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Markel Group Inc. (MKL) vs The Travelers Companies, Inc. (TRV)

Markel Group Inc. and The Travelers Companies, Inc. are both Insurance Property & Casualty companies. The Travelers Companies, Inc. is the larger, with a market value of $82.6B against $23.9B — 3.5× the size. The Travelers Companies, Inc. trades at the lower P/E: 10.4× against 13.8×. The Travelers Companies, Inc. grew revenue faster over the last twelve months: 1.07% against −0.64%. The Travelers Companies, Inc. has the higher net margin (16.9% vs 11.1%) and the higher return on invested capital (17.8% vs 8.25%). Across the 20 metrics below, The Travelers Companies, Inc. leads on 12 and Markel Group Inc. on 8.

Valuation

Metric MKL TRV Insurance Property & Casualty median
P/E 13.79 10.38 12.17
P/S 1.50 1.70 1.26
P/B 1.31 2.87 1.85
Price to free cash flow 13.42 7.82 8.04
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 7.25% 9.63% 8.20%
Free cash flow yield 7.45% 12.78% 11.86%

Profitability

Metric MKL TRV Insurance Property & Casualty median
Gross margin 50.23% 49.67% 37.39%
Operating margin 15.31% 22.12% 14.67%
Net margin 11.13% 16.91% 10.16%
Free cash flow margin 11.19% 21.74% 18.60%
Return on equity 9.81% 27.30% 16.59%
Return on assets 2.57% 5.79% 3.38%
Return on invested capital 8.25% 17.78% 9.43%

Growth

Metric MKL TRV Insurance Property & Casualty median
Revenue growth (TTM) (0.64%) 1.07% 5.70%
EPS growth (last fiscal year) (15.10%) 27.76% 39.61%
Revenue growth, 5-year CAGR 11.25% 8.83% 9.23%
Net income growth, 5-year CAGR 21.14% 18.44% 10.09%

Health

Metric MKL TRV Insurance Property & Casualty median
Debt to equity 0.24 0.34 0.25
Current ratio 0.59 0.27 0.49
Net debt to EBITDA (0.09) 0.52 0.08

Dividend

Metric MKL TRV Insurance Property & Casualty median
Dividend yield — 1.17% 1.56%
Payout ratio — 0.12 0.15

Size

Metric MKL TRV Insurance Property & Casualty median
Market cap 23.85b 82.57b 2.64b

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