Cardinal Health Inc (CAH)vsProgressive Corp (PGR)
CAH
Cardinal Health Inc
$211.31
+1.97%
HEALTHCARE · Cap: $48.76B
PGR
Progressive Corp
$202.84
-1.63%
FINANCIAL SERVICES · Cap: $120.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 179% more annual revenue ($244.67B vs $87.64B). PGR leads profitability with a 12.9% profit margin vs 0.7%. CAH appears more attractively valued with a PEG of 1.33. PGR earns a higher WallStSmart Score of 67/100 (B-).
CAH
Buy53
out of 100
Grade: C-
PGR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$263.37
Current Price
$211.31
$52.06 discount
Margin of Safety
+76.9%
Fair Value
$900.43
Current Price
$202.84
$697.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
18.8% revenue growth
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
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.7% margin — thin
Operating margin of 1.2%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Altman Z-Score, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum. PEG of 1.33 suggests the stock is reasonably priced for its growth.
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.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.7% margins leave little buffer for downturns.
Bear Case : PGR
The primary concerns for PGR are PEG Ratio.
Key Dynamics to Monitor
CAH profiles as a growth stock while PGR is a value play — different risk/reward profiles.
CAH carries more volatility with a beta of 0.62 — expect wider price swings.
CAH is growing revenue faster at 18.8% — 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 53/100) 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.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →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 →Compare with Other MEDICAL DISTRIBUTION Stocks
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