Merck Company Stock Performance
| MRK Stock | USD 99.18 0.68 0.68% |
The company secures a Beta (Market Risk) of 0.21, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Merck's returns are expected to increase less than the market. However, during the bear market, the loss of holding Merck is expected to be smaller as well. At this point, Merck Company has a negative expected return of -0.23%. Please make sure to verify Merck's treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Merck Company performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Merck Company has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain quite persistent which may send shares a bit higher in December 2024. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.68) | Five Day Return 2.71 | Year To Date Return (12.42) | Ten Year Return 75.54 | All Time Return 25 K |
Forward Dividend Yield 0.0327 | Payout Ratio 0.5176 | Last Split Factor 1048:1000 | Forward Dividend Rate 3.24 | Dividend Date 2024-10-07 |
| Merck dividend paid on 7th of October 2024 | 10/07/2024 |
1 | Mercks Gardasil Shot Challenges To Continue, Analysts Optimistic For Newly Approved Sotatercept For Rare Lung Disease | 11/01/2024 |
2 | Malaga Cove Capital LLC Buys 933 Shares of Merck Co., Inc. | 11/07/2024 |
3 | Merck Co., Inc. Shares Acquired by Victory Capital Management Inc. | 11/12/2024 |
4 | Merck Inks 3.3B Licensing Deal With Chinese Biotech for Cancer Therapy | 11/15/2024 |
5 | Johnson Johnson appoints CIO to lead business technology strategy | 11/18/2024 |
6 | Merck Gets a Shot of Confidence From Pivotal Test of SubQ Injectable Keytruda | 11/19/2024 |
7 | Merck Foundation Announces 17 Million U.S. Initiative To Expand Access to High-Quality Cardiac Care | 11/20/2024 |
8 | Merck Stock Surges Amid Industry Layoff Trends | 11/21/2024 |
9 | Merck Recommends Rejection of TRC Capitals Mini-Tender Offer | 11/22/2024 |
| Begin Period Cash Flow | 12.8 B | |
| Total Cashflows From Investing Activities | -14.1 B |
Merck |
Merck Relative Risk vs. Return Landscape
If you would invest 11,550 in Merck Company on August 26, 2024 and sell it today you would lose (1,632) from holding Merck Company or give up 14.13% of portfolio value over 90 days. Merck Company is generating negative expected returns assuming volatility of 1.1465% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Merck, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Merck Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Merck's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Merck Company, and traders can use it to determine the average amount a Merck's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1985
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| Negative Returns | MRK |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Merck is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Merck by adding Merck to a well-diversified portfolio.
Merck Fundamentals Growth
Merck Stock prices reflect investors' perceptions of the future prospects and financial health of Merck, and Merck fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Merck Stock performance.
| Return On Equity | 0.28 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 274.43 B | ||||
| Shares Outstanding | 2.53 B | ||||
| Price To Earning | 18.05 X | ||||
| Price To Book | 5.64 X | ||||
| Price To Sales | 3.97 X | ||||
| Revenue | 60.12 B | ||||
| Gross Profit | 42.08 B | ||||
| EBITDA | 6.91 B | ||||
| Net Income | 365 M | ||||
| Cash And Equivalents | 12.69 B | ||||
| Cash Per Share | 4.44 X | ||||
| Total Debt | 36.27 B | ||||
| Debt To Equity | 0.68 % | ||||
| Current Ratio | 1.46 X | ||||
| Book Value Per Share | 17.58 X | ||||
| Cash Flow From Operations | 13.01 B | ||||
| Earnings Per Share | 4.78 X | ||||
| Market Capitalization | 250.89 B | ||||
| Total Asset | 106.67 B | ||||
| Retained Earnings | 53.9 B | ||||
| Working Capital | 6.47 B | ||||
| Current Asset | 29.76 B | ||||
| Current Liabilities | 19.2 B | ||||
About Merck Performance
By examining Merck's fundamental ratios, stakeholders can obtain critical insights into Merck's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Merck is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 143.91 | 159.93 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Equity | 0.01 | 0.01 |
Things to note about Merck Company performance evaluation
Checking the ongoing alerts about Merck for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Merck Company help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Merck Company generated a negative expected return over the last 90 days | |
| Merck Company has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company shares are owned by institutional investors | |
| On 7th of October 2024 Merck paid $ 0.77 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Merck Recommends Rejection of TRC Capitals Mini-Tender Offer |
- Analyzing Merck's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Merck's stock is overvalued or undervalued compared to its peers.
- Examining Merck's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Merck's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Merck's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Merck's stock. These opinions can provide insight into Merck's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Merck Company. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
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.