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PGR · NYSE · STOCK

Progressive (PGR) Stock Analysis

Financial Services Updated August 23, 2026
$219.33
52W $189.20 – $249.83
59/100
$127.49B
11.0
0.26
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 67% agreement · 6 analysts
+8.2%
-8.9%
0.92:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is PGR Bullish or Bearish?

Bullish. Innellis AI committee rates Progressive Corporation (PGR) Buy with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.96 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.04 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

Bull & Bear Case

Bull Case
  • P/E of 10.4 is inexpensive for the broad market — Value
  • ROE of 35.4% shows genuine earnings power backing the valuation — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.23) -- balance sheet can absorb a shock — Risk
Bear Case
  • Price-to-book of 4.4x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Current ratio of 0.09 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 55%
of 211 Financial Services peers
Value Analyst bullish
64 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 10.4 is inexpensive for the broad market
− Price-to-book of 4.4x prices in significant intangible value
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.23) -- balance sheet can absorb a shock
− Current ratio of 0.09 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 59.0 to 59.0.

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
63.7
Neutral
MACD Histogram
0.938
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$199.90
Resistance
$237.22
Bollinger %B
0.82
Inside Bands
Price vs Moving Averages
EMA 9
$214.03 Above
EMA 21
$213.35 Above
EMA 50
$212.34 Above
EMA 200
$214.78 Above

Fundamental Analysis

Valuation
89
Growth
46
Profitability
68
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 11.0×
P/B Ratio 3.72×
PEG Ratio 0.90
Dividend Yield 6.34%
52W High $249.83
52W Low $189.20
Quality & Growth
ROE 3729.2%
ROA 919.1%
Gross Margin 2690.6%
Operating Margin 1623.3%
Revenue Growth YoY
Debt / Equity 0.24
AI Fundamental Assessment
P/E ratio of 11.0 (inexpensive relative to a 15-40x range); Price-to-book of 3.7x; PEG ratio of 0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 37.3%; Return on assets of 9.2%; Net margin of 12.8%; Gross margin of 26.9%; Current ratio of 0.24 (tight short-term liquidity); Debt-to-equity of 0.24; Free cash flow per share is positive (27.36); Most recent quarter missed estimates by 0.5%; EPS growth decelerating (+6.2% -> -2.2% QoQ); Average YoY EPS growth of -0.6%; Analyst estimates rising over recent quarters
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