Added to YB: 2025-04-30
Pitch date: 2025-04-28
MKL [neutral]
Markel Group Inc.
+20.13%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
Markel Group Inc., through its subsidiaries, engages in the insurance business in the United States and internationally.
Market Cap
$26.3B
Pitch Price
$1.8K
Price Target
2.6K (+20%)
Dividend
N/A
EV/EBITDA
7.70
P/E
14.65
EV/Sales
1.67
Sector
Insurance
Category
value
Quick Value - Markel (MKL)
MKL (quick pitch): Specialty insurer trading at 1.3x P/B with $1,025/share in net investments (57% of market cap). Insurance segment underperforming despite 7 straight profitable years. Markel Ventures (40-50% of earnings) growing 16% annually. Management values business at $2,610/share vs $1,800 current. JANA pushing for separation. Management reviewing structure and capital allocation.
Read full article (5 min)