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 ($136B against $66.3B).
On earnings, Allstate is cheaper: it trades at 5.9× trailing earnings, against 11.8× for Progressive.
Progressive grew revenue faster over the last twelve months (7.7% versus 5.1% for Allstate).
Allstate keeps more of each dollar of sales as profit, with a net margin of 16.6% compared with 12.7% 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 | $66.3B | $136B |
| Share price | $262.18 | $233.53 |
| Change, 1 year | 28.6% | 7.4% |
| Change, 5 years | 134% | 159% |
| Beta (5Y) | 0.45 | 0.44 |
| Employees | 53K | 70K |
| StockData Score | ||
| Total score | 16 | 16 |
| Valuation score | 5 (better) | 2 |
| Growth score | 2 | 3 (better) |
| Performance score | 5 | 6 (better) |
| Health score | 0 | 0 |
| Dividend score | 4 | 5 (better) |
| Valuation | ||
| P/E | 5.9× (better) | 11.8× |
| P/S | 0.9× (better) | 1.5× |
| P/B | 2.1× (better) | 3.9× |
| P/FCF | 5.2× (better) | 8.9× |
| PEG | – | 0.08 |
| FCF yield | 19.2% (better) | 11.2% |
| Fair value | $354.81 | $248.60 |
| Margin of safety | 26.1% (better) | 6.1% |
| Growth | ||
| Revenue growth (TTM) | 5.1% | 7.7% (better) |
| Revenue growth, 5Y average | 10.1% | 15.5% (better) |
| Net income growth (TTM) | 38.9% (better) | 8.5% |
| EPS growth (TTM) | 43.0% (better) | 8.9% |
| EPS growth, 5Y average | 17.1% (better) | 14.8% |
| Profitability | ||
| Net margin | 16.6% (better) | 12.7% |
| FCF margin | 18.1% (better) | 16.6% |
| Return on equity | 38.9% (better) | 33.2% |
| Financial health | ||
| Altman Z-score | 1.72 | 1.97 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.6% | 6.0% (better) |
| Payout ratio | 9.3% | 70.1% |
| Years of dividend growth | 15 (better) | 3 |
| Dividend growth, 5Y average | 13.1% | 23.2% (better) |
| Buyback yield | 5.0% | – |
| Shareholder yield | 6.7% (better) | 6.0% |
| Ownership | ||
| Held by institutions | 84.0% | 87.5% |
| Held by insiders | 0.42% | 0.26% |
| Insider net buying, 12 months | −$86.5M | −$29.6M (better) |
| Superinvestors holding | 1 | 6 (better) |
| Short interest, % of float | 2.6% | 1.3% |
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.