EQH vs. PGR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EQH and PGR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | EQH | PGR |
|---|---|---|
| Company Name | Equitable Holdings, Inc. | The Progressive Corporation |
| Country | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Financial Services | Insurance |
| Market Capitalization | 13.14 billion USD | 131.96 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 10, 2018 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of EQH and PGR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | EQH | PGR |
|---|---|---|
| 5-Day Price Return | 0.25% | 3.52% |
| 13-Week Price Return | -17.03% | -8.89% |
| 26-Week Price Return | -17.58% | -20.32% |
| 52-Week Price Return | -6.68% | -13.85% |
| Month-to-Date Return | -9.47% | 9.31% |
| Year-to-Date Return | -5.19% | -6.02% |
| 10-Day Avg. Volume | 3.32M | 3.68M |
| 3-Month Avg. Volume | 2.86M | 3.35M |
| 3-Month Volatility | 27.01% | 22.61% |
| Beta | 1.16 | 0.34 |
Profitability
Return on Equity (TTM)
EQH
-52.70%
Financial Services Industry
- Max
- 34.42%
- Q3
- 16.76%
- Median
- 9.18%
- Q1
- 3.90%
- Min
- -10.16%
EQH has a negative Return on Equity of -52.70%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.
PGR
34.96%
Insurance Industry
- Max
- 31.64%
- Q3
- 19.22%
- Median
- 14.77%
- Q1
- 10.48%
- Min
- 2.20%
PGR’s Return on Equity of 34.96% is exceptionally high, placing it well beyond the typical range for the Insurance industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
Net Profit Margin (TTM)
EQH
-4.62%
Financial Services Industry
- Max
- 52.16%
- Q3
- 25.33%
- Median
- 13.11%
- Q1
- 7.04%
- Min
- -8.99%
EQH has a negative Net Profit Margin of -4.62%, indicating the company is operating at a net loss as its expenses exceeded its revenues.
PGR
12.58%
Insurance Industry
- Max
- 28.47%
- Q3
- 15.63%
- Median
- 10.40%
- Q1
- 6.94%
- Min
- -3.51%
PGR’s Net Profit Margin of 12.58% is aligned with the median group of its peers in the Insurance industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
EQH
12.18%
Financial Services Industry
- Max
- 81.07%
- Q3
- 40.32%
- Median
- 19.93%
- Q1
- 10.20%
- Min
- -34.40%
EQH’s Operating Profit Margin of 12.18% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
PGR
16.19%
Insurance Industry
- Max
- 35.59%
- Q3
- 21.31%
- Median
- 14.99%
- Q1
- 10.34%
- Min
- -2.51%
In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | EQH | PGR |
|---|---|---|
| Return on Equity (TTM) | -52.70% | 34.96% |
| Return on Assets (TTM) | -0.23% | 9.44% |
| Net Profit Margin (TTM) | -4.62% | 12.58% |
| Operating Profit Margin (TTM) | 12.18% | 16.19% |
| Gross Profit Margin (TTM) | 49.15% | -- |
Financial Strength
Current Ratio (MRQ)
EQH
3.08
Financial Services Industry
- Max
- 4.36
- Q3
- 2.26
- Median
- 1.33
- Q1
- 0.86
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
PGR
0.08
Insurance Industry
- Max
- 2.64
- Q3
- 1.19
- Median
- 0.53
- Q1
- 0.15
- Min
- 0.00
For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
EQH
135.93
Financial Services Industry
- Max
- 5.07
- Q3
- 2.14
- Median
- 0.55
- Q1
- 0.11
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.
PGR
0.19
Insurance Industry
- Max
- 1.10
- Q3
- 0.65
- Median
- 0.35
- Q1
- 0.23
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.
Interest Coverage Ratio (TTM)
EQH
1.76
Financial Services Industry
- Max
- 140.54
- Q3
- 57.67
- Median
- 6.72
- Q1
- 1.93
- Min
- -33.27
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.
PGR
39.40
Insurance Industry
- Max
- 49.59
- Q3
- 22.05
- Median
- 9.63
- Q1
- 3.42
- Min
- -5.73
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.
Financial Strength at a Glance
| Symbol | EQH | PGR |
|---|---|---|
| Current Ratio (MRQ) | 3.08 | 0.08 |
| Quick Ratio (MRQ) | 3.08 | 0.04 |
| Debt-to-Equity Ratio (MRQ) | 135.93 | 0.19 |
| Interest Coverage Ratio (TTM) | 1.76 | 39.40 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EQH
3.09%
Financial Services Industry
- Max
- 7.52%
- Q3
- 3.60%
- Median
- 1.75%
- Q1
- 0.00%
- Min
- 0.00%
EQH’s Dividend Yield of 3.09% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.
PGR
2.18%
Insurance Industry
- Max
- 9.43%
- Q3
- 5.10%
- Median
- 3.57%
- Q1
- 2.02%
- Min
- 0.00%
PGR’s Dividend Yield of 2.18% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
EQH
21.08%
Financial Services Industry
- Max
- 132.10%
- Q3
- 64.32%
- Median
- 17.51%
- Q1
- 0.00%
- Min
- 0.00%
EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
PGR
26.80%
Insurance Industry
- Max
- 169.40%
- Q3
- 85.57%
- Median
- 50.55%
- Q1
- 22.12%
- Min
- 0.00%
PGR’s Dividend Payout Ratio of 26.80% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | EQH | PGR |
|---|---|---|
| Dividend Yield (TTM) | 3.09% | 2.18% |
| Dividend Payout Ratio (TTM) | 21.08% | 26.80% |
Valuation
Price-to-Earnings Ratio (TTM)
EQH
--
Financial Services Industry
- Max
- 46.13
- Q3
- 28.79
- Median
- 13.18
- Q1
- 9.14
- Min
- 0.47
P/E Ratio data for EQH is currently unavailable.
PGR
12.27
Insurance Industry
- Max
- 27.66
- Q3
- 17.29
- Median
- 12.59
- Q1
- 9.86
- Min
- 3.13
PGR’s P/E Ratio of 12.27 is within the middle range for the Insurance industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
EQH
0.83
Financial Services Industry
- Max
- 9.71
- Q3
- 4.81
- Median
- 2.49
- Q1
- 1.25
- Min
- 0.04
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
PGR
1.54
Insurance Industry
- Max
- 3.39
- Q3
- 1.95
- Median
- 1.25
- Q1
- 0.83
- Min
- 0.22
PGR’s P/S Ratio of 1.54 aligns with the market consensus for the Insurance industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
EQH
102.77
Financial Services Industry
- Max
- 7.21
- Q3
- 3.51
- Median
- 1.52
- Q1
- 0.88
- Min
- 0.08
At 102.77, EQH’s P/B Ratio is at an extreme premium to the Financial Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
PGR
4.09
Insurance Industry
- Max
- 4.36
- Q3
- 2.47
- Median
- 1.77
- Q1
- 1.18
- Min
- 0.17
PGR’s P/B Ratio of 4.09 is in the upper tier for the Insurance industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | EQH | PGR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | -- | 12.27 |
| Price-to-Sales Ratio (TTM) | 0.83 | 1.54 |
| Price-to-Book Ratio (MRQ) | 102.77 | 4.09 |
| Price-to-Free Cash Flow Ratio (TTM) | 10.49 | 7.71 |
