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Side-by-side financial comparison of Allstate (ALL) and AvalonBay Communities (AVB). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $767.9M, roughly 1.2× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 266.6%, a 8774.0% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 3.7%). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
ALL vs AVB — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $767.9M |
| Net Profit | $2.5B | $166.0M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 64.2% |
| Net Margin | 266.6% | 9040.6% |
| Revenue YoY | 7.2% | 3.7% |
| Net Profit YoY | — | -41.2% |
| EPS (diluted) | $9.25 | $1.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $767.9M | ||
| Q3 25 | $17.3B | $766.8M | ||
| Q2 25 | $16.6B | $760.2M | ||
| Q1 25 | $16.5B | $745.9M | ||
| Q4 24 | $16.5B | $740.5M | ||
| Q3 24 | $16.6B | $734.3M | ||
| Q2 24 | $15.7B | $726.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $166.0M | ||
| Q3 25 | $3.7B | $381.3M | ||
| Q2 25 | $2.1B | $268.7M | ||
| Q1 25 | $595.0M | $236.6M | ||
| Q4 24 | $1.9B | $282.1M | ||
| Q3 24 | $1.2B | $372.5M | ||
| Q2 24 | $331.0M | $253.9M |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 64.2% | ||
| Q3 25 | — | 65.7% | ||
| Q2 25 | — | 67.6% | ||
| Q1 25 | — | 68.5% | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 65.4% | ||
| Q2 24 | — | 66.6% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 9040.6% | ||
| Q3 25 | 21.7% | 49.7% | ||
| Q2 25 | 12.7% | 35.3% | ||
| Q1 25 | 3.6% | 31.7% | ||
| Q4 24 | 11.7% | 38.1% | ||
| Q3 24 | 7.2% | 50.7% | ||
| Q2 24 | 2.1% | 35.0% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $1.18 | ||
| Q3 25 | $13.95 | $2.68 | ||
| Q2 25 | $7.76 | $1.88 | ||
| Q1 25 | $2.11 | $1.66 | ||
| Q4 24 | $7.07 | $1.99 | ||
| Q3 24 | $4.33 | $2.61 | ||
| Q2 24 | $1.13 | $1.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $187.2M |
| Total DebtLower is stronger | — | $9.3B |
| Stockholders' EquityBook value | $31.6B | $11.6B |
| Total Assets | $124.0B | $22.2B |
| Debt / EquityLower = less leverage | — | 0.80× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $187.2M | ||
| Q3 25 | $8.7B | $123.3M | ||
| Q2 25 | $9.6B | $102.8M | ||
| Q1 25 | $6.5B | $53.3M | ||
| Q4 24 | $4.5B | $108.6M | ||
| Q3 24 | $7.0B | $552.4M | ||
| Q2 24 | $5.3B | $545.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $9.3B | ||
| Q3 25 | $8.1B | $8.7B | ||
| Q2 25 | $8.1B | $8.7B | ||
| Q1 25 | $8.1B | $8.3B | ||
| Q4 24 | $8.1B | $8.1B | ||
| Q3 24 | $8.1B | $8.4B | ||
| Q2 24 | $8.1B | $8.4B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $11.6B | ||
| Q3 25 | $27.5B | $11.9B | ||
| Q2 25 | $24.0B | $11.9B | ||
| Q1 25 | $22.1B | $11.9B | ||
| Q4 24 | $21.4B | $11.9B | ||
| Q3 24 | $20.9B | $11.9B | ||
| Q2 24 | $18.6B | $11.7B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $22.2B | ||
| Q3 25 | $120.4B | $21.9B | ||
| Q2 25 | $115.9B | $21.8B | ||
| Q1 25 | $115.2B | $21.2B | ||
| Q4 24 | $111.6B | $21.0B | ||
| Q3 24 | $113.7B | $21.3B | ||
| Q2 24 | $108.4B | $21.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.80× | ||
| Q3 25 | 0.29× | 0.73× | ||
| Q2 25 | 0.34× | 0.72× | ||
| Q1 25 | 0.37× | 0.70× | ||
| Q4 24 | 0.38× | 0.68× | ||
| Q3 24 | 0.39× | 0.70× | ||
| Q2 24 | 0.43× | 0.71× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $1.7B |
| Free Cash FlowOCF − Capex | — | $1.4B |
| FCF MarginFCF / Revenue | — | 183.5% |
| Capex IntensityCapex / Revenue | — | 34.1% |
| Cash ConversionOCF / Net Profit | — | 10.07× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $1.7B | ||
| Q3 25 | $3.3B | $477.0M | ||
| Q2 25 | $1.9B | $377.8M | ||
| Q1 25 | $2.0B | $415.9M | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $3.2B | $486.2M | ||
| Q2 24 | $2.4B | $380.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $3.2B | $402.2M | ||
| Q2 25 | $1.9B | $317.1M | ||
| Q1 25 | $1.9B | $367.5M | ||
| Q4 24 | $1.7B | $1.4B | ||
| Q3 24 | $3.1B | $434.2M | ||
| Q2 24 | $2.3B | $333.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 183.5% | ||
| Q3 25 | 18.8% | 52.5% | ||
| Q2 25 | 11.3% | 41.7% | ||
| Q1 25 | 11.4% | 49.3% | ||
| Q4 24 | 10.0% | 191.0% | ||
| Q3 24 | 18.9% | 59.1% | ||
| Q2 24 | 14.7% | 45.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 34.1% | ||
| Q3 25 | 0.3% | 9.8% | ||
| Q2 25 | 0.0% | 8.0% | ||
| Q1 25 | 0.6% | 6.5% | ||
| Q4 24 | 0.3% | 26.1% | ||
| Q3 24 | 0.4% | 7.1% | ||
| Q2 24 | 0.4% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 10.07× | ||
| Q3 25 | 0.88× | 1.25× | ||
| Q2 25 | 0.89× | 1.41× | ||
| Q1 25 | 3.30× | 1.76× | ||
| Q4 24 | 0.88× | 5.70× | ||
| Q3 24 | 2.69× | 1.31× | ||
| Q2 24 | 7.13× | 1.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
