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Added to YB: 2026-01-28

Pitch date: 2026-01-26

PRG [neutral]

PROG Holdings, Inc.

+21.67%

current return

Author Info

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Company Info

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

Market Cap

$1.3B

Pitch Price

$33.22

Price Target

N/A

Dividend

1.56%

EV/EBITDA

3.86

P/E

8.43

EV/Sales

0.65

Sector

Consumer Finance

Category

value

Show full summary:
Monday Delight: 26/01/2026 - PROG Holdings, Inc.

PRG (pass): Subprime fintech lender offering lease-to-own & BNPL services. Trades at 9.8x P/E, 24.6% ROE despite flat growth since 2021 due to consumer downturn. Aggressive 10-15% annual share buyback rate. Pass due to brutal competition in digital payments/consumer finance with no edge to assess long-term winners.

Read full article (1 min)