MRK
Merck & Co.
Health Care · Pharmaceuticals · US

$111.38
Close 2026-05-10
✗ ETHICAL FAIL

MODERATE MOAT

HIGH
Data Confidence: 100%
Full financial profile available

Market Cap
$275.1B
Trailing P/E
31.40
Forward P/E
11.60
Rev Growth
+4.9%
Profit Margin
13.6%
ROE
18.9%
Analyst Target
$129.74
Recommendation
BUY

About Merck & Co.

Merck & Co., Inc. operates as a healthcare company worldwide. It offers human health pharmaceutical for various areas under the Keytruda, Keytruda Qlex, Welireg, Gardasil, ProQuad, M-M-R II, Varivax, Vaxneuvance, Capvaxive, RotaTeq, Pneumovax 23, Bridion, Prevymis, Dificid, Zerbaxa, Winrevair, Adempas/ Verquvo, Ohtuvayre, Lagevrio, Isentress/Isentress HD, Delstrigo, Pifeltro, Belsomra, Januvia, and Janumet brands. The company also provides veterinary pharmaceuticals, vaccines and health management solutions and services, such as livestock products under the Nuflor, Bovilis/Vista, Bovilis Cryptium, Banamine, Estrumate, Matrix, Resflor, Zuprevo, Revalor, Safe-Guard, M+Pac, Porcilis, Circumvent, Nobilis/Innovax, Paracox and Coccivac, Exzolt, Slice, Imvixa, Clynav, Aquavac/Norvax, Aquaflor, Flexolt brands; Allflex Livestock Intelligence solutions; and companion animal products under the Bravecto One-Month, Bravecto Injectable/Quantum, Bravecto TriUNO, Bravecto Plus, Sentinel Spectrum, Sentinel Flavor Tabs, Numelvi, Optimmune, Nobivac NXT, GilvetMab, Otomax, Mometamax, Mometamax Ultra, Posatex, Caninsulin/Vetsulin, Panacur, Safeguard, Regumate, Prestige, Scalibor/Exspot, Sure Petcare, and Home Again brands. It has development and commercialization agreement for three of Daiichi Sankyo’s deruxtecan ADC candidates; AstraZeneca PLC to co-development and co-commercialize AstraZeneca’s Lynparza products for multiple cancer types; licensed to develop, manufacture and commercialize LM-299, a novel investigational PD-1/VEGF bispecific antibody from LaNova; and collaboration agreement with Eisai Co., Ltd., Bayer AG, and Ridgeback Biotherapeutics LP, as well Moderna, Inc. Merck & Co., Inc. has strategic collaboration with Infinimmune, Inc. to discover and develop antibodies against multiple therapeutic targets. The company was founded in 1891 and is headquartered in Rahway, New Jersey.

Opportunity Summary
Trading at $111 against a fair value of $193, a 42% discount. Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 73% of screened stocks.

Ethical Screen
Business Activity PASS
Debt Ratio (0.36%) FAIL
Cash Ratio (0.01%) PASS
Receivables Ratio (0.19%) PASS
Revenue Ratio (0.01%) PASS
Overall FAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 49.0
Score Combined: 46.8
Fair Value Est: $193.00 · Margin of Safety: +73.3% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation86.3
Quality49.8
Cash Flow63.8
Moat50.0
Balance Sheet62.2
Debt Purity0.0
Liquid Purity97.9
Rev Purity89.5
Compliance55.1
Tier: GOLD · Score: 74.6 · Rank: #172

Earnings History (Last 8 Quarters)
Date EPS Est. Reported EPS Surprise %
2026-08-04 -0.15 Pending
2026-04-30 -1.47 -1.28 +13.2%
2026-02-03 1.68 1.19 -29.2%
2025-10-30 2.06 2.32 +12.8%
2025-07-29 2.03 2.13 +5.0%
2025-04-24 2.14 2.22 +4.0%
2025-02-04 1.67 1.72 +3.3%
2024-10-31 1.57 1.57 +0.0%

Quarterly Financials
Period Revenue Net Income EBITDA Gross Profit Op. Income EPS
2026-03-31 $16.3B -$4.2B -$1.5B $12.1B -$3.2B -1.72
2025-12-31 $16.4B $3.0B $6.3B $10.8B $4.1B 1.20
2025-09-30 $17.3B $5.8B $8.2B $13.4B $6.6B 2.32
2025-06-30 $15.8B $4.4B $6.4B $12.2B $5.6B 1.76
2025-03-31 $15.5B $5.1B $7.3B $12.1B $5.9B 2.01
2024-12-31

Insider Transactions
Date Name Role Shares Value
2026-05-01 SMART DALTON E. III Officer 383 $43.0K
2026-05-01 MARALDO DAVID R. Officer 552 $61.9K
2026-04-30 SMART DALTON E. III Officer 1,408 $155.3K
2026-04-30 LARSON BETTY D Officer 13,435
2026-04-29 DELUCA RICHARD ROBERT JR. Officer 2,518
2026-04-29 DAVIS ROBERT M Chief Executive Officer 13,300
2026-04-29 OOSTHUIZEN JOHANNES JACOBUS Officer 1,377
2026-04-29 CHATTOPADHYAY SANAT Officer 2,597
2026-04-29 GUINDO CHIRFI Officer 1,967 $216.4K
2026-04-29 ZACHARY JENNIFER L General Counsel 2,951
Top Institutional Holders
Holder Shares Value % Held
Blackrock Inc. 225.8M $27.6B 0.1%
Vanguard Capital Management LLC 161.0M $19.7B 0.1%
State Street Corporation 119.3M $14.6B 0.0%
Wellington Management Group, LLP 84.3M $10.3B 0.0%
Vanguard Portfolio Management LLC 67.3M $8.2B 0.0%
Geode Capital Management, LLC 59.6M $7.3B 0.0%
JPMORGAN CHASE & CO 53.0M $6.5B 0.0%
Charles Schwab Investment Management, Inc. 49.8M $6.1B 0.0%
Morgan Stanley 47.6M $5.8B 0.0%
FMR, LLC 44.5M $5.4B 0.0%

Analyst Recommendations
3 Months Ago
4
15
10
29 analysts

2 Months Ago
4
14
11
29 analysts

Last Month
4
15
11
30 analysts

Current
4
15
10
29 analysts

Strong Buy
Buy
Hold
Sell
Strong Sell

Recent Price History
2026-05-10
$111.38

2026-05-09
$111.38

2026-05-08
$113.56

2026-05-08
$113.56

5D Range

May 8
May 8
May 9
May 10

Additional Fundamentals
Enterprise Value
$345.8B
Price/Book
6.59
Beta
0.195
Analysts
27
Total Revenue (TTM)
$65.8B
Total Debt
$49.1B
Dividend Yield
305.0%
Rec. Mean
1.83
Short Ratio
2.77
Short % Float
0.0%
Employees
73,000

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration

The Opportunity
Score 46.8 (P66 — top 33.9% of scored tickers). Moderate Moat. Ethical FAIL. 27 analysts at Buy.
Price: $111.38 | Target: $129.74 (+16%) | Fair Value: $193.00 (+73%)

Score
47

Moat
MODERATE

Conviction
Standard

Upside
+16%

The Fundamentals
Revenue Growth+4.9%
Profit Margin0.0%
ROE18.9%
Forward P/E11.6
Market Cap$275.1B

Earnings Track Record
Date Estimate Reported Surprise
2026-08-04 $-0.15 Pending
2026-04-30 $-1.47 $-1.28 +13.2%
2026-02-03 $1.68 $1.19 -29.2%
2025-10-30 $2.06 $2.32 +12.8%
2025-07-29 $2.03 $2.13 +5.0%
2025-04-24 $2.14 $2.22 +4.0%
Position Sizing Scenarios
Stop: $94.67 (-15%) | Entry: $111.38
Shares Cost Profit to Target R:R
To Consensus ($129.74, 27 analysts)
10 $1,113.80 +$183.60 (16%) 1.1R
50 $5,569.00 +$918.00 (16%) 1.1R
100 $11,138.00 +$1,836.00 (16%) 1.1R
To Fair Value ($193.00)
10 $1,113.80 +$816.20 (73%) 4.9R
50 $5,569.00 +$4,081.00 (73%) 4.9R
100 $11,138.00 +$8,162.00 (73%) 4.9R
Risk Factors
  • No elevated risk flags in current data

The Verdict
Merck & Co. holds a moderate competitive moat and trades at a 73.3% discount to fair value.

Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
68.3
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER

Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.5%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.03
above 1.0 is good
Max Drawdown
-43.4%
Worst Day

Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID

Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal

Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
ABOVE_UPPER
Beta
Relative Volume
1.8x
Short Interest

Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone

Piotroski F-Score

Earnings Beat Rate
87.5%
Earnings Consistency

Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
Ticker Correlation
XLV 0.602
PFE 0.505
AZN 0.463
AMGN 0.447
BIIB 0.443
Inverse Correlated
Ticker Correlation
NTSK -0.221
FIGR -0.177
FRMI -0.176
VIA -0.167
ATT.L -0.165

Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Tuesday
Best Month
Nov
Worst Month
Apr
Fri-Mon Effect
0.02816532089741436

Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+4.2%
Beat Drift Positive %
66.7%
Consistency

Momentum Rankings

How does this ticker’s recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+7.0%
3M Return
-2.7%
6M Return
+28.1%
12M Return
+59.4%
Momentum Rank
#1215
Momentum Signal
UP

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