Progressive Corp vs Workday Inc — how do they compare? Progressive Corp trades at $204.09 (market cap $119.71B), while Workday Inc trades at $133.3 (market cap $34.87B). The key difference: Progressive Corp is far larger — about 3.4× Workday Inc's market cap, and Progressive Corp pays a 6.75% dividend while Workday Inc pays none. Which is the better fit depends on your goals.
| PGR | WDAY | |
|---|---|---|
Market Cap | $119.71B | $34.87B |
Sector | Financials | Technology |
52-Week High | $252.68 | $247.69 |
52-Week Low | $190.40 | $112.55 |
Enterprise Value | $127.93B | $34.32B |
Dividend Yield | 6.75% | — |
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.
Workday (WDAY) trades at $141.17, down 2.49% amid a Morgan Stanley downgrade (July 21, 2026). The stock shows bullish technical signals with moving averages supporting upside, though RSI levels indicate overbought conditions. Fundamentally, WDAY maintains strong revenue growth ($8.45B in 2025) and consistent earnings beats, with Q1 2026 EPS of $2.66 exceeding expectations. The company's agentic AI initiatives are driving expansion deals, highlighted by a 200% YoY growth in new contract value.
WDAY presents a compelling growth opportunity with a consensus price target of $150.83 (6.8% upside), supported by 55.55% analyst buy ratings. However, risks include AI competition, regulatory scrutiny over HR software bias (Reuters, June 22, 2026), and elevated valuation multiples (P/E of 45.86). Investors should weigh robust fundamentals against near-term sentiment headwinds from the recent downgrade.
Trailing returns across standard periods
Latest headlines on both assets
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →