AEL vs. PGR
Compare and contrast key facts about American Equity Investment Life Holding Company (AEL) and The Progressive Corporation (PGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEL or PGR.
Key characteristics
| AEL | PGR | |
|---|---|---|
| YTD Return | 1.34% | 33.71% |
| 1Y Return | 45.89% | 66.22% |
| 3Y Return (Ann) | 23.00% | 29.38% |
| 5Y Return (Ann) | 14.23% | 26.20% |
| 10Y Return (Ann) | 10.58% | 27.10% |
| Sharpe Ratio | 2.02 | 2.09 |
| Daily Std Dev | 22.86% | 27.22% |
| Max Drawdown | -78.09% | -71.06% |
| Current Drawdown | -0.62% | -1.35% |
Fundamentals
| AEL | PGR | |
|---|---|---|
| Market Cap | $4.47B | $121.84B |
| EPS | $2.06 | $9.78 |
| PE Ratio | 27.34 | 21.27 |
| PEG Ratio | 1.14 | 1.48 |
| Revenue (TTM) | $2.83B | $65.02B |
| Gross Profit (TTM) | -$509.47M | $1.69B |
| EBITDA (TTM) | $333.31M | $7.87B |
Correlation
The correlation between AEL and PGR is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AEL vs. PGR - Performance Comparison
In the year-to-date period, AEL achieves a 1.34% return, which is significantly lower than PGR's 33.71% return. Over the past 10 years, AEL has underperformed PGR with an annualized return of 10.58%, while PGR has yielded a comparatively higher 27.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AEL vs. PGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Equity Investment Life Holding Company (AEL) and The Progressive Corporation (PGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AEL vs. PGR - Dividend Comparison
AEL's dividend yield for the trailing twelve months is around 0.68%, more than PGR's 0.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEL American Equity Investment Life Holding Company | 0.68% | 0.00% | 0.79% | 0.87% | 1.16% | 1.00% | 1.00% | 0.85% | 1.06% | 0.92% | 0.69% | 0.68% |
PGR The Progressive Corporation | 0.54% | 0.25% | 0.31% | 6.23% | 2.68% | 3.87% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% | 1.05% |
Drawdowns
AEL vs. PGR - Drawdown Comparison
The maximum AEL drawdown since its inception was -78.09%, which is greater than PGR's maximum drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for AEL and PGR. For additional features, visit the drawdowns tool.
Volatility
AEL vs. PGR - Volatility Comparison
The current volatility for American Equity Investment Life Holding Company (AEL) is 1.99%, while The Progressive Corporation (PGR) has a volatility of 5.51%. This indicates that AEL experiences smaller price fluctuations and is considered to be less risky than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AEL vs. PGR - Financials Comparison
This section allows you to compare key financial metrics between American Equity Investment Life Holding Company and The Progressive Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities