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Side-by-side financial comparison of Allstate (ALL) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $479.6M, roughly 1.9× Essex Property Trust). Allstate runs the higher net margin — 266.6% vs 17.9%, a 248.7% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 5.5%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% 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 ...
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
ALL vs ESS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $479.6M |
| Net Profit | $2.5B | $85.7M |
| Gross Margin | — | 70.0% |
| Operating Margin | -1400.3% | 31.7% |
| Net Margin | 266.6% | 17.9% |
| Revenue YoY | 7.2% | 5.5% |
| Net Profit YoY | — | -71.6% |
| EPS (diluted) | $9.25 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $17.3B | $473.3M | ||
| Q2 25 | $16.6B | $469.8M | ||
| Q1 25 | $16.5B | $464.6M | ||
| Q4 24 | $16.5B | $454.5M | ||
| Q3 24 | $16.6B | $450.7M | ||
| Q2 24 | $15.7B | $442.4M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $85.7M | ||
| Q3 25 | $3.7B | $172.7M | ||
| Q2 25 | $2.1B | $231.5M | ||
| Q1 25 | $595.0M | $212.8M | ||
| Q4 24 | $1.9B | $301.7M | ||
| Q3 24 | $1.2B | $125.5M | ||
| Q2 24 | $331.0M | $99.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 69.2% | ||
| Q2 25 | — | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 69.5% | ||
| Q2 24 | — | 70.8% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | — | 67.0% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 31.1% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 17.9% | ||
| Q3 25 | 21.7% | 36.5% | ||
| Q2 25 | 12.7% | 49.3% | ||
| Q1 25 | 3.6% | 45.8% | ||
| Q4 24 | 11.7% | 66.4% | ||
| Q3 24 | 7.2% | 27.8% | ||
| Q2 24 | 2.1% | 22.4% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $1.24 | ||
| Q3 25 | $13.95 | $2.56 | ||
| Q2 25 | $7.76 | $3.44 | ||
| Q1 25 | $2.11 | $3.16 | ||
| Q4 24 | $7.07 | $4.00 | ||
| Q3 24 | $4.33 | $1.84 | ||
| Q2 24 | $1.13 | $1.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $5.5B |
| Total Assets | $124.0B | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $76.2M | ||
| Q3 25 | $8.7B | $66.0M | ||
| Q2 25 | $9.6B | $58.7M | ||
| Q1 25 | $6.5B | $98.7M | ||
| Q4 24 | $4.5B | $66.8M | ||
| Q3 24 | $7.0B | $71.3M | ||
| Q2 24 | $5.3B | $55.2M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | $6.4B | ||
| Q2 25 | $8.1B | $6.4B | ||
| Q1 25 | $8.1B | $6.8B | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | $6.4B | ||
| Q2 24 | $8.1B | $6.2B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $5.5B | ||
| Q3 25 | $27.5B | $5.6B | ||
| Q2 25 | $24.0B | $5.6B | ||
| Q1 25 | $22.1B | $5.6B | ||
| Q4 24 | $21.4B | $5.5B | ||
| Q3 24 | $20.9B | $5.4B | ||
| Q2 24 | $18.6B | $5.5B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $13.2B | ||
| Q3 25 | $120.4B | $13.2B | ||
| Q2 25 | $115.9B | $13.2B | ||
| Q1 25 | $115.2B | $13.2B | ||
| Q4 24 | $111.6B | $12.9B | ||
| Q3 24 | $113.7B | $12.6B | ||
| Q2 24 | $108.4B | $12.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | 1.15× | ||
| Q2 25 | 0.34× | 1.14× | ||
| Q1 25 | 0.37× | 1.22× | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | 1.18× | ||
| Q2 24 | 0.43× | 1.13× |
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 | — | $1.1B |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $1.1B | ||
| Q3 25 | $3.3B | $342.6M | ||
| Q2 25 | $1.9B | $216.1M | ||
| Q1 25 | $2.0B | $281.5M | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $3.2B | $316.2M | ||
| Q2 24 | $2.4B | $218.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 18.8% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 14.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 12.53× | ||
| Q3 25 | 0.88× | 1.98× | ||
| Q2 25 | 0.89× | 0.93× | ||
| Q1 25 | 3.30× | 1.32× | ||
| Q4 24 | 0.88× | 3.54× | ||
| Q3 24 | 2.69× | 2.52× | ||
| Q2 24 | 7.13× | 2.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
