WallStSmart

Hagerty Inc (HGTY)vsProgressive Corp (PGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Progressive Corp generates 6221% more annual revenue ($91.02B vs $1.44B). PGR leads profitability with a 12.9% profit margin vs 2.0%. HGTY appears more attractively valued with a PEG of 0.23. PGR earns a higher WallStSmart Score of 61/100 (C+).

HGTY

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 6.3Quality: 4.3
Piotroski: 4/9

PGR

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 1.33

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HGTY2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

EPS GrowthGrowth
410.3%10/10

Earnings expanding 410.3% YoY

PGR4 strengths · Avg: 9.3/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.6%10/10

Every $100 of equity generates 35 in profit

Market CapQuality
$122.52B9/10

Large-cap with strong market position

Free Cash FlowQuality
$4.30B8/10

Generating 4.3B in free cash flow

Areas to Watch

HGTY4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Debt/EquityHealth
1.453/10

Elevated debt levels

P/E RatioValuation
48.0x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.0%2/10

Revenue declined 5.0%

PGR2 concerns · Avg: 2.0/10
PEG RatioValuation
60.602/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.332/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HGTY

The strongest argument for HGTY centers on PEG Ratio, EPS Growth. PEG of 0.23 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.

Bear Case : HGTY

The primary concerns for HGTY are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 48.0x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.

Bear Case : PGR

The primary concerns for PGR are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

HGTY carries more volatility with a beta of 0.79 — expect wider price swings.

PGR is growing revenue faster at 7.3% — sustainability is the question.

PGR generates stronger free cash flow (4.3B), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PGR scores higher overall (61/100 vs 56/100). Both earn "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.

Hagerty Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Hagerty Inc. is a leading specialty insurance provider focused on the automotive enthusiast market, offering bespoke coverage for vintage cars, motorcycles, and collectible vehicles. Utilizing a subscription-based model, Hagerty has established a reliable revenue stream while fostering a vibrant community through exclusive events and digital engagement. The company enhances its competitive edge by diversifying its offerings to include vehicle valuation tools and investment resources. As interest in classic car ownership rises, Hagerty's innovative strategies and customer-centric approach uniquely position it for sustained growth within the expanding automotive collectibles sector.

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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.

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