Merck Company Stock Performance

MRK Stock  USD 128.84  0.61  0.47%   
On a scale of 0 to 100, Merck holds a performance score of 31. The company secures a Beta (Market Risk) of 0.57, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Merck returns are expected to increase less than the market. However, during the bear market, the loss on holding Merck will be expected to be smaller as well. Please exercises Merck Company potential upside, as well as the relationship between the kurtosis and day typical price to make a quick decision on whether Merck Company current price movements will revert.

Risk-Adjusted Performance

31 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Merck Company are ranked lower than 31 (%) of all global equities and portfolios over the last 90 days. Despite quite unsteady basic indicators, Merck disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield
0.0238
Payout Ratio
0.02
Last Split Factor
1048:1000
Forward Dividend Rate
3.08
Dividend Date
2024-04-05
1
Filing
11/28/2023
 
Merck dividend paid on 8th of January 2024
01/08/2024
2
Unclassified Event
01/23/2024
3
Financial Statements
02/01/2024
4
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02/15/2024
5
Oncology Drugs Market to Surpass USD 332.4 Bn by 2033, Driven by Individualized Treatment Marketresearch.biz Report
02/20/2024
6
Insamo Launches with 12M Funding from Playground Global, venBio, and MRL Ventures Fund to Develop Best-in-Class Membrane-Permeable Macrocyclic Peptides
02/21/2024
7
Moderna posts surprise quarterly profit even as Covid vaccines sales plummet
02/22/2024
8
Certified Advisory Corp Grows Holdings in Merck Co., Inc.
02/23/2024
9
Mercks Bridion faces generic threat from drugmaker Hikma
02/26/2024
Begin Period Cash Flow12.8 B
Free Cash Flow13.2 B
  

Merck Relative Risk vs. Return Landscape

If you would invest  10,018  in Merck Company on November 28, 2023 and sell it today you would earn a total of  2,866  from holding Merck Company or generate 28.61% return on investment over 90 days. Merck Company is generating 0.4117% of daily returns assuming volatility of 1.0253% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Merck, and above 92% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Merck is expected to generate 1.58 times more return on investment than the market. However, the company is 1.58 times more volatile than its market benchmark. It trades about 0.4 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.25 per unit of 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 = 0.4016

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Estimated Market Risk

 1.03
  actual daily
9
91% of assets are more volatile

Expected Return

 0.41
  actual daily
8
92% of assets have higher returns

Risk-Adjusted Return

 0.4
  actual daily
31
69% of assets perform better
Based on monthly moving average Merck is performing at about 31% of its full potential. 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 it 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.

About Merck Performance

To evaluate Merck Company Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Merck generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Merck Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Merck Company market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Merck's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Effect of Exchange Rate Changes on Cash23 M24.8 M
Return on Investment 21.83  23.55 
Return on Average Assets 0  0 
Return on Average Equity 0.01  0.01 
Return on Invested Capital 0.04  0.05 
Return on Sales 0.05  0.05 

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 is unlikely to experience financial distress in the next 2 years
Merck is showing solid risk-adjusted performance over 90 days
Merck Company has a very strong financial position based on the latest SEC filings
Over 79.0% of the company shares are owned by institutional investors
On 8th of January 2024 Merck paid $ 0.77 per share dividend to its current shareholders
Latest headline from aol.com: Mercks Bridion faces generic threat from drugmaker Hikma
Evaluating Merck's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Merck's stock performance include:
  • 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.
It's essential to remember that evaluating Merck's stock performance is not an exact science, and many factors can impact Merck's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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:
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 tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Merck's price analysis, check to measure Merck's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Merck is operating at the current time. Most of Merck's value examination focuses on studying past and present price action to predict the probability of Merck's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Merck's price. Additionally, you may evaluate how the addition of Merck to your portfolios can decrease your overall portfolio volatility.
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Is Merck's industry 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
0.453
Dividend Share
2.92
Earnings Share
0.14
Revenue Per Share
23.602
Quarterly Revenue Growth
0.058
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.