MKL Markel Group Inc. Common Stock
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关于 Markel Group Inc. Common Stock 公司概况(来自维基百科)
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
History
Company founder Samuel A. Markel formed the Mutual Casualty Association and established the Mutual Casualty Company in Norfolk, Virginia. The company headquarters later moved to Richmond, Virginia. Sam Markel's four sons, Lewis, Irvin, Stanley, and Milton, joined the business in the 1930s, and Markel Service, Inc. was created. During this time, Markel was actively involved in efforts to develop safety and other standards aimed at legitimizing the growing bus and trucking industries. Markel also assisted in passing the National Motor Carrier Act of 1935.
By the 1940s, Markel Service, Inc. earned a national following and developed a reputation for industry-leading claims adjusting and safety engineering. American Fidelity & Casualty, a sister company covering fleets of trucks and buses, also became the largest insurer of these risks in the United States. In 1980, the company became an insurance carrier when Essex Insurance Company was incorporated and licensed to write excess and surplus lines business.
In 1986, the Markel Corporation was listed on the NASDAQ exchange, with an IPO offered at $8.33 per share. The company's trading was moved to the NYSE in 1997. Markel gained access to specialty international markets in 2000, when Terra Nova Holdings, Ltd. was acquired and the London office opened. Branch offices later opened in the UK, Europe, Asia Pacific, and Canada. With a "permanent capital" investing approach, Markel Ventures acquired AMF Bakery Systems in 2005 and continued to acquire other varied and scalable businesses. With the $3.1 billion acquisition of Alterra Capital Holdings Limited, Markel added two additional insurance divisions, Markel Global and Markel Reinsurance.
In 2015, Markel acquired Bermuda-based CATCo, a specialist investment management business; and Markel Ventures announced a majority interest in CapTech.
In 2023, Markel Corporation changed its name to Markel Group Inc. Markel is headquartered in Richmond, Virginia, with 76 offices in 18 countries.
Timeline
Beginning in 1930, Markel established Markel Service, a separate company to handle direct and reinsurance of American Fidelity & Casualty.
In 1951, the company expanded into Canada by founding Markel Service Canada, Ltd., headquartered in Toronto, Ontario.
In 1959, the national claims division of American Fidelity & Casualty became National Claims Service, an independent adjuster that could be contracted by other insurance firms. The Safety Engineering Division also began offering services to other firms.
The company later expanded beyond truck and bus companies, led by the third generation of Markels: Anthony, Steve, and Gary.
In 1980, the company founded Essex Insurance Company in Delaware. Essex began as a property insurance company in White Bear Lake, Minnesota, but later moved to Richmond, Virginia.
In 1985, Prem Watsa took control of Markel Financial Holdings, a Canadian-based trucking insurance company. Near bankruptcy, Watsa determined it needed a capital injection.
In December 1986, Markel Corp. held its first IPO at $8.33 per share, valuing the company at $15 million. Shares traded on the NASDAQ.
In 1987, Markel reorganized Markel Financial Holdings (Canada) and renamed it Fairfax Financial Holdings Ltd., short for "fair, friendly acquisitions."
In December 1987, Markel Corp. acquired half of Shand Morahan & Company, an underwriter in Deerfield, Illinois.
In December 1990, Markel completed its acquisition of Shand. As part of the Shand acquisition, Markel Corp. also acquired American Underwriting Managers, an insurance underwriter in Pewaukee, Wisconsin, specializing in personal boat and motorcycle insurance.
In 1989, Markel Corp. acquired the Rhulen Agency of Monticello, New York. Rhulen is a specialty insurer for children's summer camps and youth organizations. Rhulen was later moved to Richmond, Virginia, and renamed Markel Insurance Company.
In the Spring of 1997, Markel Corp. trading moved to the NYSE.
In January 2000, Markel Corp. founded Markel Southwest Underwriters in Scottsdale, Arizona, after buying the Arizona policies of Acceptance Insurance Company.
In March 2000, Markel Corp. completed the acquisition of Terra Nova (Bermuda) Holdings Ltd.
In October 2009, Elliott Special Risks LP (ESR) was purchased by Markel International, a London-based specialty property and casualty insurer that runs the international operations of Markel Corp.
On October 30, 2009, Markel Ventures, Inc. acquired Panel Specialists, LLC., a manufacturer of panels, wall systems, casework, furniture, and countertops and other stone-related products.
On December 2, 2009, Markel Ventures, Inc. acquired a majority interest in Ellicott Dredge Enterprises, LLC, a company which manufactures dredging equipment for both domestic and international markets.
On May 10, 2010, at the Markel Corp. Annual Meeting, it was reported there would be a new management structure approved by the Board. Alan I. Kirshner would remain chairman and chief executive officer while Anthony F. Markel and Steven A. Markel would still serve as vice chairman. Reporting to them would be a three-member Office of the President. Thomas S. Gayner became president and chief investment officer, while Richard R. Whitt, III and F. Michael Crowley became president and co-chief operating officers.
On May 11, 2010, Markel Ventures, Inc. acquired Solbern, LLC, a manufacturer of food processing equipment for both the domestic and international markets.
In July 2010, Markel Corp. acquired Aspen Holdings, Inc. of Omaha, Nebraska.
In April 2011, Markel (UK) Limited launched Markel Direct, an online direct to customer distribution channel for specialist insurance.
On July 14, 2011, Markel Corp. acquired PartnerMD, LLC, a company which provides concierge medicine, a type of membership health-care service in which patients pay an annual fee for enhanced care that includes disease-prevention, health-maintenance, and around-the-clock access to a physician.
On October 19, 2011, Markel Ventures, Inc. acquired a majority interest in WI Holdings, Inc. ("Weldship") which manufactures, leases and sells high pressure tube trailers, certified ISO containers and other gas and liquid containers to industrial gas manufacturers, independent distributors, specialty chemical companies and the United States Government for use in the domestic and international compressed gas, electronic gas and specialty chemical industries.
On January 4, 2012, Markel Corp. completed the acquisition of Thompson Insurance Enterprises, a privately held program administrator underwriting multi-line, industry-focused insurance programs.
In February 2012, Markel's Camp Insurance Program joined forces with CampDoc.com, an electronic health record system for camps.
In June 2012, Markel Direct expanded product range into charity and community group risks.
In October 2012, Markel purchased Essentia Insurance Company.
On May 1, 2013, Markel Corporation completed its acquisition of Alterra Capital Holdings Limited.
On August 16, 2013, Markel Ventures, Inc. acquired Eagle Construction of VA.
In January 2014, Markel Corp. acquired Abbey Protection plc, an integrated specialty insurance and consultancy group headquartered in London.
On July 23, 2014, Markel Ventures, Inc. acquired majority interest in Cottrell, Inc., involved in the design, manufacture and delivery of automobile transport equipment.
On January 1, 2016, Thomas S. Gayner and Richard R. Whitt III began serving Markel as co-CEOs.
In June 2016, it was announced that Markel had joined the Fortune 500 for the first time.
In 2017, Markel merged their Global and Wholesale divisions and created Markel Assurance.
On May 1, 2017, Markel Corp. acquired SureTec Financial Corp., one of the largest privately owned surety companies in the US.
On July 26, 2017, Markel Corp. announced their plans to acquire majority interest in Costa Farms and their related operating companies. Costa Farms is the largest producer of ornamental plants in the world.
On November 1, 2017, Markel Corp. acquired State National Companies, Inc., a leading specialty provider of property and casualty insurance services.
On June 4, 2018, Markel Corp. announced their partnership with Rosemont Investment Partners LLC, a specialist investor focusing on making investments in asset and wealth management companies.
On August 31, 2018, Markel Corp. acquired Nephila Capital Ltd, a leading investment manager which specializes in reinsurance. Nephila Capital Ltd focuses on insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.
On September 17, 2018, Markel Corp. announced their plans to acquire majority interest in Brahmin, a creator of fashion leather handbags.
On September 12, 2019, Markel announced their plans to acquire Caunce O'Hara & Company Limited, an Insurance Broker based in Manchester specialising in providing insurance to freelance and contract workers.
Markel Lines of Business
Insurance
Markel Specialty
Markel Specialty provides property and casualty cover for standard and hard-to-place risks to commercial customers and individuals for the insuring of: camps; child care centers; horses and farms; medical transportation, motorcycle, boat, and ATV owners; museums and fine art collections; pest control operators; schools; social service agencies; and small businesses.
Insurance-linked securities and insurance services
Markel CATCo
Based in Bermuda, Markel CATCo managed retrocessional and traditional reinsurance portfolios on behalf of financial institutions, charities, pension funds, family offices, and investment funds. CATCo was placed into runoff in 2019 and has 10 or fewer open contracts as of mid-2023.
Nephila
Based in Bermuda, Nephila Capital Ltd offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives. As of mid-20203 the firm manages $7.2 billion.
State National
State National Companies, Inc., provides property and casualty insurance services operating in two niche markets across the United States—Its Lender Services and Program Services segments—typically as a fronting carrier.
Markel Assurance
Markel Assurance has underwriting teams located across the US, and in Bermuda, Dublin, and London. Products originate from three product lines—casualty, professional liability, and property/marine.
Markel International
Headquartered in London, Markel International writes business across the UK, Europe, Canada, Latin America, and Asia Pacific. Their product portfolio includes equine and livestock, marine and energy, professional liability, and trade credit coverage. They also write "specialty" coverage on a primary and reinsurance basis, including products for accident & health, casualty treaty reinsurance, contingency, property open market (including manufacturing risks), and property treaty reinsurance.
Non-Insurance Businesses
Markel Ventures
This line of business makes permanent investments in businesses outside of the specialty insurance marketplace. The goal is to build profitable enterprises that will endure as part of the broader Markel Corporation. Markel Ventures companies include:
Brahmin – Boston, Massachusetts
CapTech Ventures – Richmond, Virginia
Costa Farms – Miami, Florida
Cotrell – Gainesville, Georgia
Diamond Healthcare Corporation – Richmond, Virginia
Eagle Construction of VA – Richmond, Virginia
Eagle Partners – Richmond, Virginia
Ellicott Dredges – Baltimore, Maryland
Havco – Cape Girardeau, Missouri
Markel Food Group – Richmond, Virginia
Panel Specialists – Temple, Texas
Parkland Ventures – Richmond, Virginia
PartnerMD – Richmond, Virginia
RetailData – Richmond, Virginia
Rosemont Investment Group – Richmond, Virginia
Weldship – Bethlehem, Pennsylvania
Reinsurance
Markel Global Reinsurance
Markel Global Reinsurance provides Casualty and Specialty Reinsurance products to the broker market.
Companies
Essex Insurance Company
Shand, Morahan & Company
Markel Insurance Company
Markel American Insurance Company
Investors Underwriting Managers, Inc.
Markel Global Reinsurance
Markel Southwest Underwriters
Markel International Insurance Company Limited U.K.
Corifrance (Compagnie de Reassurance d'lle-de-France)
Markel Capital Limited
Markel Syndicate Management Limited
Markel Syndicate 3000
Markel UK Ltd
Elliott Special Risks LP
Alterra
Evanston Insurance Company
Markel-Gayner Asset Management Corp
Markel's internal money management firm is Markel-Gayner Asset Management Corp.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
| 指标 | 5年趋势 | MKL | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 9.65年均值 ≈-3.5 | ≈-3.5 | 10.9 | 公允价值 | |
| P/S (TTM) | 1.4 | · | 1.5 | 公允价值 | |
| 市净率 (MRQ) | 1.1 | · | 1.5 | 公允价值 | |
| 股价/自由现金流 (TTM) | 10.2 | · | · | · | |
| 市现率 (TTM) | 9.3 | · | 7.8 | 估值过高 | |
| 市净率(有形资产) (MRQ) | 1.2 | · | · | · | |
| PEG Ratio (市盈率增长比) | ≈0.4 | · | · | · |
同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | MKL | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 营业利润率 (TTM) | 20.5%5年均值 ≈17.2% | ≈17.2% | · | · | |
| EBITDA Margin (息税折旧摊销前利润率) | 22.8%5年均值 ≈19.5% | ≈19.5% | 3.3% | 顶尖 | |
| 税前利润率 (TTM) | 19.6%5年均值 ≈15.9% | ≈15.9% | 17.8% | 顶尖 | |
| 净利润率 (TTM) | 15.2%5年均值 ≈12.0% | ≈12.0% | 14.0% | 顶尖 | |
| ROA (TTM) | 3.3%5年均值 ≈3.3% | ≈3.3% | 4.2% | 弱 | |
| ROE (TTM) | 12.6%5年均值 ≈11.9% | ≈11.9% | 16.0% | 弱 | |
| ROIC | 13.5%5年均值 ≈12.6% | ≈12.6% | · | · |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
| 指标 | 5年趋势 | MKL | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Interest Coverage (利息保障倍数) | 15.55年均值 ≈13.3 | ≈13.3 | · | · |
成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | MKL | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 4.7%5年均值 ≈10.7% | ≈10.7% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 9.9%5年均值 ≈9.5% | ≈9.5% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 9.8% | · | · | · | |
| EPS YoY | -15.1%5年均值 ≈79.2% | ≈79.2% | · | · | |
| Net Income YoY (净利润同比增长) | -23.3%5年均值 ≈70.4% | ≈70.4% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率(3年)) | 4.2% | · | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率(5年)) | 24.9% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率(3年)) | 4.3% | · | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率(5年)) | 20.9% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | MKL | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.25年均值 ≈0.3 | ≈0.3 | 0.3 | 弱 | |
| Revenue / Employee (年营业收入 ÷ 员工人数(报告的 headcount,yfinance)。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$677.4K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 28, 2026 | $19.79 | $31.41 | -37.0% |
| 2026年3月31日 | $23.55 | $26.60 | -11.5% | |
| 2025年12月31日 | $66.70 | $25.99 | 156.7% | |
| 2025年9月30日 | $32.44 | $23.35 | 38.9% | |
| 2025年6月30日 | $13.88 | $25.28 | -45.1% | |
| 2025年3月31日 | $21.60 | $16.94 | 27.5% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B | $9.74B | $9.53B | $6.84B | $6.06B | $5.61B | $5.37B | $5.13B | |
| Operating Expenses | $13.39B | $12.91B | $12.87B | $11.77B | $9.60B | $8.46B | $7.05B | $6.80B | $5.85B | $4.81B | $4.51B | $4.58B | |
| Operating Income | $3.19B | $3.71B | $2.93B | $-93M | $3.24B | $1.27B | $2.48B | $40M | $217M | $805M | $860M | $558M | |
| Interest Expense | $206M | $204M | $185M | $196M | $184M | $178M | $172M | $154M | $132M | $130M | $118M | $117M | |
| Pretax Income | $2.73B | $3.64B | $2.65B | $-152M | $3.13B | $1.00B | $2.29B | $-8M | $87M | $630M | $742M | $440M | |
| Income Tax | $580M | $790M | $553M | $-48M | $684M | $169M | $486M | $122M | $-313M | $169M | $153M | $117M | |
| Net Income | $2.11B | $2.75B | $2.00B | $-216M | $2.42B | $816M | $1.79B | $-128M | $395M | $456M | $583M | $321M | |
| EPS (Basic) | $169.74 | $199.69 | $147.32 | $-23.72 | $176.79 | $55.67 | $129.25 | $-9.55 | $25.89 | $31.41 | $41.99 | $22.38 | |
| EPS (Diluted) | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 | $55.63 | $129.07 | $-9.55 | $25.81 | $31.27 | $41.74 | $22.27 | |
| Shares (Basic) | 12,609,000 | 13,017,000 | 13,347,000 | 13,580,000 | 13,768,000 | 13,811,000 | 13,861,000 | 13,923,000 | 13,964,000 | 14,013,000 | 13,978,000 | 13,984,000 | |
| Shares (Diluted) | 12,648,000 | 13,041,000 | 13,378,000 | 13,580,000 | 13,800,000 | 13,823,000 | 13,881,000 | 13,923,000 | 14,006,000 | 14,078,000 | 14,061,000 | 14,057,000 | |
| EBITDA | $3.54B | $4.05B | $3.19B | $274M | $3.58B | $1.58B | $2.75B | $268M | $424M | $998M | $1.06B | $761M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.96B | $3.69B | $3.75B | $4.14B | $3.98B | $4.34B | $3.07B | $2.01B | $2.20B | $1.74B | $2.63B | $1.96B | |
| Inventory | $703M | $731M | $617M | $640M | $529M | $413M | $303M | $299M | · | · | · | · | |
| PP&E (Net) | $1.50B | $1.40B | $1.30B | $1.20B | $1.10B | $632M | $589M | $552M | $502M | $412M | $431M | $421M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.03B | $912M | $766M | $736M | $677M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $479M | $411M | $354M | $305M | $255M | |
| Goodwill | $2.82B | $2.74B | $2.62B | $2.64B | $2.90B | $2.60B | $2.31B | $2.24B | $1.78B | $1.14B | $1.17B | $1.05B | |
| Intangibles | $1.54B | $1.46B | $1.59B | $1.75B | $1.82B | $1.78B | $1.74B | $1.73B | $1.36B | $723M | $792M | $703M | |
| Total Assets | $68.91B | $61.90B | $55.05B | $49.79B | $48.48B | $41.71B | $37.47B | $33.31B | $32.81B | $25.88B | $24.94B | $25.20B | |
| Total Liabilities | $49.80B | $44.43B | $39.52B | $36.05B | $33.28B | $28.65B | $26.22B | $24.03B | $23.14B | $17.33B | $17.04B | $17.54B | |
| Long-term Debt | $4.30B | $4.33B | $3.78B | $4.10B | $4.36B | $3.48B | $3.53B | · | · | · | · | · | |
| Common Stock | $3.67B | $3.56B | $3.52B | $3.49B | $3.44B | $3.43B | $3.40B | $3.39B | $3.38B | $3.37B | $3.34B | $3.31B | |
| Retained Earnings | $15.03B | $13.38B | $11.35B | $9.83B | $10.45B | $8.20B | $7.46B | $5.78B | $3.78B | $3.53B | $3.14B | $2.58B | |
| AOCI | $-109M | $-617M | $-478M | $-767M | $238M | $584M | $209M | $-95M | $2.35B | $1.57B | $1.35B | $1.70B | |
| Stockholders' Equity | $18.60B | $16.92B | $14.98B | $13.15B | $14.72B | $12.80B | $11.07B | $9.08B | $9.50B | $8.46B | $7.83B | $7.59B | |
| Liabilities + Equity | $68.91B | $61.90B | $55.05B | $49.79B | $48.48B | $41.71B | $37.47B | $33.31B | $32.81B | $25.88B | $24.94B | $25.20B | |
| Shares Outstanding | 12,589,631 | 12,790,117 | 13,131,672 | · | · | · | 13,794,142 | 13,887,711 | 13,903,526 | 13,954,931 | 13,959,018 | 13,961,675 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $348M | $342M | $320M | $309M | $336M | $307M | $269M | $228M | $204M | $194M | $201M | $204M | |
| Deferred Tax | $151M | $395M | $234M | $-282M | $453M | $-3M | $323M | $3M | $-324M | $63M | $-10M | $85M | |
| Amort. of Intangibles | $185M | $181M | $181M | $179M | $161M | $159M | $149M | $116M | $81M | $69M | $69M | $58M | |
| Other Non-cash | $155M | $-890M | $297M | $2.84B | $-941M | $617M | $-1.11B | $790M | $583M | $-179M | $-123M | $107M | |
| Operating Cash Flow | $2.76B | $2.59B | $2.79B | $2.71B | $2.27B | $1.74B | $1.27B | $893M | $859M | $535M | $651M | $717M | |
| CapEx | $207M | $255M | $259M | $255M | $145M | $101M | $123M | $107M | $75M | $64M | $80M | $82M | |
| Investing Cash Flow | $-1.19B | $-2.40B | $-2.70B | $-1.67B | $-2.94B | $-512M | $-535M | $-797M | $-744M | $-1.64B | $63M | $-622M | |
| Stock Issued | · | · | · | · | · | · | · | · | $552.0K | $5M | $5M | $6M | |
| Stock Repurchased | $430M | $573M | $445M | $291M | $207M | $27M | $116M | $54M | $111M | $51M | $31M | $26M | |
| Net Stock Activity | $-430M | $-573M | $-445M | $-291M | $-207M | $-27M | $-116M | $-54M | $-110M | $-47M | $-27M | $-20M | |
| Financing Cash Flow | $-1.21B | $-298M | $-1000M | $-595M | $370M | $435M | $359M | $-179M | $256M | $152M | $-74M | $-67M | |
| Net Change in Cash | $411M | $-140M | $-889M | $341M | $-336M | $1.72B | $1.10B | $-104M | $416M | $-985M | $588M | $-18M | |
| Free Cash Flow | $2.55B | $2.34B | $2.53B | $2.45B | $2.13B | $1.64B | $1.15B | $786M | $784M | $471M | $571M | $635M | |
| Levered FCF | $2.39B | $2.18B | $2.38B | $2.32B | $1.99B | $1.49B | $1.02B | $-1.77B | $176M | $376M | $477M | $548M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.6% | 22.3% | 18.5% | -0.80% | 25.2% | 13.1% | 26.0% | 0.58% | 3.6% | 14.3% | 16.0% | 10.9% | |
| Net Margin | 13.6% | 16.5% | 12.6% | -1.8% | 18.9% | 8.4% | 18.8% | -1.9% | 6.5% | 8.1% | 10.8% | 6.3% | |
| Pretax Margin | 17.6% | 21.9% | 16.8% | -1.3% | 24.4% | 10.3% | 24.0% | -0.11% | 1.4% | 11.2% | 13.8% | 8.6% | |
| EBITDA Margin | 22.8% | 24.4% | 20.2% | 2.4% | 27.9% | 16.2% | 28.8% | 3.9% | 7.0% | 17.8% | 19.8% | 14.8% | |
| ROA | 3.2% | 4.7% | 3.8% | -0.44% | 5.4% | 2.1% | 5.1% | -0.39% | 1.4% | 1.8% | 2.3% | 1.3% | |
| ROE | 11.9% | 17.2% | 14.2% | -1.5% | 17.6% | 6.8% | 17.8% | -1.4% | 4.4% | 5.6% | 7.5% | 4.5% | |
| ROIC | 13.5% | 17.2% | 15.5% | -0.48% | 17.2% | 8.3% | 17.6% | 7.3% | 10.6% | 7.0% | 8.7% | 5.4% |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 15.5 | 18.2 | 15.8 | -0.5 | 17.7 | 7.2 | 14.4 | 0.3 | 1.7 | 6.2 | 7.3 | 4.7 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1477.23 | · | · | · | · | · | $802.58 | $653.86 | $683.58 | $606.30 | $561.23 | $543.98 | |
| Revenue / Share | $1226.54 | $1274.50 | $1181.31 | $859.74 | $930.90 | $704.27 | $686.28 | $491.37 | $432.79 | $398.64 | $381.91 | $365.20 | |
| Cash Flow / Share | $218.32 | $198.91 | $208.31 | $199.52 | $164.79 | $125.70 | $91.79 | $64.13 | $61.30 | $37.98 | $46.31 | $50.99 | |
| Cash / Share | $314.92 | · | · | · | · | · | $222.76 | $145.03 | $158.12 | $124.60 | $188.41 | $140.40 | |
| EPS (TTM) | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 | $55.63 | $129.07 | $-9.55 | $25.81 | $31.27 | $41.74 | $22.27 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.7% | 3.7% | 22.3% | -9.1% | 32.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | 4.9% | 13.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -15.1% | 35.6% | · | · | 217.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 4.2% | 38.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -23.3% | 37.6% | · | · | 196.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 4.3% | 34.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.9% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B | $9.74B | $9.53B | $6.84B | $6.06B | $5.61B | $5.37B | $5.13B | |
| Net Income TTM | $2.11B | $2.75B | $2.00B | $-216M | $2.42B | $816M | $1.79B | $-128M | $395M | $456M | $583M | $321M | |
| Market Cap | $27.06B | · | · | · | · | · | $15.77B | $14.42B | $15.84B | $12.62B | $12.33B | $9.53B | |
| P/E | 12.7 | 8.7 | 9.7 | -55.5 | 7.0 | 18.6 | 8.9 | -108.7 | 44.1 | 28.9 | 21.2 | 30.7 | |
| P/S | 1.7 | · | · | · | · | · | 1.7 | 2.1 | 2.6 | 2.2 | 2.3 | 1.9 | |
| P/B | 1.5 | · | · | · | · | · | 1.4 | 1.6 | 1.7 | 1.5 | 1.6 | 1.3 | |
| P / Tangible Book | 1.9 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | · | · | · | · | · | 12.4 | 16.1 | 18.4 | 23.6 | 18.9 | 13.3 | |
| P / FCF | 10.6 | · | · | · | · | · | 13.7 | 18.3 | 20.2 | 26.8 | 21.6 | 15.0 | |
| Earnings Yield | 7.9% | 11.6% | 10.3% | -1.8% | 14.3% | 5.4% | 11.3% | -0.92% | 2.3% | 3.5% | 4.7% | 3.3% |
损益表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.02B | $3.55B | $3.58B | $3.93B | $4.02B | $3.55B | $2.95B | $3.69B | $3.70B | $4.47B | $3.12B | $3.38B | $4.14B | $3.64B | $4.21B | $3.07B | |
| Operating Expenses | $3.63B | $3.10B | $3.42B | $3.36B | $3.50B | $3.12B | $3.25B | $3.24B | $3.29B | $3.13B | $3.51B | $3.30B | $3.17B | $2.89B | $3.15B | $3.00B | |
| Operating Income | $1.56B | $-273M | $795M | $1.01B | $1.11B | $283M | $595M | $1.37B | $410M | $1.34B | $1.13B | $73M | $970M | $754M | $1.06B | $67M | |
| Interest Expense | $52M | $51M | $50M | $51M | $53M | $52M | $53M | $53M | $53M | $46M | $44M | $45M | $47M | $49M | $49M | $47M | |
| Pretax Income | $1.52B | $-270M | $734M | $978M | $862M | $158M | $724M | $1.21B | $366M | $1.34B | $1.01B | $68M | $908M | $672M | $904M | $133M | |
| Income Tax | $333M | $-66M | $152M | $215M | $185M | $28M | $162M | $259M | $76M | $293M | $213M | $14M | $192M | $134M | $192M | $16M | |
| Net Income | $1.17B | $-212M | $577M | $751M | $657M | $122M | $549M | $905M | $268M | $1.03B | $769M | $43M | $696M | $489M | $692M | $60M | |
| EPS (Basic) | · | $-18.90 | $48.39 | $59.44 | $49.80 | $12.11 | $39.07 | $66.40 | $18.66 | $75.56 | $56.64 | $3.15 | $50.20 | $37.33 | $48.84 | $3.09 | |
| EPS (Diluted) | $92.76 | $-18.90 | $48.22 | $59.25 | $49.67 | $12.08 | $39.02 | $66.25 | $18.62 | $75.43 | $56.49 | $3.14 | $50.09 | $37.26 | $48.85 | $3.08 | |
| Shares (Basic) | 12,548,000 | 12,630,000 | · | 12,562,000 | 12,697,000 | 12,804,000 | · | 12,987,000 | 13,053,000 | 13,137,000 | · | 13,315,000 | 13,382,000 | 13,450,000 | · | 13,564,000 | |
| Shares (Diluted) | 12,592,000 | 12,630,000 | · | 12,602,000 | 12,730,000 | 12,837,000 | · | 13,017,000 | 13,081,000 | 13,159,000 | · | 13,345,000 | 13,411,000 | 13,475,000 | · | 13,595,000 | |
| EBITDA | $1.56B | $-273M | · | $1.01B | $1.11B | $283M | · | $1.37B | $410M | $1.34B | · | $73M | $970M | $754M | · | $73M |
资产负债表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.42B | $3.68B | $3.96B | $4.05B | $3.72B | $4.19B | $3.69B | $3.87B | $3.51B | $3.63B | · | $4.35B | $4.31B | $4.03B | · | $3.54B | |
| Inventory | · | · | $703M | · | · | · | $731M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | · | · | $1.50B | · | · | · | $1.40B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.84B | $2.84B | $2.82B | $2.82B | $2.83B | $2.77B | $2.74B | $2.74B | $2.74B | $2.63B | $2.62B | $2.62B | $2.63B | $2.64B | $2.64B | $2.80B | |
| Intangibles | $1.46B | $1.50B | $1.54B | $1.57B | $1.62B | $1.64B | $1.46B | $1.51B | $1.55B | $1.55B | $1.59B | $1.63B | $1.68B | $1.71B | $1.75B | $1.69B | |
| Total Assets | $71.26B | $68.60B | $68.91B | $67.39B | $66.79B | $64.60B | $61.90B | $62.28B | $59.71B | $57.29B | · | $52.75B | $52.18B | $50.94B | · | $48.42B | |
| Total Liabilities | $51.79B | $49.95B | $49.80B | $48.80B | $48.92B | $46.85B | $44.43B | $44.62B | $43.28B | $40.97B | · | $38.23B | $37.48B | $36.66B | · | $35.55B | |
| Long-term Debt | $4.37B | $4.38B | $4.30B | $4.28B | $4.36B | $4.39B | $4.33B | $4.36B | $4.40B | $3.86B | · | $3.77B | $3.81B | $3.90B | · | $4.13B | |
| Common Stock | $3.72B | $3.71B | $3.67B | $3.67B | $3.66B | $3.58B | $3.56B | $3.55B | $3.55B | $3.55B | · | $3.52B | $3.52B | $3.51B | · | $3.48B | |
| Retained Earnings | $15.59B | $14.66B | $15.03B | $14.51B | $13.84B | $13.36B | $13.38B | $13.06B | $12.33B | $12.18B | · | $10.78B | $10.82B | $10.26B | · | $9.26B | |
| AOCI | $-305M | $-238M | $-109M | $-139M | $-181M | $-391M | $-617M | $-194M | $-618M | $-595M | · | $-891M | $-741M | $-610M | · | $-1.04B | |
| Stockholders' Equity | $19.01B | $18.13B | $18.60B | $18.04B | $17.32B | $17.15B | $16.92B | $17.01B | $15.85B | $15.73B | · | $14.00B | $14.19B | $13.74B | · | $12.29B | |
| Liabilities + Equity | $71.26B | $68.60B | $68.91B | $67.39B | $66.79B | $64.60B | $61.90B | $62.28B | $59.71B | $57.29B | · | $52.75B | $52.18B | $50.94B | · | $48.42B | |
| Shares Outstanding | 12,409,491 | 12,530,957 | 12,589,631 | 12,620,512 | 12,654,180 | 12,702,640 | 12,790,117 | · | · | · | 13,131,672 | · | · | · | · | · |
现金流
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $43M | $44M | $43M | $44M | $51M | $47M | $46M | $46M | $44M | $44M | $44M | $48M | $44M | $44M | $44M | $43M | |
| Operating Cash Flow | $429M | $16M | $662M | $1.22B | $504M | $376M | $494M | $891M | $579M | $631M | $823M | $956M | $724M | $284M | $829M | $959M | |
| CapEx | $44M | $47M | $63M | $52M | $51M | $41M | $74M | $52M | $57M | $72M | $104M | $76M | $42M | $37M | $45M | $99M | |
| Investing Cash Flow | $-197M | $-348M | $-554M | $-719M | $-109M | $193M | $-514M | $-326M | $-994M | $-564M | $-1.36B | $-969M | $-265M | $-109M | $-387M | $-880M | |
| Stock Repurchased | $237M | $134M | $86M | $74M | $99M | $170M | $184M | $129M | $99M | $161M | $176M | $82M | $105M | $82M | $83M | $82M | |
| Net Stock Activity | · | $-134M | · | · | · | $-170M | · | · | · | $-161M | · | · | · | $-82M | · | · | |
| Financing Cash Flow | $-342M | $-80M | $-111M | $-171M | $-822M | $-106M | $-364M | $-189M | $358M | $-103M | $-200M | $-169M | $-218M | $-412M | $-104M | $-104M | |
| Net Change in Cash | $-113M | $-422M | $-14M | $322M | $-380M | $483M | $-434M | $411M | $-61M | $-55M | $-713M | $-196M | $236M | $-217M | $426M | $-115M | |
| Free Cash Flow | · | $-31M | · | · | · | $335M | · | · | · | $559M | · | · | · | $247M | · | · | |
| Levered FCF | · | $-70M | · | · | · | $293M | · | · | · | $523M | · | · | · | $207M | · | · |
盈利能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 38.8% | -7.7% | · | 25.7% | 24.1% | 8.3% | · | 29.7% | 11.1% | 29.9% | · | 2.2% | 23.4% | 20.7% | · | 2.4% | |
| Net Margin | 29.1% | -6.0% | · | 19.1% | 14.3% | 3.6% | · | 19.6% | 7.2% | 22.9% | · | 1.3% | 16.8% | 13.4% | · | 2.1% | |
| Pretax Margin | 37.8% | -7.6% | · | 24.9% | 18.7% | 4.6% | · | 26.2% | 9.9% | 30.0% | · | 2.0% | 21.9% | 18.4% | · | 4.6% | |
| EBITDA Margin | 38.8% | -7.7% | · | 25.7% | 24.1% | 8.3% | · | 29.7% | 11.1% | 29.9% | · | 2.2% | 23.4% | 20.7% | · | 2.4% | |
| ROA | 1.7% | -0.32% | · | 1.2% | 1.0% | 0.20% | · | 1.6% | 0.48% | 1.9% | · | 0.08% | 1.4% | 0.98% | · | 0.14% | |
| ROE | 6.4% | -1.2% | · | 4.3% | 4.0% | 0.74% | · | 5.8% | 1.8% | 7.0% | · | 0.32% | 5.2% | 3.5% | · | 0.50% | |
| ROIC | 6.4% | -1.1% | · | 4.4% | 5.0% | 1.4% | · | 6.3% | 2.1% | 6.6% | · | 0.41% | 5.4% | 4.4% | · | 0.52% |
流动性与偿付能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 29.8 | -5.4 | · | 19.9 | 20.9 | 5.4 | · | 25.7 | 7.8 | 29.3 | · | 1.6 | 20.5 | 15.2 | · | 1.5 |
效率
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
每股
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1531.53 | $1446.97 | · | $1429.48 | $1368.57 | $1350.00 | · | · | · | · | · | · | · | · | · | · | |
| Revenue / Share | $319.13 | $281.12 | · | $312.22 | $361.57 | $264.79 | · | $354.25 | $282.99 | $339.44 | · | $252.92 | $308.89 | $270.38 | · | $225.53 | |
| Cash Flow / Share | · | $1.26 | · | · | · | $29.31 | · | · | · | $47.93 | · | · | · | $21.09 | · | · | |
| Cash / Share | $275.86 | $293.71 | · | $320.84 | $293.99 | $330.14 | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $181.33 | $138.24 | · | $160.02 | $167.02 | $135.97 | · | $216.79 | $153.68 | $185.15 | · | $139.34 | $139.28 | $20.04 | · | $-10.32 |
估值 (TTM)
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.08B | $15.08B | · | $14.46B | $14.22B | $13.90B | · | $14.98B | $14.66B | $15.10B | · | $15.37B | $15.06B | $12.71B | · | $11.22B | |
| Net Income TTM | $2.28B | $1.77B | · | $2.08B | $2.23B | $1.84B | · | $2.97B | $2.10B | $2.53B | · | $1.92B | $1.94B | $324M | · | $-39M | |
| Market Cap | $24.24B | $23.99B | · | $24.12B | $25.27B | $23.75B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 10.8 | 13.8 | · | 11.9 | 12.0 | 13.8 | · | 7.2 | 10.3 | 8.2 | · | 10.6 | 9.9 | 63.7 | · | -105.1 | |
| P/S | 1.6 | 1.6 | · | 1.7 | 1.8 | 1.7 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.3 | 1.3 | · | 1.3 | 1.5 | 1.4 | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.6 | 1.7 | · | 1.8 | 2.0 | 1.9 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 1507.4 | · | · | · | 63.1 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 9.3% | 7.2% | · | 8.4% | 8.4% | 7.3% | · | 13.8% | 9.8% | 12.2% | · | 9.5% | 10.1% | 1.6% | · | -0.95% |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度,近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B |
| 营业利润率 % | 20.6% | 22.3% | 18.5% | -0.80% | 25.2% |
| 净收入 | $2.11B | $2.75B | $2.00B | $-216M | $2.42B |
| 稀释后每股收益 (EPS) | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 |
基本面数据不足,尚无法生成此报表。
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $2.55B | $2.34B | $2.53B | $2.45B | $2.13B |
机构持有人 (13F) 989 家申报者 · $21.0B 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 101 (-17 与上一季度对比) | 82 (-2 与上一季度对比) | 321 (+24 与上一季度对比) | 315 (+12 与上一季度对比) | -93K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2519183434 | 1171904 | 12.02% | 股份 |
| BlackRock, Inc. | $1362880029 | 697836 | 6.50% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1065659907 | 545650 | 5.08% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1019424348 | 521976 | 4.86% | 股份 |
| Davis Selected Advisers | $794400127 | 406759 | 3.79% | 股份 |
| MORGAN STANLEY | $684846688 | 350660 | 3.27% | 股份 |
| Select Equity Group, L.P. | $647772404 | 331679 | 3.09% | 股份 |
| STATE STREET CORP | $609669179 | 312169 | 2.91% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $601186915 | 307791 | 2.87% | 股份 |
| Boston Partners | $600544927 | 307500 | 2.86% | 股份 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $450436367 | 230637 | 2.15% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $418197910 | 214799 | 2.00% | 股份 |
| DAVENPORT & Co LLC | $403208108 | 206399 | 1.92% | 股份 |
| BAILLIE GIFFORD & CO | $308425198 | 157923 | 1.47% | 股份 |
| NORGES BANK | $284244981 | 145542 | 1.36% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $271607304 | 139067 | 1.30% | 股份 |
| BANK OF AMERICA CORP /DE/ | $231607841 | 118590 | 1.10% | 股份 |
| Madison Avenue Partners, LP | $219371848 | 112325 | 1.05% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $200003848 | 102408 | 0.95% | 股份 |
| Bank Julius Baer & Co. Ltd, Zurich | $180985480 | 92601 | 0.86% | 股份 |
| Davis Asset Management, L.P. | $179882025 | 92105 | 0.86% | 股份 |
| GOLDMAN SACHS GROUP INC | $172274712 | 88210 | 0.82% | 股份 |
| Fenimore Asset Management Inc | $170419653 | 87260 | 0.81% | 股份 |
| NORTHERN TRUST CORP | $164103619 | 84026 | 0.78% | 股份 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $160039404 | 81945 | 0.76% | 股份 |
| Douglass Winthrop Advisors, LLC | $156969273 | 80373 | 0.75% | 股份 |
| CHECK CAPITAL MANAGEMENT INC/CA | $154696297 | 79209 | 0.74% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $153447996 | 78570 | 0.73% | 股份 |
| Polar Capital Holdings Plc | $152823033 | 78250 | 0.73% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151514516 | 77580 | 0.72% | 股份 |
| BARR E S & CO | $150481374 | 77051 | 0.72% | 股份 |
| JANA Partners Management, LP | $149879846 | 76743 | 0.72% | 股份 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $148885935 | 77785 | 0.71% | 股份 |
| JENNISON ASSOCIATES LLC | $145983592 | 74748 | 0.70% | 股份 |
| JANE STREET GROUP, LLC | $127471010 | 65269 | 0.61% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $126881197 | 64967 | 0.61% | 股份 |
| Legal & General Group Plc | $122219364 | 62580 | 0.58% | 股份 |
| Troy Asset Management Ltd | $120127692 | 61509 | 0.57% | 股份 |
| HighTower Advisors, LLC | $119428241 | 61151 | 0.57% | 股份 |
| Scharf Investments, LLC | $118304948 | 60564 | 0.56% | 股份 |
| WELLS FARGO & COMPANY/MN | $115261834 | 59018 | 0.55% | 股份 |
| Quilter Plc | $89633394 | 45895 | 0.43% | 股份 |
| UBS Group AG | $86455845 | 44268 | 0.41% | 股份 |
| AVENIR CORP | $86350091 | 44214 | 0.41% | 股份 |
| ROYAL BANK OF CANADA | $75529000 | 38673 | 0.36% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72048492 | 36891 | 0.34% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $70904961 | 36330 | 0.34% | 股份 |
| Swiss National Bank | $69097494 | 35380 | 0.33% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $68673690 | 35163 | 0.33% | 股份 |
| Bank of New York Mellon Corp | $68051482 | 34844 | 0.32% | 股份 |
激进投资者及 5%+ 股东 3 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| MARKEL GROUP INC. | 2026年9月14日 | 42.00% | 修订 | · | SEC |
| Alterra Capital Holdings Limited ×2 申报 | 2013年5月7日 | · | 初始申报 | · | SEC |
| Markel Corporation ×6 申报 | 2013年5月6日 | · | 初始申报 | 并购/出售 | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
公司内部人士 45 位内幕人士 · 21 位高管 · 24 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Thomas Sinnickson Gayner | Chief Executive Officer | 2026年5月15日 F | 56260 | 0 | 0 | $0 |
| Simon Wilson | EVP and CEO, Markel Insurance | 2026年2月26日 S | 2397 | 0 | 2 | $-363418 |
| Richard R Whitt III | Co-Chief Executive Officer | 2022年12月6日 F | 11360 | 0 | 0 | $0 |
| Brian J. Costanzo | Chief Financial Officer | 2026年6月30日 J | 1632 | 0 | 0 | $0 |
| Anne G Waleski | Exec Vice President and CFO | 2018年2月21日 A | 3762 | 0 | 0 | $0 |
| Jeremy Andrew Noble | President, Insurance | 2025年2月18日 A | 4888 | 0 | 0 | $0 |
| John K Latham | President-Wholesale Operations | 2011年5月10日 F | 9413 | 0 | 0 | $0 |
| Michael R Heaton | EVP & Chief Operating Officer | 2025年12月2日 F | 4709 | 0 | 0 | $0 |
| Robert C Cox | Pres. & COO, Insur. Operations | 2022年12月6日 F | 2346 | 0 | 0 | $0 |
| Andrew G. Crowley | EVP & Pres., Markel Ventures | 2026年7月15日 J | 2749 | 0 | 0 | $0 |
| Meade P. Grandis | CAO and Controller | 2026年2月24日 A | 294 | 0 | 0 | $0 |
| Susan L. Davies | CHRO, Markel Insurance | 2022年12月15日 J | 848 | 0 | 0 | $0 |
| Bradley James Kiscaden | Pres/Chief Admin Off-Ins Ops | 2022年2月15日 A | 8090 | 0 | 0 | $0 |
| Linda V Schreiner | SVP, Strategic Management | 2021年12月7日 F | 1528 | 0 | 0 | $0 |
| Oscar Guerrero | Chief Accounting Officer | 2021年2月16日 A | 399 | 0 | 0 | $0 |
| Alan I Kirshner | Executive Chairman | 2020年4月9日 S | 20453 | 0 | 0 | $0 |
| Nora N Crouch | Chief Accounting Officer | 2020年2月18日 A | 2250 | 0 | 0 | $0 |
| Britton L. Glisson | Chief Administrative Officer | 2018年2月21日 A | 11656 | 0 | 0 | $0 |
| Michael F Crowley | Vice Chairman | 2017年12月5日 F | 5816 | 0 | 0 | $0 |
| Gerard Albanese JR | EVP & Chief Underwriting Off. | 2016年5月13日 F | 14996 | 0 | 0 | $0 |
| Paul W Springman | Executive VP | 2008年2月26日 A | 21070 | 0 | 0 | $0 |
| Morgan E. Housel | 董事 | 2026年6月15日 J | 1029 | 0 | 0 | $0 |
| Mark Besca | 董事 | 2026年6月15日 J | 1222 | 0 | 0 | $0 |
| Lawrence A Cunningham | 董事 | 2026年6月15日 J | 1042 | 0 | 0 | $0 |
| Diane Leopold | 董事 | 2026年6月15日 J | 2345 | 2 | 0 | $268721 |
| Lynne A. Puckett | 董事 | 2026年6月15日 J | 507 | 1 | 0 | $102345 |
| Harold Lawrence Morrison Jr. | 董事 | 2026年6月15日 J | 1127 | 0 | 0 | $0 |
| Michael Oreilly | 董事 | 2026年6月15日 J | 3935 | 0 | 0 | $0 |
| MICHAEL JONATHAN E | 董事 | 2026年6月15日 J | 333 | 0 | 0 | $0 |
| Greta J Harris | 董事 | 2026年5月22日 S | 645 | 0 | 3 | $-140395 |
| Steven A Markel | 董事 | 2025年12月11日 S | 60368 | 0 | 18 | $-3175429 |
| MARKEL ANTHONY F | 董事 | 2025年2月24日 G | 15000 | 0 | 0 | $0 |
| Lemuel E Lewis | 董事 | 2021年5月14日 J | 5741 | 0 | 0 | $0 |
| KASEN STEWART M | 董事 | 2020年11月3日 S | 2028 | 0 | 0 | $0 |
| Darrell D Martin | 董事 | 2020年5月11日 A | 11540 | 0 | 0 | $0 |
| Debora J Wilson | 董事 | 2020年5月1日 P | 3956 | 0 | 0 | $0 |
| Michael Jay Schewel | 董事 | 2019年12月24日 G | 6260 | 0 | 0 | $0 |
| Bruce K Connell | 董事 | 2019年3月7日 P | 2226 | 0 | 0 | $0 |
| Alfred J Broaddus Jr | 董事 | 2018年5月14日 A | 2338 | 0 | 0 | $0 |
| Jay M Weinberg | 董事 | 2017年5月15日 J | 5040 | 0 | 0 | $0 |
| Douglas C Eby | 董事 | 2017年5月15日 A | 522 | 0 | 0 | $0 |
| Leslie A Grandis | 董事 | 2009年2月23日 J | 18901 | 0 | 0 | $0 |
| MARKEL GROUP INC. | 10% 所有者 | 2026年9月11日 C | 10944411 | 0 | 0 | $0 |
| Richard Randolph Grinnan | · | 2026年5月15日 F | 4147 | 0 | 0 | $0 |
| Gary L Markel | · | 2004年3月9日 G | 301353 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖
ETF持仓 由 74 只交易所交易基金持有
权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| DFNL · Davis Fundamental ETF Trust | 5.77% | 14690 NS | 2026年7月31日 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 4.60% | 31071 NS | 2026年7月31日 | N-PORT |
| DWLD · Davis Fundamental ETF Trust | 2.97% | 9657 NS | 2026年7月31日 | N-PORT |
| FXO · First Trust Exchange-Traded Alpha... | 0.87% | 5202 NS | 2026年7月31日 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0.74% | 1592 SH | 2026年8月19日 | 每日 |
| FTA · First Trust Exchange-Traded Alpha... | 0.66% | 4924 NS | 2026年7月31日 | N-PORT |
| FEX · First Trust Exchange-Traded Alpha... | 0.35% | 2886 NS | 2026年7月31日 | N-PORT |
| IYF · iShares Trust | 0.34% | 8275 SH | 2026年9月11日 | 每日 |
| FAB · First Trust Exchange-Traded Alpha... | 0.33% | 297 NS | 2026年7月31日 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.29% | 20434 SH | 2026年8月19日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.28% | 143611 SH | 2026年8月19日 | 每日 |
| FNCL · FIDELITY COVINGTON TRUST | 0.26% | 3305 NS | 2026年7月31日 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0.25% | 45607 SH | 2026年8月19日 | 每日 |
| VO · VANGUARD INDEX FUNDS | 0.22% | 257695 SH | 2026年8月19日 | 每日 |
| IWS · iShares Trust | 0.22% | 18532 SH | 2026年9月11日 | 每日 |
| IMCG · iShares Trust | 0.22% | 4834 SH | 2026年9月11日 | 每日 |
| EUSA · iShares, Inc. | 0.20% | 2171 SH | 2026年9月11日 | 每日 |
| VOE · VANGUARD INDEX FUNDS | 0.20% | 38182 SH | 2026年8月19日 | 每日 |
| SIZE · iShares Trust | 0.19% | 445 SH | 2026年9月11日 | 每日 |
| IWR · iShares Trust | 0.16% | 50762 SH | 2026年9月11日 | 每日 |
| IMCB · iShares Trust | 0.15% | 1455 SH | 2026年9月11日 | 每日 |
| DFLV · Dimensional ETF Trust | 0.13% | 4580 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.11% | 9368 NS | 2026年7月31日 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.11% | 308 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Inde... | 0.10% | 540 SH | 2026年10月2日 | 每日 |
| IMCV · iShares Trust | 0.09% | 591 SH | 2026年9月11日 | 每日 |
| USXF · iShares Trust | 0.09% | 749 SH | 2026年9月11日 | 每日 |
| VTV · VANGUARD INDEX FUNDS | 0.09% | 112890 SH | 2026年8月19日 | 每日 |
| HAPI · Harbor ETF Trust | 0.08% | 201 NS | 2026年7月31日 | N-PORT |
| VEGN · ETF Series Solutions | 0.08% | 71 NS | 2026年7月31日 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0.07% | 123 NS | 2026年7月31日 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.07% | 7462 SH | 2026年8月19日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.07% | 16579 NS | 2026年7月31日 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.06% | 296 SH | 2026年10月2日 | 每日 |
| IWD · iShares Trust | 0.06% | 27433 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.05% | 157 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.05% | 2919 SH | 2026年10月2日 | 每日 |
| ILCG · iShares Trust | 0.05% | 857 SH | 2026年9月11日 | 每日 |
| DCOR · Dimensional ETF Trust | 0.04% | 797 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.04% | 2836 NS | 2026年7月31日 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0.04% | 13887 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.04% | 2790 SH | 2026年8月19日 | 每日 |
| BKLC · BNY Mellon ETF Trust | 0.04% | 1094 NS | 2026年7月31日 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 209 NS | 2026年7月31日 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund ... | 0.04% | 1691 NS | 2026年7月31日 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.04% | 133 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.04% | 3885 NS | 2026年7月31日 | N-PORT |
| ILCB · iShares Trust | 0.03% | 240 SH | 2026年9月11日 | 每日 |
| PBUS · Invesco Exchange-Traded Fund Trus... | 0.03% | 2199 SH | 2026年10月2日 | 每日 |
| IYY · iShares Trust | 0.03% | 542 SH | 2026年9月11日 | 每日 |
| IWB · iShares Trust | 0.03% | 8603 SH | 2026年9月11日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.03% | 381 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.03% | 16403 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.03% | 3417 SH | 2026年9月11日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.03% | 377535 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 2037 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.03% | 1042 SH | 2026年8月19日 | 每日 |
| TOV · EA Series Trust | 0.03% | 47 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.03% | 334 NS | 2026年7月31日 | N-PORT |
| URTH · iShares, Inc. | 0.02% | 1138 SH | 2026年9月11日 | 每日 |
| TOK · iShares Trust | 0.02% | 33 SH | 2026年9月11日 | 每日 |
| ACWI · iShares Trust | 0.02% | 3928 SH | 2026年9月11日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.02% | 10016 SH | 2026年8月19日 | 每日 |
| ILCV · iShares Trust | 0.02% | 140 SH | 2026年9月11日 | 每日 |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.02% | 711 NS | 2026年7月31日 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Inde... | 0.01% | 157 SH | 2026年10月2日 | 每日 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| IAK · iShares Trust | · | 6671 SH | 2026年9月11日 | 每日 |
MKL 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
12个月价格目标
6 位分析师 · 2026-09-29平均目标 $1956.33 +12.6%
同行比较(GICS 子行业) 关键指标与行业同行对比
财年依据,价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | · |
| AIG | $46.04B | 15.8 | -1.8% | 11.6% | 7.4% | · |
| HIG | $38.16B | 10.3 | 6.9% | 13.5% | 21.4% | · |
| WRB | $26.45B | 15.8 | 7.8% | 12.1% | 19.7% | · |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | · |
| L | · | 13.2 | 5.4% | 9.0% | 9.3% | · |
| AIZ | · | · | · | · | · | · |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | · |
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | · |
| FNF | $14.79B | 24.7 | 5.6% | 4.2% | 7.9% | · |
| ERIE | · | · | 7.2% | 13.8% | 25.0% | · |
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