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Upturn AI SWOT - About
MRK 
Merck & Company Inc (MRK)
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Upturn Advisory Summary
04/04/2025: MRK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 21.18% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 205.80B USD | Price to earnings Ratio 12.09 | 1Y Target Price 112.07 |
Price to earnings Ratio 12.09 | 1Y Target Price 112.07 | ||
Volume (30-day avg) 16805732 | Beta 0.42 | 52 Weeks Range 79.30 - 131.54 | Updated Date 04/6/2025 |
52 Weeks Range 79.30 - 131.54 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 3.98% | Basic EPS (TTM) 6.74 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.67% | Operating Margin (TTM) 34.19% |
Management Effectiveness
Return on Assets (TTM) 13.9% | Return on Equity (TTM) 40.79% |
Valuation
Trailing PE 12.09 | Forward PE 9.05 | Enterprise Value 229218172472 | Price to Sales(TTM) 3.2 |
Enterprise Value 229218172472 | Price to Sales(TTM) 3.2 | ||
Enterprise Value to Revenue 3.57 | Enterprise Value to EBITDA 8.92 | Shares Outstanding 2526040064 | Shares Floating 2522070363 |
Shares Outstanding 2526040064 | Shares Floating 2522070363 | ||
Percent Insiders 0.07 | Percent Institutions 80.35 |
Analyst Ratings
Rating 4.25 | Target Price 127.73 | Buy 5 | Strong Buy 15 |
Buy 5 | Strong Buy 15 | ||
Hold 8 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Merck & Company Inc
Company Overview
History and Background
Merck & Company, Inc. was founded in 1891 as the U.S. subsidiary of the German company Merck (now Merck KGaA). Following World War I, the U.S. government confiscated Merck's assets, leading to its independence. Since then, Merck has become a leading global pharmaceutical company, developing and marketing a wide range of innovative medicines, vaccines, and animal health products. Key milestones include the development of streptomycin (an early antibiotic) and advancements in vaccines and cancer therapies.
Core Business Areas
- Pharmaceuticals: This segment focuses on prescription medicines and vaccines in therapeutic areas such as oncology, cardiovascular, infectious diseases, immunology, and diabetes.
- Animal Health: This segment develops and markets animal health products, including vaccines, parasiticides, and other products for livestock and companion animals.
Leadership and Structure
Merck & Company, Inc. is led by a board of directors and a management team. The current CEO is Robert M. Davis. The organizational structure includes global functions, such as research and development, manufacturing, and commercial operations, as well as regional divisions.
Top Products and Market Share
Key Offerings
- Keytruda: Keytruda is a blockbuster immunotherapy drug used to treat various types of cancer. Generated $25 billion in sales in 2023. Competitors include Opdivo (Bristol-Myers Squibb) and Tecentriq (Roche).
- Gardasil: Gardasil is a vaccine that protects against human papillomavirus (HPV). Generated $9 Billion in sales in 2023. Competitor is Cervarix (GSK) but is off the market now.
- Januvia/Janumet: Januvia and Janumet are used to treat type 2 diabetes. Revenue decreased significantly due to generic competition. Competitors include Ozempic (Novo Nordisk) and Trulicity (Eli Lilly).
- Bravecto: Bravecto is a parasiticide used to protect dogs and cats against fleas and ticks. The company does not break out the market share specifically. Competitors include Revolution (Zoetis).
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by intense competition, high research and development costs, strict regulatory oversight, and the need to innovate continuously. The industry is experiencing growth driven by aging populations, increased prevalence of chronic diseases, and advances in biotechnology.
Positioning
Merck & Company, Inc. is a leading global pharmaceutical company with a strong focus on research and development. Its competitive advantages include a diverse product portfolio, a strong pipeline of new products, and a global presence.
Total Addressable Market (TAM)
The global pharmaceutical market is projected to reach over $1.7 trillion by 2027. Merck's innovative cancer therapies and vaccines have positioned it to address a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong product portfolio
- Robust pipeline of new products
- Global presence and distribution network
- Established brand reputation
- Strong R&D capabilities
Weaknesses
- Dependence on key products with patent expirations
- Exposure to generic competition
- High R&D costs
- Regulatory risks
- Potential product liability claims
Opportunities
- Expanding into emerging markets
- Developing new therapies for unmet medical needs
- Acquiring or partnering with other companies
- Leveraging digital technologies
- Growth in the animal health market
Threats
- Increased competition from generic drugs
- Pricing pressures from governments and payers
- Regulatory changes
- Patent challenges
- Economic downturns
Competitors and Market Share
Key Competitors
- JNJ
- PFE
- ABBV
- NVS
- MRNA
Competitive Landscape
Merck & Company, Inc. faces competition from other large pharmaceutical companies. Its competitive advantages include its strong oncology portfolio and global presence. Disadvantages include reliance on key products and exposure to generic competition.
Major Acquisitions
Prometheus Biosciences
- Year: 2023
- Acquisition Price (USD millions): 10800
- Strategic Rationale: To expand Merck's pipeline in immunology and inflammatory diseases.
Growth Trajectory and Initiatives
Historical Growth: Merck has experienced moderate revenue growth over the past few years, driven by key products such as Keytruda and Gardasil.
Future Projections: Analysts project continued revenue growth for Merck, driven by new product launches and growth in emerging markets.
Recent Initiatives: Recent initiatives include strategic acquisitions, partnerships, and investments in research and development.
Summary
Merck & Company, Inc. exhibits strengths in its innovative oncology therapies and vaccines, leading to healthy revenue and a strong pipeline. Reliance on Keytruda and future patent expiries are concerns. Recent acquisitions are expected to enhance future growth. Merck must successfully navigate pricing pressures and regulatory landscapes to sustain its market leadership and continue rewarding shareholders.
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BMY
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BMY
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JNJ
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JNJ
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LLY
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NVS
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PFE
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Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Merck & Company Inc
Exchange NYSE | Headquaters Rahway, NJ, United States | ||
IPO Launch date 1978-01-13 | Chairman, President & CEO Mr. Robert M. Davis J.D. | ||
Sector Healthcare | Industry Drug Manufacturers - General | Full time employees 73000 | Website https://www.merck.com |
Full time employees 73000 | Website https://www.merck.com | ||
Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The company offers human health pharmaceutical for various areas, including oncology, vaccines, hospital acute care, cardiovascular, virology, neuroscience, and diabetes under the Keytruda, Welireg, Gardasil, ProQuad, M-M-R II, Varivax, Vaxneuvance, RotaTeq, Pneumovax 23, Bridion, Dificid, Zerbaxa, Noxafil, Winrevair, Adempas, Verquvo, Lagevrio, Isentress/Isentress HD, Delstrigo, Pifeltro, Belsomra, Januvia, and Janumet brands. It 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 for animal identification, monitoring and traceability; and companion animal products under the Bravecto One-Month, Bravecto Injectable/Quantum, Bravecto Plus, Sentinel Spectrum, Sentinel Flavor Tabs, Optimmune, Nobivac NXT, GilvetMab, Otomax, Mometamax, Mometamax Ultra, Posatex, Caninsulin/Vetsulin, Panacur, Regumate, Prestige, Scalibor/Exspot, Sure Petcare, and Home Again brands. The company 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, and Koselugo for multiple indications; 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. was founded in 1891 and is headquartered in Rahway, New Jersey.
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