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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.


-0.50.00.51.0
Correlation: 0.5

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.

1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%NovemberDecember2025FebruaryMarchApril
1,469.52%
2,128.30%
PRI
PGR

Key characteristics

Sharpe Ratio

PRI:

0.86

PGR:

1.08

Sortino Ratio

PRI:

1.26

PGR:

1.54

Omega Ratio

PRI:

1.18

PGR:

1.21

Calmar Ratio

PRI:

1.09

PGR:

2.15

Martin Ratio

PRI:

3.56

PGR:

5.40

Ulcer Index

PRI:

6.01%

PGR:

4.89%

Daily Std Dev

PRI:

24.99%

PGR:

24.62%

Max Drawdown

PRI:

-54.47%

PGR:

-71.05%

Current Drawdown

PRI:

-13.90%

PGR:

-8.97%

Fundamentals

Market Cap

PRI:

$8.72B

PGR:

$155.46B

EPS

PRI:

$20.98

PGR:

$14.84

PE Ratio

PRI:

12.47

PGR:

17.86

PEG Ratio

PRI:

1.05

PGR:

7.01

PS Ratio

PRI:

2.77

PGR:

1.98

PB Ratio

PRI:

3.83

PGR:

5.37

Total Revenue (TTM)

PRI:

$2.38B

PGR:

$57.75B

Gross Profit (TTM)

PRI:

$2.21B

PGR:

$37.47B

EBITDA (TTM)

PRI:

$444.86M

PGR:

$8.12B

Returns By Period

In the year-to-date period, PRI achieves a -3.27% return, which is significantly lower than PGR's 12.84% return. Over the past 10 years, PRI has underperformed PGR with an annualized return of 20.49%, while PGR has yielded a comparatively higher 29.03% annualized return.


PRI

YTD

-3.27%

1M

-7.68%

6M

-4.48%

1Y

24.21%

5Y*

22.76%

10Y*

20.49%

PGR

YTD

12.84%

1M

-4.93%

6M

10.91%

1Y

30.09%

5Y*

29.42%

10Y*

29.03%

*Annualized

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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 7979
Overall Rank
The Sharpe Ratio Rank of PRI is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of PRI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of PRI is 7474
Omega Ratio Rank
The Calmar Ratio Rank of PRI is 8686
Calmar Ratio Rank
The Martin Ratio Rank of PRI is 8282
Martin Ratio Rank

PGR
The Risk-Adjusted Performance Rank of PGR is 8585
Overall Rank
The Sharpe Ratio Rank of PGR is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of PGR is 7979
Sortino Ratio Rank
The Omega Ratio Rank of PGR is 7979
Omega Ratio Rank
The Calmar Ratio Rank of PGR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of PGR is 8888
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 chart of Sharpe ratio for PRI, currently valued at 0.86, compared to the broader market-2.00-1.000.001.002.003.00
PRI: 0.86
PGR: 1.08
The chart of Sortino ratio for PRI, currently valued at 1.26, compared to the broader market-6.00-4.00-2.000.002.004.00
PRI: 1.26
PGR: 1.54
The chart of Omega ratio for PRI, currently valued at 1.18, compared to the broader market0.501.001.502.00
PRI: 1.18
PGR: 1.21
The chart of Calmar ratio for PRI, currently valued at 1.09, compared to the broader market0.001.002.003.004.005.00
PRI: 1.09
PGR: 2.15
The chart of Martin ratio for PRI, currently valued at 3.56, compared to the broader market-5.000.005.0010.0015.0020.00
PRI: 3.56
PGR: 5.40

The current PRI Sharpe Ratio is 0.86, which is comparable to the PGR Sharpe Ratio of 1.08. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50NovemberDecember2025FebruaryMarchApril
0.86
1.08
PRI
PGR

Dividends

PRI vs. PGR - Dividend Comparison

PRI's dividend yield for the trailing twelve months is around 1.37%, less than PGR's 1.85% yield.


TTM20242023202220212020201920182017201620152014
PRI
Primerica, Inc.
1.37%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
1.85%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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.90%
-8.97%
PRI
PGR

Volatility

PRI vs. PGR - Volatility Comparison

Primerica, Inc. (PRI) has a higher volatility of 16.42% compared to The Progressive Corporation (PGR) at 13.75%. This indicates that PRI's price experiences larger fluctuations and is considered to be riskier than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.42%
13.75%
PRI
PGR

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


Values in USD except per share items