COMP <GO>
MKL vs MS // FORWARD P/E MULTIPLE
Markel Group Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: MKL 8
— MS 6
▲ FORWARD P/E MULTIPLE LEADER: MKL
LAST: $1,869.82 (+0.14%) • MKT CAP: $22.83B
forward-pe
10.0x
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
forward-pe
16.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKL VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKL | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.10% | 3.00% | +4.10 | MKL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 31.0x | -19.20 | MKL | /valuation <GO> |
| Free Cash Flow Yield | 11.19% | -7.25% | +18.44 | MKL | /fcf-yield <GO> |
| Operating Margin | 20.60% | 24.60% | -4.00 | MS | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 20.20% | -6.60 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 5.50% | -0.80 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.13 | 0.46 | +0.67 | MKL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | MKL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.00% | +0.20 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.5 | 43.3 | +17.19 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.04 | +0.06 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 10.0x | 16.5x | -6.50 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.83B | $298.41B | -$275.57B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKL REV | MS REV | MKL GROSS % | MS GROSS % | MKL FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.51B | $0 | 44.0% | — | $2.55B | -$17.89B |
| FY 2024 | $14.81B | $0 | 44.0% | — | $2.34B | $1.36B |
| FY 2023 | $14.28B | $0 | 44.0% | — | $2.14B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKL // BETA 1.10
MS // BETA 1.04