Chubb Limited (CB) vs Markel Group Inc. (MKL)

Chubb Limited and Markel Group Inc. are both Insurance Property & Casualty companies. Chubb Limited is the larger, with a market value of $136.1B against $22.6B — 6.0× the size. Markel Group Inc. trades at the lower P/E: 10.1× against 12.6×. Chubb Limited grew revenue faster over the last twelve months: 8.02% against 0.86%. Chubb Limited has the higher net margin (18.1% vs 13.8%) and the lower return on invested capital (9.52% vs 10.0%). Across the 20 metrics below, Chubb Limited leads on 10 and Markel Group Inc. on 10.

Valuation

Metric CB MKL Insurance Property & Casualty median
P/E 12.60 10.13 10.75
P/S 2.25 1.40 1.21
P/B 1.72 1.22 1.99
Price to free cash flow 9.06 10.96 7.76
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 7.94% 9.87% 9.08%
Free cash flow yield 11.04% 9.12% 12.11%

Profitability

Metric CB MKL Insurance Property & Casualty median
Gross margin 31.02% 51.93% 41.16%
Operating margin 24.55% 18.63% 15.09%
Net margin 18.10% 13.77% 11.51%
Free cash flow margin 24.88% 12.76% 17.46%
Return on equity 14.41% 12.57% 17.34%
Return on assets 4.12% 3.31% 3.74%
Return on invested capital 9.52% 10.01% 12.06%

Growth

Metric CB MKL Insurance Property & Casualty median
Revenue growth (TTM) 8.02% 0.86% 8.02%
EPS growth (last fiscal year) 13.13% (15.10%) 39.61%
Revenue growth, 5-year CAGR 10.54% 11.25% 9.23%
Net income growth, 5-year CAGR 23.89% 21.14% 10.09%

Health

Metric CB MKL Insurance Property & Casualty median
Debt to equity 0.27 0.23 0.25
Current ratio 0.25 0.57 0.42
Net debt to EBITDA 1.31 (0.09) 0.08

Dividend

Metric CB MKL Insurance Property & Casualty median
Dividend yield 1.11% — 1.50%
Payout ratio 0.14 — 0.14

Size

Metric CB MKL Insurance Property & Casualty median
Market cap 136.11b 22.61b 2.67b

Compare with another peer

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