WallStSmart

Progressive Corp (PGR)vsPPG Industries Inc (PPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Progressive Corp generates 452% more annual revenue ($87.64B vs $15.88B). PGR leads profitability with a 12.9% profit margin vs 9.9%. PPG appears more attractively valued with a PEG of 1.26. PGR earns a higher WallStSmart Score of 67/100 (B-).

PGR

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 7.3Quality: 5.3
Piotroski: 4/9

PPG

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PGRUndervalued (+77.2%)

Margin of Safety

+77.2%

Fair Value

$914.94

Current Price

$206.22

$708.73 discount

UndervaluedFair: $914.94Overvalued
PPGSignificantly Overvalued (-182.2%)

Margin of Safety

-182.2%

Fair Value

$46.44

Current Price

$103.42

$56.98 premium

UndervaluedFair: $46.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PGR5 strengths · Avg: 9.0/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
40.5%10/10

Every $100 of equity generates 41 in profit

Market CapQuality
$120.70B9/10

Large-cap with strong market position

EPS GrowthGrowth
25.2%8/10

Earnings expanding 25.2% YoY

Free Cash FlowQuality
$3.05B8/10

Generating 3.0B in free cash flow

PPG3 strengths · Avg: 8.3/10
Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

PGR1 concerns · Avg: 2.0/10
PEG RatioValuation
31.062/10

Expensive relative to growth rate

PPG1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-10.0%2/10

Earnings declined 10.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : PGR

The strongest argument for PGR centers on P/E Ratio, Return on Equity, Market Cap. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : PPG

The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bear Case : PGR

The primary concerns for PGR are PEG Ratio.

Bear Case : PPG

The primary concerns for PPG are EPS Growth.

Key Dynamics to Monitor

PPG carries more volatility with a beta of 1.12 — expect wider price swings.

PGR is growing revenue faster at 12.2% — sustainability is the question.

PGR generates stronger free cash flow (3.0B), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PGR scores higher overall (67/100 vs 61/100) and 12.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Progressive Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

The Progressive Corporation is an American insurance company, one of the largest providers of car insurance in the United States. The company insures motorcycles, boats, RVs, and commercial vehicles and provides home insurance through select companies.

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PPG Industries Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.

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