Merck's first-quarter revenue grew 5% to reach $16.3 billion, with a non-GAAP loss of $1.28 per share after incorporating the cost of the Cidara acquisition. Shares fell roughly 2% on April 30.
Keytruda's leadership position in the immuno-oncology landscape, buoyed by a first-mover advantage in first-line non-small cell lung cancer, could become even further entrenched as Merck and other firms test new combinations with the drug.
The US patent loss on Keytruda in 2028 is concerning, given the high sales contribution of the drug (46% of 2024 sales).
|
Metric
|
MRK
|
LLY
|
BMY
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.08 | 38.46 | 9.69 |
Price/Book Value | 6.50 | 32.40 | 5.83 |
Price/Sales | 4.58 | 14.06 | 2.41 |
Price/Cash Flow | 13.22 | 37.81 | 7.94 |
|
Metric
|
MRK
|
LLY
|
BMY
|
|---|---|---|---|
Quick Ratio | 0.66 | 0.72 | 1.18 |
Current Ratio | 1.30 | 1.50 | 1.42 |
Interest Coverage | 8.46 | — | 6.31 |
|
Metric
|
MRK
|
LLY
|
BMY
|
|---|---|---|---|
Return on Assets (Normalized) | 10.95% | 24.73% | 13.15% |
Return on Equity (Normalized) | 27.75% | 114.33% | 65.90% |
Return on Invested Capital (Normalized) | 16.06% | 40.96% | 19.89% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Eli Lilly and Co
LLY
| Ddrjfhxvth | Cxpj | $1T | |||
| Johnson & Johnson
JNJ
| Gdsqqdkb | Gdly | $560B | |||
| AbbVie Inc
ABBV
| Thpsdxk | Zwg | $401B | |||
| Roche Holding AG ADR
RHHBY
| Rkwrsqmqx | Vmjcy | $330B | |||
| AstraZeneca PLC
AZN
| Nlnttmbqk | Cfnd | $288B | |||
| Novartis AG ADR
NVS
| Ktcybzklm | Wpdg | $285B | |||
| Novo Nordisk AS ADR
NVO
| Ctnhxlmrys | Sjkjj | $195B | |||
| Amgen Inc
AMGN
| Ftpqqxstqy | Gby | $189B | |||
| Gilead Sciences Inc
GILD
| Dbzjgpmhm | Ygjmj | $160B |
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United States