Progressive Corp (PGR)vsTradeweb Markets Inc (TW)
PGR
Progressive Corp
$202.84
-1.63%
FINANCIAL SERVICES · Cap: $120.67B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Progressive Corp generates 4174% more annual revenue ($87.64B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 12.9%. TW appears more attractively valued with a PEG of 2.97. TW earns a higher WallStSmart Score of 67/100 (B-).
PGR
Strong Buy67
out of 100
Grade: B-
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.9%
Fair Value
$900.43
Current Price
$202.84
$697.59 discount
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 41 in profit
Large-cap with strong market position
Earnings expanding 25.2% YoY
Generating 3.0B in free cash flow
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : PGR
The primary concerns for PGR are PEG Ratio.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
PGR profiles as a value stock while TW is a mature play — different risk/reward profiles.
TW carries more volatility with a beta of 0.78 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
PGR generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
PGR scores higher overall (67/100 vs 67/100) and 12.2% revenue growth. TW offers better value entry with a 34.8% margin of safety. Both earn "Strong Buy" and "Strong 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.
Visit Website →Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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