Overview
Merck KGaA, based in Germany, is a leading global science and technology company that operates across healthcare, life sciences, and performance materials industries. The firm emphasizes innovation in pharmaceuticals, with groundbreaking treatments in oncology, neurology, and immunology, as well as developing cutting-edge materials for electronics. In the life sciences sector, Merck provides key tools and laboratory supplies necessary for research and drug production processes. Recent projects involve collaborations to advance digital living solutions and initiatives to integrate artificial intelligence into healthcare to optimize patient-specific treatments. This diversity allows Merck KGaA to maintain a robust presence in evolving global markets while continuing to push the boundaries of science and technology.
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Basic Stats
The Factor Analysis chart (below right) shows a view of Merck KGaA from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 434.67 MM |
| Earnings Date | |
| EPS (TTM) | 6.59 |
| Dividend Yield | |
| Ex-Dividend Date | |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.06 |
| ROE | 0.10 |
| ROIC | 0.08 |
| CROIC | -0.04 |
| OCROIC | 0.10 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 47.48 /100 |
| Profitability | 51.60 /100 |
| Quality Score | 57.36 /100 |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | 28.23 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 8.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Merck KGaA. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-08-15 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-08-07 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-08-07 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-07 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2023-08-06 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-08-06 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-06 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2023-08-04 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-08-03 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-08-03 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2023-08-02 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2023-06-13 | DZ BANK | Sell | Hold | Upgrade |
| 2023-06-12 | DZ BANK | Sell | Hold | Upgrade |
| 2023-06-01 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-05-31 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-05-29 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2023-05-28 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2023-05-16 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-05-16 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-05-15 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-05-15 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-05-12 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-05-12 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2023-05-11 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-05-11 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2023-05-11 | ODDO BHF | Buy | Buy | Maintains |
| 2023-05-10 | ODDO BHF | Buy | Buy | Maintains |
| 2023-04-13 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-04-12 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-04-03 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-03-28 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-03-24 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2023-03-09 | ODDO BHF | Buy | Buy | Maintains |
| 2023-03-07 | DZ BANK | Buy | Sell | Downgrade |
| 2023-03-06 | DZ BANK | Buy | Sell | Downgrade |
| 2023-03-06 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2022-12-19 | DAY BY DAY | Hold | Buy | Upgrade |
| 2022-12-18 | DAY BY DAY | Hold | Buy | Upgrade |
| 2022-11-17 | DZ BANK | Hold | Buy | Upgrade |
| 2022-11-16 | DZ BANK | Hold | Buy | Upgrade |
| 2022-09-26 | DAY BY DAY | Buy | Hold | Downgrade |
| 2022-09-25 | DAY BY DAY | Buy | Hold | Downgrade |
| 2022-08-05 | BERENBERG | Hold | Hold | Maintains |
| 2023-12-07 | DZ BANK | Buy | Hold | Downgrade |
| 2023-12-06 | ODDO BHF | Buy | Buy | Maintains |
| 2023-12-06 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2023-12-06 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-12-06 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-11-27 | HSBC | Buy | Buy | Maintains |
| 2023-11-27 | DAY BY DAY | Sell | Hold | Upgrade |
| 2023-11-27 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-20 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-11-14 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2023-10-18 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-09-19 | DZ BANK | Hold | Buy | Upgrade |
| 2023-08-28 | HSBC | Hold | Buy | Upgrade |
| 2023-08-27 | HSBC | Hold | Buy | Upgrade |
| 2023-08-18 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-17 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-17 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-08-16 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-08-16 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2022-08-04 | BERENBERG | Hold | Hold | Maintains |
| 2022-07-04 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-07-03 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-05-12 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2022-05-11 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2022-05-02 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-05-01 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-03-30 | NORD/LB | Buy | Hold | Downgrade |
| 2022-03-29 | NORD/LB | Buy | Hold | Downgrade |
| 2021-11-24 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-11-23 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-11-22 | HSBC | Hold | Hold | Maintains |
| 2021-11-21 | HSBC | Hold | Hold | Maintains |
| 2021-11-18 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2021-11-17 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2021-09-20 | DZ BANK | Buy | Hold | Downgrade |
| 2021-09-19 | DZ BANK | Buy | Hold | Downgrade |
| 2021-08-27 | PARETO SECURITIES AS | Buy | Buy | Maintains |
| 2021-08-26 | PARETO SECURITIES AS | Buy | Buy | Maintains |
| 2021-07-26 | COMMERZBANK CORPORATE CLIENTS | Buy | Buy | Maintains |
| 2021-07-25 | COMMERZBANK CORPORATE CLIENTS | Buy | Buy | Maintains |
| 2021-07-23 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2021-07-22 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2021-07-02 | DZ BANK | Buy | Buy | Maintains |
| 2021-07-01 | DZ BANK | Buy | Buy | Maintains |
| 2021-05-15 | NORD/LB | Hold | Buy | Upgrade |
| 2021-05-14 | NORD/LB | Hold | Buy | Upgrade |
| 2021-05-12 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2021-05-12 | WARBURG RESEARCH GMBH | Hold | Hold | Maintains |
| 2021-05-11 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2021-05-11 | WARBURG RESEARCH GMBH | Hold | Hold | Maintains |
| 2021-04-07 | NORD/LB | Hold | Hold | Maintains |
| 2021-04-06 | NORD/LB | Hold | Hold | Maintains |
| 2021-03-22 | HSBC | Hold | Hold | Maintains |
| 2024-08-08 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2024-08-06 | EQUITA SIM | Buy | Buy | Maintains |
| 2024-08-05 | ODDO BHF | Buy | Buy | Maintains |
| 2024-08-05 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2024-08-05 | DZ BANK | Hold | Buy | Upgrade |
| 2024-08-04 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2024-07-18 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2024-07-07 | DAY BY DAY | Sell | Buy | Upgrade |
| 2024-05-26 | HSBC | Buy | Buy | Maintains |
| 2024-05-12 | DAY BY DAY | Sell | Sell | Maintains |
| 2024-03-18 | DZ BANK | Hold | Hold | Maintains |
| 2024-03-13 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2024-02-25 | DAY BY DAY | Hold | Sell | Downgrade |
| 2023-12-06 | DZ BANK | Buy | Hold | Downgrade |
| 2023-12-05 | ODDO BHF | Buy | Buy | Maintains |
| 2023-12-05 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2023-12-05 | EQUITA SIM | Buy | Buy | Maintains |
| 2023-12-05 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-11-26 | HSBC | Buy | Buy | Maintains |
| 2023-11-26 | DAY BY DAY | Sell | Hold | Upgrade |
| 2023-11-26 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-19 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-11-13 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2023-10-17 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-09-18 | DZ BANK | Hold | Buy | Upgrade |
| 2025-04-06 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2025-04-01 | DZ BANK | Buy | Buy | Maintains |
| 2025-03-30 | DAY BY DAY | Sell | Sell | Maintains |
| 2025-03-23 | HSBC | Buy | Buy | Maintains |
| 2025-03-16 | EQUITA SIM | Buy | Buy | Maintains |
| 2025-03-10 | ODDO BHF | Buy | Buy | Maintains |
| 2025-03-05 | JEFFERIES | Buy | Buy | Maintains |
| 2025-03-05 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2024-12-15 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2024-12-04 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2024-12-02 | DZ BANK | Buy | Buy | Maintains |
| 2024-11-24 | HSBC | Buy | Buy | Maintains |
| 2024-11-18 | EQUITA SIM | Buy | Buy | Maintains |
| 2024-11-14 | ODDO BHF | Buy | Buy | Maintains |
| 2024-10-30 | DAY BY DAY | Buy | Sell | Downgrade |
| 2024-10-01 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2025-05-15 | DZ BANK | Buy | Buy | Maintains |
| 2025-05-14 | ODDO BHF | Buy | Buy | Maintains |
| 2025-05-14 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2025-05-12 | DAY BY DAY | Sell | Sell | Maintains |
| 2025-06-24 | JEFFERIES | Buy | Buy | Maintains |
| 2025-06-02 | EQUITA SIM | Buy | Buy | Maintains |
| 2025-05-25 | HSBC | Buy | Buy | Maintains |
| 2025-05-20 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2025-05-15 | ROTHSCHILD & CO REDBURN | Buy | Buy | Maintains |
