COMP <GO>
WRB vs MKL // 10Y YIELD & FRED MACRO BETA
W.R. Berkley Corporation (NYSE) VS. Markel Group Inc. (NYSE) • 15-METRIC TALLY: WRB 5
— MKL 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: MKL
LAST: $73.10 (+2.05%) • MKT CAP: $27.14B
macro-sensitivity
0.89
LAST: $1,867.19 (+1.22%) • MKT CAP: $22.83B
macro-sensitivity
1.10
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WRB VS. MKL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WRB | MKL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.00% | 7.10% | +0.90 | WRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.3x | 11.8x | +2.50 | MKL | /valuation <GO> |
| Free Cash Flow Yield | 10.76% | 11.19% | -0.43 | MKL | /fcf-yield <GO> |
| Operating Margin | 14.80% | 20.60% | -5.80 | MKL | /operating-margins <GO> |
| Net Profit Margin | 12.10% | 13.60% | -1.50 | MKL | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 4.70% | +3.10 | WRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.58% | 0.00% | +2.58 | WRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | WRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.5 | 59.7 | -6.20 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.89 | 1.10 | -0.21 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 10.0x | +4.20 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.14B | $22.83B | $4.30B | WRB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WRB REV | MKL REV | WRB GROSS % | MKL GROSS % | WRB FCF | MKL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.71B | $15.51B | — | — | $2.92B | $2.55B |
| FY 2024 | $13.64B | $14.81B | — | — | $3.06B | $2.34B |
| FY 2023 | $12.14B | $14.28B | — | — | $2.38B | $2.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WRB // BETA 0.89
MKL // BETA 1.10