WallStSmart

NI Holdings Inc (NODK)vsProgressive Corp (PGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Progressive Corp generates 33939% more annual revenue ($91.02B vs $267.39M). PGR leads profitability with a 12.9% profit margin vs 2.9%. PGR trades at a lower P/E of 10.9x. PGR earns a higher WallStSmart Score of 61/100 (C+).

NODK

Hold

41

out of 100

Grade: D

Growth: 5.3Profit: 3.5Value: 4.7Quality: 6.8
Piotroski: 4/9Altman Z: 1.60

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

NODK2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
94.9%10/10

Earnings expanding 94.9% YoY

PGR4 strengths · Avg: 9.3/10
P/E RatioValuation
10.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$126.46B9/10

Large-cap with strong market position

Free Cash FlowQuality
$3.47B8/10

Generating 3.5B in free cash flow

Areas to Watch

NODK4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.604/10

Distress zone — elevated risk

Market CapQuality
$312.80M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
0.3%3/10

Operating margin of 0.3%

PGR2 concerns · Avg: 2.0/10
PEG RatioValuation
66.302/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.332/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NODK

The strongest argument for NODK centers on Price/Book, EPS Growth.

Bull Case : PGR

The strongest argument for PGR centers on P/E Ratio, Return on Equity, Market Cap.

Bear Case : NODK

The primary concerns for NODK are Altman Z-Score, Market Cap, Profit Margin. A P/E of 41.4x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.

Bear Case : PGR

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

Key Dynamics to Monitor

NODK carries more volatility with a beta of 0.35 — expect wider price swings.

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

PGR generates stronger free cash flow (3.5B), providing more financial flexibility.

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

Bottom Line

PGR scores higher overall (61/100 vs 41/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

NI Holdings Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

NI Holdings, Inc. underwrites property and casualty insurance products in the United States. The company is headquartered in Fargo, North Dakota.

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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