COMP <GO>
L vs MKL // RETURN ON INVESTED CAPITAL (ROIC)
Loews Corporation (NYSE) VS. Markel Group Inc. (NYSE) • 15-METRIC TALLY: L 6
— MKL 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MKL
LAST: $111.69 (+1.35%) • MKT CAP: $22.83B
roic
4.40%
LAST: $1,867.19 (+1.22%) • MKT CAP: $22.83B
roic
7.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (L VS. MKL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | L | MKL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.40% | 7.10% | -2.70 | MKL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.0x | 11.8x | +4.20 | MKL | /valuation <GO> |
| Free Cash Flow Yield | 11.83% | 11.19% | +0.64 | L | /fcf-yield <GO> |
| Operating Margin | 64.10% | 20.60% | +43.50 | L | /operating-margins <GO> |
| Net Profit Margin | 52.50% | 13.60% | +38.90 | L | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | 4.70% | +5.00 | L | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.23% | 0.00% | +0.23 | L | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | L | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.6 | 59.7 | -1.10 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.10 | -0.14 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.7x | 10.0x | +2.70 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.83B | $22.83B | -$2.0M | MKL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | L REV | MKL REV | L GROSS % | MKL GROSS % | L FCF | MKL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.17B | $15.51B | — | — | $2.70B | $2.55B |
| FY 2024 | $2.89B | $14.81B | — | — | $2.39B | $2.34B |
| FY 2023 | $2.36B | $14.28B | — | — | $3.80B | $2.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
L // BETA 0.96
MKL // BETA 1.10