Progressive Corp vs Rockwell Automation — how do they compare? Progressive Corp trades at $216.3 (market cap $124.88B), while Rockwell Automation trades at $426.07 (market cap $47.65B). The key difference: Progressive Corp is far larger — about 2.6× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.29%). Which is the better fit depends on your goals.
| PGR | ROK | |
|---|---|---|
Market Cap | $124.88B | $47.65B |
Sector | Financials | Industrials |
52-Week High | $248.80 | $495.08 |
52-Week Low | $190.40 | $333.75 |
Enterprise Value | $133.09B | $50.79B |
Dividend Yield | 0.19% | 1.29% |
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.
Rockwell Automation (ROK) trades at $429.13, down 1.08% on the day, with a bearish technical signal and near-term support at $427. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results pending. Revenue for 2025 was $8.34B, with a net income margin of 13.38%, though profitability has moderated from 2023 peaks. Recent news highlights expansion in AI-driven quality systems and remote support capabilities.
The stock offers a 19.8% upside to the consensus price target of $514, supported by analyst optimism on margin expansion and reshoring trends. However, high valuation multiples (P/E 40.18) and mixed technical indicators suggest near-term volatility. Key risks include execution on growth initiatives and macroeconomic pressures on industrial spending.
Trailing returns across standard periods
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →