Bristol-Myers Squibb Co vs Centene Corp — how do they compare? Bristol-Myers Squibb Co trades at $63.69 (market cap $132.45B), while Centene Corp trades at $66.33 (market cap $32.89B). The key difference: Bristol-Myers Squibb Co is far larger — about 4× Centene Corp's market cap, and Bristol-Myers Squibb Co pays a 3.89% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| BMY | CNC | |
|---|---|---|
Market Cap | $132.45B | $32.89B |
Sector | Health | Health |
52-Week High | $65.89 | $68.72 |
52-Week Low | $42.60 | $26.17 |
Enterprise Value | $166.44B | $21.93B |
Dividend Yield | 3.89% | — |
Signals from Pluang's Aura AI — not financial advice
Bristol Myers Squibb (BMY) trades at $64.72, up 0.89% today, with a bullish technical signal and strong earnings beats in recent quarters. The company shows robust profitability with a net income margin of 18.87% and ROE of 46.7%, though debt levels have risen. Recent news highlights a $2.3 billion manufacturing investment and merger speculation with AstraZeneca, driving investor interest.
BMY presents a mixed outlook: valuation metrics like P/E of 14.26 appear attractive, and analyst consensus targets $68.56. However, risks include patent expirations, high debt, and volatile cash flows. The stock's near-term performance hinges on merger developments and execution of growth initiatives amid competitive pressures.
Centene (CNC) trades at $65.77, up 2.48% with a bullish technical signal. Recent Q2 2026 earnings beat expectations with EPS of $2.51 versus $1.09 estimate, driven by margin recovery and cost control. Revenue grew to $194.78B in 2025, though net income was negative at -$6.67B. Valuation ratios are attractive with P/E of 8.06 and P/S of 0.16. Analyst consensus is strongly bullish with 61.37% buy ratings and a $70.36 price target.
Outlook is positive due to raised 2026 guidance and operational improvements, but risks include Medicaid membership softness and persistent negative margins. The stock offers value potential if profitability rebounds as projected, though investors should monitor medical cost trends and regulatory changes affecting government healthcare programs.
Trailing returns across standard periods
Latest headlines on both assets
Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
Read more on BMY →Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →