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Side-by-side financial comparison of Allstate (ALL) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $922.0M, roughly 1.2× Allstate). Allstate runs the higher net margin — 266.6% vs 5.6%, a 261.0% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -4.8%). Over the past eight quarters, M/I HOMES, INC.'s revenue compounded faster (4.7% 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 ...
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
ALL vs MHO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.1B |
| Net Profit | $2.5B | $64.0M |
| Gross Margin | — | 17.4% |
| Operating Margin | -1400.3% | 6.5% |
| Net Margin | 266.6% | 5.6% |
| Revenue YoY | 7.2% | -4.8% |
| Net Profit YoY | — | -52.1% |
| EPS (diluted) | $9.25 | $2.42 |
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 | $1.1B | ||
| Q3 25 | $17.3B | $1.1B | ||
| Q2 25 | $16.6B | $1.2B | ||
| Q1 25 | $16.5B | $976.1M | ||
| Q4 24 | $16.5B | $1.2B | ||
| Q3 24 | $16.6B | $1.1B | ||
| Q2 24 | $15.7B | $1.1B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $64.0M | ||
| Q3 25 | $3.7B | $106.5M | ||
| Q2 25 | $2.1B | $121.2M | ||
| Q1 25 | $595.0M | $111.2M | ||
| Q4 24 | $1.9B | $133.5M | ||
| Q3 24 | $1.2B | $145.4M | ||
| Q2 24 | $331.0M | $146.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | — | 24.7% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 27.9% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 5.6% | ||
| Q3 25 | 21.7% | 9.4% | ||
| Q2 25 | 12.7% | 10.4% | ||
| Q1 25 | 3.6% | 11.4% | ||
| Q4 24 | 11.7% | 11.1% | ||
| Q3 24 | 7.2% | 12.7% | ||
| Q2 24 | 2.1% | 13.2% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $2.42 | ||
| Q3 25 | $13.95 | $3.92 | ||
| Q2 25 | $7.76 | $4.42 | ||
| Q1 25 | $2.11 | $3.98 | ||
| Q4 24 | $7.07 | $4.71 | ||
| Q3 24 | $4.33 | $5.10 | ||
| Q2 24 | $1.13 | $5.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $3.2B |
| Total Assets | $124.0B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $5.3B | — |
| 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 | $3.2B | ||
| Q3 25 | $27.5B | $3.1B | ||
| Q2 25 | $24.0B | $3.1B | ||
| Q1 25 | $22.1B | $3.0B | ||
| Q4 24 | $21.4B | $2.9B | ||
| Q3 24 | $20.9B | $2.8B | ||
| Q2 24 | $18.6B | $2.7B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $4.8B | ||
| Q3 25 | $120.4B | $4.8B | ||
| Q2 25 | $115.9B | $4.7B | ||
| Q1 25 | $115.2B | $4.6B | ||
| Q4 24 | $111.6B | $4.5B | ||
| Q3 24 | $113.7B | $4.5B | ||
| Q2 24 | $108.4B | $4.3B |
| 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 | — | $-8.7M |
| Free Cash FlowOCF − Capex | — | $-13.0M |
| FCF MarginFCF / Revenue | — | -1.1% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $-8.7M | ||
| Q3 25 | $3.3B | $43.4M | ||
| Q2 25 | $1.9B | $37.8M | ||
| Q1 25 | $2.0B | $64.9M | ||
| Q4 24 | $1.7B | $104.4M | ||
| Q3 24 | $3.2B | $-67.9M | ||
| Q2 24 | $2.4B | $27.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-13.0M | ||
| Q3 25 | $3.2B | $42.0M | ||
| Q2 25 | $1.9B | $35.1M | ||
| Q1 25 | $1.9B | $63.5M | ||
| Q4 24 | $1.7B | $102.3M | ||
| Q3 24 | $3.1B | $-68.5M | ||
| Q2 24 | $2.3B | $22.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | -1.1% | ||
| Q3 25 | 18.8% | 3.7% | ||
| Q2 25 | 11.3% | 3.0% | ||
| Q1 25 | 11.4% | 6.5% | ||
| Q4 24 | 10.0% | 8.5% | ||
| Q3 24 | 18.9% | -6.0% | ||
| Q2 24 | 14.7% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.4% | ||
| Q3 25 | 0.3% | 0.1% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.6% | 0.1% | ||
| Q4 24 | 0.3% | 0.2% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.4% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | -0.14× | ||
| Q3 25 | 0.88× | 0.41× | ||
| Q2 25 | 0.89× | 0.31× | ||
| Q1 25 | 3.30× | 0.58× | ||
| Q4 24 | 0.88× | 0.78× | ||
| Q3 24 | 2.69× | -0.47× | ||
| Q2 24 | 7.13× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
