American Homes 4 Rent Class A vs Progressive Corp — how do they compare? American Homes 4 Rent Class A trades at $33.92 (market cap $12.28B), while Progressive Corp trades at $211.53 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 10.1× American Homes 4 Rent Class A's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| AMH | PGR | |
|---|---|---|
Market Cap | $12.28B | $123.45B |
Sector | Real Estate | Financials |
52-Week High | $35.82 | $252.68 |
52-Week Low | $27.38 | $190.40 |
Enterprise Value | $17.35B | $131.66B |
Dividend Yield | 3.87% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
AMH trades at $34.13, down 1.44% on the day, with a bullish technical signal from moving averages and a consensus price target of $36.45. The company reported strong Q2 2026 earnings, beating FFO and revenue estimates, and raised full-year guidance. Revenue grew to $1.85B in 2025, with net income margin improving to 25.53%. A dividend of $0.33 per share is scheduled for payment on June 30, 2026.
Outlook is positive with consistent earnings beats and raised guidance, but risks include high debt levels and regulatory impacts from new housing legislation. Institutional sentiment remains supportive with no sell ratings among analysts.
Progressive (PGR) trades at $213.95, down 0.64% on the day, with a bullish technical outlook supported by moving averages. The company shows strong fundamental performance with revenue growing from $49.6B in 2022 to $87.6B in 2025 and net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 per share, though the combined ratio widened to 87.1%, indicating potential growth trade-offs. Analyst consensus price target stands at $231.20 with 37% buy ratings.
PGR presents a compelling investment case with reasonable valuation (P/E 10.65) and strong profitability (ROE 34.94%), though investors face risks from competitive pressures and potential margin compression as the company expands its bundled insurance offerings. The stock offers 8% upside to consensus target with balanced risk-reward profile.
Trailing returns across standard periods
American Homes 4 Rent is a real estate investment trust primarily focused on acquiring, operating, and leasing single-family homes as rental properties throughout the United States. The company's real estate portfolio is largely comprised of single-family properties in urban markets in the Southern and Midwestern regions of the U.S. American Homes 4 Rent's land holdings also represent a sizable percentage of its total assets in terms of value. The company derives the vast majority of its income in the form of rental revenue from single-family properties through short-term or annual leases. The firm's largest geographical markets include Dallas, Texas
Read more on AMH →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →