H2O America vs Progressive Corp — how do they compare? H2O America trades at $62.36 (market cap $2.61B), while Progressive Corp trades at $207.96 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 47.3× H2O America's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| HTO | PGR | |
|---|---|---|
Market Cap | $2.61B | $123.45B |
Sector | Technology | Financials |
52-Week High | $65.43 | $252.68 |
52-Week Low | $44.44 | $190.40 |
Enterprise Value | $4.40B | $131.66B |
Dividend Yield | 2.83% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $62.39, up 1.87% today, with a bullish technical signal from moving averages and support near $61. Recent earnings show Q2 2026 adjusted EPS of $0.72 beating expectations, while Q4 2025 missed. Revenue grew to $829 million in 2026, with a net margin of 12.9%. The company announced a $0.44 dividend payable September 1, 2026, and faces execution risks from acquisitions like Quadvest, which diluted shares.
The stock offers upside to the $69.50 consensus price target, supported by strong analyst buy ratings (83%) and institutional accumulation. Risks include acquisition integration challenges and EPS pressure from equity issuance. Fundamentals remain solid with steady profitability, but investors should monitor debt levels and dividend sustainability amid expansion.
PGR trades at $208.28, down 2.65% on the day, with a bearish technical signal. The stock shows strong fundamentals with a P/E of 10.65, net income margin of 12.85%, and robust revenue growth from $49.6B in 2022 to $87.6B in 2025. Recent Q2 2026 earnings beat expectations at $4.85 EPS, though Q1 2026 missed. Analyst consensus is a buy with a $231.20 price target, but technical indicators suggest near-term caution.
Outlook remains positive due to solid profitability and growth, but risks include competitive pressures and potential margin compression. The stock offers value at current levels with upside to analyst targets, though investors should monitor execution on growth initiatives and industry dynamics.
Trailing returns across standard periods
Latest headlines on both assets
H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →