PFG vs MKL

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

Both PFG and MKL are from the Financial Services sector.

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

PFG vs MKL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

PFG

$24B

MKL

$24B

Max Drawdown

PFG

91.69%

Winner

MKL

61.32%

Sharpe Ratio

Winner

PFG

1.44

MKL

-0.28

5Y Beta

PFG

0.98

Winner

MKL

0.56

Industry

PFG

Asset Management

MKL

Insurance - Property & Casualty

P/E Ratio

Winner

PFG

15.84

MKL

18.44

Forward P/E

Winner

PFG

9.39

MKL

16.78

PEG Ratio

Winner

PFG

0.32

MKL

2.49

Dividend Yield

PFG

2.75%

MKL

N/A

5Y Dividends CAGR

PFG

18.65%

MKL

N/A

5Y EPS CAGR

Winner

PFG

3.72%

MKL

-3.83%

Debt to Equity

PFG

33.40%

Winner

MKL

24.17%

Free Cash Flow Yield

Winner

PFG

15.32%

MKL

9.01%

P/S Ratio

PFG

1.58

Winner

MKL

1.52

P/B Ratio

PFG

2.08

Winner

MKL

1.35

PFG vs MKL - Historical Returns

Returns include dividend reinvestment.

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

PFG

-1.49%

Winner

MKL

+5.60%

Winner

PFG

+15.37%

MKL

-0.15%

Winner

PFG

+22.35%

MKL

-4.72%

Winner

PFG

+44.21%

MKL

-1.81%

5Y(CAGR)

Winner

PFG

+15.74%

MKL

+9.78%

10Y(CAGR)

Winner

PFG

+13.64%

MKL

+7.66%

Max(CAGR)

Winner

PFG

+9.83%

MKL

+9.50%

PFG vs MKL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PFG vs MKL Drawdown Comparison

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

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

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

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