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Side-by-side financial comparison of Allstate (ALL) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($17.3B vs $16.1B, roughly 1.1× Oracle Corporation). Oracle Corporation runs the higher net margin — 38.2% vs 22.1%, a 16.1% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs 5.1%). Allstate produced more free cash flow last quarter ($2.9B vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% 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 ...
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
ALL vs ORCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $16.1B |
| Net Profit | $3.8B | $6.1B |
| Gross Margin | — | — |
| Operating Margin | — | 29.5% |
| Net Margin | 22.1% | 38.2% |
| Revenue YoY | 5.1% | 14.2% |
| Net Profit YoY | 98.8% | 94.7% |
| EPS (diluted) | $14.24 | $2.10 |
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 | $16.1B | ||
| Q3 25 | $17.3B | $14.9B | ||
| Q2 25 | $16.6B | $15.9B | ||
| Q1 25 | $16.5B | $14.1B | ||
| Q4 24 | $16.5B | $14.1B | ||
| Q3 24 | $16.6B | $13.3B | ||
| Q2 24 | $15.7B | $14.3B | ||
| Q1 24 | $15.3B | $13.3B |
| Q4 25 | $3.8B | $6.1B | ||
| Q3 25 | $3.7B | $2.9B | ||
| Q2 25 | $2.1B | $3.4B | ||
| Q1 25 | $595.0M | $2.9B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $1.2B | $2.9B | ||
| Q2 24 | $331.0M | $3.1B | ||
| Q1 24 | $1.2B | $2.4B |
| Q4 25 | — | 29.5% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 30.8% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.0% | ||
| Q2 24 | — | 32.8% | ||
| Q1 24 | — | 28.2% |
| Q4 25 | 22.1% | 38.2% | ||
| Q3 25 | 21.7% | 19.6% | ||
| Q2 25 | 12.7% | 21.5% | ||
| Q1 25 | 3.6% | 20.8% | ||
| Q4 24 | 11.7% | 22.4% | ||
| Q3 24 | 7.2% | 22.0% | ||
| Q2 24 | 2.1% | 22.0% | ||
| Q1 24 | 8.0% | 18.1% |
| Q4 25 | $14.24 | $2.10 | ||
| Q3 25 | $13.95 | $1.01 | ||
| Q2 25 | $7.76 | $1.19 | ||
| Q1 25 | $2.11 | $1.02 | ||
| Q4 24 | $7.07 | $1.10 | ||
| Q3 24 | $4.33 | $1.03 | ||
| Q2 24 | $1.13 | $1.11 | ||
| Q1 24 | $4.46 | $0.85 |
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 | $19.2B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $30.6B | $30.0B |
| Total Assets | $119.8B | $205.0B |
| Debt / EquityLower = less leverage | 0.24× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9B | $19.2B | ||
| Q3 25 | $8.7B | $10.4B | ||
| Q2 25 | $9.6B | $10.8B | ||
| Q1 25 | $6.5B | $17.4B | ||
| Q4 24 | $4.5B | $10.9B | ||
| Q3 24 | $7.0B | $10.6B | ||
| Q2 24 | $5.3B | $10.5B | ||
| Q1 24 | $4.3B | $9.5B |
| 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 24 | $7.9B | — |
| Q4 25 | $30.6B | $30.0B | ||
| Q3 25 | $27.5B | $24.2B | ||
| Q2 25 | $24.0B | $20.5B | ||
| Q1 25 | $22.1B | $16.7B | ||
| Q4 24 | $21.4B | $13.7B | ||
| Q3 24 | $20.9B | $10.8B | ||
| Q2 24 | $18.6B | $8.7B | ||
| Q1 24 | $18.6B | $5.6B |
| Q4 25 | $119.8B | $205.0B | ||
| Q3 25 | $120.4B | $180.4B | ||
| Q2 25 | $115.9B | $168.4B | ||
| Q1 25 | $115.2B | $161.4B | ||
| Q4 24 | $111.6B | $148.5B | ||
| Q3 24 | $113.7B | $144.2B | ||
| Q2 24 | $108.4B | $141.0B | ||
| Q1 24 | $105.2B | $137.1B |
| 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× | — | ||
| 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 | $2.1B |
| Free Cash FlowOCF − Capex | $2.9B | $-10.0B |
| FCF MarginFCF / Revenue | 16.7% | -62.1% |
| Capex IntensityCapex / Revenue | 0.5% | 74.9% |
| Cash ConversionOCF / Net Profit | 0.78× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.0B | $2.1B | ||
| Q3 25 | $3.3B | $8.1B | ||
| Q2 25 | $1.9B | $6.2B | ||
| Q1 25 | $2.0B | $5.9B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $3.2B | $7.4B | ||
| Q2 24 | $2.4B | $6.1B | ||
| Q1 24 | $1.7B | $5.5B |
| Q4 25 | $2.9B | $-10.0B | ||
| Q3 25 | $3.2B | $-362.0M | ||
| Q2 25 | $1.9B | $-2.9B | ||
| Q1 25 | $1.9B | $71.0M | ||
| Q4 24 | $1.7B | $-2.7B | ||
| Q3 24 | $3.1B | $5.1B | ||
| Q2 24 | $2.3B | $3.3B | ||
| Q1 24 | $1.6B | $3.8B |
| Q4 25 | 16.7% | -62.1% | ||
| Q3 25 | 18.8% | -2.4% | ||
| Q2 25 | 11.3% | -18.4% | ||
| Q1 25 | 11.4% | 0.5% | ||
| Q4 24 | 10.0% | -19.0% | ||
| Q3 24 | 18.9% | 38.5% | ||
| Q2 24 | 14.7% | 23.0% | ||
| Q1 24 | 10.6% | 28.6% |
| Q4 25 | 0.5% | 74.9% | ||
| Q3 25 | 0.3% | 57.0% | ||
| Q2 25 | 0.0% | 57.1% | ||
| Q1 25 | 0.6% | 41.5% | ||
| Q4 24 | 0.3% | 28.2% | ||
| Q3 24 | 0.4% | 17.3% | ||
| Q2 24 | 0.4% | 19.6% | ||
| Q1 24 | 0.3% | 12.6% |
| Q4 25 | 0.78× | 0.34× | ||
| Q3 25 | 0.88× | 2.78× | ||
| Q2 25 | 0.89× | 1.80× | ||
| Q1 25 | 3.30× | 2.02× | ||
| Q4 24 | 0.88× | 0.41× | ||
| Q3 24 | 2.69× | 2.54× | ||
| Q2 24 | 7.13× | 1.93× | ||
| Q1 24 | 1.37× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
