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Source document· February 20, 2026

Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026?

View original at finance.yahoo.com
Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026? Merck & Co. MRK and Bristol Myers Squibb BMY are major global drugmakers with expansive, diversified portfolios…
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  • Zacks Consensus Estimate for BMY's 2026 sales implies year-over-year decrease of 2.32%

    80% confidence

  • Expects headwind of approximately $2.5 billion from generic competition in 2026

    80% confidence

  • Zacks Consensus Estimate for MRK's 2026 sales implies year-over-year increase of 2.59%

    80% confidence

  • Phase III pipeline has almost tripled since 2021

    80% confidence

  • Keytruda will lose patient exclusivity in 2028

    80% confidence

  • Legacy Portfolio sales expected to decline 12-16% in 2026

    80% confidence

  • Expects over $70 billion of potential non-risk-adjusted commercial opportunity for the current pipeline by the mid-2030s

    80% confidence

  • Targeting $2 billion in annualized cost savings by the end of 2027

    80% confidence

  • Zacks Consensus Estimate for BMY's 2026 EPS suggests increase of 0.33%

    80% confidence

  • Keytruda targets peak sales of $35 billion by 2028

    80% confidence

  • Annual revenue guidance of $46.0-$47.5 billion for 2026

    80% confidence

  • BMY's relatively attractive valuation and more favorable 2026 outlook position it as the more compelling investment choice versus MRK at present

    80% confidence

  • Zacks Consensus Estimate for MRK's 2026 EPS suggests decline of 38.75%

    80% confidence

  • Positioned to launch around 20 drugs over the next few years, with many having blockbuster potential

    80% confidence

  • Achieved approximately $1 billion in savings in 2025

    80% confidence

  • Operating expenses expected to decline in 2026, supporting margin expansion

    80% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026? — Source | Via News | es.VIA.NEWS