Added to YB: 2026-02-09
Pitch date: 2026-02-05
MKL [neutral]
Markel Group Inc.
-11.33%
current return
Author Info
No bio for this author
Company Info
Markel Group Inc. engages in the insurance business in the United States, the United Kingdom, Bermuda, Germany, rest of the European Union, Canada, and the Asia Pacific.
Market Cap
$23.9B
Pitch Price
$2.2K
Price Target
2.9K (+52%)
Dividend
N/A
EV/EBITDA
6.82
P/E
11.22
EV/Sales
1.53
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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