SW vs MKL

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

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

SW vs MKL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SW(COMPANY)	MKL(COMPANY)
Market Cap	$24B	$24B
Max Drawdown	42.11%	61.32%
Sharpe Ratio	0.06	-0.19
5Y Beta	1.23	0.57
Industry	Packaging & Containers	Insurance - Property & Casualty
P/E Ratio	63.39	18.38
Forward P/E	19.16	16.86
PEG Ratio	0.28	2.48
Dividend Yield	3.80%	N/A
5Y EPS CAGR	N/A	-3.83%
Debt to Equity	5.43%	24.17%
Free Cash Flow Yield	13.90%	9.04%
P/S Ratio	0.77	1.50
P/B Ratio	1.34	1.35

Market Cap

$24B

Winner

MKL

$24B

Max Drawdown

Winner

42.11%

MKL

61.32%

Sharpe Ratio

Winner

0.06

MKL

-0.19

5Y Beta

1.23

Winner

MKL

0.57

Industry

Packaging & Containers

MKL

Insurance - Property & Casualty

P/E Ratio

63.39

Winner

MKL

18.38

Forward P/E

19.16

Winner

MKL

16.86

PEG Ratio

Winner

0.28

MKL

2.48

Dividend Yield

3.80%

MKL

N/A

5Y EPS CAGR

N/A

MKL

-3.83%

Debt to Equity

Winner

5.43%

MKL

24.17%

Free Cash Flow Yield

Winner

13.90%

MKL

9.04%

P/S Ratio

Winner

0.77

MKL

1.50

P/B Ratio

Winner

1.34

MKL

1.35

SW vs MKL - Historical Returns

Returns include dividend reinvestment.

Period	SW	MKL
1 month	+11.11%	+9.65%
3 months	+16.09%	+3.35%
6 months	+15.91%	-8.21%
1 year	+0.33%	-0.87%
5 years(CAGR)	N/A	+9.57%
10 years(CAGR)	N/A	+7.77%
Max(CAGR)	+2.37%	+9.53%

Winner

+11.11%

MKL

+9.65%

Winner

+16.09%

MKL

+3.35%

Winner

+15.91%

MKL

-8.21%

Winner

+0.33%

MKL

-0.87%

5Y(CAGR)

N/A

MKL

+9.57%

10Y(CAGR)

N/A

MKL

+7.77%

Max(CAGR)

+2.37%

Winner

MKL

+9.53%

SW vs MKL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SW	MKL
2026	+16.03%	-7.56%
2025	-24.93%	+25.17%
2024	+18.04%	+20.17%
2023	N/A	+7.41%
2022	N/A	+7.68%
2021	N/A	+20.86%
2020	N/A	-10.55%
2019	N/A	+11.83%
2018	N/A	-7.01%
2017	N/A	+24.81%
2016	N/A	+4.39%
2015	N/A	+29.70%
2014	N/A	+18.81%
2013	N/A	+32.19%
2012	N/A	+4.73%
2011	N/A	+6.26%
2010	N/A	+11.94%
2009	N/A	+14.90%
2008	N/A	-37.30%
2007	N/A	+2.68%
2006	N/A	+50.27%
2005	N/A	-13.02%
2004	N/A	+42.47%
2003	N/A	+19.58%
2002	N/A	+15.77%
2001	N/A	+2.98%
2000	N/A	+21.56%
1999	N/A	-10.82%

SW vs MKL Drawdown Comparison

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

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

The current SW drawdown is -15.59%. The current MKL drawdown is -10.15%.

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

Correlation

Correlation between SW and MKL is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101