COMP <GO>
MKL vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Markel Group Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: MKL 6
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MKL
LAST: $1,867.19 (+1.22%) • MKT CAP: $22.83B
roic
7.10%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKL VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKL | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.10% | 2.50% | +4.60 | MKL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 30.2x | -18.40 | MKL | /valuation <GO> |
| Free Cash Flow Yield | 11.19% | 2.10% | +9.09 | MKL | /fcf-yield <GO> |
| Operating Margin | 20.60% | 32.90% | -12.30 | BAC | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 27.00% | -13.40 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 6.80% | -2.10 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.7 | 38.3 | +21.40 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.90 | +0.20 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 10.9x | -0.90 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.83B | $357.61B | -$334.77B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKL REV | BAC REV | MKL GROSS % | BAC GROSS % | MKL FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.51B | $113.10B | — | — | $2.55B | $7.52B |
| FY 2024 | $14.81B | $105.86B | — | — | $2.34B | -$13.57B |
| FY 2023 | $14.28B | $102.77B | — | — | $2.14B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKL // BETA 1.10
BAC // BETA 0.90