MKL vs SYM

Comparison between Markel Group Inc (MKL, Company) and Symbotic Inc - Class A (SYM, Company).

MKL is from the Financial Services sector, while SYM is from the Industrials sector.

5-Year PerformanceSYM has outperformed MKL, delivering a return of +33.0% compared to +9.9%

MKL vs SYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MKL(COMPANY)	SYM(COMPANY)
Market Cap	$24B	$24B
Max Drawdown	61.32%	72.46%
Sharpe Ratio	-0.22	0.57
5Y Beta	0.56	2.41
Industry	Insurance - Property & Casualty	Specialty Industrial Machinery
P/E Ratio	18.23	-3117.24
Forward P/E	16.34	80.00
PEG Ratio	2.41	2.88
5Y EPS CAGR	-3.83%	N/A
Debt to Equity	24.17%	0.00%
Free Cash Flow Yield	9.11%	3.56%
P/S Ratio	1.49	9.46
P/B Ratio	1.31	7.15

Market Cap

Winner

MKL

$24B

SYM

$24B

Max Drawdown

Winner

MKL

61.32%

SYM

72.46%

Sharpe Ratio

MKL

-0.22

Winner

SYM

0.57

5Y Beta

Winner

MKL

0.56

SYM

2.41

Industry

MKL

Insurance - Property & Casualty

SYM

Specialty Industrial Machinery

P/E Ratio

MKL

18.23

Winner

SYM

-3117.24

Forward P/E

Winner

MKL

16.34

SYM

80.00

PEG Ratio

Winner

MKL

2.41

SYM

2.88

5Y EPS CAGR

MKL

-3.83%

SYM

N/A

Debt to Equity

MKL

24.17%

Winner

SYM

0.00%

Free Cash Flow Yield

Winner

MKL

9.11%

SYM

3.56%

P/S Ratio

Winner

MKL

1.49

SYM

9.46

P/B Ratio

Winner

MKL

1.31

SYM

7.15

MKL vs SYM - Historical Returns

Returns include dividend reinvestment.

Period	MKL	SYM
1 month	+3.32%	-22.00%
3 months	+1.07%	-18.82%
6 months	-11.99%	-28.88%
1 year	-3.77%	+10.98%
5 years(CAGR)	+9.93%	+32.98%
10 years(CAGR)	+7.75%	N/A
Max(CAGR)	+9.43%	+30.05%

Winner

MKL

+3.32%

SYM

-22.00%

Winner

MKL

+1.07%

SYM

-18.82%

Winner

MKL

-11.99%

SYM

-28.88%

MKL

-3.77%

Winner

SYM

+10.98%

5Y(CAGR)

MKL

+9.93%

Winner

SYM

+32.98%

10Y(CAGR)

MKL

+7.75%

SYM

N/A

Max(CAGR)

MKL

+9.43%

Winner

SYM

+30.05%

MKL vs SYM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MKL	SYM
2026	-9.87%	-36.43%
2025	+25.17%	+140.79%
2024	+20.17%	-52.28%
2023	+7.41%	+326.33%
2022	+7.68%	+19.16%
2021	+20.86%	-2.44%
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 SYM Drawdown Comparison

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

The maximum drawdown for SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 546 trading sessions.

The current MKL drawdown is -12.40%. The current SYM drawdown is -52.76%.

Rank	MKL	SYM
#1	-61.32% Nov 1, 2007 - Jul 19, 2013	-72.46% Jul 31, 2023 - Oct 2, 2025
#2	-44.66% Feb 20, 2020 - Mar 14, 2022	-56.10% Jun 8, 2022 - Mar 20, 2023
#3	-35.11% Nov 3, 1999 - Dec 27, 2000	-55.82% Nov 26, 2025 - Jun 23, 2026
#4	-28.87% Mar 24, 2022 - Aug 10, 2023	-35.30% Nov 3, 2025 - Nov 26, 2025
#5	-21.67% Sep 18, 2018 - Feb 5, 2020	-27.61% Jun 16, 2023 - Jul 18, 2023
#6	-20.10% Dec 29, 2025 - May 4, 2026	-26.71% Jul 18, 2023 - Jul 31, 2023
#7	-19.07% Apr 27, 2001 - Oct 3, 2001	-23.43% Apr 21, 2023 - May 18, 2023
#8	-18.55% May 6, 2002 - Mar 31, 2003	-14.49% Oct 15, 2025 - Oct 29, 2025
#9	-18.51% Feb 6, 2025 - Nov 10, 2025	-13.66% Apr 23, 2021 - Jun 8, 2022
#10	-18.41% Oct 5, 2001 - Apr 19, 2002	-12.15% May 30, 2023 - Jun 7, 2023
#11	-16.37% Mar 14, 2005 - Sep 7, 2006	-8.84% Mar 27, 2023 - Apr 3, 2023
#12	-16.05% May 20, 2016 - Feb 23, 2017	-7.37% May 18, 2023 - May 24, 2023
#13	-15.72% Sep 19, 2023 - May 2, 2024	-7.37% Oct 8, 2025 - Oct 13, 2025
#14	-13.32% Nov 24, 2015 - May 5, 2016	-5.50% Jun 9, 2023 - Jun 13, 2023
#15	-12.72% Aug 18, 2003 - Mar 1, 2004	-4.87% Mar 22, 2023 - Mar 27, 2023