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Side-by-side financial comparison of Allstate (ALL) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.2B vs $922.0M, roughly 1.3× Allstate). Allstate runs the higher net margin — 266.6% vs 1.6%, a 265.0% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -1.2%). Over the past eight quarters, Schneider National, Inc.'s revenue compounded faster (-2.8% 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 ...
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
ALL vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.2B |
| Net Profit | $2.5B | $20.4M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 2.7% |
| Net Margin | 266.6% | 1.6% |
| Revenue YoY | 7.2% | -1.2% |
| Net Profit YoY | — | -21.8% |
| EPS (diluted) | $9.25 | $0.12 |
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 | $1.2B | ||
| Q4 25 | $17.3B | $1.4B | ||
| Q3 25 | $17.3B | $1.5B | ||
| Q2 25 | $16.6B | $1.4B | ||
| Q1 25 | $16.5B | $1.4B | ||
| Q4 24 | $16.5B | $1.3B | ||
| Q3 24 | $16.6B | $1.3B | ||
| Q2 24 | $15.7B | $1.3B |
| Q1 26 | $2.5B | $20.4M | ||
| Q4 25 | $3.8B | $22.1M | ||
| Q3 25 | $3.7B | $19.4M | ||
| Q2 25 | $2.1B | $36.0M | ||
| Q1 25 | $595.0M | $26.1M | ||
| Q4 24 | $1.9B | $32.6M | ||
| Q3 24 | $1.2B | $30.6M | ||
| Q2 24 | $331.0M | $35.3M |
| Q1 26 | -1400.3% | 2.7% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.9% |
| Q1 26 | 266.6% | 1.6% | ||
| Q4 25 | 22.1% | 1.6% | ||
| Q3 25 | 21.7% | 1.3% | ||
| Q2 25 | 12.7% | 2.5% | ||
| Q1 25 | 3.6% | 1.9% | ||
| Q4 24 | 11.7% | 2.4% | ||
| Q3 24 | 7.2% | 2.3% | ||
| Q2 24 | 2.1% | 2.7% |
| Q1 26 | $9.25 | $0.12 | ||
| Q4 25 | $14.24 | $0.13 | ||
| Q3 25 | $13.95 | $0.11 | ||
| Q2 25 | $7.76 | $0.20 | ||
| Q1 25 | $2.11 | $0.15 | ||
| Q4 24 | $7.07 | $0.19 | ||
| Q3 24 | $4.33 | $0.17 | ||
| Q2 24 | $1.13 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $227.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $3.0B |
| Total Assets | $124.0B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.8M | ||
| Q4 25 | $4.9B | $41.8M | ||
| Q3 25 | $8.7B | $235.7M | ||
| Q2 25 | $9.6B | $205.1M | ||
| Q1 25 | $6.5B | $154.3M | ||
| Q4 24 | $4.5B | $165.5M | ||
| Q3 24 | $7.0B | $231.6M | ||
| Q2 24 | $5.3B | $157.2M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $390.9M | ||
| Q3 25 | $8.1B | $509.8M | ||
| Q2 25 | $8.1B | $512.7M | ||
| Q1 25 | $8.1B | $565.8M | ||
| Q4 24 | $8.1B | $420.8M | ||
| Q3 24 | $8.1B | $124.7M | ||
| Q2 24 | $8.1B | $125.8M |
| Q1 26 | $31.6B | $3.0B | ||
| Q4 25 | $30.6B | $3.0B | ||
| Q3 25 | $27.5B | $3.0B | ||
| Q2 25 | $24.0B | $3.0B | ||
| Q1 25 | $22.1B | $3.0B | ||
| Q4 24 | $21.4B | $3.0B | ||
| Q3 24 | $20.9B | $3.0B | ||
| Q2 24 | $18.6B | $3.0B |
| Q1 26 | $124.0B | $4.9B | ||
| Q4 25 | $119.8B | $4.8B | ||
| Q3 25 | $120.4B | $5.0B | ||
| Q2 25 | $115.9B | $5.0B | ||
| Q1 25 | $115.2B | $5.0B | ||
| Q4 24 | $111.6B | $4.9B | ||
| Q3 24 | $113.7B | $4.6B | ||
| Q2 24 | $108.4B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.13× | ||
| Q3 25 | 0.29× | 0.17× | ||
| Q2 25 | 0.34× | 0.17× | ||
| Q1 25 | 0.37× | 0.19× | ||
| Q4 24 | 0.38× | 0.14× | ||
| Q3 24 | 0.39× | 0.04× | ||
| Q2 24 | 0.43× | 0.04× |
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 | — | $92.9M |
| Free Cash FlowOCF − Capex | — | $48.1M |
| FCF MarginFCF / Revenue | — | 3.9% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | — | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $3.0B | $186.0M | ||
| Q3 25 | $3.3B | $184.2M | ||
| Q2 25 | $1.9B | $175.5M | ||
| Q1 25 | $2.0B | $91.7M | ||
| Q4 24 | $1.7B | $199.5M | ||
| Q3 24 | $3.2B | $206.4M | ||
| Q2 24 | $2.4B | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | $2.9B | $145.5M | ||
| Q3 25 | $3.2B | $56.2M | ||
| Q2 25 | $1.9B | $106.4M | ||
| Q1 25 | $1.9B | $-22.7M | ||
| Q4 24 | $1.7B | $113.6M | ||
| Q3 24 | $3.1B | $98.7M | ||
| Q2 24 | $2.3B | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 16.7% | 10.4% | ||
| Q3 25 | 18.8% | 3.9% | ||
| Q2 25 | 11.3% | 7.5% | ||
| Q1 25 | 11.4% | -1.6% | ||
| Q4 24 | 10.0% | 8.5% | ||
| Q3 24 | 18.9% | 7.5% | ||
| Q2 24 | 14.7% | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.5% | 2.9% | ||
| Q3 25 | 0.3% | 8.8% | ||
| Q2 25 | 0.0% | 4.9% | ||
| Q1 25 | 0.6% | 8.2% | ||
| Q4 24 | 0.3% | 6.4% | ||
| Q3 24 | 0.4% | 8.2% | ||
| Q2 24 | 0.4% | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 0.78× | 8.42× | ||
| Q3 25 | 0.88× | 9.49× | ||
| Q2 25 | 0.89× | 4.88× | ||
| Q1 25 | 3.30× | 3.51× | ||
| Q4 24 | 0.88× | 6.12× | ||
| Q3 24 | 2.69× | 6.75× | ||
| Q2 24 | 7.13× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
