Added to YB: 2025-11-17
Pitch date: 2025-10-04
MKL [bullish]
Markel Group Inc.
-2.19%
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
$1.9K
Price Target
5.3K (+175%)
Dividend
N/A
EV/EBITDA
6.82
P/E
11.22
EV/Sales
1.53
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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