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Upturn AI SWOT - About
MKL 
Markel Corporation (MKL)
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Upturn Advisory Summary
03/27/2025: MKL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 3.55% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.75B USD | Price to earnings Ratio 9.33 | 1Y Target Price 1878.5 |
Price to earnings Ratio 9.33 | 1Y Target Price 1878.5 | ||
Volume (30-day avg) 56986 | Beta 0.82 | 52 Weeks Range 1417.65 - 2063.68 | Updated Date 04/1/2025 |
52 Weeks Range 1417.65 - 2063.68 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 199.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.53% | Operating Margin (TTM) 15.5% |
Management Effectiveness
Return on Assets (TTM) 3.97% | Return on Equity (TTM) 17.26% |
Valuation
Trailing PE 9.33 | Forward PE 15.95 | Enterprise Value 25104490308 | Price to Sales(TTM) 1.43 |
Enterprise Value 25104490308 | Price to Sales(TTM) 1.43 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA - | Shares Outstanding 12770000 | Shares Floating 12471313 |
Shares Outstanding 12770000 | Shares Floating 12471313 | ||
Percent Insiders 2.05 | Percent Institutions 80.33 |
Analyst Ratings
Rating 3.25 | Target Price 1697.67 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Markel Corporation
Company Overview
History and Background
Markel Corporation was founded in 1930 as Markel Electric Products, later evolving into an insurance holding company. It has grown through strategic acquisitions and organic growth, known for its disciplined underwriting and investment philosophy.
Core Business Areas
- Insurance: Underwriting specialty insurance products, including casualty, property, and professional liability lines. Focuses on niche markets and underserved segments.
- Investments: Manages a significant investment portfolio, primarily in equities, seeking long-term capital appreciation.
- Markel Ventures: Owns and operates a diverse portfolio of businesses outside of insurance, spanning industries like manufacturing, healthcare, and business services.
Leadership and Structure
Thomas S. Gayner serves as CEO. Markel operates with a decentralized structure, empowering individual business units while maintaining central oversight.
Top Products and Market Share
Key Offerings
- Specialty Insurance: Offers a wide range of specialty insurance products covering diverse risks. Market share varies significantly by specific niche. Competitors include Chubb, AIG, and Berkshire Hathaway Specialty Insurance. Estimated revenue from this segment constitutes the majority of Markel's revenue.
- Investments: Generates returns through its investment portfolio. Performance is subject to market volatility and macroeconomic conditions. Competitors in investment management include various asset management firms and hedge funds. Investment income contributes significantly to Markel's overall profitability.
- Markel Ventures Companies: These individually operated businesses contribute to overall profitability. They span various sectors, making direct market share comparison difficult. Competitors depend on the industry of each individual company. Combined revenue is substantial but smaller than the insurance segment.
Market Dynamics
Industry Overview
The specialty insurance industry is characterized by diverse risks, niche markets, and specialized underwriting expertise. The investment management landscape is highly competitive and subject to market fluctuations. Markel Ventures operates in numerous industries, each with its own dynamics.
Positioning
Markel positions itself as a disciplined underwriter and long-term investor, emphasizing profitability over volume. Its decentralized structure allows for entrepreneurial decision-making within individual business units. Markel's competitive advantage lies in its underwriting expertise, investment acumen, and decentralized operating model.
Total Addressable Market (TAM)
The global specialty insurance market is estimated to be in the hundreds of billions of dollars. The asset management industry is in the trillions. Markel is positioned to capture a portion of these markets through its targeted strategies.
Upturn SWOT Analysis
Strengths
- Disciplined Underwriting
- Strong Investment Performance
- Decentralized Operating Model
- Experienced Management Team
- Diversified Business Portfolio
Weaknesses
- Exposure to Catastrophic Events
- Dependence on Investment Performance
- Complexity of Decentralized Structure
- Potential for Underperforming Acquisitions
Opportunities
- Expansion into New Insurance Lines
- Strategic Acquisitions
- Growth in Emerging Markets
- Leveraging Technology for Efficiency
Threats
- Increased Competition
- Soft Insurance Pricing
- Economic Downturn
- Regulatory Changes
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- BRK.A
- CB
- AIG
Competitive Landscape
Markel competes with larger, more established insurance companies. Its competitive advantage lies in its specialized expertise, decentralized structure, and disciplined underwriting approach. Larger competitors have greater resources and brand recognition.
Major Acquisitions
Buckle
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expansion into the gig economy insurance market.
Growth Trajectory and Initiatives
Historical Growth: Markel has grown significantly over the past few decades through a combination of organic growth and acquisitions.
Future Projections: Analysts project continued growth in both insurance and Markel Ventures. Investment performance will continue to play a crucial role in overall returns.
Recent Initiatives: Markel has recently focused on expanding its specialty insurance offerings and making strategic acquisitions in various industries. Continued investment in technology and infrastructure.
Summary
Markel is a well-managed company with a diversified business model and a strong track record of value creation. Its decentralized structure and disciplined underwriting are key strengths. Exposure to catastrophic events and dependence on investment performance are potential risks. Markel needs to monitor the impact of economic downturns and evolving regulations.
Similar Companies
- BRK.A
- CB
- WRB
- HIG
Sources and Disclaimers
Data Sources:
- Markel Corporation's Annual Reports (10-K)
- SEC Filings
- Company Investor Relations
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is based on estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Markel Corporation
Exchange NYSE | Headquaters Glen Allen, VA, United States | ||
IPO Launch date 1986-12-12 | Chief Investment Officer, CEO & Director Mr. Thomas Sinnickson Gayner | ||
Sector Financial Services | Industry Insurance - Property & Casualty | Full time employees 22000 | Website https://www.mklgroup.com |
Full time employees 22000 | Website https://www.mklgroup.com | ||
Markel Group Inc., through its subsidiaries, engages in the insurance business in the United States and internationally. It offers general and professional liability, personal lines, marine and energy, specialty programs, and workers' compensation insurance products; and property coverages that include fire, windstorm, hail, water damage, and other property coverages comprising catastrophe-exposed property risks, such as earthquake and wind. The company also offers credit and surety products, and collateral protection insurance products. In addition, it offers transaction, directors and officers, and healthcare liability reinsurance; and specialty treaty reinsurance products, including credit and surety, workers' compensation, marine and energy, public entity, mortgage default, aviation and space, agriculture, and discrete political violence. Further, the company provides construction services, consumer and building products, transportation-related products, consulting services, and equipment manufacturing products, as well as leasing and other services. Additionally, the company offers a range of investment products, including insurance-linked securities comprising catastrophe bonds, insurance swaps, traditional reinsurance contracts, industry loss warranties, and other financial instruments; and program services. It also operates as an investment fund manager. The company was formerly known as Markel Corporation and changed its name to Markel Group Inc. in May 2023. Markel Group Inc. was founded in 1930 and is headquartered in Glen Allen, Virginia.
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