NYSE:MRK

Merck & Company (MRK)

130.20
+0.41 (0.32%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
311 watching
0
Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Merck & Company (MRK) is recognized for its strong performance, particularly bolstered by its cancer treatment drug, Keytruda, which is a significant revenue driver but faces a looming patent cliff. Despite concerns regarding the future of Keytruda, many experts are optimistic about the company's robust drug pipeline and strategic acquisitions that should help mitigate the risks associated with the loss of this key drug. The consensus among analysts suggests solid revenue growth potential, with expectations that the company will release a considerable number of new drugs by 2030. Additionally, Merck is committed to returning capital to shareholders, which includes stock buybacks and steady dividends, positioning the company as a quality investment in the healthcare sector.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
Pfizer, PFE
TOP PICK
He doesn't recommend pharma but they are so cheap that he has to. He has a model price of $122.73 or 55% upside. It is a screaming opportunity. (Analysts’ price target is $97.61)
TOP PICK
Great business. Wide lineup of high margin drugs, robust new pipeline. 23 consecutive quarters of positive earnings surprises. Defensive growth name. 16x earnings, 10-12% growth rate. Yield is 2.82%. (Analysts’ price target is $99.40)
PAST TOP PICK
(A Top Pick Dec 03/18, Up 19%) This company's been on their top picks list since 2016. He spoke to the head of Research when they were brining forward immunotherapy drug Keytruda. The trials are going well over multiple trials. They are also #3 in the animal business too.
TOP PICK
His model price is $126 -- 41% potential upside. Demographics favour it. He can't understand why this sector is still so cheap. Yield 2.72% (Analysts’ price target is $99.24)
BUY
It's done quite well. New products are coming out. Dividend growth rate was 15% last year which is because of the new product cycle. Revenues were up by 12% which is big for the pharmaceutical sector.
BUY
Healthcare is a constructive space right now -- defensive, but not too expensive. MRK is a good candidate with a strong return on equity and fair valuation (17 times earnings) and debt is not an issue.
TOP PICK
Has done quite well relative to other healthcare names. Wide line of high marketing drugs, and a good pipeline of new drugs. One of the better names. 22 consecutive quarters of positive earnings. Decent PEG ratio. Yield is 2.66%. (Analysts’ price target is $96.29)
WAIT
If he had to pick one pharma, he'd pick Merck. Their pipeline is superior to peers, and well managed. But he wouldn't own the industry at this point in the cycle.
TOP PICK
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
BUY

Pfizer vs. Merck He owns both, which both score well in price momentum, high ROE, great balance sheet, pay a sustianble yield and are stable stocks. Merck has slightly better valuation metrics, but both stocks are very similar.

PAST TOP PICK
(A Top Pick Jul 05/18, Up 37%) It's been his top pick for three years. They continue to execute, like their immunotherapy drug. Trades at only 15x earnings with a good rate of return. The market is focused on their Keytruda therapy which merck is executing well.
TOP PICK
A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)
PAST TOP PICK
(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space.
PAST TOP PICK
(A Top Pick Apr 30/18, Up 44%) Likes healthcare. Chart is up and to the right. Any volatility has tended to be about politics. Secular bull market. Healthcare should be a core holding, and Merck would be a good place to start. Surgical devices like Baxter are also good.
DON'T BUY
Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.
Showing 121 to 135 of 307 entries