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Side-by-side financial comparison of Allstate (ALL) and Graham Holdings Co (GHC). Click either name above to swap in a different company.
Graham Holdings Co is the larger business by last-quarter revenue ($1.3B vs $922.0M, roughly 1.4× Allstate). Allstate runs the higher net margin — 266.6% vs 8.7%, a 257.9% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 0.4%). Over the past eight quarters, Graham Holdings Co's revenue compounded faster (4.2% 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 ...
Graham Holdings Company is a diversified American conglomerate holding company. Headquartered in Arlington County, Virginia, and incorporated in Delaware, it was formerly the owner of The Washington Post newspaper and Newsweek magazine.
ALL vs GHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.3B |
| Net Profit | $2.5B | $108.7M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 3.8% |
| Net Margin | 266.6% | 8.7% |
| Revenue YoY | 7.2% | 0.4% |
| Net Profit YoY | — | -80.2% |
| EPS (diluted) | $9.25 | $24.76 |
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 | $1.3B | ||
| Q3 25 | $17.3B | $1.3B | ||
| Q2 25 | $16.6B | $1.2B | ||
| Q1 25 | $16.5B | $1.2B | ||
| Q4 24 | $16.5B | $1.2B | ||
| Q3 24 | $16.6B | $1.2B | ||
| Q2 24 | $15.7B | $1.2B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $108.7M | ||
| Q3 25 | $3.7B | $122.9M | ||
| Q2 25 | $2.1B | $36.7M | ||
| Q1 25 | $595.0M | $23.9M | ||
| Q4 24 | $1.9B | $548.8M | ||
| Q3 24 | $1.2B | $72.5M | ||
| Q2 24 | $331.0M | $-21.0M |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 8.7% | ||
| Q3 25 | 21.7% | 9.6% | ||
| Q2 25 | 12.7% | 3.0% | ||
| Q1 25 | 3.6% | 2.0% | ||
| Q4 24 | 11.7% | 44.1% | ||
| Q3 24 | 7.2% | 6.0% | ||
| Q2 24 | 2.1% | -1.8% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $24.76 | ||
| Q3 25 | $13.95 | $27.91 | ||
| Q2 25 | $7.76 | $8.35 | ||
| Q1 25 | $2.11 | $5.45 | ||
| Q4 24 | $7.07 | $124.05 | ||
| Q3 24 | $4.33 | $16.42 | ||
| Q2 24 | $1.13 | $-4.79 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $267.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $4.8B |
| Total Assets | $124.0B | $8.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $267.0M | ||
| Q3 25 | $8.7B | $190.8M | ||
| Q2 25 | $9.6B | $176.2M | ||
| Q1 25 | $6.5B | $156.7M | ||
| Q4 24 | $4.5B | $260.9M | ||
| Q3 24 | $7.0B | $244.4M | ||
| Q2 24 | $5.3B | $140.7M |
| 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 | $4.8B | ||
| Q3 25 | $27.5B | $4.5B | ||
| Q2 25 | $24.0B | $4.4B | ||
| Q1 25 | $22.1B | $4.3B | ||
| Q4 24 | $21.4B | $4.3B | ||
| Q3 24 | $20.9B | $4.0B | ||
| Q2 24 | $18.6B | $4.0B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $8.4B | ||
| Q3 25 | $120.4B | $7.9B | ||
| Q2 25 | $115.9B | $7.6B | ||
| Q1 25 | $115.2B | $7.6B | ||
| Q4 24 | $111.6B | $7.7B | ||
| Q3 24 | $113.7B | $7.4B | ||
| Q2 24 | $108.4B | $7.2B |
| 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 | — | $28.3M |
| Free Cash FlowOCF − Capex | — | $5.0M |
| FCF MarginFCF / Revenue | — | 0.4% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | — | 0.26× |
| TTM Free Cash FlowTrailing 4 quarters | — | $275.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $28.3M | ||
| Q3 25 | $3.3B | $178.1M | ||
| Q2 25 | $1.9B | $94.8M | ||
| Q1 25 | $2.0B | $46.0M | ||
| Q4 24 | $1.7B | $116.3M | ||
| Q3 24 | $3.2B | $237.6M | ||
| Q2 24 | $2.4B | $52.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $5.0M | ||
| Q3 25 | $3.2B | $161.8M | ||
| Q2 25 | $1.9B | $78.0M | ||
| Q1 25 | $1.9B | $30.5M | ||
| Q4 24 | $1.7B | $91.1M | ||
| Q3 24 | $3.1B | $219.4M | ||
| Q2 24 | $2.3B | $33.7M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 0.4% | ||
| Q3 25 | 18.8% | 12.6% | ||
| Q2 25 | 11.3% | 6.4% | ||
| Q1 25 | 11.4% | 2.6% | ||
| Q4 24 | 10.0% | 7.3% | ||
| Q3 24 | 18.9% | 18.2% | ||
| Q2 24 | 14.7% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.9% | ||
| Q3 25 | 0.3% | 1.3% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.6% | 1.3% | ||
| Q4 24 | 0.3% | 2.0% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.4% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 0.26× | ||
| Q3 25 | 0.88× | 1.45× | ||
| Q2 25 | 0.89× | 2.58× | ||
| Q1 25 | 3.30× | 1.93× | ||
| Q4 24 | 0.88× | 0.21× | ||
| Q3 24 | 2.69× | 3.28× | ||
| Q2 24 | 7.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
GHC
| Products | $602.7M | 48% |
| Kaplan International | $251.9M | 20% |
| Manufacturing | $117.8M | 9% |
| Television Broadcasting | $110.5M | 9% |
| Higher Education | $83.8M | 7% |
| Supplemental Education | $74.9M | 6% |
| Related Party | $4.4M | 0% |
