MKL vs PFG

Comparison between Markel Group Inc (MKL, Company) and Principal Financial Group Inc (PFG, Company).

Both MKL and PFG are from the Financial Services sector.

5-Year PerformancePFG has outperformed MKL, delivering a return of +15.7% compared to +9.8%

MKL vs PFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MKL(COMPANY)	PFG(COMPANY)
Market Cap	$24B	$24B
Max Drawdown	61.32%	91.69%
Sharpe Ratio	-0.28	1.44
5Y Beta	0.56	0.98
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	18.44	15.84
Forward P/E	16.78	9.39
PEG Ratio	2.49	0.32
Dividend Yield	N/A	2.75%
5Y Dividends CAGR	N/A	18.65%
5Y EPS CAGR	-3.83%	3.72%
Debt to Equity	24.17%	33.40%
Free Cash Flow Yield	9.01%	15.32%
P/S Ratio	1.52	1.58
P/B Ratio	1.35	2.08

Market Cap

MKL

$24B

Winner

PFG

$24B

Max Drawdown

Winner

MKL

61.32%

PFG

91.69%

Sharpe Ratio

MKL

-0.28

Winner

PFG

1.44

5Y Beta

Winner

MKL

0.56

PFG

0.98

Industry

MKL

Insurance - Property & Casualty

PFG

Asset Management

P/E Ratio

MKL

18.44

Winner

PFG

15.84

Forward P/E

MKL

16.78

Winner

PFG

9.39

PEG Ratio

MKL

2.49

Winner

PFG

0.32

Dividend Yield

MKL

N/A

PFG

2.75%

5Y Dividends CAGR

MKL

N/A

PFG

18.65%

5Y EPS CAGR

MKL

-3.83%

Winner

PFG

3.72%

Debt to Equity

Winner

MKL

24.17%

PFG

33.40%

Free Cash Flow Yield

MKL

9.01%

Winner

PFG

15.32%

P/S Ratio

Winner

MKL

1.52

PFG

1.58

P/B Ratio

Winner

MKL

1.35

PFG

2.08

MKL vs PFG - Historical Returns

Returns include dividend reinvestment.

Period	MKL	PFG
1 month	+5.60%	-1.49%
3 months	-0.15%	+15.37%
6 months	-4.72%	+22.35%
1 year	-1.81%	+44.21%
5 years(CAGR)	+9.78%	+15.74%
10 years(CAGR)	+7.66%	+13.64%
Max(CAGR)	+9.50%	+9.83%

Winner

MKL

+5.60%

PFG

-1.49%

MKL

-0.15%

Winner

PFG

+15.37%

MKL

-4.72%

Winner

PFG

+22.35%

MKL

-1.81%

Winner

PFG

+44.21%

5Y(CAGR)

MKL

+9.78%

Winner

PFG

+15.74%

10Y(CAGR)

MKL

+7.66%

Winner

PFG

+13.64%

Max(CAGR)

MKL

+9.50%

Winner

PFG

+9.83%

MKL vs PFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MKL	PFG
2026	-7.86%	+24.63%
2025	+25.17%	+18.35%
2024	+20.17%	+1.32%
2023	+7.41%	-2.65%
2022	+7.68%	+18.61%
2021	+20.86%	+55.49%
2020	-10.55%	-6.29%
2019	+11.83%	+29.23%
2018	-7.01%	-34.82%
2017	+24.81%	+23.96%
2016	+4.39%	+35.95%
2015	+29.70%	-10.53%
2014	+18.81%	+9.56%
2013	+32.19%	+73.71%
2012	+4.73%	+16.26%
2011	+6.26%	-24.66%
2010	+11.94%	+32.83%
2009	+14.90%	+3.84%
2008	-37.30%	-65.93%
2007	+2.68%	+17.59%
2006	+50.27%	+24.67%
2005	-13.02%	+18.46%
2004	+42.47%	+26.09%
2003	+19.58%	+9.71%
2002	+15.77%	+27.56%
2001	+2.98%	+14.29%
2000	+21.56%	N/A
1999	-10.82%	N/A

MKL vs PFG Drawdown Comparison

The maximum drawdown for MKL was -61.32%, occurring on Mar 9, 2009. Recovery took 1437 trading sessions.

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The current MKL drawdown is -10.45%. The current PFG drawdown is -3.84%.

Rank	MKL	PFG
#1	-61.32% Nov 1, 2007 - Jul 19, 2013	-91.47% Dec 24, 2007 - Nov 10, 2016
#2	-44.66% Feb 20, 2020 - Mar 14, 2022	-64.71% Jan 26, 2018 - May 5, 2021
#3	-35.11% Nov 3, 1999 - Dec 27, 2000	-29.31% Nov 11, 2022 - Oct 11, 2024
#4	-28.87% Mar 24, 2022 - Aug 10, 2023	-26.00% Jun 28, 2002 - Dec 23, 2002
#5	-21.67% Sep 18, 2018 - Feb 5, 2020	-22.42% Oct 17, 2024 - Dec 5, 2025
#6	-20.10% Dec 29, 2025 - May 4, 2026	-21.12% Feb 9, 2022 - Aug 12, 2022
#7	-19.07% Apr 27, 2001 - Oct 3, 2001	-17.66% Apr 27, 2007 - Oct 1, 2007
#8	-18.55% May 6, 2002 - Mar 31, 2003	-16.25% Dec 23, 2002 - May 15, 2003
#9	-18.51% Feb 6, 2025 - Nov 10, 2025	-13.46% Jan 28, 2002 - Apr 4, 2002
#10	-18.41% Oct 5, 2001 - Apr 19, 2002	-12.59% Feb 17, 2004 - Oct 4, 2004
#11	-16.37% Mar 14, 2005 - Sep 7, 2006	-11.96% Feb 26, 2026 - Apr 22, 2026
#12	-16.05% May 20, 2016 - Feb 23, 2017	-11.61% Feb 7, 2005 - Jun 27, 2005
#13	-15.72% Sep 19, 2023 - May 2, 2024	-11.55% Jun 16, 2003 - Dec 2, 2003
#14	-13.32% Nov 24, 2015 - May 5, 2016	-10.65% May 17, 2021 - Aug 11, 2021
#15	-12.72% Aug 18, 2003 - Mar 1, 2004	-10.58% Sep 12, 2022 - Oct 18, 2022