MRSH vs. MRK
MRSH (Marsh & McLennan Companies, Inc) and MRK (Merck & Co., Inc.) are both stocks. MRSH operates in Insurance Brokers (Financial Services), while MRK operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, MRSH returned 11.75%/yr vs 11.59%/yr for MRK. At a 0.34 correlation, their price movements are largely independent.
Performance
MRSH vs. MRK - Performance Comparison
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Returns By Period
In the year-to-date period, MRSH achieves a -8.15% return, which is significantly lower than MRK's 13.94% return. Both investments have delivered pretty close results over the past 10 years, with MRSH having a 11.75% annualized return and MRK not far behind at 11.59%.
MRSH
- 1D
- 0.32%
- 1M
- 4.74%
- YTD
- -8.15%
- 6M
- -8.49%
- 1Y
- -20.92%
- 3Y*
- -0.08%
- 5Y*
- 5.55%
- 10Y*
- 11.75%
MRK
- 1D
- -1.42%
- 1M
- 6.89%
- YTD
- 13.94%
- 6M
- 20.60%
- 1Y
- 50.99%
- 3Y*
- 5.87%
- 5Y*
- 12.81%
- 10Y*
- 11.59%
MRSH vs. MRK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRSH Marsh & McLennan Companies, Inc | -8.15% | -11.26% | 13.75% | 16.15% | -3.45% | 50.83% | 6.86% | 42.33% | -0.14% | 22.73% |
MRK Merck & Co., Inc. | 13.94% | 9.79% | -6.26% | 1.01% | 49.42% | 1.75% | -7.20% | 22.27% | 39.95% | -1.49% |
Correlation
The correlation between MRSH and MRK is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.34 |
The correlation between MRSH and MRK shifts across timeframes, from 0.15 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MRSH:
$81.98B
MRK:
$294.29B
MRSH:
$7.99
MRK:
$3.58
MRSH:
21.11
MRK:
33.21
MRSH:
2.46
MRK:
0.03
MRSH:
3.01
MRK:
4.52
MRSH:
5.54
MRK:
6.41
MRSH:
$27.52B
MRK:
$65.59B
MRSH:
$11.66B
MRK:
$49.79B
MRSH:
$6.68B
MRK:
$22.69B
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Return for Risk
MRSH vs. MRK — Risk / Return Rank
MRSH
MRK
MRSH vs. MRK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc (MRSH) 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.
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.
| MRSH | MRK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.81 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.33 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 4.49 | -5.29 |
| Martin ratioReturn relative to average drawdown | -1.40 | 11.22 | -12.61 |
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Drawdowns
MRSH vs. MRK - Drawdown Comparison
The maximum MRSH drawdown since its inception was -67.46%, roughly equal to the maximum MRK drawdown of -68.61%. Use the drawdown chart below to compare losses from any high point for MRSH and MRK.
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Drawdown Indicators
| MRSH | MRK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.46% | -68.61% | +1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -27.01% | -11.37% | -15.64% |
Max Drawdown (3Y)Largest decline over 3 years | -34.36% | -43.44% | +9.08% |
Max Drawdown (5Y)Largest decline over 5 years | -34.36% | -43.44% | +9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.80% | -43.44% | +7.64% |
Current DrawdownCurrent decline from peak | -29.62% | -5.03% | -24.59% |
Average DrawdownAverage peak-to-trough decline | -17.41% | -18.83% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.50% | 4.54% | +10.96% |
Volatility
MRSH vs. MRK - Volatility Comparison
The current volatility for Marsh & McLennan Companies, Inc (MRSH) is 6.91%, while Merck & Co., Inc. (MRK) has a volatility of 9.57%. This indicates that MRSH 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.
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Volatility by Period
| MRSH | MRK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 9.57% | -2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 19.10% | 18.04% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.47% | 27.18% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 23.66% | -3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 22.96% | -2.02% |
Dividends
MRSH vs. MRK - Dividend Comparison
MRSH's dividend yield for the trailing twelve months is around 2.13%, less than MRK's 2.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MRSH Marsh & McLennan Companies, Inc | 2.13% | 1.85% | 1.44% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% |
Financials
MRSH vs. MRK - Financials Comparison
This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc 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
MRSH vs. MRK - Profitability Comparison
MRSH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a gross profit of 3.47B and revenue of 7.60B. Therefore, the gross margin over that period was 45.6%.
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%.
MRSH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported an operating income of 1.75B and revenue of 7.60B, resulting in an operating margin of 23.1%.
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%.
MRSH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a net income of 1.15B and revenue of 7.60B, resulting in a net margin of 15.1%.
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%.
Frequently Asked Questions
MRSH and MRK have a correlation of 0.15, 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 MRSH (6.91%). In terms of maximum drawdown, MRSH dropped -67.46% vs MRK's -68.61%.
MRK currently has the higher Sharpe Ratio (1.88 vs -0.93), 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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