Merck Company Stock Five Year Return

MRK Stock  USD 99.18  0.68  0.68%   
Merck Company fundamentals help investors to digest information that contributes to Merck's financial success or failures. It also enables traders to predict the movement of Merck Stock. The fundamental analysis module provides a way to measure Merck's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Merck stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Merck Company Company Five Year Return Analysis

Merck's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Merck Five Year Return

    
  2.99 %  
Most of Merck's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Merck Company is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Merck Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Merck is extremely important. It helps to project a fair market value of Merck Stock properly, considering its historical fundamentals such as Five Year Return. Since Merck's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Merck's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Merck's interrelated accounts and indicators.
0.870.280.880.570.70.980.30.80.50.160.950.950.730.65-0.270.44-0.21-0.220.190.350.220.360.31-0.70.020.190.20.15
0.87-0.070.590.40.40.90.070.930.060.370.720.720.360.220.180.21-0.260.23-0.07-0.020.10.610.48-0.48-0.37-0.070.160.35
0.28-0.070.570.740.830.180.11-0.090.74-0.20.420.420.740.71-0.890.50.52-0.580.540.820.58-0.42-0.26-0.430.320.560.48-0.1
0.880.590.570.650.830.840.260.50.810.010.90.90.910.89-0.650.580.03-0.480.370.650.370.040.04-0.740.240.480.370.18
0.570.40.740.650.880.530.060.440.57-0.280.590.590.650.53-0.610.70.54-0.30.50.590.720.07-0.26-0.53-0.050.60.620.2
0.70.40.830.830.880.640.350.40.76-0.170.780.780.810.78-0.770.560.25-0.590.520.650.45-0.05-0.09-0.750.280.460.38-0.03
0.980.90.180.840.530.640.30.820.420.210.910.910.640.55-0.180.4-0.25-0.120.150.240.180.380.33-0.71-0.060.180.160.19
0.30.070.110.260.060.350.30.110.28-0.270.40.40.140.26-0.230.03-0.43-0.480.19-0.12-0.34-0.050.08-0.630.74-0.13-0.42-0.64
0.80.93-0.090.50.440.40.820.110.080.150.650.650.290.160.190.28-0.210.14-0.05-0.050.110.750.25-0.47-0.31-0.090.140.22
0.50.060.740.810.570.760.420.280.08-0.360.590.590.860.91-0.910.640.27-0.740.450.810.4-0.33-0.38-0.640.540.590.41-0.05
0.160.37-0.20.01-0.28-0.170.21-0.270.15-0.360.140.14-0.11-0.140.39-0.55-0.480.36-0.28-0.27-0.350.220.770.11-0.4-0.48-0.30.08
0.950.720.420.90.590.780.910.40.650.590.141.00.770.76-0.420.38-0.27-0.430.30.380.190.240.29-0.70.210.230.06-0.03
0.950.720.420.90.590.780.910.40.650.590.141.00.770.76-0.420.38-0.27-0.430.30.380.190.240.29-0.70.210.230.06-0.03
0.730.360.740.910.650.810.640.140.290.86-0.110.770.770.93-0.760.670.23-0.520.410.880.56-0.2-0.09-0.580.240.60.490.11
0.650.220.710.890.530.780.550.260.160.91-0.140.760.760.93-0.830.510.07-0.750.50.790.33-0.2-0.1-0.560.490.510.28-0.02
-0.270.18-0.89-0.65-0.61-0.77-0.18-0.230.19-0.910.39-0.42-0.42-0.76-0.83-0.55-0.440.77-0.56-0.83-0.460.510.430.51-0.54-0.67-0.40.07
0.440.210.50.580.70.560.40.030.280.64-0.550.380.380.670.51-0.550.61-0.230.390.710.84-0.05-0.6-0.410.040.850.750.24
-0.21-0.260.520.030.540.25-0.25-0.43-0.210.27-0.48-0.27-0.270.230.07-0.440.610.070.280.580.81-0.33-0.650.07-0.250.660.850.43
-0.220.23-0.58-0.48-0.3-0.59-0.12-0.480.14-0.740.36-0.43-0.43-0.52-0.750.77-0.230.07-0.51-0.460.020.230.330.4-0.82-0.310.140.45
0.19-0.070.540.370.50.520.150.19-0.050.45-0.280.30.30.410.5-0.560.390.28-0.510.430.310.0-0.35-0.30.250.410.25-0.04
0.35-0.020.820.650.590.650.24-0.12-0.050.81-0.270.380.380.880.79-0.830.710.58-0.460.430.72-0.42-0.38-0.310.180.740.690.18
0.220.10.580.370.720.450.18-0.340.110.4-0.350.190.190.560.33-0.460.840.810.020.310.72-0.14-0.47-0.08-0.290.820.840.39
0.360.61-0.420.040.07-0.050.38-0.050.75-0.330.220.240.24-0.2-0.20.51-0.05-0.330.230.0-0.42-0.140.150.01-0.33-0.33-0.140.08
0.310.48-0.260.04-0.26-0.090.330.080.25-0.380.770.290.29-0.09-0.10.43-0.6-0.650.33-0.35-0.38-0.470.15-0.03-0.22-0.6-0.430.01
-0.7-0.48-0.43-0.74-0.53-0.75-0.71-0.63-0.47-0.640.11-0.7-0.7-0.58-0.560.51-0.410.070.4-0.3-0.31-0.080.01-0.03-0.35-0.17-0.150.12
0.02-0.370.320.24-0.050.28-0.060.74-0.310.54-0.40.210.210.240.49-0.540.04-0.25-0.820.250.18-0.29-0.33-0.22-0.350.07-0.34-0.65
0.19-0.070.560.480.60.460.18-0.13-0.090.59-0.480.230.230.60.51-0.670.850.66-0.310.410.740.82-0.33-0.6-0.170.070.670.34
0.20.160.480.370.620.380.16-0.420.140.41-0.30.060.060.490.28-0.40.750.850.140.250.690.84-0.14-0.43-0.15-0.340.670.64
0.150.35-0.10.180.2-0.030.19-0.640.22-0.050.08-0.03-0.030.11-0.020.070.240.430.45-0.040.180.390.080.010.12-0.650.340.64
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Merck Return On Tangible Assets

Return On Tangible Assets

0.00514

At this time, Merck's Return On Tangible Assets are quite stable compared to the past year.
According to the company disclosure, Merck Company has a Five Year Return of 2.99%. This is much higher than that of the Pharmaceuticals sector and significantly higher than that of the Health Care industry. The five year return for all United States stocks is notably lower than that of the firm.

Merck Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Merck's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Merck could also be used in its relative valuation, which is a method of valuing Merck by comparing valuation metrics of similar companies.
Merck is currently under evaluation in five year return category among its peers.

Merck ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Merck's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Merck's managers, analysts, and investors.
Environmental
Governance
Social

Merck Fundamentals

About Merck Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Merck Company's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Merck using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Merck Company based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Merck Company is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Merck Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Merck Company Stock. Highlighted below are key reports to facilitate an investment decision about Merck Company Stock:
Is Pharmaceuticals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Merck. If investors know Merck will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Merck listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.33)
Dividend Share
3.04
Earnings Share
4.78
Revenue Per Share
24.931
Quarterly Revenue Growth
0.044
The market value of Merck Company is measured differently than its book value, which is the value of Merck that is recorded on the company's balance sheet. Investors also form their own opinion of Merck's value that differs from its market value or its book value, called intrinsic value, which is Merck's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Merck's market value can be influenced by many factors that don't directly affect Merck's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Merck's value and its price as these two are different measures arrived at by different means. Investors typically determine if Merck is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Merck's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.