PGRPROGRESSIVE CORP/OH/
Fire, Marine & Casualty Insurance
- Revenue
- $87.7B
- 16% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $8.2B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear155% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear17% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $47.7B | $49.6B | $62.1B | $75.4B | $87.7B | 16% |
| Net income | $3.4B | $722M | $3.9B | $8.5B | $11.3B | 33% |
| Operating cash flow | $7.8B | $6.8B | $10.6B | $15.1B | $17.5B | 16% |
| Capex | $244M | $292M | $252M | $285M | $348M | 22% |
| Stock-based comp | — | — | $121M | $122M | $132M | 8.2% |
| Dividends | $3.7B | $234M | $234M | $674M | $2.9B | 326% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $524K · 2
- Net
- −$524K
Pay vs performance
No pay-versus-performance disclosure yet.