PortfoliosLab logo
PRI vs. PGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PRI and PGR is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

PRI vs. PGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Primerica, Inc. (PRI) and The Progressive Corporation (PGR). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

PRI:

0.97

PGR:

1.52

Sortino Ratio

PRI:

1.44

PGR:

1.93

Omega Ratio

PRI:

1.21

PGR:

1.27

Calmar Ratio

PRI:

1.28

PGR:

2.86

Martin Ratio

PRI:

3.77

PGR:

7.21

Ulcer Index

PRI:

6.63%

PGR:

4.88%

Daily Std Dev

PRI:

24.96%

PGR:

24.68%

Max Drawdown

PRI:

-54.47%

PGR:

-71.05%

Current Drawdown

PRI:

-9.08%

PGR:

-3.42%

Fundamentals

Market Cap

PRI:

$8.98B

PGR:

$164.82B

EPS

PRI:

$21.97

PGR:

$14.83

PE Ratio

PRI:

12.44

PGR:

18.96

PEG Ratio

PRI:

1.05

PGR:

7.36

PS Ratio

PRI:

2.79

PGR:

2.10

PB Ratio

PRI:

3.95

PGR:

5.63

Total Revenue (TTM)

PRI:

$2.37B

PGR:

$78.52B

Gross Profit (TTM)

PRI:

$1.38B

PGR:

$19.50B

EBITDA (TTM)

PRI:

$664.88M

PGR:

$11.36B

Returns By Period

In the year-to-date period, PRI achieves a 2.14% return, which is significantly lower than PGR's 19.72% return. Over the past 10 years, PRI has underperformed PGR with an annualized return of 21.08%, while PGR has yielded a comparatively higher 29.48% annualized return.


PRI

YTD

2.14%

1M

7.07%

6M

-6.31%

1Y

24.03%

5Y*

24.01%

10Y*

21.08%

PGR

YTD

19.72%

1M

1.83%

6M

11.40%

1Y

37.20%

5Y*

32.59%

10Y*

29.48%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PRI vs. PGR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRI
The Risk-Adjusted Performance Rank of PRI is 8181
Overall Rank
The Sharpe Ratio Rank of PRI is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of PRI is 7676
Sortino Ratio Rank
The Omega Ratio Rank of PRI is 7878
Omega Ratio Rank
The Calmar Ratio Rank of PRI is 8787
Calmar Ratio Rank
The Martin Ratio Rank of PRI is 8282
Martin Ratio Rank

PGR
The Risk-Adjusted Performance Rank of PGR is 9090
Overall Rank
The Sharpe Ratio Rank of PGR is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of PGR is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PGR is 8585
Omega Ratio Rank
The Calmar Ratio Rank of PGR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of PGR is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PRI vs. PGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Primerica, Inc. (PRI) 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.


The current PRI Sharpe Ratio is 0.97, which is lower than the PGR Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of PRI and PGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

PRI vs. PGR - Dividend Comparison

PRI's dividend yield for the trailing twelve months is around 1.30%, less than PGR's 1.74% yield.


TTM20242023202220212020201920182017201620152014
PRI
Primerica, Inc.
1.30%1.22%1.26%1.55%1.23%1.19%1.04%1.02%0.77%1.01%1.36%0.88%
PGR
The Progressive Corporation
1.74%0.48%0.25%0.31%6.23%2.68%3.89%1.86%1.21%2.50%2.16%5.53%

Drawdowns

PRI vs. PGR - Drawdown Comparison

The maximum PRI drawdown since its inception was -54.47%, smaller than the maximum PGR drawdown of -71.05%. Use the drawdown chart below to compare losses from any high point for PRI and PGR. For additional features, visit the drawdowns tool.


Loading data...

Volatility

PRI vs. PGR - Volatility Comparison

The current volatility for Primerica, Inc. (PRI) is 7.25%, while The Progressive Corporation (PGR) has a volatility of 7.79%. This indicates that PRI 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.


Loading data...

Financials

PRI vs. PGR - Financials Comparison

This section allows you to compare key financial metrics between Primerica, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20212022202320242025
-14.67M
20.41B
(PRI) Total Revenue
(PGR) Total Revenue
Values in USD except per share items