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Side-by-side financial comparison of Allstate (ALL) and CONDUENT Inc (CNDT). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($16.9B vs $770.0M, roughly 22.0× CONDUENT Inc). Allstate runs the higher net margin — 14.5% vs -4.3%, a 18.8% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (3.0% vs -3.8%). Over the past eight quarters, Allstate's revenue compounded faster (3.8% CAGR vs -8.6%).
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 ...
Conduent Inc. is an American business services provider company headquartered in Florham Park, New Jersey. It was formed in 2017 as a divestiture from Xerox. The company offers digital platforms for businesses and governments. As of 2026, it has over 54,000 employees working across 24 countries.
ALL vs CNDT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $16.9B | $770.0M |
| Net Profit | $2.5B | $-33.0M |
| Gross Margin | — | 19.0% |
| Operating Margin | 18.3% | -3.6% |
| Net Margin | 14.5% | -4.3% |
| Revenue YoY | 3.0% | -3.8% |
| Net Profit YoY | 312.4% | -175.0% |
| EPS (diluted) | $9.25 | $-0.25 |
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 | $16.9B | — | ||
| Q4 25 | $17.3B | $770.0M | ||
| Q3 25 | $17.3B | $767.0M | ||
| Q2 25 | $16.6B | $754.0M | ||
| Q1 25 | $16.5B | $751.0M | ||
| Q4 24 | $16.5B | $800.0M | ||
| Q3 24 | $16.6B | $807.0M | ||
| Q2 24 | $15.7B | $828.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $-33.0M | ||
| Q3 25 | $3.7B | $-46.0M | ||
| Q2 25 | $2.1B | $-40.0M | ||
| Q1 25 | $595.0M | $-51.0M | ||
| Q4 24 | $1.9B | $-12.0M | ||
| Q3 24 | $1.2B | $123.0M | ||
| Q2 24 | $331.0M | $216.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.0% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 17.7% | ||
| Q4 24 | — | 17.3% | ||
| Q3 24 | — | 18.7% | ||
| Q2 24 | — | 18.2% |
| Q1 26 | 18.3% | — | ||
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | -5.0% | ||
| Q2 25 | — | -5.0% | ||
| Q1 25 | — | -7.5% | ||
| Q4 24 | — | -10.3% | ||
| Q3 24 | — | 19.7% | ||
| Q2 24 | — | 36.2% |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 22.1% | -4.3% | ||
| Q3 25 | 21.7% | -6.0% | ||
| Q2 25 | 12.7% | -5.3% | ||
| Q1 25 | 3.6% | -6.8% | ||
| Q4 24 | 11.7% | -1.5% | ||
| Q3 24 | 7.2% | 15.2% | ||
| Q2 24 | 2.1% | 26.1% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $-0.25 | ||
| Q3 25 | $13.95 | $-0.30 | ||
| Q2 25 | $7.76 | $-0.26 | ||
| Q1 25 | $2.11 | $-0.33 | ||
| Q4 24 | $7.07 | $-0.02 | ||
| Q3 24 | $4.33 | $0.72 | ||
| Q2 24 | $1.13 | $1.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $233.0M |
| Total DebtLower is stronger | — | $665.0M |
| Stockholders' EquityBook value | $31.6B | $685.0M |
| Total Assets | $124.0B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.97× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $233.0M | ||
| Q3 25 | $8.7B | $248.0M | ||
| Q2 25 | $9.6B | $275.0M | ||
| Q1 25 | $6.5B | $277.0M | ||
| Q4 24 | $4.5B | $366.0M | ||
| Q3 24 | $7.0B | $393.0M | ||
| Q2 24 | $5.3B | $300.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $665.0M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $615.0M | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $685.0M | ||
| Q3 25 | $27.5B | $717.0M | ||
| Q2 25 | $24.0B | $777.0M | ||
| Q1 25 | $22.1B | $800.0M | ||
| Q4 24 | $21.4B | $839.0M | ||
| Q3 24 | $20.9B | $877.0M | ||
| Q2 24 | $18.6B | $751.0M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $2.4B | ||
| Q3 25 | $120.4B | $2.5B | ||
| Q2 25 | $115.9B | $2.5B | ||
| Q1 25 | $115.2B | $2.5B | ||
| Q4 24 | $111.6B | $2.6B | ||
| Q3 24 | $113.7B | $2.8B | ||
| Q2 24 | $108.4B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.97× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 0.73× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $39.0M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 3.1% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-132.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $39.0M | ||
| Q3 25 | $3.3B | $-39.0M | ||
| Q2 25 | $1.9B | $-15.0M | ||
| Q1 25 | $2.0B | $-58.0M | ||
| Q4 24 | $1.7B | $41.0M | ||
| Q3 24 | $3.2B | $-13.0M | ||
| Q2 24 | $2.4B | $-41.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $24.0M | ||
| Q3 25 | $3.2B | $-54.0M | ||
| Q2 25 | $1.9B | $-30.0M | ||
| Q1 25 | $1.9B | $-72.0M | ||
| Q4 24 | $1.7B | $30.0M | ||
| Q3 24 | $3.1B | $-21.0M | ||
| Q2 24 | $2.3B | $-59.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 3.1% | ||
| Q3 25 | 18.8% | -7.0% | ||
| Q2 25 | 11.3% | -4.0% | ||
| Q1 25 | 11.4% | -9.6% | ||
| Q4 24 | 10.0% | 3.8% | ||
| Q3 24 | 18.9% | -2.6% | ||
| Q2 24 | 14.7% | -7.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.9% | ||
| Q3 25 | 0.3% | 2.0% | ||
| Q2 25 | 0.0% | 2.0% | ||
| Q1 25 | 0.6% | 1.9% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.4% | 1.0% | ||
| Q2 24 | 0.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | -0.11× | ||
| Q2 24 | 7.13× | -0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
| Property and casualty insurance premiums | $15.6B | 92% |
| Other revenue | $719.0M | 4% |
| Other | $533.0M | 3% |
| Accident and health insurance premiums and contract charges | $136.0M | 1% |
CNDT
| Government Segment | $230.0M | 30% |
| Integrated Digital Solutions | $134.0M | 17% |
| Customer Experience Management | $127.0M | 16% |
| B Paa S | $116.0M | 15% |
| Government Services Solutions | $93.0M | 12% |
| Transferred At Point In Time | $36.0M | 5% |
| Other | $34.0M | 4% |
