Best Dividend Stocks. Analyze the stocks with the best dividend, while also showing decent profitability and health.


MERCK & CO. INC.

New York Stock Exchange, Inc. / Health Care / Pharmaceuticals

Fundamental Rating

7

Taking everything into account, MRK scores 7 out of 10 in our fundamental rating. MRK was compared to 197 industry peers in the Pharmaceuticals industry. Both the health and profitability get an excellent rating, making MRK a very profitable company, without any liquidiy or solvency issues. MRK scores decently on growth, while it is valued quite cheap. This could make an interesting combination. Finally MRK also has an excellent dividend rating. This makes MRK very considerable for value and dividend and quality investing!


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

In the past year MRK was profitable.
In the past year MRK had a positive cash flow from operations.
MRK had positive earnings in each of the past 5 years.
In the past 5 years MRK always reported a positive cash flow from operatings.
MRK Yearly Net Income VS EBIT VS OCF VS FCFMRK Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B 20B

1.2 Ratios

MRK has a better Return On Assets (15.14%) than 96.45% of its industry peers.
MRK's Return On Equity of 36.07% is amongst the best of the industry. MRK outperforms 96.45% of its industry peers.
MRK's Return On Invested Capital of 19.00% is amongst the best of the industry. MRK outperforms 94.42% of its industry peers.
The Average Return On Invested Capital over the past 3 years for MRK is significantly below the industry average of 42.34%.
Industry RankSector Rank
ROA 15.14%
ROE 36.07%
ROIC 19%
ROA(3y)9.42%
ROA(5y)9.66%
ROE(3y)23.17%
ROE(5y)26.32%
ROIC(3y)20.13%
ROIC(5y)17.77%
MRK Yearly ROA, ROE, ROICMRK Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

Looking at the Profit Margin, with a value of 27.27%, MRK belongs to the top of the industry, outperforming 96.45% of the companies in the same industry.
MRK's Profit Margin has been stable in the last couple of years.
Looking at the Operating Margin, with a value of 33.84%, MRK belongs to the top of the industry, outperforming 94.92% of the companies in the same industry.
MRK's Operating Margin has improved in the last couple of years.
With an excellent Gross Margin value of 78.17%, MRK belongs to the best of the industry, outperforming 85.28% of the companies in the same industry.
MRK's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 33.84%
PM (TTM) 27.27%
GM 78.17%
OM growth 3Y4.43%
OM growth 5Y7.18%
PM growth 3Y-0.15%
PM growth 5Y1.18%
GM growth 3Y3.55%
GM growth 5Y2.42%
MRK Yearly Profit, Operating, Gross MarginsMRK Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

7

2. Health

2.1 Basic Checks

MRK has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
The number of shares outstanding for MRK remains at a similar level compared to 1 year ago.
MRK has less shares outstanding than it did 5 years ago.
MRK has a better debt/assets ratio than last year.
MRK Yearly Shares OutstandingMRK Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B 2B 2.5B
MRK Yearly Total Debt VS Total AssetsMRK Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B 80B 100B

2.2 Solvency

An Altman-Z score of 3.84 indicates that MRK is not in any danger for bankruptcy at the moment.
With a decent Altman-Z score value of 3.84, MRK is doing good in the industry, outperforming 78.68% of the companies in the same industry.
The Debt to FCF ratio of MRK is 2.04, which is a good value as it means it would take MRK, 2.04 years of fcf income to pay off all of its debts.
MRK's Debt to FCF ratio of 2.04 is amongst the best of the industry. MRK outperforms 93.91% of its industry peers.
MRK has a Debt/Equity ratio of 0.69. This is a neutral value indicating MRK is somewhat dependend on debt financing.
MRK's Debt to Equity ratio of 0.69 is on the low side compared to the rest of the industry. MRK is outperformed by 65.48% of its industry peers.
Although MRK does not score too well on debt/equity it has very limited outstanding debt, which is well covered by the FCF. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 0.69
Debt/FCF 2.04
Altman-Z 3.84
ROIC/WACC2
WACC9.5%
MRK Yearly LT Debt VS Equity VS FCFMRK Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.3 Liquidity

A Current Ratio of 1.41 indicates that MRK should not have too much problems paying its short term obligations.
With a Current ratio value of 1.41, MRK is not doing good in the industry: 70.05% of the companies in the same industry are doing better.
MRK has a Quick Ratio of 1.16. This is a normal value and indicates that MRK is financially healthy and should not expect problems in meeting its short term obligations.
The Quick ratio of MRK (1.16) is worse than 69.54% of its industry peers.
The current and quick ratio evaluation for MRK is rather negative, while it does have excellent solvency and profitability. These ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
Industry RankSector Rank
Current Ratio 1.41
Quick Ratio 1.16
MRK Yearly Current Assets VS Current LiabilitesMRK Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B

5

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 258.99% over the past year.
Measured over the past years, MRK shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.04% on average per year.
Looking at the last year, MRK shows a small growth in Revenue. The Revenue has grown by 4.10% in the last year.
The Revenue has been growing by 10.40% on average over the past years. This is quite good.
EPS 1Y (TTM)258.99%
EPS 3Y6.87%
EPS 5Y8.04%
EPS Q2Q%7.25%
Revenue 1Y (TTM)4.1%
Revenue growth 3Y9.63%
Revenue growth 5Y10.4%
Sales Q2Q%-1.56%

3.2 Future

Based on estimates for the next years, MRK will show a small growth in Earnings Per Share. The EPS will grow by 6.16% on average per year.
Based on estimates for the next years, MRK will show a small growth in Revenue. The Revenue will grow by 2.43% on average per year.
EPS Next Y17.73%
EPS Next 2Y13.58%
EPS Next 3Y12.74%
EPS Next 5Y6.16%
Revenue Next Year1.68%
Revenue Next 2Y3.64%
Revenue Next 3Y4.27%
Revenue Next 5Y2.43%

3.3 Evolution

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
MRK Yearly Revenue VS EstimatesMRK Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 20B 40B 60B
MRK Yearly EPS VS EstimatesMRK Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 2 4 6 8 10

9

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 9.96, the valuation of MRK can be described as very reasonable.
Compared to the rest of the industry, the Price/Earnings ratio of MRK indicates a rather cheap valuation: MRK is cheaper than 90.36% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of MRK to the average of the S&P500 Index (26.35), we can say MRK is valued rather cheaply.
Based on the Price/Forward Earnings ratio of 7.87, the valuation of MRK can be described as very cheap.
Based on the Price/Forward Earnings ratio, MRK is valued cheaply inside the industry as 88.32% of the companies are valued more expensively.
The average S&P500 Price/Forward Earnings ratio is at 22.20. MRK is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 9.96
Fwd PE 7.87
MRK Price Earnings VS Forward Price EarningsMRK Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

86.29% of the companies in the same industry are more expensive than MRK, based on the Enterprise Value to EBITDA ratio.
Based on the Price/Free Cash Flow ratio, MRK is valued cheaply inside the industry as 89.85% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 11.43
EV/EBITDA 8.38
MRK Per share dataMRK EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

MRK's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The excellent profitability rating of MRK may justify a higher PE ratio.
MRK's earnings are expected to grow with 12.74% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.56
PEG (5Y)1.24
EPS Next 2Y13.58%
EPS Next 3Y12.74%

8

5. Dividend

5.1 Amount

MRK has a Yearly Dividend Yield of 4.21%, which is a nice return.
Compared to an average industry Dividend Yield of 4.20, MRK pays a better dividend. On top of this MRK pays more dividend than 95.43% of the companies listed in the same industry.
MRK's Dividend Yield is rather good when compared to the S&P500 average which is at 2.40.
Industry RankSector Rank
Dividend Yield 4.21%

5.2 History

On average, the dividend of MRK grows each year by 6.90%, which is quite nice.
MRK has been paying a dividend for at least 10 years, so it has a reliable track record.
MRK has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)6.9%
Div Incr Years13
Div Non Decr Years33
MRK Yearly Dividends per shareMRK Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3

5.3 Sustainability

MRK pays out 45.54% of its income as dividend. This is a bit on the high side, but may be sustainable.
MRK's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP45.54%
EPS Next 2Y13.58%
EPS Next 3Y12.74%
MRK Yearly Income VS Free CF VS DividendMRK Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B
MRK Dividend Payout.MRK Dividend Payout, showing the Payout Ratio.MRK Dividend Payout.PayoutRetained Earnings