Progressive Corp vs Toronto-Dominion Bank — how do they compare? Progressive Corp trades at $216.3 (market cap $124.88B), while Toronto-Dominion Bank trades at $119.14 (market cap $197.22B). The key difference: Toronto-Dominion Bank is the larger of the two by market cap, and Toronto-Dominion Bank pays the higher dividend (2.69%). Which is the better fit depends on your goals.
| PGR | TD | |
|---|---|---|
Market Cap | $124.88B | $197.22B |
Sector | Financials | Financials |
52-Week High | $248.80 | $124.80 |
52-Week Low | $190.40 | $75.86 |
Enterprise Value | $133.09B | — |
Dividend Yield | 0.19% | 2.69% |
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.
TD trades at $120.52, down 0.91% on the day, with a neutral technical signal. The company reported strong Q3 2026 earnings of $2.74 EPS, beating estimates, driven by capital markets performance and cost controls. Revenue growth continues with 2025 revenue reaching $61.28B and net income margin of 33.51%. Analyst consensus is bullish with 9 buy ratings and no sell recommendations.
TD presents a compelling investment case with consistent earnings beats and strong profitability metrics. However, investors should monitor the volatile cash flow patterns and rising debt-to-asset ratio, which increased to 22.1 in 2024. The stock's current valuation at 17.85 P/E appears reasonable given the company's growth trajectory and dividend yield.
Trailing returns across standard periods
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →