Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Progressive Corp

PGR · NYSE · Financial

Fundamental quality

ATTRACTIVE

82

out of 100

Progressive Corp grows profitably: it increases revenue at double digits (15.2% a year) without giving up profitability (net margin 12.9%). On fundamental quality it scores 82 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its growth (revenue +15.2%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Progressive is the most profitable U.S. auto insurer and the fastest share gainer. Its historic edge: pricing risk better than anyone with data (it pioneered telematics — measuring how you actually drive).

What will shape its future

  • Pricing precision: charging the right price for each risk is the whole business.
  • Claims-cost inflation (repairs, cars, litigation).
  • Its growth in home and other lines to replicate the auto formula.

Breakdown by area

I.Growth
72

EPS growth: 14.5% · Revenue growth: 15.2%

II.Profitability
83

Net margin: 12.9% · ROE: 36.1%

III.Financial health
92

FCF: 18.4%

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 38%
ROEbeats 91%
Growthbeats 74%
Cash generationbeats 53%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Progressive Corp strengths

  • Outstanding return on equity (ROE of 36.1%): it puts shareholder capital to good use.
  • Strong free-cash-flow generation (FCF margin of 18.4%): profit turns into real cash.
  • Revenue growing (15.2% annualized).
  • Revenue rising without interruption since 2020.

Progressive Corp risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Progressive Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
202042,6585,7056,6825,320
202147,7023,3517,5184,697
202249,6117226,5576,167
202362,1093,90310,3916,789
202475,3728,48014,8346,739
202587,67111,30817,2006,759

Between 2020 and 2025, revenue went from $42,658M to $87,671M (+106%) and net income went from $5,705M to $11,308M (+98%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended March 31, 2026, versus the quarter ended March 31, 2025 (SEC filings):

  • Revenue+8.7%
  • Net income+9.8%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$13.9

per share, yearly

25.4% of earnings

Payout

at least 3 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Progressive Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Progressive Corp a good company to invest in?

In terms of business quality, Progressive Corp scores 82 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Progressive Corp a profitable company?

Yes. Progressive Corp shows a net margin of 12.9% and an ROE of 36.1%, a sign of a profitable business.

Is Progressive Corp growing?

Its revenue has grown 15.2% annualized in recent years and its earnings per share 14.5%, and without interruption since 2020.

Does Progressive Corp generate cash?

Yes. It converts about 18.4% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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