Markel Group Inc. (MKL) Hit a 52 Week High, Can the Run Continue?

Core Viewpoint - Markel Group (MKL) has shown strong performance, with shares up 2.1% over the past month and a year-to-date increase of 23.2%, outperforming the Zacks Finance sector and the Zacks Insurance - Multi line industry [1][3]. Financial Performance - In the last earnings report on October 29, 2025, Markel Group reported an EPS of $30.9, exceeding the consensus estimate of $22.77, and beat the revenue estimate by 5.66% [2]. - For the current fiscal year, earnings are expected to be $101.04 per share on revenues of $15.32 billion, reflecting a 23.22% increase in EPS and a 3.41% increase in revenues [3]. - For the next fiscal year, the company is projected to earn $110.01 per share on revenues of $15.22 billion, indicating a year-over-year change of 8.88% in EPS and a slight decline of 0.63% in revenues [3]. Valuation Metrics - Markel Group has a Value Score of B, with Growth and Momentum Scores of C and D, respectively, resulting in a combined VGM Score of B [6]. - The stock trades at 21 times the current fiscal year EPS estimates, which is a premium compared to the peer industry average of 9.9 times [6]. - On a trailing cash flow basis, the stock trades at 20.6 times, compared to the peer group's average of 12.2 times, indicating it is not in the top echelon from a value perspective [6]. Zacks Rank - Markel Group holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [7]. - The recommendation suggests that stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B are favorable, indicating potential for further gains for Markel Group [8]. Industry Comparison - SiriusPoint Ltd. (SPNT) is a notable peer with a Zacks Rank of 1 (Strong Buy) and a Value Score of B, indicating strong performance within the industry [9]. - SPNT reported earnings that beat consensus estimates by 41.18%, with expected earnings of $2.44 per share on revenues of $3.01 billion for the current fiscal year [10]. - The Insurance - Multi line industry is performing well, ranking in the top 18% of all industries, suggesting positive conditions for both MKL and SPNT [11].