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Side-by-side financial comparison of Allstate (ALL) and GRACO INC (GGG). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $593.2M, roughly 1.6× GRACO INC). Allstate runs the higher net margin — 266.6% vs 22.3%, a 244.3% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 7.2%). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% 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 ...
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
ALL vs GGG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $593.2M |
| Net Profit | $2.5B | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | -1400.3% | 26.7% |
| Net Margin | 266.6% | 22.3% |
| Revenue YoY | 7.2% | 8.1% |
| Net Profit YoY | — | 21.9% |
| EPS (diluted) | $9.25 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $17.3B | $543.4M | ||
| Q2 25 | $16.6B | $571.8M | ||
| Q1 25 | $16.5B | $528.3M | ||
| Q4 24 | $16.5B | $548.7M | ||
| Q3 24 | $16.6B | $519.2M | ||
| Q2 24 | $15.7B | $553.2M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $132.5M | ||
| Q3 25 | $3.7B | $137.6M | ||
| Q2 25 | $2.1B | $127.6M | ||
| Q1 25 | $595.0M | $124.1M | ||
| Q4 24 | $1.9B | $108.7M | ||
| Q3 24 | $1.2B | $122.2M | ||
| Q2 24 | $331.0M | $133.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 26.7% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 27.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 29.2% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 22.3% | ||
| Q3 25 | 21.7% | 25.3% | ||
| Q2 25 | 12.7% | 22.3% | ||
| Q1 25 | 3.6% | 23.5% | ||
| Q4 24 | 11.7% | 19.8% | ||
| Q3 24 | 7.2% | 23.5% | ||
| Q2 24 | 2.1% | 24.0% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.78 | ||
| Q3 25 | $13.95 | $0.82 | ||
| Q2 25 | $7.76 | $0.76 | ||
| Q1 25 | $2.11 | $0.72 | ||
| Q4 24 | $7.07 | $0.63 | ||
| Q3 24 | $4.33 | $0.71 | ||
| Q2 24 | $1.13 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $624.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $2.7B |
| Total Assets | $124.0B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $624.1M | ||
| Q3 25 | $8.7B | $618.7M | ||
| Q2 25 | $9.6B | $534.9M | ||
| Q1 25 | $6.5B | $536.1M | ||
| Q4 24 | $4.5B | $675.3M | ||
| Q3 24 | $7.0B | $764.5M | ||
| Q2 24 | $5.3B | $666.0M |
| 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 | $2.7B | ||
| Q3 25 | $27.5B | $2.6B | ||
| Q2 25 | $24.0B | $2.5B | ||
| Q1 25 | $22.1B | $2.5B | ||
| Q4 24 | $21.4B | $2.6B | ||
| Q3 24 | $20.9B | $2.5B | ||
| Q2 24 | $18.6B | $2.4B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.3B | ||
| Q3 25 | $120.4B | $3.2B | ||
| Q2 25 | $115.9B | $3.0B | ||
| Q1 25 | $115.2B | $3.0B | ||
| Q4 24 | $111.6B | $3.1B | ||
| Q3 24 | $113.7B | $3.0B | ||
| Q2 24 | $108.4B | $2.9B |
| 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 | — | $196.3M |
| Free Cash FlowOCF − Capex | — | $184.3M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $196.3M | ||
| Q3 25 | $3.3B | $179.2M | ||
| Q2 25 | $1.9B | $182.7M | ||
| Q1 25 | $2.0B | $125.4M | ||
| Q4 24 | $1.7B | $185.2M | ||
| Q3 24 | $3.2B | $178.6M | ||
| Q2 24 | $2.4B | $139.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $184.3M | ||
| Q3 25 | $3.2B | $175.7M | ||
| Q2 25 | $1.9B | $163.1M | ||
| Q1 25 | $1.9B | $114.8M | ||
| Q4 24 | $1.7B | $171.3M | ||
| Q3 24 | $3.1B | $159.2M | ||
| Q2 24 | $2.3B | $102.7M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 31.1% | ||
| Q3 25 | 18.8% | 32.3% | ||
| Q2 25 | 11.3% | 28.5% | ||
| Q1 25 | 11.4% | 21.7% | ||
| Q4 24 | 10.0% | 31.2% | ||
| Q3 24 | 18.9% | 30.7% | ||
| Q2 24 | 14.7% | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.3% | 0.6% | ||
| Q2 25 | 0.0% | 3.4% | ||
| Q1 25 | 0.6% | 2.0% | ||
| Q4 24 | 0.3% | 2.5% | ||
| Q3 24 | 0.4% | 3.7% | ||
| Q2 24 | 0.4% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.48× | ||
| Q3 25 | 0.88× | 1.30× | ||
| Q2 25 | 0.89× | 1.43× | ||
| Q1 25 | 3.30× | 1.01× | ||
| Q4 24 | 0.88× | 1.70× | ||
| Q3 24 | 2.69× | 1.46× | ||
| Q2 24 | 7.13× | 1.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
