The Allstate Corporation (ALL) vs Markel Group Inc. (MKL)

The Allstate Corporation and Markel Group Inc. are both Insurance Property & Casualty companies. The Allstate Corporation is the larger, with a market value of $67.4B against $23.9B — 2.8× the size. The Allstate Corporation trades at the lower P/E: 6.0× against 13.8×. The Allstate Corporation grew revenue faster over the last twelve months: 5.06% against −0.64%. The Allstate Corporation has the higher net margin (16.4% vs 11.1%) and the lower return on invested capital (0.00% vs 8.25%). Across the 20 metrics below, The Allstate Corporation leads on 12 and Markel Group Inc. on 8.

Valuation

Metric ALL MKL Insurance Property & Casualty median
P/E 5.96 13.79 12.17
P/S 0.95 1.50 1.26
P/B 2.21 1.31 1.85
Price to free cash flow 5.26 13.42 8.04
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 16.78% 7.25% 8.20%
Free cash flow yield 18.99% 7.45% 11.86%

Profitability

Metric ALL MKL Insurance Property & Casualty median
Gross margin 0.00% 50.23% 37.39%
Operating margin 0.00% 15.31% 14.67%
Net margin 16.41% 11.13% 10.16%
Free cash flow margin 18.13% 11.19% 18.60%
Return on equity 41.31% 9.81% 16.59%
Return on assets 9.28% 2.57% 3.38%
Return on invested capital 0.00% 8.25% 9.43%

Growth

Metric ALL MKL Insurance Property & Casualty median
Revenue growth (TTM) 5.06% (0.64%) 5.70%
EPS growth (last fiscal year) 124.01% (15.10%) 39.61%
Revenue growth, 5-year CAGR 10.06% 11.25% 9.23%
Net income growth, 5-year CAGR 13.23% 21.14% 10.09%

Health

Metric ALL MKL Insurance Property & Casualty median
Debt to equity 0.23 0.24 0.25
Current ratio 0.29 0.59 0.49
Net debt to EBITDA 0.55 (0.09) 0.08

Dividend

Metric ALL MKL Insurance Property & Casualty median
Dividend yield 1.59% — 1.56%
Payout ratio 0.10 — 0.15

Size

Metric ALL MKL Insurance Property & Casualty median
Market cap 67.44b 23.85b 2.64b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack