Added to YB: 2026-02-09
Pitch date: 2026-02-05
MKL [neutral]
Markel Group Inc.
-3.88%
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
$2.2K
Price Target
2.9K (+40%)
Dividend
N/A
EV/EBITDA
8.00
P/E
12.32
EV/Sales
1.63
Sector
Insurance
Category
value
Markel full year 2025 update + valuation
MKL (earnings): Insurance combined ratio improved to 92.9% vs 95.9% prior year; exited unprofitable reinsurance (105.9% ratio) to focus operations; premiums +6% YoY driving float growth; Ventures revenue +4% but margins pressured by costs; $429M buybacks with $1.5B remaining; intrinsic value $2,397-$2,905 vs current price suggests undervaluation; 16.66% CAGR 2018-2025.
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