COMP <GO>
AMGN vs MRK // RETURN ON INVESTED CAPITAL (ROIC)
Amgen Inc. (NASDAQ) VS. Merck & Company Inc. Common Stock (new) (NYSE) • 15-METRIC TALLY: AMGN 4
— MRK 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MRK
LAST: $466.01 (+1.15%) • MKT CAP: $249.09B
roic
14.50%
LAST: $149.52 (+2.18%) • MKT CAP: $361.02B
roic
20.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMGN VS. MRK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMGN | MRK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.20% | 74.80% | -7.60 | MRK | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.50% | 20.70% | -6.20 | MRK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.2x | 15.3x | +11.90 | MRK | /valuation <GO> |
| Free Cash Flow Yield | 3.25% | 3.42% | -0.17 | MRK | /fcf-yield <GO> |
| Operating Margin | 24.70% | 34.30% | -9.60 | MRK | /operating-margins <GO> |
| Net Profit Margin | 21.00% | 28.10% | -7.10 | MRK | /net-margins <GO> |
| Revenue Growth (YoY) | 10.00% | 1.30% | +8.70 | AMGN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.06% | 2.26% | -0.20 | MRK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.83 | 5.19 | -1.36 | MRK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AMGN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | AMGN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.4 | 56.9 | +14.57 | AMGN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 0.92 | -0.05 | MRK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.0x | 18.4x | +11.60 | MRK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $249.09B | $361.02B | -$111.94B | MRK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMGN REV | MRK REV | AMGN GROSS % | MRK GROSS % | AMGN FCF | MRK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $36.75B | $65.01B | 67.2% | 74.8% | $8.10B | $12.36B |
| FY 2024 | $33.42B | $64.17B | 61.5% | 76.3% | $10.39B | $18.10B |
| FY 2023 | $28.19B | $60.12B | 44.0% | 44.0% | $7.20B | $10.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMGN // BETA 0.87
MRK // BETA 0.92