COMP <GO>
MKL vs JPM // DIVIDEND YIELD & FCF PAYOUT SAFETY
Markel Group Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: MKL 5
— JPM 7
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: JPM
LAST: $1,898.38 (-0.32%) • MKT CAP: $23.29B
dividend-safety
0.00%
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
dividend-safety
1.95%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKL VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKL | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.10% | 17.72% | -10.62 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 9.5x | +2.30 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 11.19% | -9.41% | +20.60 | MKL | /fcf-yield <GO> |
| Operating Margin | 20.60% | 41.98% | -21.38 | JPM | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 32.48% | -18.88 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 13.23% | -8.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 1.95% | -1.95 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | MKL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.0 | 53.6 | +13.40 | MKL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.00 | +0.10 | MKL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 13.3x | -3.27 | MKL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $23.29B | $905.33B | -$882.04B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKL REV | JPM REV | MKL GROSS % | JPM GROSS % | MKL FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.51B | $182.45B | — | — | $2.55B | -$147.78B |
| FY 2024 | $14.81B | $177.56B | — | — | $2.34B | -$42.01B |
| FY 2023 | $14.28B | $158.10B | — | — | $2.14B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKL // BETA 1.10
JPM // BETA 1.00