FTAI Aviation Ltd vs Progressive Corp — how do they compare? FTAI Aviation Ltd trades at $228.66 (market cap $23.17B), while Progressive Corp trades at $209.38 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 5.3× FTAI Aviation Ltd's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| FTAI | PGR | |
|---|---|---|
Market Cap | $23.17B | $123.45B |
Sector | Industrials | Financials |
52-Week High | $310.04 | $252.68 |
52-Week Low | $140.40 | $190.40 |
Enterprise Value | $26.29B | $131.66B |
Dividend Yield | 0.89% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
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
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →