Verified peer comparison

BMY vs JNJ

Bristol-Myers Squibb Company compared with Johnson & Johnson. This page compares both source-verified company profiles and does not introduce an unverified price target.

BMY

Bristol-Myers Squibb Company

$189.43

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JNJ

Johnson & Johnson

$189.43

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High: --
Low: --
Market Cap: --

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Company-specific comparison

Business exposure

BMY: Pharmaceuticals

JNJ: Pharmaceuticals

Upside lens

BMY: Opdivo, Camzyos, Sotyktu, Breyanzi and Reblozyl can offset part of the mature-brand decline. Improved manufacturing and site expansion can increase patient throughput for Breyanzi and Abecma. Clinical and regulatory milestones can refresh the portfolio across oncology, immunology and neuroscience.

JNJ: Growth from newer and expanding oncology, immunology, and neuroscience medicines can offset erosion in mature products. Higher procedure volumes and adoption of newer cardiovascular, surgery, orthopaedics, and vision technologies can support MedTech growth. Regulatory approvals, label expansions, and clinical readouts across medicine and MedTech can create additional durable revenue streams.

Risk lens

BMY: Generic and biosimilar competition can accelerate declines in major legacy products. Clinical setbacks or slow launches could leave growth products unable to replace lost legacy revenue. Acquisition-related debt can constrain flexibility while integration and milestone payments consume cash.

JNJ: Pending talc claims create uncertain legal costs, potential judgments, and reputational exposure that may persist despite defense and resolution efforts. Biosimilar or generic competition, government price negotiations, and payer pressure can reduce sales and margins for key medicines. Pipeline assets and medical devices may fail trials, face approval delays, encounter safety findings, or fall short of commercial adoption expectations.

Verified sources

Bristol Myers Squibb Reports First Quarter 2026 Financial ResultsBristol-Myers Squibb Company · earningsVerified