NetApp Inc. vs Progressive Corp — how do they compare? NetApp Inc. trades at $198.87 (market cap $39.00B), while Progressive Corp trades at $212.5 (market cap $124.38B). The key difference: Progressive Corp is far larger — about 3.2× NetApp Inc.'s market cap, and Progressive Corp pays the higher dividend (6.5%). Which is the better fit depends on your goals.
| NTAP | PGR | |
|---|---|---|
Market Cap | $39.00B | $124.38B |
Sector | Technology | Financials |
52-Week High | $198.72 | $252.68 |
52-Week Low | $94.11 | $190.40 |
Enterprise Value | $38.14B | $132.59B |
Dividend Yield | 1.05% | 6.5% |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $189.52, down 1.02% on the day, with a bullish technical outlook supported by moving averages and strong support at $186. The company reported Q1 2026 EPS of $2.43, beating estimates, and maintains robust profitability with an 18.43% net margin. Recent acquisitions of JetStream Software and DataPelago aim to enhance AI infrastructure capabilities, driving positive sentiment amid rising cloud demand.
Outlook remains favorable with consistent earnings beats and strategic AI investments, but risks include high valuation multiples (P/E 29.85) and competitive pressures. Analysts show mixed sentiment with a $170.73 consensus target, suggesting cautious optimism. Institutional holdings reflect confidence, though debt levels have risen to 29.89% of assets, warranting monitoring.
Progressive (PGR) trades at $215.33, showing minimal daily change. The stock exhibits a bullish technical trend with strong moving average signals, while oscillators remain neutral. Fundamentally, the company demonstrates robust revenue growth, rising from $49.6B in 2022 to $87.6B in 2025, with net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 EPS, though Q1 2026 slightly missed. The current P/E ratio of 10.8 suggests reasonable valuation relative to earnings strength.
The outlook for PGR remains positive with a consensus price target of $231.20, indicating potential upside. Key opportunities include expanding bundled insurance offerings and solid profitability metrics like 34.94% ROE. Risks involve competitive pressures in auto insurance and potential margin compression from growth investments. Analyst sentiment is mixed with 36.59% buy ratings, reflecting cautious optimism amid execution challenges.
Trailing returns across standard periods
NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →