Progressive Corp vs Tractor Supply Co — how do they compare? Progressive Corp trades at $204.09 (market cap $119.71B), while Tractor Supply Co trades at $29.31 (market cap $15.54B). The key difference: Progressive Corp is far larger — about 7.7× Tractor Supply Co's market cap, and Progressive Corp pays the higher dividend (6.75%). Which is the better fit depends on your goals.
| PGR | TSCO | |
|---|---|---|
Market Cap | $119.71B | $15.54B |
Sector | Financials | Consumer Cyclical |
52-Week High | $252.68 | $62.65 |
52-Week Low | $190.40 | $29.14 |
Enterprise Value | $127.93B | $21.73B |
Dividend Yield | 6.75% | 3.24% |
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.
Tractor Supply (TSCO) trades at $29.64, down 2.85% today, with a bearish technical outlook but solid fundamentals including 36.4% gross margins and 45.5% ROE. Recent earnings show mixed results with two misses but a strong Q2 expectation of $0.83 EPS. The company maintains stable revenue growth, reaching $15.5B in 2025, and announced a $0.24 dividend for H1-26.
Despite near-term headwinds, TSCO's strong market position and analyst consensus price target of $38.40 suggest 30% upside potential. Risks include consumer discretionary pressure and recent earnings volatility, but the stock's current valuation at 14.9x P/E presents a compelling entry point for long-term investors seeking exposure to the resilient rural lifestyle retail sector.
Trailing returns across standard periods
Latest headlines on both assets
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →