Stock Comparison
Bristol-Myers Squibb Company vs Novartis AG
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Bristol-Myers Squibb Company
BMY · New York Stock Exchange
Weighted across the company's segments.
Full stock profile
Dive deeper into Bristol-Myers Squibb Company's moat claims, evidence, and risks.
View BMY analysisNovartis AG
NOVN · SIX Swiss Exchange
Weighted across the company's segments.
Full stock profile
Dive deeper into Novartis AG's moat claims, evidence, and risks.
View NOVN analysisComparison highlights
- Moat score gap: Bristol-Myers Squibb Company leads (61 / 100 vs 56 / 100 for Novartis AG).
- Segment focus: Bristol-Myers Squibb Company has 5 segments (30% in Eliquis franchise (apixaban)); Novartis AG has 5 segments (31% in Oncology).
- Moat breadth: Bristol-Myers Squibb Company has 2 moat types across 2 domains; Novartis AG has 2 across 2.
Primary market context
Bristol-Myers Squibb Company
Eliquis franchise (apixaban)
Direct oral anticoagulants (DOACs) for stroke prevention in NVAF and treatment/prevention of DVT/PE
Global
Payers, PBMs, hospitals, clinics, pharmacies
Branded drug manufacturer (co-commercialization alliance)
30%
Novartis AG
Oncology
Oncology and hematology branded medicines (including targeted therapies and radioligand therapy)
Global
Oncologists and hospitals; reimbursed by payers; hospital and specialty pharmacy channels
Originator developer, manufacturer, and marketer of oncology therapies
31%
Side-by-side metrics
Moat coverage
Shared moat types
Bristol-Myers Squibb Company strengths
No unique moat types yet.
Novartis AG strengths
No unique moat types yet.
Segment mix
Bristol-Myers Squibb Company segments
Full profile >Eliquis franchise (apixaban)
Oligopoly
Immuno-oncology checkpoint inhibitors (Opdivo/Yervoy/Opdualag)
Oligopoly
Hematology (Revlimid/Pomalyst/Reblozyl/Zenbexus)
Competitive
Immunology (Orencia/Sotyktu)
Competitive
Other specialty & emerging products (CAR-T, cardiomyopathy, neuroscience, and mature brands)
Competitive
Novartis AG segments
Full profile >Cardiovascular, Renal and Metabolic
Oligopoly
Immunology
Oligopoly
Neuroscience
Oligopoly
Oncology
Oligopoly
Established Brands
Competitive
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