Bristol-Myers Squibb Company Strategic Asset Allocation Index
Bristol-Myers Squibb Company strategic asset allocation index. Bristol-Myers Squibb Company (BMY) has a Strategic Asset Allocation Index of 10.7% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $2.39 Billion) total $2.39 Billion, measured against net assets of $22.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bristol-Myers Squibb Company (BMY) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bristol-Myers Squibb Company (2000–2025)
Strategic asset allocation index of Bristol-Myers Squibb Company from 2000 to 2025. This chart shows how Bristol-Myers Squibb Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 10.7%, representing strategic assets of $2.39 Billion against net assets of $22.32 Billion USD. Check BMY tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Bristol-Myers Squibb Company Strategic Asset Allocation Index by Year (2000–2025)
Bristol-Myers Squibb Company strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bristol-Myers Squibb Company from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market value of Bristol-Myers Squibb Company.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 62.9% | $11.63 Billion | $9.12 Billion | $2.51 Billion | $18.51 Billion | ▼ -3.5 pp |
| 2024 | 66.3% | $10.87 Billion | $8.36 Billion | $2.51 Billion | $16.39 Billion | ▲ +32.1 pp |
| 2023 | 34.3% | $10.10 Billion | $8.04 Billion | $2.06 Billion | $29.48 Billion | ▲ +7.1 pp |
| 2022 | 27.1% | $8.44 Billion | $6.25 Billion | $2.19 Billion | $31.12 Billion | ▲ +2.8 pp |
| 2021 | 24.3% | $8.76 Billion | $6.05 Billion | $2.71 Billion | $36.01 Billion | ▲ +7.7 pp |
| 2020 | 16.7% | $6.32 Billion | $5.89 Billion | $433.00 Million | $37.88 Billion | ▲ +3.1 pp |
| 2019 | 13.6% | $7.02 Billion | $6.25 Billion | $767.00 Million | $51.70 Billion | ▼ -34.6 pp |
| 2018 | 48.1% | $6.80 Billion | $5.03 Billion | $1.77 Billion | $14.13 Billion | ▼ -15.0 pp |
| 2017 | 63.1% | $7.48 Billion | $5.00 Billion | $2.48 Billion | $11.85 Billion | ▲ +16.0 pp |
| 2016 | 47.1% | $7.70 Billion | $4.98 Billion | $2.72 Billion | $16.35 Billion | ▼ -15.8 pp |
| 2015 | 62.9% | $9.07 Billion | $4.41 Billion | $4.66 Billion | $14.42 Billion | ▲ +4.0 pp |
| 2014 | 58.9% | $8.82 Billion | $4.42 Billion | $4.41 Billion | $14.98 Billion | ▲ +4.3 pp |
| 2013 | 54.6% | $8.33 Billion | $4.58 Billion | $3.75 Billion | $15.24 Billion | ▼ -10.3 pp |
| 2012 | 64.9% | $8.86 Billion | $5.33 Billion | $3.52 Billion | $13.64 Billion | ▲ +18.1 pp |
| 2011 | 46.8% | $7.43 Billion | $4.52 Billion | $2.91 Billion | $15.87 Billion | ▼ -0.1 pp |
| 2010 | 47.0% | $7.34 Billion | $4.66 Billion | $2.68 Billion | $15.64 Billion | ▲ +3.5 pp |
| 2009 | 43.4% | $6.42 Billion | $5.05 Billion | $1.37 Billion | $14.79 Billion | ▼ -0.8 pp |
| 2008 | 44.3% | $5.41 Billion | $5.41 Billion | $- | $12.21 Billion | ▼ -9.2 pp |
| 2007 | 53.5% | $5.65 Billion | $5.65 Billion | $- | $10.56 Billion | ▼ -3.3 pp |
| 2006 | 56.8% | $5.67 Billion | $5.67 Billion | $- | $9.99 Billion | ▲ +6.0 pp |
| 2005 | 50.8% | $5.69 Billion | $5.69 Billion | $- | $11.21 Billion | ▼ -5.7 pp |
| 2004 | 56.5% | $5.76 Billion | $5.76 Billion | $- | $10.20 Billion | ▼ -1.9 pp |
| 2003 | 58.4% | $5.71 Billion | $5.71 Billion | $- | $9.79 Billion | ▼ -2.4 pp |
| 2002 | 60.8% | $5.32 Billion | $5.32 Billion | $- | $8.76 Billion | ▲ +15.3 pp |
| 2001 | 45.5% | $4.89 Billion | $4.89 Billion | $- | $10.74 Billion | ▼ -4.0 pp |
| 2000 | 49.5% | $4.55 Billion | $4.55 Billion | $- | $9.18 Billion | — |