Summary of Bristol Myers Squibb Company: Too Cheap To Ignore | FAST Graphs

00:00:00 - 00:30:00

The Bristol Myers Squibb Company has been on a long-term downward trend in earnings, but has had strong growth in recent years. The company's growth trajectory appears to have changed in the past few years, causing the company's value to be questioned. If the stock is purchased at a 13 or 12.8 PE, the investor is purchasing it at a discount. However, the stock is also only on a 9 PE, so the investor is sacrificing growth for security.

• 00:00:00 The Bristol-Myers Squibb Company has experienced a long-term downward trend in earnings, with a particularly steep fall in 2002. However, the company has had strong growth in recent years, with earnings recovering to 2008 levels by 2012 and 2013. This growth is predicated on high earnings numbers that are interrupted by down periods.
• 00:05:00 The Bristol Myers Squibb Company's growth trajectory appears to have changed in the past few years, causing the company's value to be questioned. Operating earnings, cash flow, and debt are all good indicators of a company's health, but the future growth rate is uncertain and may not be achievable.
• 00:10:00 The Bristol Myers Squibb Company has had strong growth rates over the past few years, with annualized growth rates of 8.2% in 2014, 9% in 2015, and 9.4% in 2016. However, the stock is currently undervalued, with a PE of 9.4. This undervaluation is due to the company's modest dividend growth rate of 2.5-3.5%, as well as the recent trend of analysts expecting lower earnings. If the stock is purchased at a 13 or 12.8 PE, the investor is purchasing it at a discount. However, the stock is also only on a 9 PE, so the investor is sacrificing growth for security.
• 00:15:00 This video discusses Bristol Myers Squibb Company's (BMS) analyst ratings and how they may be changing. It also provides a Forecasting Calculator that allows users to run calculations on the fly. The video concludes with a discussion of how using historical growth rates can help inform investment decisions.
• 00:20:00 In this video, Bristol-Myers Squibb Company (BMS) financial analyst, Ben Graham, explains how he uses fast graphs to analyze the company's financial health. He discusses the importance of operating cash flow to the dividend, free cash flow to the dividend, share buybacks, and diluted earnings to profitability ratios. He also looks at the company's fiscal fitness score and finds that it is strong in most categories.
• 00:25:00 In this video, the author uses the fast graph financial tool to analyze Bristol Myers Squibb Company. They find that the company has been performing poorly in recent years, with net income declining in 2020. They find that the company's issues are a result of the acquisition of Celgene, which created a large difference in costs. They also look at the company's balance sheet, cash flow, and financial statements to get a better understanding of its current situation. They note that there is a lot of research available on Bristol Myers Squibb Company, and that before jumping into external research, they first try to learn about the company itself by reading its website, watching investor presentations, and analyzing its numbers.
• 00:30:00 In this video, Chuck Carnival discusses how Bristol-Myers Squibb (BMS) is undervalued and offers a number of reasons why he believes the stock is a good investment. He also points out some key factors to consider when analyzing the stock.