Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Merck & Company Inc(MRK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MRK
11/10/2026: MRK (5-star) is currently NOT-A-BUY. Pass it for now.
Merck & Company Inc is a major global biopharmaceutical firm known for its leading position in oncology, specifically through its blockbuster drug Keytruda, and its expansive animal health business. The company maintains a leading position in the industry, benefiting from robust R&D capabilities and a strong clinical pipeline. Its primary investment story centers on sustaining growth through high-value therapies while managing future patent expiration risks. Investors face challenges such as pricing regulations and the need for successful R&D execution. The stock is generally well-suited for income-oriented investors seeking reliable dividends and those interested in established healthcare leaders, though monitoring clinical trial outcomes and regulatory policy is essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the oncology franchise offers growth, the company's large market cap and reliance on specific assets temper explosive growth potential. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find interest during periods of clinical success or positive market sentiment toward oncology leaders. |
| Value investor | Mixed fit | Valuation fluctuates based on perceived risk of patent cliffs, making it a moderate value proposition depending on the entry point. |
| Dividend investor | Strong fit | The company's stable business model and history of reliable dividend payments make it suitable for income-focused portfolios. |
| Low-risk investor | Strong fit | As a large-cap, established pharmaceutical firm, Merck generally exhibits lower volatility compared to smaller biotech firms. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Pharmaceutical stocks can react sharply to clinical trial results or legislative changes. |
| Valuation risk | Medium | Market expectations for blockbuster drug performance can occasionally lead to stretched valuations. |
| Competition risk (Oncology/Immunology) | High | The oncology space is highly competitive with constant innovation and patent expiration pressures. |
| Business quality | Strong | Merck's deep R&D expertise and diverse portfolio provide a high-quality foundation for long-term operations. |
| Dividend income | Low | The dividend is considered stable and well-supported by current cash flows. |
| Execution risk | Medium | The company must successfully navigate complex clinical and regulatory hurdles for new product launches. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 46.49% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/10/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 366.73B USD | Price to earnings Ratio 150.26 | 1Y Target Price 161.53 |
Price to earnings Ratio 150.26 | 1Y Target Price 161.53 | ||
Volume (30-day avg) 9.8M shares | Beta 0.12 | 52 Weeks Range 88.31 - 156.00 | Updated Date 11/10/2026 |
52 Weeks Range 88.31 - 156.00 | Updated Date 11/10/2026 | ||
Dividends yield (FY) 2.29% | Basic EPS (TTM) 0.99 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Human Health (Oncology/Vaccines) | Key products like Keytruda and Gardasil. | This is the primary revenue engine, heavily dependent on the success and patent protection of high-demand oncology drugs. |
| Animal Health | Veterinary medicines, vaccines, and diagnostic products. | This segment provides a stable, non-cyclical revenue stream that benefits from growing pet ownership and livestock healthcare. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 2.12 | Actual 2.49 |
Profitability
Profit Margin 3.64% | Operating Margin (TTM) 35.22% |
Management Effectiveness
Return on Assets (TTM) 11.29% | Return on Equity (TTM) 5.06% |
Valuation
Trailing PE 150.26 | Forward PE 16.16 | Enterprise Value 410.86B | Price to Sales(TTM) 5.44 |
Enterprise Value 410.86B | Price to Sales(TTM) 5.44 | ||
Enterprise Value to Revenue 6.02 | Enterprise Value to EBITDA 28.85 | Shares Outstanding 2.47B | Shares Floating 2.46B |
Shares Outstanding 2.47B | Shares Floating 2.46B | ||
Percent Insiders 0.06 | Percent Institutions 82.81 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.