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Side-by-side financial comparison of Allstate (ALL) and F5, Inc. (FFIV). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $811.7M, roughly 1.1× F5, Inc.). Allstate runs the higher net margin — 266.6% vs 18.2%, a 248.4% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 7.2%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% 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 ...
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
ALL vs FFIV — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $811.7M |
| Net Profit | $2.5B | $148.0M |
| Gross Margin | — | 81.4% |
| Operating Margin | -1400.3% | 22.1% |
| Net Margin | 266.6% | 18.2% |
| Revenue YoY | 7.2% | 11.0% |
| Net Profit YoY | — | 1.5% |
| EPS (diluted) | $9.25 | $2.58 |
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 | $811.7M | ||
| Q4 25 | $17.3B | $822.5M | ||
| Q3 25 | $17.3B | $810.1M | ||
| Q2 25 | $16.6B | $780.4M | ||
| Q1 25 | $16.5B | $731.1M | ||
| Q4 24 | $16.5B | $766.5M | ||
| Q3 24 | $16.6B | $746.7M | ||
| Q2 24 | $15.7B | $695.5M |
| Q1 26 | $2.5B | $148.0M | ||
| Q4 25 | $3.8B | $180.1M | ||
| Q3 25 | $3.7B | $190.5M | ||
| Q2 25 | $2.1B | $189.9M | ||
| Q1 25 | $595.0M | $145.5M | ||
| Q4 24 | $1.9B | $166.4M | ||
| Q3 24 | $1.2B | $165.3M | ||
| Q2 24 | $331.0M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | — | 80.4% |
| Q1 26 | -1400.3% | 22.1% | ||
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 23.4% |
| Q1 26 | 266.6% | 18.2% | ||
| Q4 25 | 22.1% | 21.9% | ||
| Q3 25 | 21.7% | 23.5% | ||
| Q2 25 | 12.7% | 24.3% | ||
| Q1 25 | 3.6% | 19.9% | ||
| Q4 24 | 11.7% | 21.7% | ||
| Q3 24 | 7.2% | 22.1% | ||
| Q2 24 | 2.1% | 20.7% |
| Q1 26 | $9.25 | $2.58 | ||
| Q4 25 | $14.24 | $3.10 | ||
| Q3 25 | $13.95 | $3.25 | ||
| Q2 25 | $7.76 | $3.25 | ||
| Q1 25 | $2.11 | $2.48 | ||
| Q4 24 | $7.07 | $2.82 | ||
| Q3 24 | $4.33 | $2.79 | ||
| Q2 24 | $1.13 | $2.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $3.6B |
| Total Assets | $124.0B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.9B | $1.2B | ||
| Q3 25 | $8.7B | $1.3B | ||
| Q2 25 | $9.6B | $1.4B | ||
| Q1 25 | $6.5B | $1.3B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $7.0B | $1.1B | ||
| Q2 24 | $5.3B | $935.6M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | $3.6B | ||
| Q4 25 | $30.6B | $3.5B | ||
| Q3 25 | $27.5B | $3.6B | ||
| Q2 25 | $24.0B | $3.5B | ||
| Q1 25 | $22.1B | $3.3B | ||
| Q4 24 | $21.4B | $3.2B | ||
| Q3 24 | $20.9B | $3.1B | ||
| Q2 24 | $18.6B | $3.0B |
| Q1 26 | $124.0B | $6.5B | ||
| Q4 25 | $119.8B | $6.3B | ||
| Q3 25 | $120.4B | $6.3B | ||
| Q2 25 | $115.9B | $6.1B | ||
| Q1 25 | $115.2B | $5.9B | ||
| Q4 24 | $111.6B | $5.9B | ||
| Q3 24 | $113.7B | $5.6B | ||
| Q2 24 | $108.4B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| 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 | — | $525.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | $3.0B | $159.2M | ||
| Q3 25 | $3.3B | $208.1M | ||
| Q2 25 | $1.9B | $282.2M | ||
| Q1 25 | $2.0B | $256.6M | ||
| Q4 24 | $1.7B | $202.8M | ||
| Q3 24 | $3.2B | $246.5M | ||
| Q2 24 | $2.4B | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $149.5M | ||
| Q3 25 | $3.2B | $191.9M | ||
| Q2 25 | $1.9B | $273.7M | ||
| Q1 25 | $1.9B | $246.1M | ||
| Q4 24 | $1.7B | $194.7M | ||
| Q3 24 | $3.1B | $240.4M | ||
| Q2 24 | $2.3B | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 18.2% | ||
| Q3 25 | 18.8% | 23.7% | ||
| Q2 25 | 11.3% | 35.1% | ||
| Q1 25 | 11.4% | 33.7% | ||
| Q4 24 | 10.0% | 25.4% | ||
| Q3 24 | 18.9% | 32.2% | ||
| Q2 24 | 14.7% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.2% | ||
| Q3 25 | 0.3% | 2.0% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.6% | 1.4% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.4% | 0.8% | ||
| Q2 24 | 0.4% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | 0.78× | 0.88× | ||
| Q3 25 | 0.88× | 1.09× | ||
| Q2 25 | 0.89× | 1.49× | ||
| Q1 25 | 3.30× | 1.76× | ||
| Q4 24 | 0.88× | 1.22× | ||
| Q3 24 | 2.69× | 1.49× | ||
| Q2 24 | 7.13× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
