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Side-by-side financial comparison of Allstate (ALL) and SM Energy Co (SM). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $704.9M, roughly 1.3× SM Energy Co). On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% 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 ...
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
ALL vs SM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $704.9M |
| Net Profit | $2.5B | — |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 25.9% |
| Net Margin | 266.6% | — |
| Revenue YoY | 7.2% | -17.3% |
| Net Profit YoY | — | — |
| EPS (diluted) | $9.25 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $17.3B | $811.6M | ||
| Q2 25 | $16.6B | $792.9M | ||
| Q1 25 | $16.5B | $844.5M | ||
| Q4 24 | $16.5B | $852.0M | ||
| Q3 24 | $16.6B | $643.6M | ||
| Q2 24 | $15.7B | $634.6M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | $155.1M | ||
| Q2 25 | $2.1B | $201.7M | ||
| Q1 25 | $595.0M | $182.3M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.2B | $240.5M | ||
| Q2 24 | $331.0M | $210.3M |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 37.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.7% | ||
| Q3 24 | — | 51.4% | ||
| Q2 24 | — | 44.0% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.7% | 19.1% | ||
| Q2 25 | 12.7% | 25.4% | ||
| Q1 25 | 3.6% | 21.6% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 7.2% | 37.4% | ||
| Q2 24 | 2.1% | 33.1% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.94 | ||
| Q3 25 | $13.95 | $1.35 | ||
| Q2 25 | $7.76 | $1.76 | ||
| Q1 25 | $2.11 | $1.59 | ||
| Q4 24 | $7.07 | $1.63 | ||
| Q3 24 | $4.33 | $2.09 | ||
| Q2 24 | $1.13 | $1.82 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $4.8B |
| Total Assets | $124.0B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $368.0M | ||
| Q3 25 | $8.7B | $162.3M | ||
| Q2 25 | $9.6B | $101.9M | ||
| Q1 25 | $6.5B | $54.0K | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $7.0B | $1.7B | ||
| Q2 24 | $5.3B | $487.9M |
| 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 | $31.6B | — | ||
| Q4 25 | $30.6B | $4.8B | ||
| Q3 25 | $27.5B | $4.7B | ||
| Q2 25 | $24.0B | $4.6B | ||
| Q1 25 | $22.1B | $4.4B | ||
| Q4 24 | $21.4B | $4.2B | ||
| Q3 24 | $20.9B | $4.1B | ||
| Q2 24 | $18.6B | $3.8B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $9.3B | ||
| Q3 25 | $120.4B | $9.1B | ||
| Q2 25 | $115.9B | $9.0B | ||
| Q1 25 | $115.2B | $8.8B | ||
| Q4 24 | $111.6B | $8.6B | ||
| Q3 24 | $113.7B | $8.0B | ||
| Q2 24 | $108.4B | $6.7B |
| 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 | — | $451.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $451.9M | ||
| Q3 25 | $3.3B | $505.0M | ||
| Q2 25 | $1.9B | $571.1M | ||
| Q1 25 | $2.0B | $483.0M | ||
| Q4 24 | $1.7B | $578.4M | ||
| Q3 24 | $3.2B | $452.3M | ||
| Q2 24 | $2.4B | $476.4M |
| 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× | — | ||
| Q3 25 | 0.88× | 3.26× | ||
| Q2 25 | 0.89× | 2.83× | ||
| Q1 25 | 3.30× | 2.65× | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | 1.88× | ||
| Q2 24 | 7.13× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
