vs
Side-by-side financial comparison of Allstate (ALL) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($17.3B vs $56.8M, roughly 305.5× LandBridge Co LLC). Allstate runs the higher net margin — 22.1% vs 14.2%, a 7.9% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs 5.1%). Allstate produced more free cash flow last quarter ($2.9B vs $36.4M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs 6.6%).
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 ...
ALL vs LB — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $56.8M |
| Net Profit | $3.8B | $8.1M |
| Gross Margin | — | — |
| Operating Margin | — | 60.0% |
| Net Margin | 22.1% | 14.2% |
| Revenue YoY | 5.1% | 55.6% |
| Net Profit YoY | 98.8% | -83.7% |
| EPS (diluted) | $14.24 | $0.24 |
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.
| Q4 25 | $17.3B | $56.8M | ||
| Q3 25 | $17.3B | $50.8M | ||
| Q2 25 | $16.6B | $47.5M | ||
| Q1 25 | $16.5B | $44.0M | ||
| Q4 24 | $16.5B | $36.5M | ||
| Q3 24 | $16.6B | $28.5M | ||
| Q2 24 | $15.7B | $26.0M | ||
| Q1 24 | $15.3B | $19.0M |
| Q4 25 | $3.8B | $8.1M | ||
| Q3 25 | $3.7B | $8.1M | ||
| Q2 25 | $2.1B | $7.5M | ||
| Q1 25 | $595.0M | $6.5M | ||
| Q4 24 | $1.9B | $49.3M | ||
| Q3 24 | $1.2B | $2.7M | ||
| Q2 24 | $331.0M | $-57.7M | ||
| Q1 24 | $1.2B | $10.8M |
| Q4 25 | — | 60.0% | ||
| Q3 25 | — | 60.8% | ||
| Q2 25 | — | 60.0% | ||
| Q1 25 | — | 57.0% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | -197.4% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 22.1% | 14.2% | ||
| Q3 25 | 21.7% | 15.9% | ||
| Q2 25 | 12.7% | 15.8% | ||
| Q1 25 | 3.6% | 14.7% | ||
| Q4 24 | 11.7% | 135.2% | ||
| Q3 24 | 7.2% | 9.3% | ||
| Q2 24 | 2.1% | -222.1% | ||
| Q1 24 | 8.0% | 56.7% |
| Q4 25 | $14.24 | $0.24 | ||
| Q3 25 | $13.95 | $0.26 | ||
| Q2 25 | $7.76 | $0.24 | ||
| Q1 25 | $2.11 | $0.20 | ||
| Q4 24 | $7.07 | — | ||
| Q3 24 | $4.33 | $-0.04 | ||
| Q2 24 | $1.13 | — | ||
| Q1 24 | $4.46 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.9B | $30.7M |
| Total DebtLower is stronger | $7.5B | $570.7M |
| Stockholders' EquityBook value | $30.6B | $340.3M |
| Total Assets | $119.8B | $1.4B |
| Debt / EquityLower = less leverage | 0.24× | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9B | $30.7M | ||
| Q3 25 | $8.7B | $28.3M | ||
| Q2 25 | $9.6B | $20.3M | ||
| Q1 25 | $6.5B | $14.9M | ||
| Q4 24 | $4.5B | $37.0M | ||
| Q3 24 | $7.0B | $14.4M | ||
| Q2 24 | $5.3B | $24.6M | ||
| Q1 24 | $4.3B | — |
| Q4 25 | $7.5B | $570.7M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $385.5M | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — | ||
| Q1 24 | $7.9B | — |
| Q4 25 | $30.6B | $340.3M | ||
| Q3 25 | $27.5B | $272.0M | ||
| Q2 25 | $24.0B | $266.4M | ||
| Q1 25 | $22.1B | $440.3M | ||
| Q4 24 | $21.4B | $436.0M | ||
| Q3 24 | $20.9B | $97.2M | ||
| Q2 24 | $18.6B | $296.4M | ||
| Q1 24 | $18.6B | $162.3M |
| Q4 25 | $119.8B | $1.4B | ||
| Q3 25 | $120.4B | $1.1B | ||
| Q2 25 | $115.9B | $1.1B | ||
| Q1 25 | $115.2B | $1.0B | ||
| Q4 24 | $111.6B | $1.0B | ||
| Q3 24 | $113.7B | $689.9M | ||
| Q2 24 | $108.4B | $710.5M | ||
| Q1 24 | $105.2B | — |
| Q4 25 | 0.24× | 1.68× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 0.88× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 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 | $3.0B | $38.1M |
| Free Cash FlowOCF − Capex | $2.9B | $36.4M |
| FCF MarginFCF / Revenue | 16.7% | 64.1% |
| Capex IntensityCapex / Revenue | 0.5% | 3.1% |
| Cash ConversionOCF / Net Profit | 0.78× | 4.73× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | $122.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.0B | $38.1M | ||
| Q3 25 | $3.3B | $34.9M | ||
| Q2 25 | $1.9B | $37.3M | ||
| Q1 25 | $2.0B | $15.9M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.2B | $7.5M | ||
| Q2 24 | $2.4B | $16.0M | ||
| Q1 24 | $1.7B | $17.2M |
| Q4 25 | $2.9B | $36.4M | ||
| Q3 25 | $3.2B | $33.7M | ||
| Q2 25 | $1.9B | $36.1M | ||
| Q1 25 | $1.9B | $15.8M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.1B | $7.1M | ||
| Q2 24 | $2.3B | $15.7M | ||
| Q1 24 | $1.6B | $17.1M |
| Q4 25 | 16.7% | 64.1% | ||
| Q3 25 | 18.8% | 66.3% | ||
| Q2 25 | 11.3% | 75.9% | ||
| Q1 25 | 11.4% | 36.0% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 18.9% | 25.1% | ||
| Q2 24 | 14.7% | 60.4% | ||
| Q1 24 | 10.6% | 90.1% |
| Q4 25 | 0.5% | 3.1% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 1.1% | ||
| Q2 24 | 0.4% | 1.4% | ||
| Q1 24 | 0.3% | 0.5% |
| Q4 25 | 0.78× | 4.73× | ||
| Q3 25 | 0.88× | 4.31× | ||
| Q2 25 | 0.89× | 4.98× | ||
| Q1 25 | 3.30× | 2.46× | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | 2.80× | ||
| Q2 24 | 7.13× | — | ||
| Q1 24 | 1.37× | 1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
