Realty Income Corp vs Progressive Corp — how do they compare? Realty Income Corp trades at $60.37 (market cap $57.74B), while Progressive Corp trades at $216.26 (market cap $124.88B). The key difference: Progressive Corp is far larger — about 2.2× Realty Income Corp's market cap, and Realty Income Corp pays the higher dividend (5.33%). Which is the better fit depends on your goals.
| O | PGR | |
|---|---|---|
Market Cap | $57.74B | $124.88B |
Sector | Real Estate | Financials |
52-Week High | $67.56 | $248.80 |
52-Week Low | $55.93 | $190.40 |
Enterprise Value | $88.37B | $133.09B |
Dividend Yield | 5.33% | 0.19% |
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $61.02, down 0.38% on the day, with a bearish technical signal from moving averages. The stock has missed earnings expectations for the last three quarters, but revenue grew to $5.75B in 2025 with a net income margin of 21.23%. Recent news highlights the company's 136th consecutive monthly dividend increase to $0.2715 per share, underscoring its income-focused appeal amid a 5.3% yield.
The outlook is mixed: analyst consensus leans hold with a $66.50 price target, suggesting modest upside, but rising debt levels and interest rate sensitivity pose risks. Earnings misses and a high P/E of 44.54 indicate valuation concerns, though dividend growth and high occupancy support income stability for long-term investors.
Progressive (PGR) trades at $214.90, down 1.85% on the day, with a bearish technical signal and neutral oscillators. The stock shows strong fundamentals with a P/E of 10.78, net income margin of 12.85%, and consistent revenue growth from $49.6B in 2022 to $87.6B in 2025. Recent earnings beat expectations in Q2 2026, but Q1 2026 missed. News highlights competition in auto insurance and institutional buying, while July 2026 earnings declined year-over-year due to expenses.
The outlook is mixed: valuation appears attractive with growth potential, but technical weakness and competitive pressures pose risks. Analyst consensus is a buy with a $231.18 price target, though hold ratings dominate at 52.38%. Key risks include expense management and market volatility, while institutional accumulation supports sentiment.
Trailing returns across standard periods
Latest headlines on both assets
Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →