MKL vs SW

Comparison between Markel Group Inc (MKL, Company) and Smurfit WestRock plc (SW, Company).

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

MKL vs SW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MKL(COMPANY)	SW(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	61.32%	42.11%
Sharpe Ratio	-0.37	0.30
5Y Beta	0.57	1.25
Industry	Insurance - Property & Casualty	Packaging & Containers
P/E Ratio	17.72	60.79
Forward P/E	15.90	17.95
Dividend Yield	N/A	3.96%
5Y EPS CAGR	-3.83%	N/A
Debt to Equity	24.17%	5.43%
Free Cash Flow Yield	9.38%	14.50%

Market Cap

Winner

MKL

$23B

Max Drawdown

MKL

61.32%

Winner

42.11%

Sharpe Ratio

MKL

-0.37

Winner

0.30

5Y Beta

Winner

MKL

0.57

1.25

Industry

MKL

Insurance - Property & Casualty

Packaging & Containers

P/E Ratio

Winner

MKL

17.72

60.79

Forward P/E

Winner

MKL

15.90

17.95

Dividend Yield

MKL

N/A

3.96%

5Y EPS CAGR

MKL

-3.83%

N/A

Debt to Equity

MKL

24.17%

Winner

5.43%

Free Cash Flow Yield

MKL

9.38%

Winner

14.50%

MKL vs SW - Historical Returns

Returns include dividend reinvestment.

Period	MKL	SW
1 month	-0.99%	+18.34%
3 months	-3.50%	+15.95%
6 months	-14.67%	+16.86%
1 year	-5.30%	+8.89%
5 years(CAGR)	+9.85%	N/A
10 years(CAGR)	+7.15%	N/A
Max(CAGR)	+9.28%	+1.49%

MKL

-0.99%

Winner

+18.34%

MKL

-3.50%

Winner

+15.95%

MKL

-14.67%

Winner

+16.86%

MKL

-5.30%

Winner

+8.89%

5Y(CAGR)

MKL

+9.85%

N/A

10Y(CAGR)

MKL

+7.15%

N/A

Max(CAGR)

Winner

MKL

+9.28%

+1.49%

MKL vs SW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MKL	SW
2026	-13.29%	+13.97%
2025	+25.17%	-24.93%
2024	+20.17%	+18.04%
2023	+7.41%	N/A
2022	+7.68%	N/A
2021	+20.86%	N/A
2020	-10.55%	N/A
2019	+11.83%	N/A
2018	-7.01%	N/A
2017	+24.81%	N/A
2016	+4.39%	N/A
2015	+29.70%	N/A
2014	+18.81%	N/A
2013	+32.19%	N/A
2012	+4.73%	N/A
2011	+6.26%	N/A
2010	+11.94%	N/A
2009	+14.90%	N/A
2008	-37.30%	N/A
2007	+2.68%	N/A
2006	+50.27%	N/A
2005	-13.02%	N/A
2004	+42.47%	N/A
2003	+19.58%	N/A
2002	+15.77%	N/A
2001	+2.98%	N/A
2000	+21.56%	N/A
1999	-10.82%	N/A

MKL vs SW Drawdown Comparison

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

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current MKL drawdown is -15.73%. The current SW drawdown is -17.09%.

Rank	MKL	SW
#1	-61.32% Nov 1, 2007 - Jul 19, 2013	-39.76% Nov 22, 2024 - Nov 20, 2025
#2	-44.66% Feb 20, 2020 - Mar 14, 2022	-21.13% Jul 16, 2024 - Sep 19, 2024
#3	-35.11% Nov 3, 1999 - Dec 27, 2000	-13.32% Sep 27, 2024 - Oct 31, 2024
#4	-28.87% Mar 24, 2022 - Aug 10, 2023	-5.80% Nov 7, 2024 - Nov 18, 2024
#5	-21.67% Sep 18, 2018 - Feb 5, 2020	-4.65% Sep 19, 2024 - Sep 26, 2024
#6	-20.10% Dec 29, 2025 - May 4, 2026	-3.01% Jul 8, 2024 - Jul 11, 2024
#7	-19.07% Apr 27, 2001 - Oct 3, 2001	-0.52% Nov 18, 2024 - Nov 20, 2024
#8	-18.55% May 6, 2002 - Mar 31, 2003	-0.49% Jul 12, 2024 - Jul 16, 2024
#9	-18.51% Feb 6, 2025 - Nov 10, 2025	-0.08% Oct 31, 2024 - Nov 4, 2024
#10	-18.41% Oct 5, 2001 - Apr 19, 2002	N/A
#11	-16.37% Mar 14, 2005 - Sep 7, 2006	N/A
#12	-16.05% May 20, 2016 - Feb 23, 2017	N/A
#13	-15.72% Sep 19, 2023 - May 2, 2024	N/A
#14	-13.32% Nov 24, 2015 - May 5, 2016	N/A
#15	-12.72% Aug 18, 2003 - Mar 1, 2004	N/A

Correlation

Correlation between MKL and SW is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101