Progressive Corp vs PulteGroup, Inc. — how do they compare? Progressive Corp trades at $204.66 (market cap $119.71B), while PulteGroup, Inc. trades at $126.7 (market cap $23.67B). The key difference: Progressive Corp is far larger — about 5.1× PulteGroup, Inc.'s market cap, and Progressive Corp pays the higher dividend (6.75%). Which is the better fit depends on your goals.
| PGR | PHM | |
|---|---|---|
Market Cap | $119.71B | $23.67B |
Sector | Financials | Consumer Cyclical |
52-Week High | $252.68 | $142.56 |
52-Week Low | $190.40 | $110.11 |
Enterprise Value | $127.93B | $23.63B |
Dividend Yield | 6.75% | 0.84% |
Signals from Pluang's Aura AI — not financial advice
Progressive (PGR) trades at $205.9, down 0.99% on the day, with a bearish technical signal and neutral oscillators. The stock shows strong fundamentals with revenue growth from $49.6B in 2022 to $87.6B in 2025 and net income rising to $11.3B. Recent Q2 2026 earnings missed expectations at $4.64 EPS, but premiums and investment income remain solid. Analyst consensus is mixed with a $234.56 price target, indicating potential upside from current levels.
The outlook for PGR is cautiously optimistic given its valuation at a P/E of 10.65 and consistent profitability. Key risks include competitive pressures in auto insurance and market volatility. Investment opportunity lies in its scale and data-driven pricing, though near-term performance may hinge on earnings execution and macroeconomic factors affecting the insurance sector.
PulteGroup (PHM) trades at $124.26, down 1.44% over the past day, with technical indicators showing a bearish trend. The stock exhibits strong profitability with a net income margin of 12.14% and ROE of 16.18%, though recent quarters saw mixed earnings results. Valuation ratios remain attractive with a P/E of 11.91 and P/S of 1.44. Recent news highlights institutional activity and anticipation for Q2 2026 earnings, with the company expanding communities amid housing market challenges.
The outlook for PHM is cautiously optimistic, supported by solid fundamentals and a consensus price target of $146.50 implying 18% upside. Risks include margin pressure from high mortgage rates and competitive discounts. Analyst sentiment is balanced with 45% buy ratings, but investors should monitor earnings execution and housing demand trends for sustained growth.
Trailing returns across standard periods
Latest headlines on both assets
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →