91% of ticker scores this week are stronger
Mentioned only as a strategic alliance partner.
Near neutral — 91% of ticker scores this week are stronger
Mentioned only as a strategic alliance partner without specific performance commentary.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a generic manufacturer partner to manage patent life cycles.
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More positive than 74% of relationship scores this week
[mutual] Both are large pharmaceutical companies facing similar patent cliffs and competing for investor preference in the healthcare sector.
More positive than 34% of relationship scores this week
[mutual] Bristol Myers Squibb maintains a strategic alliance with Johnson & Johnson.
More positive than 34% of relationship scores this week
[mutual] Bristol Myers Squibb maintains a strategic alliance with Merck.
More positive than 34% of relationship scores this week
[mutual] Bristol Myers Squibb maintains a strategic alliance with BioNTech.
More positive than 34% of relationship scores this week
[mutual] Bristol Myers Squibb maintains a strategic alliance with Zenas BioPharma.
More positive than 34% of relationship scores this week
[mutual] Bristol Myers Squibb maintains a strategic alliance with Zai Lab.
More positive than 13% of relationship scores this week
[mutual] Pfizer works with Hikma Pharmaceuticals to manage patent life cycles.
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PFE hasn't traded since this ran. Last close $27.82 (Oct 8); the reaction starts at the next open.
PFE chart →—
BMY hasn't traded since this ran. Last close $59.58 (Oct 8); the reaction starts at the next open.
BMY chart →
