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Added to YB: 2025-04-14

Pitch date: 2025-03-31

PRG [neutral]

PROG Holdings, Inc.

+16.12%

current return

Author Info

No bio for this author

Company Info

PROG Holdings, Inc., a financial technology holding company, provides payment options to consumers in the United States.

Market Cap

$1.1B

Pitch Price

$26.14

Price Target

N/A

Dividend

1.88%

EV/EBITDA

3.33

P/E

7.00

EV/Sales

0.56

Sector

Consumer Finance

Category

turnaround

Show full summary:
Vulcan Value Partners Small Cap Review Portfolio Holding: PROG Holdings, Inc.

PRG (holding update): Lease-to-own financer for non-prime borrowers. Big Lots bankruptcy/liquidation caused stock drop, but impact on originations likely overstated. Company expected to offset lost volumes through existing partnerships and new customer acquisitions. Potential for undervaluation.

Read full article (1 min)