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MRK vs. PG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MRK vs. PG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Merck & Co., Inc. (MRK) and The Procter & Gamble Company (PG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MRK achieves a 13.94% return, which is significantly higher than PG's 5.93% return. Over the past 10 years, MRK has outperformed PG with an annualized return of 11.59%, while PG has yielded a comparatively lower 8.96% annualized return.


MRK

1D
-1.42%
1M
4.94%
YTD
13.94%
6M
20.60%
1Y
50.79%
3Y*
5.87%
5Y*
12.81%
10Y*
11.59%

PG

1D
0.86%
1M
5.18%
YTD
5.93%
6M
6.28%
1Y
-5.68%
3Y*
3.69%
5Y*
4.73%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MRK vs. PG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MRK
Merck & Co., Inc.
13.94%9.79%-6.26%1.01%49.42%1.75%-7.20%22.27%39.95%-1.49%
PG
The Procter & Gamble Company
5.93%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%

Correlation

The correlation between MRK and PG is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jan 13, 1978

0.39

Fundamentals

Market Cap

MRK:

$294.29B

PG:

$361.53B

EPS

MRK:

$3.58

PG:

$5.23

PE Ratio

MRK:

33.21

PG:

28.63

PEG Ratio

MRK:

0.03

PG:

7.00

PS Ratio

MRK:

4.52

PG:

4.20

PB Ratio

MRK:

6.41

PG:

6.70

Total Revenue (TTM)

MRK:

$65.59B

PG:

$86.72B

Gross Profit (TTM)

MRK:

$49.79B

PG:

$43.64B

EBITDA (TTM)

MRK:

$22.69B

PG:

$22.63B

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Return for Risk

MRK vs. PG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MRK
MRK Risk / Return Rank: 8888
Overall Rank
MRK Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
MRK Sortino Ratio Rank: 8888
Sortino Ratio Rank
MRK Omega Ratio Rank: 8585
Omega Ratio Rank
MRK Calmar Ratio Rank: 9191
Calmar Ratio Rank
MRK Martin Ratio Rank: 9090
Martin Ratio Rank

PG
PG Risk / Return Rank: 2828
Overall Rank
PG Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
PG Sortino Ratio Rank: 2525
Sortino Ratio Rank
PG Omega Ratio Rank: 2626
Omega Ratio Rank
PG Calmar Ratio Rank: 3131
Calmar Ratio Rank
PG Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MRK vs. PG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Merck & Co., Inc. (MRK) and The Procter & Gamble Company (PG). 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.

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.


MRKPGDifference
Sharpe ratioReturn per unit of total volatility

+2.19

Sortino ratioReturn per unit of downside risk

+3.11

Omega ratioGain probability vs. loss probability

1.33

0.97

+0.37

Calmar ratioReturn relative to maximum drawdown

4.49

-0.37

+4.86

Martin ratioReturn relative to average drawdown

11.22

-0.68

+11.90

MRK vs. PG - Sharpe Ratio Comparison

The current MRK Sharpe Ratio is 1.88, which is higher than the PG Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of MRK and PG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MRK vs. PG - Drawdown Comparison

The maximum MRK drawdown since its inception was -68.61%, which is greater than PG's maximum drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for MRK and PG.


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Drawdown Indicators


MRKPGDifference

Max Drawdown

Largest peak-to-trough decline

-68.61%

-54.25%

-14.36%

Max Drawdown (1Y)

Largest decline over 1 year

-11.37%

-15.52%

+4.15%

Max Drawdown (3Y)

Largest decline over 3 years

-43.44%

-21.15%

-22.29%

Max Drawdown (5Y)

Largest decline over 5 years

-43.44%

-23.77%

-19.67%

Max Drawdown (10Y)

Largest decline over 10 years

-43.44%

-23.77%

-19.67%

Current Drawdown

Current decline from peak

-5.03%

-13.29%

+8.26%

Average Drawdown

Average peak-to-trough decline

-18.83%

-12.16%

-6.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.54%

8.80%

-4.26%

Volatility

MRK vs. PG - Volatility Comparison

Merck & Co., Inc. (MRK) has a higher volatility of 9.57% compared to The Procter & Gamble Company (PG) at 6.99%. This indicates that MRK's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MRKPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.57%

6.99%

+2.58%

Volatility (6M)

Calculated over the trailing 6-month period

18.04%

15.01%

+3.03%

Volatility (1Y)

Calculated over the trailing 1-year period

27.18%

18.78%

+8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.66%

17.82%

+5.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.96%

19.05%

+3.91%

Dividends

MRK vs. PG - Dividend Comparison

MRK's dividend yield for the trailing twelve months is around 2.79%, less than PG's 2.85% yield.


PositionTTM20252024202320222021202020192018201720162015
MRK
Merck & Co., Inc.
2.79%3.12%3.14%2.72%2.52%3.41%3.03%2.48%2.60%3.36%3.14%3.43%
PG
The Procter & Gamble Company
2.85%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%

Financials

MRK vs. PG - Financials Comparison

This section allows you to compare key financial metrics between Merck & Co., Inc. and The Procter & Gamble Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B12.00B14.00B16.00B18.00B20.00B22.00B20222023202420252026
16.29B
21.24B
(MRK) Total Revenue
(PG) Total Revenue
Values in USD except per share items

MRK vs. PG - Profitability Comparison

The chart below illustrates the profitability comparison between Merck & Co., Inc. and The Procter & Gamble Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
81.9%
49.5%
Portfolio components
MRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Merck & Co., Inc. reported a gross profit of 13.34B and revenue of 16.29B. Therefore, the gross margin over that period was 81.9%.

PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

MRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Merck & Co., Inc. reported an operating income of -1.88B and revenue of 16.29B, resulting in an operating margin of -11.6%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

MRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Merck & Co., Inc. reported a net income of -4.24B and revenue of 16.29B, resulting in a net margin of -26.0%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.


Frequently Asked Questions


MRK and PG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MRK has higher volatility (9.57%) compared to PG (6.99%). In terms of maximum drawdown, MRK dropped -68.61% vs PG's -54.25%.

MRK currently has the higher Sharpe Ratio (1.88 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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