Bristol-Myers Squibb Co vs Illumina, Inc. — how do they compare? Bristol-Myers Squibb Co trades at $63.6 (market cap $129.94B), while Illumina, Inc. trades at $192.13 (market cap $29.12B). The key difference: Bristol-Myers Squibb Co is far larger — about 4.5× Illumina, Inc.'s market cap, and Bristol-Myers Squibb Co pays a 3.96% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| BMY | ILMN | |
|---|---|---|
Market Cap | $129.94B | $29.12B |
Sector | Health | Health |
52-Week High | $65.89 | $205.10 |
52-Week Low | $42.60 | $91.00 |
Enterprise Value | $163.92B | $30.48B |
Dividend Yield | 3.96% | — |
Signals from Pluang's Aura AI — not financial advice
Bristol Myers Squibb (BMY) trades at $64.84, up 0.19% today, with a bullish technical signal from moving averages and strong fundamental health evidenced by a 14.01 P/E ratio and 18.87% net income margin. Recent earnings beats and a $2.3 billion manufacturing investment in Houston highlight operational strength, while analyst consensus is mixed with a $68.56 price target.
The outlook is positive due to earnings momentum and strategic investments, but risks include patent expirations and high debt levels. Wall Street sentiment is cautiously optimistic, with institutional buying supporting the stock's potential for moderate upside from current levels.
Illumina (ILMN) trades at $191.79, up 2.04% today, with a neutral technical signal and strong fundamental recovery. The stock shows bullish moving averages but faces resistance near $194. Recent earnings beats and a return to profitability in 2025, with $850M net income, highlight operational turnaround. Revenue remains stable around $4.3B, supported by robust gross margins of 66.38%.
Outlook is positive with analyst consensus Buy rating and $201.58 price target, though high P/E of 35.98 poses valuation risk. Key opportunities include sequencing demand and AI partnerships, while risks involve debt levels and competitive pressures. Institutional activity is mixed, with some funds increasing stakes amid earnings momentum.
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 →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →