Key Large Cap Reports to Watch This Week

Core Insights - Earnings season is crucial for investors, with a focus on guidance due to recent tariff-induced uncertainties [1] - Notable large-cap stocks reporting this week include Progressive (PGR) and UnitedHealth (UNH), both showing strong relative performance in 2025 [1][7] UnitedHealth (UNH) Summary - UnitedHealth Group provides a comprehensive range of health benefits, leveraging data and technology through its Optum segment to enhance care delivery and health outcomes [4] - The company holds a Zacks Rank 2 (Buy), with stable earnings estimate revisions and expected 5% EPS growth on 11% higher sales [4] - Current trading at a 19.5X forward 12-month earnings multiple, aligning with the five-year median and below the five-year high of 26.6X; PEG ratio stands at 1.6X, slightly above the five-year median of 1.4X [6] Progressive (PGR) Summary - Progressive is a leading auto and property insurer in the U.S., recognized for its direct-to-consumer model and strong underwriting performance [9] - The stock also holds a Zacks Rank 2 (Buy), with earnings expectations rising significantly, up 27% over the last 60 days [9] - Projected to see a 27% year-over-year increase in EPS on nearly 20% higher sales, with a history of exceeding Zacks Consensus EPS estimates by an average of 18% in the last four releases [10] - Currently trading at a 17.6X forward 12-month earnings multiple, compared to a five-year median of 19.3X and a five-year high of 31.9X [10] Overall Market Context - The Q1 earnings season for 2025 is gaining momentum, with Progressive and UnitedHealth as key players [13] - Both companies are relatively insulated from tariff concerns due to their domestic operations, which is a significant advantage in the current political climate [13]