Ledger

MRK

MRK·Healthcare
www.merck.com

Merck & Co. , Inc.

$150.33
-$2.01 (-1.32%)Today
Open
$150.83
High
$152.22
Low
$150.09
Volume
4.3M
$77.5852-Week Range$156.92
Current: $150.33 · Near 52W High
MARKET CAP
$370.9B
P/E (TTM)
120.3x
P/B RATIO
8.9x
ROE
7.0%
EPS (TTM) 5.1% Rev YoY
$1.25
DIVIDEND YIELD
2.23%
BETA
0.23
Defensive / low-beta

Company Info

Industry
Drug Manufacturers - General
Country
United States

Leadership

MR
Mr. Robert M. Davis J.D.
Chief Executive Officer
Stock Score
High Quality
17/ 100
Val
10
Grw
13
Qly
32
Value 40%·Growth 35%·Quality 25%
Price History
$150.33 $66.24 (78.77%)
Overlays
Oscillators
Generating analysis...
01 / Income Statement

Income Statement

Revenue & Margin Trend

PeriodRevenueOpExEBITDANet IncomeEPS
2022$59.28B$23.59B$21.32B$14.52B$5.71
2023$60.12B$41.03B$6.91B$0.36B$0.14
2024$64.17B$28.75B$25.71B$17.12B$6.74
2025$65.01B$26.52B$28.26B$18.25B$7.28
02 / Balance Sheet

Balance Sheet

Cash & Equivalents
$14.56B
Total Debt
$49.34B

Assets Distribution

Current Assets
Non-Current Assets

Liabilities & Equity

Current Liabilities
Non-Current Liabilities
Equity
03 / Cash Flow

Cash Flow

Positive free cash flow of $12.4B — 75% of operating cash flow.
Operating CF
$16.5B
Free Cash Flow
$12.4B
Investing CF
-$13.7B
Financing CF
-$1.9B

Cash Flow Mix

Operating Cash$16.5B
Investing Cash-$13.7B
Financing Cash-$1.9B
Net Change$809M

FCF Generation

The company converts 75% of operating cash flow into free cash flow, providing ample flexibility for capital allocation.

CapEx Burden

Capital expenditures consume $13.7B of operating cash. Monitor for maintenance vs. growth CapEx split.

Is the cash flow sustainable?
Positive Free Cash Flow
The company has flexibility for dividends, buybacks, debt reduction, or reinvestment in growth opportunities.
04 / Financial Ratios

Financial Ratios

Profitability

Gross Margin
74.8%
Gross Profit / Revenue
Operating Margin
34.0%
Op. Income / Revenue
Net Margin
28.1%
Net Income / Revenue
ROIC
17.9%
Return on Invested Capital

Liquidity & Leverage

Current Ratio
1.54x
Current Assets / Current Liab.
Cash Ratio
0.51x
Cash / Current Liab.
Debt-to-Equity
0.94
Total Debt / Equity
Asset Turnover
0.47
Revenue / Total Assets

Returns

ROE
7.0%
Return on Equity
ROA
11.9%
Return on Assets
EPS (TTM)
$1.25
Earnings Per Share
06 / Historical Trends

Historical Trends

Revenue

+3.1% CAGR

Net Income

+7.9% CAGR

EPS

+8.4% CAGR
05 / Dividends

Dividends & Yield

Dividend Yield
2.23%
Annual
Annual Dividend
$3.35
Per Share
Payout Ratio
268.2%
Div / EPS
Est. Div Growth
+2.0%
Approx. YoY

Dividend Safety Assessment

The payout ratio of 268% is elevated and may be at risk if earnings decline.

Recent Dividend Payments

DateAmount
2026-06-15$0.85
2026-03-16$0.85
2025-12-15$0.85
2025-09-15$0.81
2025-06-16$0.81
2025-03-17$0.81
2024-12-16$0.81
2024-09-16$0.77
2024-06-17$0.77
2024-03-14$0.77

Institutional Ownership

Moderate Institutional Support

Top 3 institutional holders control 20.6% of shares, providing a stable foundation of institutional capital.

Retail Influence

Lower institutional concentration means retail sentiment and broader market trends may drive price action more noticeably.

Top Institutional Holders

Blackrock Inc.9.20%
227M shares
Vanguard Capital Management LLC6.54%
161.32M shares
State Street Corporation4.88%
120.41M shares
Wellington Management Group, LLP3.50%
86.25M shares
Vanguard Portfolio Management LLC2.75%
67.74M shares

Top ETFs Holding

VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%
78.41M shares
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.59%
64M shares
iShares Trust-iShares Core S&P 500 ETF1.38%
33.97M shares
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.29%
31.94M shares
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF1.25%
30.86M shares
07 / Market Events

Market Events

Upcoming Earnings

OCT
29THU
DateOct 29, 2026
DayThursday
Revenue Est.$17.3B
EPS Est.$2.21

Split Record

DateTypeRatio
2021-06-03Forward1048:1000
1999-02-17Forward2:1
1992-05-26Forward3:1
1988-05-26Forward3:1
1986-05-27Forward2:1
08 / Market Intelligence

Market Intelligence

Analyst Consensus

Consensus (28 Ratings)
Buy
Strong Buy
5
Buy
15
Hold
8
Sell
0
Strong Sell
0
Recent Insider Trades
GUINDO CHIRFI
Officer
Sale
10,000 shs
DELUCA RICHARD ROBERT JR.
Officer
Sale
45,320 shs
ZACHARY JENNIFER L
General Counsel
Sale
80,315 shs
ZACHARY JENNIFER L
General Counsel
Sale
54,927 shs
Price Targets
Upside to Mean-0.6%
$105$150$186
Low
$105.00
Mean
$149.50
Median
$150.00
High
$186.00

Earnings History

Beat Rate
4/4
Avg Surprise
+18.5%
PeriodEst. EPSAct. EPSSurprise
2025-09$2.35$2.58+9.9%
2025-12$2.01$2.04+1.5%
2026-03$-1.47$-1.28+13.1%
2026-06$-0.26$-0.13+49.4%