MKL vs PHM

Comparison between Markel Group Inc (MKL, Company) and PulteGroup Inc (PHM, Company).

MKL is from the Financial Services sector, while PHM is from the Consumer Cyclical sector.

5-Year PerformancePHM has outperformed MKL, delivering a return of +19.0% compared to +8.7%

MKL vs PHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MKL(COMPANY)	PHM(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	61.32%	92.61%
Sharpe Ratio	-0.45	0.54
5Y Beta	0.58	0.75
Industry	Insurance - Property & Casualty	Residential Construction
P/E Ratio	17.46	11.36
Forward P/E	15.46	11.81
Dividend Yield	N/A	0.82%
5Y Dividends CAGR	N/A	17.81%
5Y EPS CAGR	-3.83%	23.57%
Debt to Equity	24.17%	0.00%
Free Cash Flow Yield	9.51%	7.81%

Market Cap

Winner

MKL

$23B

PHM

$23B

Max Drawdown

Winner

MKL

61.32%

PHM

92.61%

Sharpe Ratio

MKL

-0.45

Winner

PHM

0.54

5Y Beta

Winner

MKL

0.58

PHM

0.75

Industry

MKL

Insurance - Property & Casualty

PHM

Residential Construction

P/E Ratio

MKL

17.46

Winner

PHM

11.36

Forward P/E

MKL

15.46

Winner

PHM

11.81

Dividend Yield

MKL

N/A

PHM

0.82%

5Y Dividends CAGR

MKL

N/A

PHM

17.81%

5Y EPS CAGR

MKL

-3.83%

Winner

PHM

23.57%

Debt to Equity

MKL

24.17%

Winner

PHM

0.00%

Free Cash Flow Yield

Winner

MKL

9.51%

PHM

7.81%

MKL vs PHM - Historical Returns

Returns include dividend reinvestment.

Period	MKL	PHM
1 month	-0.56%	+7.41%
3 months	-6.54%	+0.72%
6 months	-13.98%	-2.39%
1 year	-5.23%	+20.87%
5 years(CAGR)	+8.69%	+19.03%
10 years(CAGR)	+6.91%	+21.89%
Max(CAGR)	+9.25%	+13.62%

MKL

-0.56%

Winner

PHM

+7.41%

MKL

-6.54%

Winner

PHM

+0.72%

MKL

-13.98%

Winner

PHM

-2.39%

MKL

-5.23%

Winner

PHM

+20.87%

5Y(CAGR)

MKL

+8.69%

Winner

PHM

+19.03%

10Y(CAGR)

MKL

+6.91%

Winner

PHM

+21.89%

Max(CAGR)

MKL

+9.25%

Winner

PHM

+13.62%

MKL vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MKL	PHM
2026	-14.17%	+4.36%
2025	+25.17%	+9.82%
2024	+20.17%	+7.98%
2023	+7.41%	+125.46%
2022	+7.68%	-17.68%
2021	+20.86%	+36.94%
2020	-10.55%	+13.00%
2019	+11.83%	+49.88%
2018	-7.01%	-21.05%
2017	+24.81%	+81.73%
2016	+4.39%	+9.17%
2015	+29.70%	-14.74%
2014	+18.81%	+8.11%
2013	+32.19%	+10.47%
2012	+4.73%	+178.53%
2011	+6.26%	-18.89%
2010	+11.94%	-26.56%
2009	+14.90%	-10.47%
2008	-37.30%	+6.27%
2007	+2.68%	-67.13%
2006	+50.27%	-19.29%
2005	-13.02%	+24.89%
2004	+42.47%	+40.78%
2003	+19.58%	+84.87%
2002	+15.77%	+8.56%
2001	+2.98%	+11.32%
2000	+21.56%	+101.03%
1999	-10.82%	+9.65%

MKL vs PHM Drawdown Comparison

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

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current MKL drawdown is -16.58%. The current PHM drawdown is -15.79%.

Rank	MKL	PHM
#1	-61.32% Nov 1, 2007 - Jul 19, 2013	-92.39% Jul 28, 2005 - Jan 21, 2020
#2	-44.66% Feb 20, 2020 - Mar 14, 2022	-62.09% Feb 11, 2020 - Aug 21, 2020
#3	-35.11% Nov 3, 1999 - Dec 27, 2000	-45.40% Apr 27, 2001 - Feb 26, 2002
#4	-28.87% Mar 24, 2022 - Aug 10, 2023	-40.98% May 10, 2021 - Apr 18, 2023
#5	-21.67% Sep 18, 2018 - Feb 5, 2020	-38.01% Oct 18, 2024 - Apr 8, 2025
#6	-20.10% Dec 29, 2025 - May 4, 2026	-37.85% Jun 24, 2002 - May 7, 2003
#7	-19.07% Apr 27, 2001 - Oct 3, 2001	-31.65% Nov 16, 1999 - May 16, 2000
#8	-18.55% May 6, 2002 - Mar 31, 2003	-25.43% Sep 21, 2004 - Dec 15, 2004
#9	-18.51% Feb 6, 2025 - Nov 10, 2025	-25.27% Dec 5, 2000 - Apr 24, 2001
#10	-18.41% Oct 5, 2001 - Apr 19, 2002	-20.93% Mar 5, 2004 - Aug 16, 2004
#11	-16.37% Mar 14, 2005 - Sep 7, 2006	-19.11% Oct 9, 2000 - Nov 3, 2000
#12	-16.05% May 20, 2016 - Feb 23, 2017	-18.85% Aug 8, 2023 - Nov 14, 2023
#13	-15.72% Sep 19, 2023 - May 2, 2024	-18.38% Jun 16, 2003 - Oct 2, 2003
#14	-13.32% Nov 24, 2015 - May 5, 2016	-17.87% Oct 12, 2020 - Feb 10, 2021
#15	-12.72% Aug 18, 2003 - Mar 1, 2004	-15.44% Mar 4, 2002 - May 1, 2002