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MRK vs NVS

Comparison between Merck & Co Inc (MRK, Company) and Novartis AG (NVS, Company).

Both MRK and NVS are from the Healthcare sector.

5-Year PerformanceNVS has outperformed MRK, delivering a return of +14.9% compared to +11.7%

MRK vs NVS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MRK
$281B
Winner
NVS
$284B
Max Drawdown
MRK
77.88%
Winner
NVS
44.55%
Sharpe Ratio
MRK
1.38
Winner
NVS
1.38
5Y Beta
MRK
0.33
Winner
NVS
0.27
Industry
MRK
Drug Manufacturers - General
NVS
Drug Manufacturers - General
P/E Ratio
MRK
25.92
Winner
NVS
21.25
Forward P/E
MRK
22.42
Winner
NVS
16.58
PEG Ratio
MRK
3.46
Winner
NVS
2.28
Dividend Yield
MRK
2.92%
Winner
NVS
3.25%
5Y Dividends CAGR
MRK
11.42%
Winner
NVS
21.01%
5Y EPS CAGR
MRK
4.39%
Winner
NVS
14.96%
Debt to Equity
Winner
MRK
107.06%
NVS
122.03%
Free Cash Flow Yield
MRK
5.03%
Winner
NVS
5.75%
P/S Ratio
Winner
MRK
4.26
NVS
5.00
P/B Ratio
Winner
MRK
5.31
NVS
7.17

MRK vs NVS - Historical Returns

Returns include dividend reinvestment.

1M
MRK
-9.58%
Winner
NVS
-5.43%
3M
MRK
-4.63%
Winner
NVS
-4.17%
6M
Winner
MRK
+31.14%
NVS
+19.12%
1Y
Winner
MRK
+48.65%
NVS
+36.66%
5Y(CAGR)
MRK
+11.73%
Winner
NVS
+14.87%
10Y(CAGR)
Winner
MRK
+11.37%
NVS
+10.94%
Max(CAGR)
MRK
+5.15%
Winner
NVS
+8.73%

MRK vs NVS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMRKNVS
2026+5.40%+8.64%
2025+10.13%+47.15%
2024-9.75%-0.05%
2023+0.82%+14.25%
2022+48.94%+7.57%
2021+2.80%-3.56%
2020-8.31%+3.07%
2019+23.59%+16.26%
2018+40.12%+5.03%
2017-3.57%+19.42%
2016+15.80%-11.84%
2015-4.54%-4.25%
2014+18.27%+21.64%
2013+25.58%+30.51%
2012+11.35%+13.71%
2011+9.54%+0.66%
2010+1.56%+16.07%
2009+24.28%+14.72%
2008-44.64%-6.02%
2007+36.05%-4.79%
2006+38.56%+9.20%
2005+6.97%+6.25%
2004-29.07%+12.02%
2003-13.85%+26.10%
2002-2.84%+3.81%
2001-35.51%-17.60%
2000+40.86%+27.78%
1999-15.23%-0.50%

MRK vs NVS Drawdown Comparison

The maximum drawdown for MRK was -68.70%, occurring on Mar 9, 2009. Recovery took 3297 trading sessions.

The maximum drawdown for NVS was -41.93%, occurring on Mar 3, 2009. Recovery took 536 trading sessions.

The current MRK drawdown is -11.16%. The current NVS drawdown is -10.74%.

RankMRKNVS
#1-68.70%
Dec 28, 2000 - Feb 10, 2014
-41.93%
Aug 4, 2008 - Sep 20, 2010
#2-43.45%
Jun 24, 2024 - May 14, 2025
-33.89%
Jul 20, 2015 - Mar 15, 2019
#3-32.31%
Nov 5, 1999 - Oct 20, 2000
-26.03%
Feb 12, 2020 - Jan 15, 2021
#4-27.28%
Jan 2, 2020 - Oct 4, 2021
-25.86%
Jan 3, 2001 - Dec 3, 2003
#5-21.30%
Jan 16, 2015 - Aug 5, 2016
-25.15%
Dec 3, 1999 - Jun 30, 2000
#6-20.17%
Nov 4, 2021 - May 11, 2022
-21.57%
Mar 29, 2019 - Feb 5, 2020
#7-18.23%
Sep 15, 2017 - Jul 30, 2018
-20.65%
Nov 7, 2006 - Jul 22, 2008
#8-14.23%
May 8, 2023 - Jan 4, 2024
-20.42%
Apr 11, 2022 - Mar 27, 2023
#9-12.14%
Apr 1, 2019 - Jun 12, 2019
-19.95%
Aug 30, 2024 - Jun 2, 2025
#10-12.03%
Sep 5, 2014 - Dec 2, 2014
-19.95%
May 31, 2011 - Oct 1, 2012
#11-10.36%
Jan 6, 2023 - Apr 13, 2023
-16.23%
Aug 17, 2021 - Apr 7, 2022
#12-10.28%
Jul 15, 2022 - Oct 18, 2022
-12.76%
Jan 25, 2021 - Aug 17, 2021
#13-10.19%
May 24, 2022 - Jun 27, 2022
-12.63%
Feb 27, 2026 - Apr 29, 2026
#14-9.68%
Nov 30, 2018 - Feb 13, 2019
-12.23%
Jul 20, 2023 - Jan 4, 2024
#15-8.69%
Nov 10, 2016 - Feb 6, 2017
-11.81%
Feb 11, 2004 - Sep 1, 2004

Correlation

Correlation between MRK and NVS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

MRK vs NVS dividend yield comparison.

YearMRKNVS
20260.76%3.27%
20253.12%2.90%
20243.14%3.84%
20232.72%3.44%
20222.52%3.70%
20213.41%3.86%
20203.03%3.22%
20192.48%3.03%
20182.60%3.47%
20173.36%3.24%
20163.14%3.73%
20153.43%3.10%
20143.12%2.98%
20133.46%3.02%
20124.13%3.92%
20114.14%4.13%
20104.22%3.31%
20094.16%3.15%
20085.00%3.09%
20072.62%2.02%
20063.49%1.53%
20054.78%1.68%
20044.67%1.55%
20039.39%1.54%
20022.51%1.24%
20012.35%1.15%
20001.35%3.33%
19990.43%0.00%

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