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Side-by-side financial comparison of Allstate (ALL) and PENSKE AUTOMOTIVE GROUP, INC. (PAG). Click either name above to swap in a different company.
PENSKE AUTOMOTIVE GROUP, INC. is the larger business by last-quarter revenue ($8.0B vs $922.0M, roughly 8.6× Allstate). Allstate runs the higher net margin — 266.6% vs 3.0%, a 263.6% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -1.1%). Over the past eight quarters, PENSKE AUTOMOTIVE GROUP, INC.'s revenue compounded faster (1.7% 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 ...
Penske Automotive Group, Inc. (PAG) is an American transportation services company headquartered in Bloomfield Hills, Michigan. It operates automotive and commercial truck dealers principally in the United States, Canada, and Western Europe, and distributes commercial vehicles, engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, PAG owns 28.9% of Penske Transportation Solutions, a business that manages a fleet of over 400,000 trucks, ...
ALL vs PAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $8.0B |
| Net Profit | $2.5B | $234.9M |
| Gross Margin | — | 16.3% |
| Operating Margin | -1400.3% | 3.6% |
| Net Margin | 266.6% | 3.0% |
| Revenue YoY | 7.2% | -1.1% |
| Net Profit YoY | — | -9.1% |
| EPS (diluted) | $9.25 | — |
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 | $8.0B | ||
| Q4 25 | $17.3B | $8.8B | ||
| Q3 25 | $17.3B | $7.7B | ||
| Q2 25 | $16.6B | $7.7B | ||
| Q1 25 | $16.5B | $7.6B | ||
| Q4 24 | $16.5B | $7.7B | ||
| Q3 24 | $16.6B | $7.6B | ||
| Q2 24 | $15.7B | $7.7B |
| Q1 26 | $2.5B | $234.9M | ||
| Q4 25 | $3.8B | $228.1M | ||
| Q3 25 | $3.7B | $213.0M | ||
| Q2 25 | $2.1B | $250.0M | ||
| Q1 25 | $595.0M | $244.3M | ||
| Q4 24 | $1.9B | $236.4M | ||
| Q3 24 | $1.2B | $226.1M | ||
| Q2 24 | $331.0M | $241.2M |
| Q1 26 | — | 16.3% | ||
| Q4 25 | — | 15.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 16.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 16.4% |
| Q1 26 | -1400.3% | 3.6% | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 4.4% |
| Q1 26 | 266.6% | 3.0% | ||
| Q4 25 | 22.1% | 2.6% | ||
| Q3 25 | 21.7% | 2.8% | ||
| Q2 25 | 12.7% | 3.3% | ||
| Q1 25 | 3.6% | 3.2% | ||
| Q4 24 | 11.7% | 3.1% | ||
| Q3 24 | 7.2% | 3.0% | ||
| Q2 24 | 2.1% | 3.1% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $3.46 | ||
| Q3 25 | $13.95 | $3.23 | ||
| Q2 25 | $7.76 | $3.78 | ||
| Q1 25 | $2.11 | $3.66 | ||
| Q4 24 | $7.07 | $3.53 | ||
| Q3 24 | $4.33 | $3.39 | ||
| Q2 24 | $1.13 | $3.61 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.7M |
| Total DebtLower is stronger | — | $2.2B |
| Stockholders' EquityBook value | $31.6B | $5.7B |
| Total Assets | $124.0B | $18.3B |
| Debt / EquityLower = less leverage | — | 0.39× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $83.7M | ||
| Q4 25 | $4.9B | $64.7M | ||
| Q3 25 | $8.7B | $80.3M | ||
| Q2 25 | $9.6B | $155.3M | ||
| Q1 25 | $6.5B | $118.4M | ||
| Q4 24 | $4.5B | $72.4M | ||
| Q3 24 | $7.0B | $91.9M | ||
| Q2 24 | $5.3B | $115.1M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $7.5B | $2.2B | ||
| Q3 25 | $8.1B | $1.6B | ||
| Q2 25 | $8.1B | $1.8B | ||
| Q1 25 | $8.1B | $1.8B | ||
| Q4 24 | $8.1B | $1.9B | ||
| Q3 24 | $8.1B | $1.9B | ||
| Q2 24 | $8.1B | $1.8B |
| Q1 26 | $31.6B | $5.7B | ||
| Q4 25 | $30.6B | $5.6B | ||
| Q3 25 | $27.5B | $5.7B | ||
| Q2 25 | $24.0B | $5.6B | ||
| Q1 25 | $22.1B | $5.4B | ||
| Q4 24 | $21.4B | $5.2B | ||
| Q3 24 | $20.9B | $5.2B | ||
| Q2 24 | $18.6B | $5.0B |
| Q1 26 | $124.0B | $18.3B | ||
| Q4 25 | $119.8B | $17.6B | ||
| Q3 25 | $120.4B | $17.1B | ||
| Q2 25 | $115.9B | $17.4B | ||
| Q1 25 | $115.2B | $16.9B | ||
| Q4 24 | $111.6B | $16.7B | ||
| Q3 24 | $113.7B | $17.1B | ||
| Q2 24 | $108.4B | $16.6B |
| Q1 26 | — | 0.39× | ||
| Q4 25 | 0.24× | 0.39× | ||
| Q3 25 | 0.29× | 0.28× | ||
| Q2 25 | 0.34× | 0.32× | ||
| Q1 25 | 0.37× | 0.33× | ||
| Q4 24 | 0.38× | 0.36× | ||
| Q3 24 | 0.39× | 0.36× | ||
| Q2 24 | 0.43× | 0.36× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
PAG
| New Vehicles | $3.1B | 39% |
| Used Vehicles | $2.4B | 31% |
| Other | $986.7M | 12% |
| Service and Parts | $863.9M | 11% |
| Fleet and Wholesale | $390.8M | 5% |
| Finance and Insurance, Net | $202.3M | 3% |
