Progressive Corp vs SAP SE — how do they compare? Progressive Corp trades at $216.26 (market cap $124.88B), while SAP SE trades at $209.15 (market cap $243.84B). The key difference: SAP SE is the larger of the two by market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals.
| PGR | SAP | |
|---|---|---|
Market Cap | $124.88B | $243.84B |
Sector | Financials | Technology |
52-Week High | $248.80 | $280.46 |
52-Week Low | $190.40 | $146.38 |
Enterprise Value | $133.09B | $242.54B |
Dividend Yield | 0.19% | 1.38% |
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.
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
Trailing returns across standard periods
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →