PRG
Market read
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if PRG's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The following table presents our active customer count from continuing operations for each segment: As of March 31 (unaudited and in thousands) 2026 2025 Active customer count from continuing operations: Progressive Leasing 763 828 Purchasing Power 263 — Four…”10-Q · Apr 29, 2026 ↗
“Selling, general and administrative expense decreased resulting from the following: – Personnel costs, advertising, and occupancy costs decreased by an aggregate $2.3 million due to cost reduction initiatives during 2025; partially offset by: – Computer softw…”10-Q · Apr 29, 2026 ↗
“Debt Activity and Liquidity Total debt, net increased to $936.1 million as of March 31, 2026 from $594.9 million as of December 31, 2025, primarily driven by (i) borrowings incurred to finance the Purchasing Power acquisition, (ii) the asset-backed non-recour…”10-Q · Apr 29, 2026 ↗
“10.6 55,788 8.6 7,775 13.9 Interest expense, net 11,603 1.9 7,163 1.1 4,440 62.0 Earnings from continuing operations before income tax expense $ 51,960 8.7% $ 48,625 7.5% $ 3,335 6.9 % nmf - Calculation is not me aningful The decrease in leasing revenues was…”10-Q · Apr 29, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for PRG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for PRG. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Many of our customers fall within the near-prime or subprime Fair Isaac and Company ("FICO") score categories and may have difficulty purchasing big-ticket and other durable goods they desire.”
“Acquisition of Purchasing Power On January 2, 2026, PROG Holdings acquired Purchasing Power, a company that provides the employees of Purchasing Power's employer-clients with a voluntary employee benefit program that allows employees to purchase brand-name pr…”
“10.4* F ourth Am endment to Credit Agreement, dated January 2, 2026, entered into among Pr o g ressive Finance Holdings, LLC, PROG Holdings, Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
PRG is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PRG; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.