Allstate vs Progressive
ALL and PGR side by side, both in fire, marine, and casualty insurance. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALL and PGR compare
Progressive is the larger company, worth 2.0 times as much as Allstate ($134B against $65.7B).
On earnings, Allstate is cheaper: it trades at 5.2× trailing earnings, against 11.6× for Progressive.
Progressive grew revenue faster over the last twelve months (10.5% versus 5.9% for Allstate).
Allstate keeps more of each dollar of sales as profit, with a net margin of 19.0% compared with 12.8% at Progressive.
Both pay dividends: Allstate yields 1.6% and Progressive 6.0%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ALL | PGR |
|---|---|---|
| Size and price | ||
| Market cap | $65.7B | $134B |
| Share price | $259.87 | $231.28 |
| Change, 1 year | 36.8% | 11.2% |
| Change, 5 years | 122% | 141% |
| Beta (5Y) | 0.45 | 0.43 |
| Employees | 53K | 70K |
| StockData Score | ||
| Total score | 15 | 15 |
| Valuation score | 5 (better) | 2 |
| Growth score | 1 | 3 (better) |
| Performance score | 5 | 5 |
| Health score | 0 | 0 |
| Dividend score | 4 | 5 (better) |
| Valuation | ||
| P/E | 5.2× (better) | 11.6× |
| P/S | 0.9× (better) | 1.5× |
| P/B | 1.9× (better) | 3.9× |
| P/FCF | 5.4× (better) | 8.4× |
| PEG | – | 0.08 |
| FCF yield | 18.6% (better) | 11.9% |
| Fair value | $391.80 | $249.05 |
| Margin of safety | 33.7% (better) | 7.1% |
| Growth | ||
| Revenue growth (TTM) | 5.9% | 10.5% (better) |
| Revenue growth, 5Y average | 10.1% | 15.5% (better) |
| Net income growth (TTM) | 129% (better) | 12.1% |
| EPS growth (TTM) | 135% (better) | 12.3% |
| EPS growth, 5Y average | 17.1% (better) | 14.8% |
| Profitability | ||
| Net margin | 19.0% (better) | 12.8% |
| FCF margin | 17.5% | 17.5% (better) |
| Return on equity | 46.1% (better) | 34.9% |
| Financial health | ||
| Altman Z-score | 1.75 | 1.98 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.6% | 6.0% (better) |
| Payout ratio | 8.0% | 69.7% |
| Years of dividend growth | 15 (better) | 3 |
| Dividend growth, 5Y average | 13.1% | 23.2% (better) |
| Buyback yield | 3.7% | – |
| Shareholder yield | 5.4% | 6.0% (better) |
| Ownership | ||
| Held by institutions | 84.0% | 87.5% |
| Held by insiders | 0.37% | 0.26% |
| Insider net buying, 12 months | −$80.8M | −$31.0M (better) |
| Superinvestors holding | 1 | 6 (better) |
| Short interest, % of float | 2.8% | 1.2% |
Go deeper
- ALL stock overview
- ALL income statement
- ALL valuation and score
- PGR stock overview
- PGR income statement
- PGR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.