vs
Side-by-side financial comparison of Allstate (ALL) and Sally Beauty Holdings, Inc. (SBH). Click either name above to swap in a different company.
Sally Beauty Holdings, Inc. is the larger business by last-quarter revenue ($943.2M vs $922.0M, roughly 1.0× Allstate). Allstate runs the higher net margin — 266.6% vs 4.8%, a 261.8% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 0.6%). Over the past eight quarters, Sally Beauty Holdings, Inc.'s revenue compounded faster (1.9% 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 ...
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
ALL vs SBH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $943.2M |
| Net Profit | $2.5B | $45.6M |
| Gross Margin | — | 51.2% |
| Operating Margin | -1400.3% | 8.1% |
| Net Margin | 266.6% | 4.8% |
| Revenue YoY | 7.2% | 0.6% |
| Net Profit YoY | — | -25.3% |
| EPS (diluted) | $9.25 | $0.45 |
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 | $943.2M | ||
| Q3 25 | $17.3B | $947.1M | ||
| Q2 25 | $16.6B | $933.3M | ||
| Q1 25 | $16.5B | $883.1M | ||
| Q4 24 | $16.5B | $937.9M | ||
| Q3 24 | $16.6B | $935.0M | ||
| Q2 24 | $15.7B | $942.3M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $45.6M | ||
| Q3 25 | $3.7B | $49.9M | ||
| Q2 25 | $2.1B | $45.7M | ||
| Q1 25 | $595.0M | $39.2M | ||
| Q4 24 | $1.9B | $61.0M | ||
| Q3 24 | $1.2B | $48.1M | ||
| Q2 24 | $331.0M | $37.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 51.2% | ||
| Q3 25 | — | 52.2% | ||
| Q2 25 | — | 51.5% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 50.8% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 51.0% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | 7.6% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 4.8% | ||
| Q3 25 | 21.7% | 5.3% | ||
| Q2 25 | 12.7% | 4.9% | ||
| Q1 25 | 3.6% | 4.4% | ||
| Q4 24 | 11.7% | 6.5% | ||
| Q3 24 | 7.2% | 5.1% | ||
| Q2 24 | 2.1% | 4.0% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.45 | ||
| Q3 25 | $13.95 | $0.49 | ||
| Q2 25 | $7.76 | $0.44 | ||
| Q1 25 | $2.11 | $0.38 | ||
| Q4 24 | $7.07 | $0.58 | ||
| Q3 24 | $4.33 | $0.45 | ||
| Q2 24 | $1.13 | $0.36 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $157.2M |
| Total DebtLower is stronger | — | $842.5M |
| Stockholders' EquityBook value | $31.6B | $823.6M |
| Total Assets | $124.0B | $2.9B |
| Debt / EquityLower = less leverage | — | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $157.2M | ||
| Q3 25 | $8.7B | $149.2M | ||
| Q2 25 | $9.6B | $112.8M | ||
| Q1 25 | $6.5B | $92.2M | ||
| Q4 24 | $4.5B | $105.5M | ||
| Q3 24 | $7.0B | $108.0M | ||
| Q2 24 | $5.3B | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $842.5M | ||
| Q3 25 | $8.1B | $862.0M | ||
| Q2 25 | $8.1B | $882.4M | ||
| Q1 25 | $8.1B | $902.8M | ||
| Q4 24 | $8.1B | $938.1M | ||
| Q3 24 | $8.1B | $978.3M | ||
| Q2 24 | $8.1B | $978.9M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $823.6M | ||
| Q3 25 | $27.5B | $794.2M | ||
| Q2 25 | $24.0B | $762.9M | ||
| Q1 25 | $22.1B | $699.8M | ||
| Q4 24 | $21.4B | $656.5M | ||
| Q3 24 | $20.9B | $628.5M | ||
| Q2 24 | $18.6B | $577.7M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $2.9B | ||
| Q3 25 | $120.4B | $2.9B | ||
| Q2 25 | $115.9B | $2.7B | ||
| Q1 25 | $115.2B | $2.7B | ||
| Q4 24 | $111.6B | $2.7B | ||
| Q3 24 | $113.7B | $2.8B | ||
| Q2 24 | $108.4B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 1.02× | ||
| Q3 25 | 0.29× | 1.09× | ||
| Q2 25 | 0.34× | 1.16× | ||
| Q1 25 | 0.37× | 1.29× | ||
| Q4 24 | 0.38× | 1.43× | ||
| Q3 24 | 0.39× | 1.56× | ||
| Q2 24 | 0.43× | 1.69× |
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 | — | $93.2M |
| Free Cash FlowOCF − Capex | — | $57.5M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | — | 2.05× |
| TTM Free Cash FlowTrailing 4 quarters | — | $216.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $93.2M | ||
| Q3 25 | $3.3B | $120.9M | ||
| Q2 25 | $1.9B | $69.4M | ||
| Q1 25 | $2.0B | $51.1M | ||
| Q4 24 | $1.7B | $33.5M | ||
| Q3 24 | $3.2B | $110.7M | ||
| Q2 24 | $2.4B | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $57.5M | ||
| Q3 25 | $3.2B | $78.0M | ||
| Q2 25 | $1.9B | $49.1M | ||
| Q1 25 | $1.9B | $32.2M | ||
| Q4 24 | $1.7B | $13.4M | ||
| Q3 24 | $3.1B | $73.3M | ||
| Q2 24 | $2.3B | $28.7M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 6.1% | ||
| Q3 25 | 18.8% | 8.2% | ||
| Q2 25 | 11.3% | 5.3% | ||
| Q1 25 | 11.4% | 3.6% | ||
| Q4 24 | 10.0% | 1.4% | ||
| Q3 24 | 18.9% | 7.8% | ||
| Q2 24 | 14.7% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.8% | ||
| Q3 25 | 0.3% | 4.5% | ||
| Q2 25 | 0.0% | 2.2% | ||
| Q1 25 | 0.6% | 2.1% | ||
| Q4 24 | 0.3% | 2.1% | ||
| Q3 24 | 0.4% | 4.0% | ||
| Q2 24 | 0.4% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 2.05× | ||
| Q3 25 | 0.88× | 2.42× | ||
| Q2 25 | 0.89× | 1.52× | ||
| Q1 25 | 3.30× | 1.30× | ||
| Q4 24 | 0.88× | 0.55× | ||
| Q3 24 | 2.69× | 2.30× | ||
| Q2 24 | 7.13× | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
