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

Performance

T vs. MRK - Performance Comparison

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

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Returns By Period

In the year-to-date period, T achieves a -2.96% return, which is significantly lower than MRK's 13.94% return. Over the past 10 years, T has underperformed MRK with an annualized return of 3.33%, while MRK has yielded a comparatively higher 11.59% annualized return.


T

1D
2.52%
1M
-4.69%
YTD
-2.96%
6M
-1.93%
1Y
-12.96%
3Y*
20.58%
5Y*
7.38%
10Y*
3.33%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

T vs. MRK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
T
AT&T Inc.
-2.96%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%
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 T and MRK is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

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

0.19

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

0.25

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

0.29

Correlation (All Time)
Calculated using the full available price history since Jul 19, 1984

0.31

The correlation between T and MRK shifts across timeframes, from 0.19 (3 years) to 0.31 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

T:

$3.04

MRK:

$3.58

PE Ratio

T:

7.74

MRK:

33.21

PEG Ratio

T:

0.32

MRK:

0.03

PS Ratio

T:

1.35

MRK:

4.52

Total Revenue (TTM)

T:

$125.65B

MRK:

$65.59B

Gross Profit (TTM)

T:

$105.41B

MRK:

$49.79B

EBITDA (TTM)

T:

$54.70B

MRK:

$22.69B

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Return for Risk

T vs. MRK — Risk / Return Rank

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

T
T Risk / Return Rank: 1818
Overall Rank
T Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
T Sortino Ratio Rank: 1717
Sortino Ratio Rank
T Omega Ratio Rank: 1818
Omega Ratio Rank
T Calmar Ratio Rank: 2121
Calmar Ratio Rank
T Martin Ratio Rank: 1515
Martin Ratio Rank

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
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.

T vs. MRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.


TMRKDifference
Sharpe ratioReturn per unit of total volatility

-2.47

Sortino ratioReturn per unit of downside risk

-3.52

Omega ratioGain probability vs. loss probability

0.92

1.33

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.59

4.49

-5.08

Martin ratioReturn relative to average drawdown

-1.22

11.22

-12.44

T vs. MRK - Sharpe Ratio Comparison

The current T Sharpe Ratio is -0.59, which is lower than the MRK Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of T and MRK, 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

T vs. MRK - Drawdown Comparison

The maximum T drawdown since its inception was -64.15%, smaller than the maximum MRK drawdown of -68.61%. Use the drawdown chart below to compare losses from any high point for T and MRK.


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Drawdown Indicators


TMRKDifference

Max Drawdown

Largest peak-to-trough decline

-64.15%

-68.61%

+4.46%

Max Drawdown (1Y)

Largest decline over 1 year

-21.87%

-11.37%

-10.50%

Max Drawdown (3Y)

Largest decline over 3 years

-21.87%

-43.44%

+21.57%

Max Drawdown (5Y)

Largest decline over 5 years

-32.01%

-43.44%

+11.43%

Max Drawdown (10Y)

Largest decline over 10 years

-42.35%

-43.44%

+1.09%

Current Drawdown

Current decline from peak

-18.12%

-5.03%

-13.09%

Average Drawdown

Average peak-to-trough decline

-15.72%

-18.83%

+3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.64%

4.54%

+6.10%

Volatility

T vs. MRK - Volatility Comparison

The current volatility for AT&T Inc. (T) is 8.21%, while Merck & Co., Inc. (MRK) has a volatility of 9.57%. This indicates that T 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


TMRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.21%

9.57%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

17.80%

18.04%

-0.24%

Volatility (1Y)

Calculated over the trailing 1-year period

22.13%

27.18%

-5.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.01%

23.66%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.73%

22.96%

+0.77%

Dividends

T vs. MRK - Dividend Comparison

T's dividend yield for the trailing twelve months is around 4.71%, more than MRK's 2.79% 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%
T
AT&T Inc.
4.71%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%

Financials

T vs. MRK - Financials Comparison

This section allows you to compare key financial metrics between AT&T 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.


Quarterly
Annual

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


10.00B15.00B20.00B25.00B30.00B35.00B40.00B45.00B20222023202420252026
33.47B
16.29B
(T) Total Revenue
(MRK) Total Revenue
Values in USD except per share items

Frequently Asked Questions


T and MRK have a correlation of 0.27, 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 T (8.21%). In terms of maximum drawdown, T dropped -64.15% vs MRK's -68.61%.

MRK currently has the higher Sharpe Ratio (1.88 vs -0.59), 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.

Portfolio Optimizer

Find the right allocation for T and MRK

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