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MERK.JK$3900.00-2.74%
Fair $3900.00+0.0%

MERK.JK

PT Merck Tbk

Healthcare / Drug Manufacturers - Specialty & GenericJakarta

$3900.00

-110.00 (-2.74%)

Fairly Valued+0.0%Fair Value $3900.00Fund rank 33/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $184.0B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

60/100

B

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MERK.JKLocal privado en este navegador · PT Merck Tbk
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.75T

P/E

5.9x

↓

EV/EBITDA

4.1x

↓

ROE

25.0%

↑

Gross Margin

47.6%

↓

Debt/Equity

0.01

↓
52-Week Range$3900
$2720$4500

TradingView lightweight chart

MERK.JK price, volumen y niveles de valoración

Último $3,900Periodo +358.8%
Fair value: $3,900

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.2%

FCF CAGR

+58.8%

FCF margin

30.0%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.20T · net income $243.90B · FCF $360.65B

2022-FY → 2025-FY

Gross margin

47.6%+9.6% pts

Operating margin

26.8%+5.7% pts

Net margin

20.3%+4.3% pts

FCF margin

30.0%+22.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1200.67B$1200.67B$1036.75B$961.43B$1124.60B
Net Income$243.90B$243.90B$153.46B$178.24B$179.84B
EBITDA$337.95B$337.95B$207.79B$215.92B$249.82B
EPS——343.00398.00401.00
Gross Margin47.6%47.6%38.8%41.7%38.0%
Operating Margin26.8%26.8%18.7%20.8%21.1%
Net Margin20.3%20.3%14.8%18.5%16.0%
Balance Sheet
Debt/Equity0.010.010.030.020.02
Current Ratio4.914.91———
Cash Flow
Free Cash Flow$360.65B$360.65B$38.88B$183.97B$90.14B
Returns
ROE25.0%25.0%19.0%22.4%23.7%
Valuation
P/E5.915.9110.2910.5011.72
EV/EBITDA4.144.147.297.827.81
P/B1.791.791.962.352.78
Growth & Yield
Revenue Growth15.8%15.8%7.8%-14.5%—
EPS Growth——-13.8%-0.7%—
Dividend Yield4.4%4.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +12.7%

Total return

+12.7%

Start / end P/E

n/dx → n/dx

EPS bridge

343.00 → n/d

Residual

+8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+8.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.