Professional
Added to YB: 2025-06-05
Pitch date: 2025-03-31
MRK [neutral]
Merck & Co., Inc.
+13.99%
current return
Author Info
No bio for this author
Company Info
Merck & Co., Inc. operates as a healthcare company worldwide. The company offers human health pharmaceutical for various areas 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.
Market Cap
$245.7B
Pitch Price
$87.99
Price Target
N/A
Dividend
3.43%
EV/EBITDA
8.44
P/E
13.10
EV/Sales
4.19
Sector
Pharmaceuticals
Category
value
Artisan Partners Value Fund Portfolio Holding: Merck & Co., Inc.
MRK (holding update): Down 9% on weak China Gardasil demand & shipment pause until mid-2025. Q4 beat but investors focused on Keytruda patent cliff (50% of sales) in 2028. Cheap at 10x P/E with 60+ clinical programs getting little credit. Strong balance sheet & FCF enable M&A, dividends & buybacks.
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