Merck & Co., Inc.

NYSE:MRK 주식 리포트

시가총액: US$297.0b

Merck 경영진

경영진 기준 점검 3/4

Merck CEO는 Rob Davis, Apr2021 에 임명되었습니다 의 임기는 5.17 년입니다. 총 연간 보상은 $20.80M, 7.9% 급여 및 92.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $54.15M 가치에 해당하는 회사 주식의 0.018% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 6.8 년입니다.

핵심 정보

Rob Davis

최고경영자

US$20.8m

총 보수

CEO 급여 비율7.91%
CEO 재임 기간5.2yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간6.8yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jun 05

Merck & Co.: Why The Market Is Right To Start Buying Into Post-Keytruda Promise

Summary Merck & Co., Inc. has rebounded 55% in the past year, driven by optimism around its post-Keytruda strategy despite the looming patent expiry in 2028. MRK has aggressively pursued acquisitions and partnerships, notably with Terns Pharma, Cidara, Verona, and Daiichi Sankyo, to diversify its pipeline. By 2030, I project MRK can offset Keytruda declines with ~$17.35bn in new product revenues, supporting a potential $350bn valuation—~15% above current levels. While a revenue trough is expected post-2028, MRK’s proactive R&D and dealmaking position it for a ~3.5% CAGR and sector-leading resilience. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 01

MRK: Oncology Pipeline And Terns Deal Will Shape Future Earnings Balance

Analysts have nudged their average price targets on Merck higher by $3 to $15 in recent weeks, citing updated views on the company’s oncology pipeline, the Terns Pharmaceuticals deal, and specific assets like Sac TMT that some expect could materially influence Merck’s long term earnings profile. Analyst Commentary Recent Street research around Merck clusters around two main themes, the potential of key pipeline assets like Sac TMT and TERN-701, and how recent study outcomes and deal activity could affect execution risk and valuation.
내러티브 업데이트 May 21

Merck (MRK) – Expands Oncology Leadership with New Clinical Data at ASCO 2026

Announcement Overview Analyst: Qudus Adebara (Founder, Wane Investment House) Merck & Co., Inc. (“Merck” or “the Company”), known as MSD outside the United States and Canada, has announced that it will present more than 100 abstracts spanning over 25 cancer types at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting , scheduled for May 29 – June 2, 2026.
내러티브 업데이트 May 19

Merck Completes Acquisition of Terns Pharmaceuticals

Strengthening Hematology Pipeline with Breakthrough CML Therapy Candidate TERN-701 Analyst: Qudus Adsebara (Founder, Wane Investment House) Transaction Overview Merck & Co Inc (NYSE: MRK), known as MSD outside the United States and Canada, has successfully completed the acquisition of Terns Pharmaceuticals Inc following the conclusion of its cash tender offer and merger process. The acquisition reinforces Merck’s strategy of expanding its oncology and hematology pipeline through science-driven and value-enhancing business development initiatives.
내러티브 업데이트 May 17

MRK: Oncology Pipeline And Terns Deal Will Shape Forward Risk Balance

Merck's analyst fair value estimate is now $129.74. Analysts link this adjustment and modestly higher assumed revenue growth and P/E multiples to recent price target increases from firms such as Wells Fargo, UBS, JPMorgan, Citi, Morgan Stanley, RBC, and Barclays following pipeline updates and the Terns acquisition.
분석 기사 May 11

Merck's (NYSE:MRK) Soft Earnings Don't Show The Whole Picture

Shareholders appeared unconcerned with Merck & Co., Inc.'s ( NYSE:MRK ) lackluster earnings report last week. Our...
내러티브 업데이트 May 02

MRK: Oncology Reorg And Deals For Targeted Therapies Will Support Higher P E Multiple

Analysts nudged the Merck price target higher by a few dollars per share, reflecting updated expectations for slightly lower revenue growth, a modestly higher profit margin, and a somewhat lower future P/E multiple, supported by recent research commentary on the pipeline and business development moves. Analyst Commentary Recent research has tilted positive around Merck, with several large firms adjusting their models and price targets to reflect updated views on the pipeline, partnered programs, and business development activity.
내러티브 업데이트 Apr 19

Merck & Co., Inc. – Tender Offer for Terns Pharmaceuticals, Inc. (Full Acquisition Transaction)

Author: Qudus Adebara (Founder of Wane Investment House) Transaction Overview Merck & Co., Inc. (known as MSD outside the U.S. and Canada) has formally commenced a cash tender offer to acquire all outstanding shares of Terns Pharmaceuticals, Inc., following the signing of a definitive agreement on March 25, 2026.
내러티브 업데이트 Apr 18

MRK: Oncology Reorg And Pipeline Deals Will Support Higher Future P E Multiple

Analysts have lifted their Merck price targets by up to the mid double digits in recent weeks, citing higher modeled revenue growth, slightly stronger profit margins, and updated views on future P/E multiples as Merck advances its pipeline and business development moves. Analyst Commentary Recent Street research on Merck has been broadly constructive, with a cluster of price target revisions and fresh initiations pointing to confidence in the company’s execution, pipeline progress, and M&A activity.
내러티브 업데이트 Apr 04

MRK: M&A Execution Risks Around Terns And Revolution Will Restrain Future Upside

Analysts have nudged Merck's fair value estimate higher to approximately $101.30, reflecting updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a marginally lower future P/E. This view is supported by a wave of recent price target increases into the $130 to $150 range and fresh Outperform or Overweight initiations on the stock.
내러티브 업데이트 Mar 21

MRK: Pipeline Readouts And Oncology Reorg Will Support Higher Future P E Multiple

The analyst price target for Merck has been reset from $136 to $150. This reflects analysts' updated assumptions for modestly higher revenue growth, a stronger profit margin profile, and a slightly lower future P/E multiple, supported by recent research that highlights potential upside from Sac TMT, upcoming launches, and key Phase 3 readouts.
내러티브 업데이트 Mar 06

MRK: Keytruda Cliff And M&A Uncertainty Will Likely Curb Long Term Upside

Analysts have lifted their Merck fair value estimate from $83.00 to about $101.04, pointing to broad price target hikes across the Street and citing confidence in upcoming product launches, Phase 3 readouts, and management's approach to the Keytruda loss of exclusivity. Analyst Commentary Recent research coverage on Merck has tilted positive, with several firms lifting price targets and starting the stock with favorable ratings.
내러티브 업데이트 Feb 20

MRK: Pipeline Readouts And Gardasil Policy Shifts Will Shape Forward Risk Balance

Analysts have lifted their Merck fair value estimate from $115.11 to $124.88, citing a higher expected future P/E, modestly higher projected revenue growth, and a series of recent price target hikes that highlight confidence in upcoming launches and data readouts. Analyst Commentary Recent Street research around Merck points to a generally constructive tone, with many firms adjusting ratings and price targets in a way that supports a higher fair value, while still flagging a few execution and policy watchpoints for investors to track.
내러티브 업데이트 Feb 06

MRK: Rising Confidence In Pipeline Execution To Support Richer Future P E Multiple

Analysts have nudged our Merck fair value estimate higher to $136, reflecting a higher average price target across firms such as Scotiabank, Goldman Sachs, BMO, BofA, Citi, Wells Fargo, Bernstein, Cantor Fitzgerald, TD Cowen, and others, who cite stronger top line expectations, updated margin assumptions, and a richer future P/E multiple. Analyst Commentary Across recent research, bullish analysts are largely aligned in their view that Merck is executing well enough to support higher valuation assumptions.
내러티브 업데이트 Jan 23

MRK: M&A Pipeline And Gardasil Policy Shifts Will Shape Future Risk Balance

Analysts lifted their Merck fair value estimate by about $8.50 to $115.11 per share as they factor in a higher future P/E multiple, recent price target increases from several firms, and growing confidence in the company being added to BofA's "US 1 List." Analyst Commentary Recent research on Merck gives you a mix of confidence in the company’s execution and some clear areas to watch. Here is how the current commentary breaks down.
내러티브 업데이트 Jan 09

MRK: Cidara Flu Deal Will Likely Highlight Overstated Long Term Hopes

Narrative Update The analyst price target for Merck has moved higher to a range of about $105 to $135. Analysts point to sector re-ratings, recent upgrades to Outperform, and confidence in the company’s product pipeline and deal activity as key drivers of their updated views.
내러티브 업데이트 Dec 24

MRK: Cidara Flu Deal Will Likely Expose Overstated Long Term Expectations

Analysts have nudged their fair value estimate for Merck higher, lifting the price target by $1 to $83 as they factor in stronger revenue growth, improved profit margins, and a lower future P/E multiple supported by recent positive research initiations and deal activity. Analyst Commentary Street research around Merck has turned more constructive in recent weeks, with several firms highlighting an improving growth outlook and a more attractive risk reward profile.
내러티브 업데이트 Dec 14

Merck predicts unstoppable growth with KEYTRUDA and WINREVAIR hitting record hihs

based on Q3 result
내러티브 업데이트 Dec 10

MRK: Cidara Acquisition And Patent Overhang Will Shape Future Risk Reward Balance

Analysts have modestly raised their fair value estimate for Merck to approximately $106.62 from about $104.27 per share, citing the higher Street price target of $105, growing confidence in its infectious disease and oncology pipeline, and the view that shares remain attractively valued relative to the company's long term growth prospects. Analyst Commentary Street research on Merck continues to highlight a constructive long term outlook balanced by execution and concentration risks, with recent notes refining expectations around valuation, pipeline durability, and capital allocation.
분석 기사 Dec 02

Merck (NYSE:MRK) Is Increasing Its Dividend To $0.85

Merck & Co., Inc. ( NYSE:MRK ) will increase its dividend from last year's comparable payment on the 8th of January to...
내러티브 업데이트 Nov 26

MRK: Recent Pipeline Deals And Patent Expiry Will Shape Outlook Ahead

Analysts have raised the price target for Merck to $105 from $98, citing stronger growth prospects and a more favorable valuation because of the company’s expanding pipeline and recent strategic deals. Analyst Commentary Recent analyst commentary on Merck highlights both positive momentum and notable risks that could influence the company’s trajectory in the months ahead.
분석 기사 Nov 02

Merck & Co., Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Merck & Co., Inc. ( NYSE:MRK ) came out with its quarterly results last week, and we wanted to see how the business is...

CEO 보수 분석

Rob Davis의 보수는 Merck의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$9b

Dec 31 2025US$21mUS$2m

US$18b

Sep 30 2025n/an/a

US$19b

Jun 30 2025n/an/a

US$16b

Mar 31 2025n/an/a

US$17b

Dec 31 2024US$23mUS$2m

US$17b

Sep 30 2024n/an/a

US$12b

Jun 30 2024n/an/a

US$14b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$20mUS$2m

US$365m

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$13b

Dec 31 2022US$19mUS$2m

US$15b

Sep 30 2022n/an/a

US$15b

Jun 30 2022n/an/a

US$17b

Mar 31 2022n/an/a

US$14b

Dec 31 2021US$14mUS$1m

US$12b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$4b

Mar 31 2021n/an/a

US$5b

Dec 31 2020US$7mUS$1m

US$5b

Sep 30 2020n/an/a

US$9b

Jun 30 2020n/an/a

US$9b

Mar 31 2020n/an/a

US$9b

Dec 31 2019US$8mUS$1m

US$6b

보상 대 시장: Rob의 총 보수(USD20.80M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.78M)보다 높습니다.

보상과 수익: Rob의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Rob Davis (59 yo)

5.2yrs
재임 기간
US$20,797,845
보수

Mr. Robert M. Davis, also known as Rob, J.D., is CEO and Director of Merck Sharp & Dohme LLC since July 1, 2021 and has been its Chairman since December 1, 2022. He is Chief Executive Officer and Director...


리더십 팀

이름직위재임 기간보수지분
Robert Davis
Chairman5.2yrsUS$20.80m0.018%
$ 54.1m
Caroline Litchfield
Executive VP & CFO5.2yrsUS$7.51m0.0037%
$ 11.1m
Jennifer Zachary
Executive VP & General Counsel8.2yrsUS$5.86m0.0029%
$ 8.5m
Dean Li
Executive VP & President of Merck Research Laboratories8.6yrsUS$8.89m0.0038%
$ 11.3m
Dalton Smart
Senior VP of Finance2.5yrs데이터 없음0.00038%
$ 1.1m
David Williams
Executive VP and Chief Information & Digital Officerno data데이터 없음0.0013%
$ 3.8m
Peter Dannenbaum
Vice President of Investor Relations6.8yrs데이터 없음데이터 없음
Chirfi Guindo
Executive Vice President of Strategic Accessless than a yearUS$13.94m0.0025%
$ 7.4m
Betty Larson
Executive VP & Chief Human Resources Officer2.2yrsUS$11.26m0.00056%
$ 1.7m
Richard DeLuca
Executive VP & President of Merck Animal Health14.8yrsUS$9.10m0.0066%
$ 19.6m
Johannes Oosthuizen
Executive VP and President of Oncology & MSD International5.4yrs데이터 없음0.00089%
$ 2.6m
Eric Rubin
Senior Vice President of Global Clinical Oncology & Early-stage Oncologyno data데이터 없음데이터 없음
5.3yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: MRK의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).


이사회 구성원

이름직위재임 기간보수지분
Robert Davis
Chairman4.9yrsUS$20.80m0.018%
$ 54.1m
Pamela Craig
Independent Director10.8yrsUS$405.00k0.000070%
$ 207.9k
Patricia Russo
Independent Director30.8yrsUS$365.00k0.00053%
$ 1.6m
Thomas Glocer
Independent Lead Director18.6yrsUS$415.00k0.00021%
$ 623.7k
Risa Lavizzo-Mourey
Independent Director6.1yrsUS$340.00k0.000040%
$ 118.8k
Douglas Baker
Independent Director4.1yrsUS$350.00k0.00065%
$ 1.9m
Inge Thulin
Independent Director8.3yrsUS$340.00k0.00012%
$ 356.4k
Stephen Mayo
Independent Director5.3yrsUS$350.00k0%
$ 0
Kathy Warden
Independent Director6.3yrsUS$340.00k0.000020%
$ 59.4k
Christine Seidman
Independent Director6.3yrsUS$385.00k0%
$ 0
Paul Rothman
Independent Director10.8yrsUS$405.00k0%
$ 0
Mary Coe
Independent Director7.3yrsUS$340.00k0%
$ 0
6.8yrs
평균 재임 기간
67.5yo
평균 나이

경험이 풍부한 이사회: MRK의 이사회경험이 있음으로 간주됩니다(평균 재임 6.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 18:04
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Merck & Co., Inc.는 49명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Emily FieldBarclays
Charles ButlerBarclays