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Side-by-side financial comparison of Allstate (ALL) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $733.7M, roughly 1.3× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 7.2%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% 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 ...
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
ALL vs BFAM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $733.7M |
| Net Profit | $2.5B | — |
| Gross Margin | — | 19.3% |
| Operating Margin | -1400.3% | 6.2% |
| Net Margin | 266.6% | — |
| Revenue YoY | 7.2% | 8.8% |
| Net Profit YoY | — | — |
| EPS (diluted) | $9.25 | $0.38 |
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 | $733.7M | ||
| Q3 25 | $17.3B | $802.8M | ||
| Q2 25 | $16.6B | $731.6M | ||
| Q1 25 | $16.5B | $665.5M | ||
| Q4 24 | $16.5B | $674.1M | ||
| Q3 24 | $16.6B | $719.1M | ||
| Q2 24 | $15.7B | $670.1M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | $78.6M | ||
| Q2 25 | $2.1B | $54.8M | ||
| Q1 25 | $595.0M | $38.0M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.2B | $54.9M | ||
| Q2 24 | $331.0M | $39.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 9.4% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 10.3% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.7% | 9.8% | ||
| Q2 25 | 12.7% | 7.5% | ||
| Q1 25 | 3.6% | 5.7% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 7.2% | 7.6% | ||
| Q2 24 | 2.1% | 5.8% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.38 | ||
| Q3 25 | $13.95 | $1.37 | ||
| Q2 25 | $7.76 | $0.95 | ||
| Q1 25 | $2.11 | $0.66 | ||
| Q4 24 | $7.07 | $0.50 | ||
| Q3 24 | $4.33 | $0.94 | ||
| Q2 24 | $1.13 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $140.1M |
| Total DebtLower is stronger | — | $747.6M |
| Stockholders' EquityBook value | $31.6B | $1.3B |
| Total Assets | $124.0B | $3.9B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $140.1M | ||
| Q3 25 | $8.7B | $116.6M | ||
| Q2 25 | $9.6B | $179.2M | ||
| Q1 25 | $6.5B | $112.0M | ||
| Q4 24 | $4.5B | $110.3M | ||
| Q3 24 | $7.0B | $109.9M | ||
| Q2 24 | $5.3B | $140.2M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $747.6M | ||
| Q3 25 | $8.1B | $747.5M | ||
| Q2 25 | $8.1B | $797.0M | ||
| Q1 25 | $8.1B | $872.7M | ||
| Q4 24 | $8.1B | $918.4M | ||
| Q3 24 | $8.1B | $925.7M | ||
| Q2 24 | $8.1B | $931.9M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.3B | ||
| Q3 25 | $27.5B | $1.4B | ||
| Q2 25 | $24.0B | $1.4B | ||
| Q1 25 | $22.1B | $1.3B | ||
| Q4 24 | $21.4B | $1.3B | ||
| Q3 24 | $20.9B | $1.4B | ||
| Q2 24 | $18.6B | $1.3B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.9B | ||
| Q3 25 | $120.4B | $3.9B | ||
| Q2 25 | $115.9B | $3.9B | ||
| Q1 25 | $115.2B | $3.8B | ||
| Q4 24 | $111.6B | $3.9B | ||
| Q3 24 | $113.7B | $3.9B | ||
| Q2 24 | $108.4B | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.56× | ||
| Q3 25 | 0.29× | 0.52× | ||
| Q2 25 | 0.34× | 0.57× | ||
| Q1 25 | 0.37× | 0.66× | ||
| Q4 24 | 0.38× | 0.72× | ||
| Q3 24 | 0.39× | 0.66× | ||
| Q2 24 | 0.43× | 0.73× |
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 | — | $350.7M |
| Free Cash FlowOCF − Capex | — | $258.5M |
| FCF MarginFCF / Revenue | — | 35.2% |
| Capex IntensityCapex / Revenue | — | 12.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $350.7M | ||
| Q3 25 | $3.3B | $-17.6M | ||
| Q2 25 | $1.9B | $134.2M | ||
| Q1 25 | $2.0B | $86.2M | ||
| Q4 24 | $1.7B | $337.5M | ||
| Q3 24 | $3.2B | $-8.9M | ||
| Q2 24 | $2.4B | $109.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $258.5M | ||
| Q3 25 | $3.2B | $-42.4M | ||
| Q2 25 | $1.9B | $115.4M | ||
| Q1 25 | $1.9B | $70.9M | ||
| Q4 24 | $1.7B | $240.2M | ||
| Q3 24 | $3.1B | $-32.2M | ||
| Q2 24 | $2.3B | $86.8M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 35.2% | ||
| Q3 25 | 18.8% | -5.3% | ||
| Q2 25 | 11.3% | 15.8% | ||
| Q1 25 | 11.4% | 10.7% | ||
| Q4 24 | 10.0% | 35.6% | ||
| Q3 24 | 18.9% | -4.5% | ||
| Q2 24 | 14.7% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 12.6% | ||
| Q3 25 | 0.3% | 3.1% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.6% | 2.3% | ||
| Q4 24 | 0.3% | 14.4% | ||
| Q3 24 | 0.4% | 3.2% | ||
| Q2 24 | 0.4% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | -0.22× | ||
| Q2 25 | 0.89× | 2.45× | ||
| Q1 25 | 3.30× | 2.26× | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | -0.16× | ||
| Q2 24 | 7.13× | 2.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
