Gilead Sciences Inc vs Merck & Co Inc

Gilead Sciences Inc (GILD) is overvalued and Merck & Co Inc (MRK) is overvalued.

Both trade above our estimate of their intrinsic value. GILD is the closer of the two: -37%, against -205% for MRK.

Values as of the 22 Sept 2026 close.

Gilead Sciences Inc (GILD)

Discounting its cash flows at 7.3% (average of 2 methods) values the shares at $111.56; the price of $152.67 is 37% above that value, and 82% of that value comes from beyond year five.

Leak Score 61/100 on 9 of 12 signals

Merck & Co Inc (MRK)

Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $49.49; the price of $150.91 is 205% above that value, and 82% of that value comes from beyond year five.

Leak Score 40/100 on 9 of 12 signals

MetricGILDMRK
VerdictOvervaluedOvervalued
Price$152.67$150.91
Intrinsic value$111.56$49.49
Margin of safety-37%-205%
Leak Score61/100 (9/12)40/100 (9/12)
Market cap$189.3B$372.3B
Revenue growth, 5 years3.6%9.3%
Operating margin39.0%18.8%
Net margin-10.6%4.8%
Return on equity-20.6%7.0%
Debt to equity2.221.29
P/E120.6x
Forward P/E15.4x15.8x
P/B16.0x8.9x
Dividend yield2.1%2.3%

All stocks in Drug Manufacturers - General