Added to YB: 2026-01-28
Pitch date: 2026-01-26
PRG [neutral]
PROG Holdings, Inc.
-13.8%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
PROG Holdings, Inc., a financial technology holding company, provides payment options to consumers in the United States.
Market Cap
$1.5B
Pitch Price
$33.06
Price Target
N/A
Dividend
1.36%
EV/EBITDA
4.47
P/E
12.56
EV/Sales
0.75
Sector
Consumer Finance
Category
value
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)