COMP <GO>
MKL vs JPM // EV/EBITDA & P/E VALUATION
Markel Group Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: MKL 6
— JPM 8
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $1,869.82 (+0.14%) • MKT CAP: $22.83B
valuation
11.8x
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKL VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKL | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.10% | 17.37% | -10.27 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 11.8x | 9.7x | +2.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 11.19% | -18.14% | +29.33 | MKL | /fcf-yield <GO> |
| Operating Margin | 20.60% | 42.07% | -21.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 32.63% | -19.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 13.53% | -8.83 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.13 | 0.37 | +0.76 | MKL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | MKL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 4.84% | +2.36 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.5 | 49.0 | +11.43 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.00 | +0.10 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 13.6x | -3.57 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.83B | $895.92B | -$873.08B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKL REV | JPM REV | MKL GROSS % | JPM GROSS % | MKL FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.51B | $182.45B | 44.0% | — | $2.55B | -$147.78B |
| FY 2024 | $14.81B | $177.56B | 44.0% | — | $2.34B | -$42.01B |
| FY 2023 | $14.28B | $158.10B | 44.0% | — | $2.14B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKL // BETA 1.10
JPM // BETA 1.00