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Side-by-side financial comparison of Allstate (ALL) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $510.9M, roughly 1.8× Genius Sports Ltd). Allstate runs the higher net margin — 266.6% vs -12.3%, a 278.9% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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 ...
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ALL vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $510.9M |
| Net Profit | $2.5B | $-63.0M |
| Gross Margin | — | 25.2% |
| Operating Margin | -1400.3% | -11.5% |
| Net Margin | 266.6% | -12.3% |
| Revenue YoY | 7.2% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | $9.25 | — |
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 | $922.0M | — | ||
| Q4 25 | $17.3B | $510.9M | ||
| Q3 25 | $17.3B | $335.4M | ||
| Q2 25 | $16.6B | $215.2M | ||
| Q1 25 | $16.5B | $119.7M | ||
| Q4 24 | $16.5B | $413.0M | ||
| Q3 24 | $16.6B | $285.8M | ||
| Q2 24 | $15.7B | $184.1M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $-63.0M | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $2.1B | $-47.3M | ||
| Q1 25 | $595.0M | $-25.5M | ||
| Q4 24 | $1.9B | $-85.5M | ||
| Q3 24 | $1.2B | $-47.1M | ||
| Q2 24 | $331.0M | $-35.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | -11.5% | ||
| Q3 25 | — | -15.3% | ||
| Q2 25 | — | -21.0% | ||
| Q1 25 | — | -20.3% | ||
| Q4 24 | — | -18.0% | ||
| Q3 24 | — | -13.9% | ||
| Q2 24 | — | -16.8% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | -12.3% | ||
| Q3 25 | 21.7% | — | ||
| Q2 25 | 12.7% | -22.0% | ||
| Q1 25 | 3.6% | -21.3% | ||
| Q4 24 | 11.7% | -20.7% | ||
| Q3 24 | 7.2% | -16.5% | ||
| Q2 24 | 2.1% | -19.3% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | — | ||
| Q3 25 | $13.95 | — | ||
| Q2 25 | $7.76 | — | ||
| Q1 25 | $2.11 | — | ||
| Q4 24 | $7.07 | — | ||
| Q3 24 | $4.33 | — | ||
| Q2 24 | $1.13 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $724.5M |
| Total Assets | $124.0B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $280.6M | ||
| Q3 25 | $8.7B | $110.2M | ||
| Q2 25 | $9.6B | $110.2M | ||
| Q1 25 | $6.5B | $110.2M | ||
| Q4 24 | $4.5B | $100.3M | ||
| Q3 24 | $7.0B | $100.3M | ||
| Q2 24 | $5.3B | $100.3M |
| 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 | — | ||
| Q4 25 | $30.6B | $724.5M | ||
| Q3 25 | $27.5B | $572.4M | ||
| Q2 25 | $24.0B | $572.4M | ||
| Q1 25 | $22.1B | $572.4M | ||
| Q4 24 | $21.4B | $573.0M | ||
| Q3 24 | $20.9B | $573.0M | ||
| Q2 24 | $18.6B | $573.0M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $1.1B | ||
| Q3 25 | $120.4B | $792.3M | ||
| Q2 25 | $115.9B | $792.3M | ||
| Q1 25 | $115.2B | $792.3M | ||
| Q4 24 | $111.6B | $775.7M | ||
| Q3 24 | $113.7B | $775.7M | ||
| Q2 24 | $108.4B | $775.7M |
| 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 | — | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $81.9M | ||
| Q3 25 | $3.3B | $-4.8M | ||
| Q2 25 | $1.9B | $-1.2M | ||
| Q1 25 | $2.0B | $-14.6M | ||
| Q4 24 | $1.7B | $14.9M | ||
| Q3 24 | $3.2B | $-9.2M | ||
| Q2 24 | $2.4B | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $69.6M | ||
| Q3 25 | $3.2B | $-14.2M | ||
| Q2 25 | $1.9B | $-5.8M | ||
| Q1 25 | $1.9B | $-16.0M | ||
| Q4 24 | $1.7B | $11.3M | ||
| Q3 24 | $3.1B | $-11.6M | ||
| Q2 24 | $2.3B | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 13.6% | ||
| Q3 25 | 18.8% | -4.2% | ||
| Q2 25 | 11.3% | -2.7% | ||
| Q1 25 | 11.4% | -13.4% | ||
| Q4 24 | 10.0% | 2.7% | ||
| Q3 24 | 18.9% | -4.1% | ||
| Q2 24 | 14.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.4% | ||
| Q3 25 | 0.3% | 2.8% | ||
| Q2 25 | 0.0% | 2.1% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.3% | 0.9% | ||
| Q3 24 | 0.4% | 0.9% | ||
| Q2 24 | 0.4% | — |
| 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× | — | ||
| Q2 24 | 7.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
