- ISIN
- US5893392093
- Sector
- Healthcare
Highlights
- Market Cap
- $72.11B
- Enterprise Value
- $84.27B
- EPS (TTM)
- €1.16
- PE Ratio
- 24.72
- Total Revenue (TTM)
- €20.91B
- Gross Profit (TTM)
- €12.24B
- EBITDA (TTM)
- €6.22B
- Year Range
- $23.73 - $34.19
- ROA (TTM)
- 4.77%
- ROE (TTM)
- 8.50%
- Avg. Volume (1M)
- 39K
- Avg. Volume Value (1M)
- $1.25M
Share Price Chart
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Performance
MKKGY Performance Chart
Merck KGaA ADR (MKKGY) is up 18.0% since the beginning of the year. At $33 per share, MKKGY is trading just below its 52-week high of $34. Investors who bought $1,000 worth of MKKGY shares 5 years ago would now be looking at an investment worth $873.
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Returns By Period
Merck KGaA ADR (MKKGY) has returned 17.96% so far this year and 35.54% over the past 12 months.
Merck KGaA ADR
- 1D
- 0.06%
- 1M
- -1.72%
- 6M
- 13.22%
- YTD
- 17.96%
- 1Y
- 35.54%
- 3Y*
- -0.25%
- 5Y*
- -2.68%
- 10Y*
- —
- ALL TIME*
- 3.60%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MKKGY Monthly Returns History
Based on dividend-adjusted daily data since Jul 25, 2017, MKKGY's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.
Historically, 57% of months were positive and 43% were negative. The best month was May 2026 with a return of +17.7%, while the worst month was Jul 2017 at -18.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MKKGY closed higher 51% of trading days. The best single day was Mar 9, 2022 with a return of +11.6%, while the worst single day was Jul 26, 2017 at -16.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.18% | 1.81% | -17.13% | 4.78% | 17.72% | 10.17% | -1.25% | 17.96% | |||||
| 2025 | 5.83% | -6.90% | -2.80% | 2.94% | -4.94% | -1.59% | -3.55% | 1.60% | 2.32% | 0.62% | 3.13% | 6.26% | 1.96% |
| 2024 | 3.08% | 3.79% | 3.13% | -8.45% | 14.25% | -8.68% | 7.99% | 9.02% | -9.37% | -6.61% | -9.53% | -4.22% | -9.00% |
| 2023 | 7.93% | -9.03% | -1.80% | -3.31% | -1.44% | -5.23% | 6.49% | 2.12% | -7.49% | -9.78% | 16.09% | -8.59% | -16.12% |
| 2022 | -15.99% | -9.73% | 5.82% | -10.40% | 1.78% | -10.71% | 12.80% | -9.42% | -5.99% | 0.59% | 11.95% | 5.90% | -25.15% |
| 2021 | -2.73% | -0.80% | 2.98% | 4.10% | 2.05% | 6.85% | 6.85% | 16.04% | -8.68% | 9.02% | 4.87% | 4.83% | 53.06% |
Benchmark Metrics
Merck KGaA ADR has an annualized alpha of -2.01%, beta of 0.69, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since July 25, 2017.
- This stock participated in 100.52% of S&P 500 Index downside but only 65.47% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.69 may look defensive, but with R2 of 0.20 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 0.20 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.
- Alpha
- -2.01%
- Beta
- 0.69
- R²
- 0.20
- Upside Capture
- 65.47%
- Downside Capture
- 100.52%
Return for Risk
Risk / Return Rank
MKKGY ranks 75 for risk / return — above 75% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Merck KGaA ADR (MKKGY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MKKGY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.00 | -0.46 |
| Martin ratioReturn relative to average drawdown | 4.25 | 8.49 | -4.24 |
Dividends
Dividend History
Merck KGaA ADR provided a 1.53% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.51 | $0.50 | $0.47 | $0.47 | $0.41 | $0.33 | $0.19 | $0.19 | $0.21 |
Dividend yield | 1.53% | 1.74% | 1.65% | 1.48% | 1.05% | 0.64% | 0.55% | 0.80% | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for Merck KGaA ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.51 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
Dividend Yield & Payout
Dividend Yield
Merck KGaA ADR has a dividend yield of 1.53%, which is quite average when compared to the overall market.
Payout Ratio
Merck KGaA ADR has a payout ratio of 12.01%, which is below the market average. This means Merck KGaA ADR returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Merck KGaA ADR. 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 ADR was 51.62%, occurring on Mar 20, 2026. The portfolio has not yet recovered.
The current Merck KGaA ADR drawdown is 31.28%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-51.62%Mar 2026 | 4y 2mo | — | 4y 7moJan 2022 - now | — |
-35.03%Mar 2020 | 29d | 4mo 25d | 5mo 24dFeb 2020 - Aug 2020 | COVID crash2020 |
-31.19%Mar 2018 | 8mo | 1y 10mo | 2y 6moJul 2017 - Jan 2020 | — |
-15.46%Mar 2021 | 1mo 22d | 2mo 17d | 4mo 9dJan 2021 - May 2021 | — |
-13.51%Oct 2021 | 1mo 4d | 23d | 1mo 27dSep 2021 - Nov 2021 | — |
Drawdown Indicators
| MKKGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -56.78% | +5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -22.95% | -9.10% | -13.85% |
Max Drawdown (3Y)Largest decline over 3 years | -37.91% | -18.90% | -19.01% |
Max Drawdown (5Y)Largest decline over 5 years | -51.62% | -25.43% | -26.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -31.28% | -1.58% | -29.70% |
Average DrawdownAverage peak-to-trough decline | -24.53% | -10.70% | -13.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.31% | 2.14% | +6.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Merck KGaA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Merck KGaA ADR 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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MKKGY, comparing it with other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, MKKGY has a P/E ratio of 24.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MKKGY relative to other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, MKKGY has a P/S ratio of 3.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MKKGY in comparison with other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, MKKGY has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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