Global Payments Inc vs Progressive Corp — how do they compare? Global Payments Inc trades at $85.46 (market cap $22.72B), while Progressive Corp trades at $212 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 5.4× Global Payments Inc's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| GPN | PGR | |
|---|---|---|
Market Cap | $22.72B | $123.45B |
Sector | Industrials | Financials |
52-Week High | $90.01 | $252.68 |
52-Week Low | $62.47 | $190.40 |
Enterprise Value | $40.87B | $131.66B |
Dividend Yield | 1.16% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
Global Payments (GPN) trades at $86.13, up slightly by 0.01% today, with a bullish technical signal from moving averages and strong quarterly EPS beats. The company reported Q2 2026 EPS of $3.46, exceeding expectations, but faces headwinds with a negative net income margin of -9.15% in 2026. Recent news highlights Genius platform momentum driving earnings growth, though full-year revenue guidance was trimmed due to Middle East challenges.
Outlook remains cautiously optimistic with a consensus price target of $96.67, offering 12% upside, supported by analyst buy ratings at 58.7%. Key risks include margin pressure from rising costs and intense fintech competition, while institutional interest persists with recent investments like Delta Global Management's $1.74 million stake in Q1 2026.
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
Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →