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Side-by-side financial comparison of Allstate (ALL) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $922.0M, roughly 1.5× Allstate). Allstate runs the higher net margin — 266.6% vs 4.4%, a 262.2% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 7.2%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% 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 ...
ALL vs PACS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.4B |
| Net Profit | $2.5B | $59.7M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 7.0% |
| Net Margin | 266.6% | 4.4% |
| Revenue YoY | 7.2% | 18.4% |
| Net Profit YoY | — | 3022.5% |
| EPS (diluted) | $9.25 | $0.42 |
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 | $1.4B | ||
| Q3 25 | $17.3B | $1.3B | ||
| Q2 25 | $16.6B | $1.3B | ||
| Q1 25 | $16.5B | $1.3B | ||
| Q4 24 | $16.5B | $1.1B | ||
| Q3 24 | $16.6B | $1.0B | ||
| Q2 24 | $15.7B | $981.4M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $59.7M | ||
| Q3 25 | $3.7B | $52.4M | ||
| Q2 25 | $2.1B | $51.0M | ||
| Q1 25 | $595.0M | $28.5M | ||
| Q4 24 | $1.9B | $1.9M | ||
| Q3 24 | $1.2B | $15.6M | ||
| Q2 24 | $331.0M | $-10.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 22.3% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 4.4% | ||
| Q3 25 | 21.7% | 3.9% | ||
| Q2 25 | 12.7% | 3.9% | ||
| Q1 25 | 3.6% | 2.2% | ||
| Q4 24 | 11.7% | 0.2% | ||
| Q3 24 | 7.2% | 1.5% | ||
| Q2 24 | 2.1% | -1.1% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.42 | ||
| Q3 25 | $13.95 | $0.32 | ||
| Q2 25 | $7.76 | $0.31 | ||
| Q1 25 | $2.11 | $0.17 | ||
| Q4 24 | $7.07 | $-0.03 | ||
| Q3 24 | $4.33 | $0.10 | ||
| Q2 24 | $1.13 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $197.0M |
| Total DebtLower is stronger | — | $353.2M |
| Stockholders' EquityBook value | $31.6B | $946.8M |
| Total Assets | $124.0B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $197.0M | ||
| Q3 25 | $8.7B | $355.7M | ||
| Q2 25 | $9.6B | $294.2M | ||
| Q1 25 | $6.5B | $287.5M | ||
| Q4 24 | $4.5B | $157.7M | ||
| Q3 24 | $7.0B | $49.5M | ||
| Q2 24 | $5.3B | $73.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $353.2M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $411.9M | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $946.8M | ||
| Q3 25 | $27.5B | $871.3M | ||
| Q2 25 | $24.0B | $806.8M | ||
| Q1 25 | $22.1B | $750.2M | ||
| Q4 24 | $21.4B | $709.6M | ||
| Q3 24 | $20.9B | $660.0M | ||
| Q2 24 | $18.6B | $572.1M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $5.6B | ||
| Q3 25 | $120.4B | $5.6B | ||
| Q2 25 | $115.9B | $5.5B | ||
| Q1 25 | $115.2B | $5.5B | ||
| Q4 24 | $111.6B | $5.2B | ||
| Q3 24 | $113.7B | $4.5B | ||
| Q2 24 | $108.4B | $3.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.37× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 0.58× | ||
| 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 | — | $-3.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $-3.4M | ||
| Q3 25 | $3.3B | $204.8M | ||
| Q2 25 | $1.9B | $52.6M | ||
| Q1 25 | $2.0B | $150.2M | ||
| Q4 24 | $1.7B | $64.6M | ||
| Q3 24 | $3.2B | $209.2M | ||
| Q2 24 | $2.4B | $34.8M |
| 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× | -0.06× | ||
| Q3 25 | 0.88× | 3.91× | ||
| Q2 25 | 0.89× | 1.03× | ||
| Q1 25 | 3.30× | 5.28× | ||
| Q4 24 | 0.88× | 33.78× | ||
| Q3 24 | 2.69× | 13.39× | ||
| Q2 24 | 7.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
