MS vs MRK
Comparison between Morgan Stanley (MS, Company) and Merck & Co Inc (MRK, Company).
MS is from the Financial Services sector, while MRK is from the Healthcare sector.
5-Year PerformanceMS has outperformed MRK, delivering a return of +20.2% compared to +14.7%
MS vs MRK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MS vs MRK - Historical Returns
Returns include dividend reinvestment.
MS vs MRK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MS | MRK |
|---|---|---|
| 2026 | +19.42% | +22.38% |
| 2025 | +46.27% | +10.13% |
| 2024 | +38.75% | -9.75% |
| 2023 | +12.98% | +0.82% |
| 2022 | -12.22% | +48.94% |
| 2021 | +47.04% | +2.80% |
| 2020 | +35.62% | -8.31% |
| 2019 | +30.19% | +23.59% |
| 2018 | -22.35% | +40.12% |
| 2017 | +24.27% | -3.57% |
| 2016 | +37.49% | +15.80% |
| 2015 | -16.56% | -4.54% |
| 2014 | +26.42% | +18.27% |
| 2013 | +61.12% | +25.58% |
| 2012 | +20.02% | +11.35% |
| 2011 | -45.95% | +9.54% |
| 2010 | -11.32% | +1.56% |
| 2009 | +77.42% | +24.28% |
| 2008 | -67.42% | -44.64% |
| 2007 | -20.79% | +36.05% |
| 2006 | +42.01% | +38.56% |
| 2005 | +3.57% | +6.97% |
| 2004 | -0.72% | -29.07% |
| 2003 | +40.79% | -13.85% |
| 2002 | -26.22% | -2.84% |
| 2001 | -21.19% | -35.51% |
| 2000 | +18.60% | +40.86% |
| 1999 | +29.05% | -15.23% |
MS vs MRK Drawdown Comparison
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The maximum drawdown for MRK was -68.70%, occurring on Mar 9, 2009. Recovery took 3297 trading sessions.
The current MS drawdown is -5.96%. The current MRK drawdown is -2.62%.
| Rank | MS | MRK |
|---|---|---|
| #1 | -88.12% Sep 11, 2000 - Nov 24, 2020 | -68.70% Dec 28, 2000 - Feb 10, 2014 |
| #2 | -33.36% Mar 24, 2000 - Jul 12, 2000 | -43.45% Jun 24, 2024 - Jun 25, 2026 |
| #3 | -32.39% Feb 9, 2022 - May 15, 2024 | -32.31% Nov 5, 1999 - Oct 20, 2000 |
| #4 | -29.24% Feb 6, 2025 - Jun 27, 2025 | -27.28% Jan 2, 2020 - Oct 4, 2021 |
| #5 | -18.83% Jan 15, 2026 - Apr 15, 2026 | -21.30% Jan 16, 2015 - Aug 5, 2016 |
| #6 | -15.63% Dec 31, 1999 - Mar 1, 2000 | -20.17% Nov 4, 2021 - May 11, 2022 |
| #7 | -13.15% Jul 17, 2024 - Oct 4, 2024 | -18.23% Sep 15, 2017 - Jul 30, 2018 |
| #8 | -11.88% Jan 14, 2021 - Feb 22, 2021 | -14.23% May 8, 2023 - Jan 4, 2024 |
| #9 | -11.24% Jan 11, 2022 - Feb 8, 2022 | -12.14% Apr 1, 2019 - Jun 12, 2019 |
| #10 | -11.12% Jul 15, 2026 - Jul 29, 2026 | -12.03% Sep 5, 2014 - Dec 2, 2014 |
| #11 | -10.73% Nov 21, 2024 - Jan 16, 2025 | -10.36% Jan 6, 2023 - Apr 13, 2023 |
| #12 | -10.50% Jun 4, 2021 - Jul 21, 2021 | -10.28% Jul 15, 2022 - Oct 18, 2022 |
| #13 | -9.95% Mar 10, 2000 - Mar 17, 2000 | -10.19% May 24, 2022 - Jun 27, 2022 |
| #14 | -9.47% Aug 27, 2021 - Jan 11, 2022 | -9.68% Nov 30, 2018 - Feb 13, 2019 |
| #15 | -8.44% Jul 13, 2000 - Aug 4, 2000 | -8.69% Nov 10, 2016 - Feb 6, 2017 |
Correlation
Correlation between MS and MRK is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MS vs MRK dividend yield comparison.
| Year | MS | MRK |
|---|---|---|
| 2026 | 1.47% | 1.32% |
| 2025 | 2.17% | 3.12% |
| 2024 | 2.82% | 3.14% |
| 2023 | 3.49% | 2.72% |
| 2022 | 3.47% | 2.52% |
| 2021 | 2.14% | 3.41% |
| 2020 | 2.04% | 3.03% |
| 2019 | 2.54% | 2.48% |
| 2018 | 2.77% | 2.60% |
| 2017 | 1.72% | 3.36% |
| 2016 | 1.66% | 3.14% |
| 2015 | 1.73% | 3.43% |
| 2014 | 0.90% | 3.12% |
| 2013 | 0.64% | 3.46% |
| 2012 | 0.78% | 4.13% |
| 2011 | 1.32% | 4.14% |
| 2010 | 0.74% | 4.22% |
| 2009 | 1.48% | 4.16% |
| 2008 | 6.73% | 5.00% |
| 2007 | 28.86% | 2.62% |
| 2006 | 1.33% | 3.49% |
| 2005 | 1.90% | 4.78% |
| 2004 | 1.80% | 4.67% |
| 2003 | 1.59% | 9.39% |
| 2002 | 2.30% | 2.51% |
| 2001 | 1.64% | 2.35% |
| 2000 | 1.01% | 1.35% |
| 1999 | 0.00% | 0.43% |
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