Added to YB: 2025-11-17
Pitch date: 2025-10-04
MKL [bullish]
Markel Group Inc.
+6.04%
current return
Author Info
No bio for this author
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
$1.9K
Price Target
5.3K (+154%)
Dividend
N/A
EV/EBITDA
8.00
P/E
12.32
EV/Sales
1.63
Sector
Insurance
Category
value
Markel Group (NYSE: MKL): A quality compounder at a cheap price
MKL: 'Baby Berkshire' trades below mgmt's $2610 intrinsic value calc. 3 engines: specialty insurance (underwriting profits + float), investments (11.3% annual returns vs S&P), Markel Ventures (portfolio cos). CEO Gayner follows 40yr value investing discipline. 15% historical CAGR supports $5250 5yr target. Risks: catastrophe claims, key man risk on Gayner.
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