Markel Group Past Earnings Performance

Past criteria checks 5/6

Markel Group has been growing earnings at an average annual rate of 17.1%, while the Insurance industry saw earnings growing at 12.6% annually. Revenues have been growing at an average rate of 14.5% per year. Markel Group's return on equity is 17.4%, and it has net margins of 16.4%.

Key information

17.1%

Earnings growth rate

18.4%

EPS growth rate

Insurance Industry Growth	8.0%
Revenue growth rate	14.5%
Return on equity	17.4%
Net Margin	16.4%
Last Earnings Update	30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Markel Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:MKL Revenue, expenses and earnings (USD Millions)
Date	Revenue	Earnings
30 Sep 24	17,422	2,849
30 Jun 24	16,186	2,029
31 Mar 24	16,627	2,457
31 Dec 23	15,804	1,966
30 Sep 23	15,372	1,882
30 Jun 23	15,063	1,882
31 Mar 23	12,712	269
31 Dec 22	11,675	-322
30 Sep 22	11,223	-130
30 Jun 22	10,844	36
31 Mar 22	12,552	1,766
31 Dec 21	12,846	2,434
30 Sep 21	12,444	2,398
30 Jun 21	12,668	2,619
31 Mar 21	12,300	2,740
31 Dec 20	9,735	769
30 Sep 20	8,961	451
30 Jun 20	8,082	215
31 Mar 20	7,389	-193
31 Dec 19	9,526	1,792
30 Sep 19	7,988	539
30 Jun 19	8,190	743
31 Mar 19	7,738	521
31 Dec 18	6,841	-133
30 Sep 18	7,461	1,041
30 Jun 18	6,731	382
31 Mar 18	6,225	248
31 Dec 17	6,062	362
30 Sep 17	5,828	65
30 Jun 17	5,753	406
31 Mar 17	5,648	338
31 Dec 16	5,612	440
30 Sep 16	5,604	511
30 Jun 16	5,515	536
31 Mar 16	5,444	554
31 Dec 15	5,370	587
30 Sep 15	5,285	501
30 Jun 15	5,242	472
31 Mar 15	5,196	415
31 Dec 14	5,134	313
30 Sep 14	5,078	297
30 Jun 14	4,970	288
31 Mar 14	4,743	279
31 Dec 13	4,323	283

Quality Earnings: MKL has high quality earnings.

Growing Profit Margin: MKL's current net profit margins (16.4%) are higher than last year (12.2%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: MKL's earnings have grown by 17.1% per year over the past 5 years.

Accelerating Growth: MKL's earnings growth over the past year (51.4%) exceeds its 5-year average (17.1% per year).

Earnings vs Industry: MKL earnings growth over the past year (51.4%) exceeded the Insurance industry 30.6%.

Markel Group Past Earnings Performance

Past criteria checks 5/6

Key information

Recent past performance updates

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

Recent updates

Markel Group Inc. (NYSE:MKL) announces an Equity Buyback for $2,000 million worth of its shares.

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Markel Group Inc. Appoints Jim Hinchley as Chief Retail Officer

Markel Stock: High-Quality At A Discount

Markel Group Inc. Appoints Stacey Hinton as Senior Underwriter, Head of Jewellers Block, Specie

Markel: Remains A Long Term Buy

Markel Appoints April Tam as Senior Underwriter, Professional Financial Risk & Cyber and Head of Financial Institutions in Asia

Markel Appoints Rhys O'neill as Senior Underwriter, Marine & Energy Liability in International Specialty

Markel Group's Q2: Nearly A Century Of Growth Facing Modern Headwinds

Markel Group Inc. Announces the Appointment of Grant Smith as Director, Marine & Energy Liability, International Specialty

Markel Enhances Singapore and Hong Kong Presence with Strategic Hires

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

Markel, Insurance Operations Within Markel Group Inc., Appoints Jennifer Devereaux as Executive Underwriting Officer, Casualty, Effective September 3, 2024

Now 21% undervalued

Markel Appoints Jennifer Gebran as Head of Casualty for MENA

Markel Group Inc. Appoints Phil Schmidt as Chief Strategy Officer

Markel Group Inc. (NYSE:MKL) entered into a definitive agreement to acquire unknown majority stake in Valor Environmental.

Now 21% undervalued

Markel Group: Higher-For-Longer Interest Rates Are Increasing Profitability

Chairman of the Board notifies of intention to sell stock

Now 20% undervalued

The Price Is Right For Markel Group Inc. (NYSE:MKL)

Consensus EPS estimates increase by 30%

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Markel Promotes Chloe Gordge to Head of Terrorism in London

Markel Group Inc. Announces K. Bruce Connell Is Not Standing for Re-Election as Director

Markel Appoints Oliver Atkin to Head of Bloodstock for London Markets

Markel: Buybacks Are A Good Sign

Markel Group Inc. Appoints Mike Heaton as Chief Operating Officer

Markel: Listening To Warren Buffett And Being Cautious

Markel: I Still See Value In The Long Term

New major risk - Revenue and earnings growth

Markel Group: Soaring Investment Income And Value

Markel Appoints Sebastian Rice as a Senior Underwriter and Head of Business Development for Europe

Revenues Tell The Story For Markel Group Inc. (NYSE:MKL)

Markel Group Inc. Names Meade Grandis Chief Accounting Officer and Controller of Group

Markel: A Hiccup In The Insurance Engine, I'm Still Holding

Markel Group Inc. Announces the Departure of Bob Cox as President and Chief Operating Officer, Global Insurance Operations, Effective from December 31, 2023

Markel Group: Outstanding Business For 2024 And Beyond

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Markel Announces Executive Changes

Markel Appoints Stephen Rogers as Head of Queensland

Markel Group Inc. Appoints Brook Styles as Head of Cargo

Markel Group Inc., Annual General Meeting, May 22, 2024

Markel Set To Resume Historical Growth Rate As Headwinds Subside

Markel Group: A Specialty Insurance Company With A Long-Term Growth Potential

Chairman of the Board notifies of intention to sell stock

Markel, the Insurance Operation Within Markel Group Inc. Appoints Andrew Umphress as the Head of Terrorism for North America

Consensus EPS estimates increase by 16%

New major risk - Revenue and earnings growth

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Markel Group Inc. Announces Senior Leadership Appointments Within Markel Specialty Division

Markel: An Undervalued Financial Holding Company

Markel Group Inc.(NYSE:MKL) dropped from Russell 1000 Growth Index

MARKEL GROUP INC Promotes Sal Pollaro to Executive Underwriting Officer

Insider recently bought US$67k worth of stock

Independent Director recently bought US$101k worth of stock

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

High number of new directors

Independent Director recently bought US$531k worth of stock

Markel Corporation Announces Executive Changes

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Markel Corporation: Calculating The Mathematical Value

Markel: A Buffett-Like Wealth Compounder

Markel Corporation, Annual General Meeting, May 17, 2023

Director notifies of intention to sell stock

Markel Corporation Announces Change in Designation of Jeremy A. Noble from Senior Vice President to President, Effective on January 1, 2023

Director recently sold US$138k worth of stock

High number of new directors