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Side-by-side financial comparison of Allstate (ALL) and OLD REPUBLIC INTERNATIONAL CORP (ORI). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($17.3B vs $2.4B, roughly 7.2× OLD REPUBLIC INTERNATIONAL CORP). Allstate runs the higher net margin — 22.1% vs 13.8%, a 8.3% gap on every dollar of revenue. On growth, OLD REPUBLIC INTERNATIONAL CORP posted the faster year-over-year revenue change (6.7% vs 5.1%). Over the past eight quarters, OLD REPUBLIC INTERNATIONAL CORP's revenue compounded faster (13.2% 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 ...
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
ALL vs ORI — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $2.4B |
| Net Profit | $3.8B | $330.0M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 22.1% | 13.8% |
| Revenue YoY | 5.1% | 6.7% |
| Net Profit YoY | 98.8% | 34.7% |
| EPS (diluted) | $14.24 | — |
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.
| Q1 26 | — | $2.4B | ||
| Q4 25 | $17.3B | $2.4B | ||
| Q3 25 | $17.3B | $2.4B | ||
| Q2 25 | $16.6B | $2.2B | ||
| Q1 25 | $16.5B | $2.1B | ||
| Q4 24 | $16.5B | $2.0B | ||
| Q3 24 | $16.6B | $2.3B | ||
| Q2 24 | $15.7B | $1.9B |
| Q1 26 | — | $330.0M | ||
| Q4 25 | $3.8B | $206.5M | ||
| Q3 25 | $3.7B | $279.5M | ||
| Q2 25 | $2.1B | $204.4M | ||
| Q1 25 | $595.0M | $245.0M | ||
| Q4 24 | $1.9B | $105.3M | ||
| Q3 24 | $1.2B | $338.9M | ||
| Q2 24 | $331.0M | $91.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 6.1% |
| Q1 26 | — | 13.8% | ||
| Q4 25 | 22.1% | 8.6% | ||
| Q3 25 | 21.7% | 11.5% | ||
| Q2 25 | 12.7% | 9.3% | ||
| Q1 25 | 3.6% | 11.6% | ||
| Q4 24 | 11.7% | 5.3% | ||
| Q3 24 | 7.2% | 14.5% | ||
| Q2 24 | 2.1% | 4.9% |
| Q1 26 | — | — | ||
| Q4 25 | $14.24 | $0.82 | ||
| Q3 25 | $13.95 | $1.11 | ||
| Q2 25 | $7.76 | $0.81 | ||
| Q1 25 | $2.11 | $0.98 | ||
| Q4 24 | $7.07 | $0.42 | ||
| Q3 24 | $4.33 | $1.32 | ||
| Q2 24 | $1.13 | $0.35 |
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 | — |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $30.6B | $5.9M |
| Total Assets | $119.8B | $29.6M |
| Debt / EquityLower = less leverage | 0.24× | — |
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 | — | $5.9M | ||
| Q4 25 | $30.6B | $5.9B | ||
| Q3 25 | $27.5B | $6.4B | ||
| Q2 25 | $24.0B | $6.2B | ||
| Q1 25 | $22.1B | $5.9B | ||
| Q4 24 | $21.4B | $5.6B | ||
| Q3 24 | $20.9B | $6.4B | ||
| Q2 24 | $18.6B | $6.0B |
| Q1 26 | — | $29.6M | ||
| Q4 25 | $119.8B | $29.9B | ||
| Q3 25 | $120.4B | $30.3B | ||
| Q2 25 | $115.9B | $29.3B | ||
| Q1 25 | $115.2B | $28.0B | ||
| Q4 24 | $111.6B | $27.8B | ||
| Q3 24 | $113.7B | $28.8B | ||
| Q2 24 | $108.4B | $27.5B |
| 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 | $3.0B | — |
| Free Cash FlowOCF − Capex | $2.9B | — |
| FCF MarginFCF / Revenue | 16.7% | — |
| Capex IntensityCapex / Revenue | 0.5% | — |
| Cash ConversionOCF / Net Profit | 0.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $234.9M | ||
| Q3 25 | $3.3B | $563.9M | ||
| Q2 25 | $1.9B | $133.8M | ||
| Q1 25 | $2.0B | $231.7M | ||
| Q4 24 | $1.7B | $361.7M | ||
| Q3 24 | $3.2B | $474.8M | ||
| Q2 24 | $2.4B | $236.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 18.8% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 14.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.14× | ||
| Q3 25 | 0.88× | 2.02× | ||
| Q2 25 | 0.89× | 0.65× | ||
| Q1 25 | 3.30× | 0.95× | ||
| Q4 24 | 0.88× | 3.43× | ||
| Q3 24 | 2.69× | 1.40× | ||
| Q2 24 | 7.13× | 2.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
