Merck KGaA (MKGAF)

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Merck KGaA (MKGAF) is up 1.1% since the beginning of the year. At $149 per share, MKGAF is trading 7.7% below its 52-week high of $162. Investors who bought $1,000 worth of MKGAF shares 5 years ago would now be looking at an investment worth $950.

Merck KGaA (MKGAF) has returned 1.07% so far this year and 9.65% over the past 12 months. Over the last ten years, MKGAF has returned 6.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, MKGAF's average daily return is +0.06%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2026 with a return of +16.5%, while the worst month was Mar 2026 at -20.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MKGAF closed higher 42% of trading days. The best single day was Mar 24, 2020 with a return of +14.0%, while the worst single day was Mar 12, 2020 at -15.0%.

Merck KGaA has an annualized alpha of 9.30%, beta of 0.40, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since January 06, 2016.

• This stock participated in 89.92% of S&P 500 Index downside but only 69.78% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.40 may look defensive, but with R2 of 0.04 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.04 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MKGAF ranks 49 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Merck KGaA (MKGAF) and compare them to S&P 500 Index.

Merck KGaA provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Merck KGaA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Merck KGaA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Merck KGaA was 50.13%, occurring on Apr 9, 2025. The portfolio has not yet recovered.

The current Merck KGaA drawdown is 36.35%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Merck KGaA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Merck KGaA is priced in the market compared to other companies in the Drug Manufacturers - Specialty & Generic industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.