BNT vs. MKL: Brookfield Wealth vs. Markel Stock Comparison

Company Profile

Brookfield Wealth (BNT) and Markel (MKL) both belong to the Insurance industry, though BNT is classified under Life & Health Insurance while MKL falls under Property & Casualty Insurance.

Markel (MKL) has more than two decades of public-market history since December 12, 1986, whereas Brookfield Wealth (BNT) listed on June 28, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Brookfield Wealth (BNT) has an aggressive beta of 1.57, indicating higher sensitivity to broad-market moves, while Markel (MKL) is defensive at 0.57 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Markel (MKL) at 9.75% is around its peer norm for ROE, while Brookfield Wealth (BNT) at 1.05% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Markel (MKL) at 11.13% keeps about the industry-typical share of revenue as profit, while Brookfield Wealth (BNT) at 1.06% retains only a bottom-quartile share.

Neither side reports a meaningful operating margin: for Brookfield Wealth (BNT) in Insurance and Markel (MKL) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both Brookfield Wealth (BNT) at -20.37% and Markel (MKL) at -2.49% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Both Brookfield Wealth (BNT) at -53.90% and Markel (MKL) at -15.10% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Wealth (BNT) in Insurance and Markel (MKL) in Insurance both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Brookfield Wealth (BNT) in Insurance and Markel (MKL) in Insurance run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Markel (MKL) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield Wealth (BNT) reports a yield of 0.62%, ranking against industry peers normally.

Markel (MKL) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield Wealth (BNT) reports a payout of 30.95%, ranking against industry peers normally.

Dividend Metrics

Valuation

Markel (MKL) at 13.80 is near its industry’s usual P/E ratio, while Brookfield Wealth (BNT) at 49.19 sits above its peer range — an unusually expensive price for BNT’s trailing earnings.

On P/S ratio, both Brookfield Wealth (BNT) at 0.96 and Markel (MKL) at 1.47 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Brookfield Wealth (BNT) at 0.84 sits in the lower P/B ratio quartile against book while Markel (MKL) at 1.28 is valued near its industry’s middle — BNT is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics