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Side-by-side financial comparison of Allstate (ALL) and Target Corporation (TGT). Click either name above to swap in a different company.
Target Corporation is the larger business by last-quarter revenue ($25.3B vs $17.3B, roughly 1.5× Allstate). Allstate runs the higher net margin — 22.1% vs 2.7%, a 19.4% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (5.1% vs -1.6%). Allstate produced more free cash flow last quarter ($2.9B vs $149.0M). Over the past eight quarters, Allstate's revenue compounded faster (6.6% CAGR vs -11.0%).
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 ...
Target Corporation, doing business as Target, is an American retail corporation headquartered in Minneapolis, Minnesota, United States. Target operates retail stores. It is the eighth-largest retailer in the United States and is a component of the S&P 500 Index.
ALL vs TGT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $25.3B |
| Net Profit | $3.8B | $689.0M |
| Gross Margin | — | 28.2% |
| Operating Margin | — | 3.8% |
| Net Margin | 22.1% | 2.7% |
| Revenue YoY | 5.1% | -1.6% |
| Net Profit YoY | 98.8% | -19.3% |
| EPS (diluted) | $14.24 | $1.51 |
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.
| Q4 25 | $17.3B | $25.3B | ||
| Q3 25 | $17.3B | $25.2B | ||
| Q2 25 | $16.6B | $23.8B | ||
| Q1 25 | $16.5B | $30.9B | ||
| Q4 24 | $16.5B | $25.7B | ||
| Q3 24 | $16.6B | $25.5B | ||
| Q2 24 | $15.7B | $24.5B | ||
| Q1 24 | $15.3B | $31.9B |
| Q4 25 | $3.8B | $689.0M | ||
| Q3 25 | $3.7B | $935.0M | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $595.0M | $1.1B | ||
| Q4 24 | $1.9B | $854.0M | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $331.0M | $942.0M | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | — | 28.2% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 26.0% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 28.9% | ||
| Q1 24 | — | 26.7% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | — | 5.8% |
| Q4 25 | 22.1% | 2.7% | ||
| Q3 25 | 21.7% | 3.7% | ||
| Q2 25 | 12.7% | 4.3% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | 11.7% | 3.3% | ||
| Q3 24 | 7.2% | 4.7% | ||
| Q2 24 | 2.1% | 3.8% | ||
| Q1 24 | 8.0% | 4.3% |
| Q4 25 | $14.24 | $1.51 | ||
| Q3 25 | $13.95 | $2.05 | ||
| Q2 25 | $7.76 | $2.27 | ||
| Q1 25 | $2.11 | $2.41 | ||
| Q4 24 | $7.07 | $1.85 | ||
| Q3 24 | $4.33 | $2.57 | ||
| Q2 24 | $1.13 | $2.03 | ||
| Q1 24 | $4.46 | $2.99 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.9B | $3.8B |
| Total DebtLower is stronger | $7.5B | $15.4B |
| Stockholders' EquityBook value | $30.6B | $15.5B |
| Total Assets | $119.8B | $60.0B |
| Debt / EquityLower = less leverage | 0.24× | 0.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9B | $3.8B | ||
| Q3 25 | $8.7B | $4.3B | ||
| Q2 25 | $9.6B | $2.9B | ||
| Q1 25 | $6.5B | $8.7B | ||
| Q4 24 | $4.5B | $3.4B | ||
| Q3 24 | $7.0B | $3.5B | ||
| Q2 24 | $5.3B | $3.6B | ||
| Q1 24 | $4.3B | $6.7B |
| Q4 25 | $7.5B | $15.4B | ||
| Q3 25 | $8.1B | $15.3B | ||
| Q2 25 | $8.1B | $14.3B | ||
| Q1 25 | $8.1B | $14.3B | ||
| Q4 24 | $8.1B | $14.3B | ||
| Q3 24 | $8.1B | $13.7B | ||
| Q2 24 | $8.1B | $13.5B | ||
| Q1 24 | $7.9B | $14.9B |
| Q4 25 | $30.6B | $15.5B | ||
| Q3 25 | $27.5B | $15.4B | ||
| Q2 25 | $24.0B | $14.9B | ||
| Q1 25 | $22.1B | $14.7B | ||
| Q4 24 | $21.4B | $14.5B | ||
| Q3 24 | $20.9B | $14.4B | ||
| Q2 24 | $18.6B | $13.8B | ||
| Q1 24 | $18.6B | $13.4B |
| Q4 25 | $119.8B | $60.0B | ||
| Q3 25 | $120.4B | $57.9B | ||
| Q2 25 | $115.9B | $56.2B | ||
| Q1 25 | $115.2B | $57.8B | ||
| Q4 24 | $111.6B | $58.5B | ||
| Q3 24 | $113.7B | $56.0B | ||
| Q2 24 | $108.4B | $55.1B | ||
| Q1 24 | $105.2B | $55.4B |
| Q4 25 | 0.24× | 0.99× | ||
| Q3 25 | 0.29× | 0.99× | ||
| Q2 25 | 0.34× | 0.96× | ||
| Q1 25 | 0.37× | 0.98× | ||
| Q4 24 | 0.38× | 0.99× | ||
| Q3 24 | 0.39× | 0.95× | ||
| Q2 24 | 0.43× | 0.97× | ||
| Q1 24 | 0.43× | 1.11× |
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 | $3.0B | $1.1B |
| Free Cash FlowOCF − Capex | $2.9B | $149.0M |
| FCF MarginFCF / Revenue | 16.7% | 0.6% |
| Capex IntensityCapex / Revenue | 0.5% | 3.9% |
| Cash ConversionOCF / Net Profit | 0.78× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | $3.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.0B | $1.1B | ||
| Q3 25 | $3.3B | $2.1B | ||
| Q2 25 | $1.9B | $275.0M | ||
| Q1 25 | $2.0B | $3.3B | ||
| Q4 24 | $1.7B | $739.0M | ||
| Q3 24 | $3.2B | $2.2B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $1.7B | $3.3B |
| Q4 25 | $2.9B | $149.0M | ||
| Q3 25 | $3.2B | $1.0B | ||
| Q2 25 | $1.9B | $-515.0M | ||
| Q1 25 | $1.9B | $2.4B | ||
| Q4 24 | $1.7B | $84.0M | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.3B | $427.0M | ||
| Q1 24 | $1.6B | $2.4B |
| Q4 25 | 16.7% | 0.6% | ||
| Q3 25 | 18.8% | 4.0% | ||
| Q2 25 | 11.3% | -2.2% | ||
| Q1 25 | 11.4% | 7.7% | ||
| Q4 24 | 10.0% | 0.3% | ||
| Q3 24 | 18.9% | 6.3% | ||
| Q2 24 | 14.7% | 1.7% | ||
| Q1 24 | 10.6% | 7.6% |
| Q4 25 | 0.5% | 3.9% | ||
| Q3 25 | 0.3% | 4.3% | ||
| Q2 25 | 0.0% | 3.3% | ||
| Q1 25 | 0.6% | 3.0% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 0.4% | 2.5% | ||
| Q2 24 | 0.4% | 2.7% | ||
| Q1 24 | 0.3% | 2.7% |
| Q4 25 | 0.78× | 1.64× | ||
| Q3 25 | 0.88× | 2.23× | ||
| Q2 25 | 0.89× | 0.27× | ||
| Q1 25 | 3.30× | 2.98× | ||
| Q4 24 | 0.88× | 0.87× | ||
| Q3 24 | 2.69× | 1.88× | ||
| Q2 24 | 7.13× | 1.17× | ||
| Q1 24 | 1.37× | 2.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
TGT
| Food And Beverage | $6.0B | 24% |
| Household Essentials | $4.5B | 18% |
| Home Furnishings And Decor | $3.9B | 15% |
| Apparel And Accessories | $3.8B | 15% |
| Beauty | $3.2B | 13% |
| Hardlines | $3.2B | 13% |
| Advertising Revenue | $241.0M | 1% |
| Other Other Revenue | $158.0M | 1% |
| Credit Card Profit Sharing | $119.0M | 0% |
| Other Product | $34.0M | 0% |
