MRC.L vs. MRK
Compare and contrast key facts about The Mercantile Investment Trust plc (MRC.L) and Merck & Co., Inc. (MRK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRC.L or MRK.
Key characteristics
| MRC.L | MRK | |
|---|---|---|
| YTD Return | 12.99% | 10.91% |
| 1Y Return | 29.23% | 13.44% |
| 3Y Return (Ann) | -1.02% | 21.86% |
| 5Y Return (Ann) | 6.41% | 11.23% |
| 10Y Return (Ann) | 17.05% | 10.81% |
| Sharpe Ratio | 1.46 | 0.64 |
| Daily Std Dev | 18.77% | 20.18% |
| Max Drawdown | -61.49% | -68.63% |
| Current Drawdown | -7.37% | -10.17% |
Fundamentals
| MRC.L | MRK | |
|---|---|---|
| Market Cap | £1.90B | $300.73B |
| EPS | £0.10 | $5.40 |
| PE Ratio | 24.50 | 21.97 |
| Total Revenue (TTM) | £142.50M | $62.52B |
| Gross Profit (TTM) | £139.07M | $47.09B |
| EBITDA (TTM) | -£3.47M | $21.95B |
Correlation
The correlation between MRC.L and MRK is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MRC.L vs. MRK - Performance Comparison
In the year-to-date period, MRC.L achieves a 12.99% return, which is significantly higher than MRK's 10.91% return. Over the past 10 years, MRC.L has outperformed MRK with an annualized return of 17.05%, while MRK has yielded a comparatively lower 10.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MRC.L vs. MRK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mercantile Investment Trust plc (MRC.L) and Merck & Co., Inc. (MRK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MRC.L vs. MRK - Dividend Comparison
MRC.L's dividend yield for the trailing twelve months is around 3.14%, more than MRK's 2.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | 3.14% | 3.36% | 3.59% | 2.50% | 2.67% | 2.52% | 20.80% | 21.45% | 25.53% | 16.44% | 0.03% | 7.75% |
MRK Merck & Co., Inc. | 2.60% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.42% | 3.11% | 3.45% |
Drawdowns
MRC.L vs. MRK - Drawdown Comparison
The maximum MRC.L drawdown since its inception was -61.49%, smaller than the maximum MRK drawdown of -68.63%. Use the drawdown chart below to compare losses from any high point for MRC.L and MRK. For additional features, visit the drawdowns tool.
Volatility
MRC.L vs. MRK - Volatility Comparison
The current volatility for The Mercantile Investment Trust plc (MRC.L) is 4.25%, while Merck & Co., Inc. (MRK) has a volatility of 4.81%. This indicates that MRC.L experiences smaller price fluctuations and is considered to be less risky than MRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MRC.L vs. MRK - Financials Comparison
This section allows you to compare key financial metrics between The Mercantile Investment Trust plc and Merck & Co., Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities