Kohl's Corporation vs Progressive Corp — how do they compare? Kohl's Corporation trades at $18.71 (market cap $2.10B), while Progressive Corp trades at $211.11 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 58.8× Kohl's Corporation's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| KSS | PGR | |
|---|---|---|
Market Cap | $2.10B | $123.45B |
Sector | Consumer Cyclical | Financials |
52-Week High | $24.71 | $252.68 |
52-Week Low | $11.72 | $190.40 |
Enterprise Value | $8.20B | $131.66B |
Dividend Yield | 2.7% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
Kohl's stock trades at $19.04, down 1.35% with a bullish technical signal despite recent weakness. The company shows improving fundamentals with three consecutive earnings beats and positive cash flow projections for 2026. Valuation metrics appear attractive with P/E of 7.77 and P/B of 0.52, while recent management changes and proprietary brand growth provide operational momentum.
Kohl's presents a turnaround opportunity with undervalued metrics and improving operational execution, though declining revenue and thin margins pose significant challenges. Analyst consensus remains cautious with a $16.75 price target below current levels, reflecting concerns about sustained growth in a competitive retail environment.
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
Kohl's operates 1,165 department stores in 49 states that sell moderately priced private-label and national brand clothing, shoes, accessories, cosmetics, and home furnishings. Most of these stores are in strip centers. Kohl's also operates a large digital sales business. Women's apparel is Kohl's largest category, having generated 27% of its 2021 sales. The retailer, headquartered in Menomonee Falls, Wisconsin, opened its first department store in 1962.
Read more on KSS →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →