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Markel Group Inc. (MKL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Markel Group Inc.

MKLMarket cap $22BPrice $1738.3

Country🇺🇸United States

SectorFinancials

IndustryInsurance

Underwrites specialty insurance while running a mini Berkshire Hathaway underneath — investing float from premiums into wholly-owned businesses and equities. Warren Buffett's letters inspired its playbook, earning it the nickname "Baby Berkshire" among value investors.

In Bastion Portfolios?

52W Return-8%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+12%8

Revenue Forecast

Rev CAGR (1y)-5%1

Rev CAGR (3y)+2%2

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1-40%2

EPS Growth Y+2+16%8

EPS Growth Y+3+0%4

Quality

Margins

EBIT Margin19%7

Net Income Margin14%7

Free Cash Flow Margin13%7

Debt

Net Debt/EBITDA0.37

Efficiency

ROE13%6

ROA3%5

Earnings Stability33

GEAR+AVERAGE53

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)155

P/BV1.19

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%9

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-12%3

YTD return-19%2

Mid term

Price vs 52wHigh79%5

1 year return-12%3

Long term

3 year return+19%4

5 year return+39%5

Risk Shield

Price Risk

Beta0.57

Volatility20%10

Free Cash Flow

Free Cash Flow Margin13%7

Free Cash Flow Yield0.0%9

Quality

ROCE5%5

Earnings Stability33

Net Debt/EBITDA0.37

02Growth

Is it actually growing, and how fast?

MKLMarkel Group

Revenue FY25$16.3B

GROWTH RATING↗

WEAK17 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%8

Revenue, next 1Y-5%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-40%2

EPS growth, FY27E+16%8

EPS growth, FY28E+0%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 0.3%/yr vs revenue 2%/yr). One year dips: EPS falls 40% next year.

WEAKNESSES

Growth is the weak spot here, trailing 83% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-12%3

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return-12%3

3-year return+19%4

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+19% over three years and +39% over five), roughly average for the market.

It's down 12% over the past year, now 21% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-12%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over three months and so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Markel. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

MKLMarkel Group

Revenue FY25$16.3B

GROWTH RATING↗

WEAK17 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%8

Revenue, next 1Y-5%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-40%2

EPS growth, FY27E+16%8

EPS growth, FY28E+0%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 0.3%/yr vs revenue 2%/yr). One year dips: EPS falls 40% next year.

WEAKNESSES

Growth is the weak spot here, trailing 83% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-12%3

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return-12%3

3-year return+19%4

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+19% over three years and +39% over five), roughly average for the market.

It's down 12% over the past year, now 21% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-12%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Markel. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community