Progressive Corp (PGR)vsTrade Desk Inc (TTD)
PGR
Progressive Corp
$202.84
-1.63%
FINANCIAL SERVICES · Cap: $120.67B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Progressive Corp generates 2926% more annual revenue ($87.64B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 12.9%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).
PGR
Strong Buy67
out of 100
Grade: B-
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.9%
Fair Value
$900.43
Current Price
$202.84
$697.59 discount
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : PGR
The primary concerns for PGR are PEG Ratio.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
PGR profiles as a value stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
PGR generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 67/100), backed by strong 15.3% margins and 14.3% revenue growth. PGR offers better value entry with a 76.9% margin of safety. Both earn "Strong Buy" and "Strong 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.
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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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