Progressive Corp vs Philip Morris International Inc. — how do they compare? Progressive Corp trades at $216.26 (market cap $124.88B), while Philip Morris International Inc. trades at $186.66 (market cap $287.92B). The key difference: Philip Morris International Inc. is far larger — about 2.3× Progressive Corp's market cap, and Philip Morris International Inc. pays the higher dividend (3.18%). Which is the better fit depends on your goals.
| PGR | PM | |
|---|---|---|
Market Cap | $124.88B | $287.92B |
Sector | Financials | Consumer Staples |
52-Week High | $248.80 | $200.17 |
52-Week Low | $190.40 | $144.33 |
Enterprise Value | $133.09B | $331.04B |
Dividend Yield | 0.19% | 3.18% |
Signals from Pluang's Aura AI — not financial advice
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.
Philip Morris International (PM) trades at $185.71, up 1.74% with a bearish technical signal. Recent earnings show beats in Q1 and Q2 2026, but the company cut its 2026 profit forecast due to a $500 million impairment and cost pressures. Fundamentals remain strong with a 25.56% net margin and $11.35B net income in 2025, though high debt and illicit market growth in Europe pose risks. Analyst consensus is bullish with a $211.17 price target.
The stock offers a solid dividend and brand strength via IQOS, but faces headwinds from currency swings, energy costs, and regulatory challenges. Upside depends on execution amid margin pressure, with the current price near the low end of analyst targets suggesting cautious optimism for long-term investors.
Trailing returns across standard periods
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
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