vs
Side-by-side financial comparison of Allstate (ALL) and TJX Companies (TJX). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($17.3B vs $15.1B, roughly 1.1× TJX Companies). Allstate runs the higher net margin — 22.1% vs 9.5%, a 12.6% gap on every dollar of revenue. On growth, TJX Companies posted the faster year-over-year revenue change (7.5% vs 5.1%). Allstate produced more free cash flow last quarter ($2.9B vs $1.0B). Over the past eight quarters, Allstate's revenue compounded faster (6.6% CAGR vs -4.0%).
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 ...
The TJX Companies, Inc. is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts. It was formed as a subsidiary of Zayre Corp. in 1987, and became the legal successor to Zayre Corp. following a company reorganization in 1989.
ALL vs TJX — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $15.1B |
| Net Profit | $3.8B | $1.4B |
| Gross Margin | — | 32.6% |
| Operating Margin | — | — |
| Net Margin | 22.1% | 9.5% |
| Revenue YoY | 5.1% | 7.5% |
| Net Profit YoY | 98.8% | 11.2% |
| EPS (diluted) | $14.24 | $1.28 |
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 | $15.1B | ||
| Q3 25 | $17.3B | $14.4B | ||
| Q2 25 | $16.6B | $13.1B | ||
| Q1 25 | $16.5B | $16.4B | ||
| Q4 24 | $16.5B | $14.1B | ||
| Q3 24 | $16.6B | $13.5B | ||
| Q2 24 | $15.7B | $12.5B | ||
| Q1 24 | $15.3B | $16.4B |
| Q4 25 | $3.8B | $1.4B | ||
| Q3 25 | $3.7B | $1.2B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $595.0M | $1.4B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $331.0M | $1.1B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | — | 32.6% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 29.5% | ||
| Q1 25 | — | 30.5% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 30.0% | ||
| Q1 24 | — | 29.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | — | 11.2% |
| Q4 25 | 22.1% | 9.5% | ||
| Q3 25 | 21.7% | 8.6% | ||
| Q2 25 | 12.7% | 7.9% | ||
| Q1 25 | 3.6% | 8.6% | ||
| Q4 24 | 11.7% | 9.2% | ||
| Q3 24 | 7.2% | 8.2% | ||
| Q2 24 | 2.1% | 8.6% | ||
| Q1 24 | 8.0% | 8.5% |
| Q4 25 | $14.24 | $1.28 | ||
| Q3 25 | $13.95 | $1.10 | ||
| Q2 25 | $7.76 | $0.92 | ||
| Q1 25 | $2.11 | $1.23 | ||
| Q4 24 | $7.07 | $1.14 | ||
| Q3 24 | $4.33 | $0.96 | ||
| Q2 24 | $1.13 | $0.93 | ||
| Q1 24 | $4.46 | $1.22 |
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 | $4.6B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $30.6B | $9.4B |
| Total Assets | $119.8B | $35.2B |
| Debt / EquityLower = less leverage | 0.24× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9B | $4.6B | ||
| Q3 25 | $8.7B | $4.6B | ||
| Q2 25 | $9.6B | $4.3B | ||
| Q1 25 | $6.5B | $5.3B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $7.0B | $5.3B | ||
| Q2 24 | $5.3B | $5.1B | ||
| Q1 24 | $4.3B | $5.6B |
| 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 24 | $7.9B | — |
| Q4 25 | $30.6B | $9.4B | ||
| Q3 25 | $27.5B | $8.9B | ||
| Q2 25 | $24.0B | $8.5B | ||
| Q1 25 | $22.1B | $8.4B | ||
| Q4 24 | $21.4B | $8.2B | ||
| Q3 24 | $20.9B | $7.8B | ||
| Q2 24 | $18.6B | $7.5B | ||
| Q1 24 | $18.6B | $7.3B |
| Q4 25 | $119.8B | $35.2B | ||
| Q3 25 | $120.4B | $32.9B | ||
| Q2 25 | $115.9B | $31.9B | ||
| Q1 25 | $115.2B | $31.7B | ||
| Q4 24 | $111.6B | $32.4B | ||
| Q3 24 | $113.7B | $30.6B | ||
| Q2 24 | $108.4B | $29.7B | ||
| Q1 24 | $105.2B | $29.7B |
| 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× | — | ||
| Q1 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 | $3.0B | $1.5B |
| Free Cash FlowOCF − Capex | $2.9B | $1.0B |
| FCF MarginFCF / Revenue | 16.7% | 6.6% |
| Capex IntensityCapex / Revenue | 0.5% | 3.5% |
| Cash ConversionOCF / Net Profit | 0.78× | 1.06× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | $4.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $3.3B | $1.8B | ||
| Q2 25 | $1.9B | $394.0M | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $2.4B | $737.0M | ||
| Q1 24 | $1.7B | $2.8B |
| Q4 25 | $2.9B | $1.0B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $1.9B | $-103.0M | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.7B | $624.0M | ||
| Q3 24 | $3.1B | $1.1B | ||
| Q2 24 | $2.3B | $318.0M | ||
| Q1 24 | $1.6B | $2.4B |
| Q4 25 | 16.7% | 6.6% | ||
| Q3 25 | 18.8% | 9.2% | ||
| Q2 25 | 11.3% | -0.8% | ||
| Q1 25 | 11.4% | 13.4% | ||
| Q4 24 | 10.0% | 4.4% | ||
| Q3 24 | 18.9% | 7.9% | ||
| Q2 24 | 14.7% | 2.5% | ||
| Q1 24 | 10.6% | 14.4% |
| Q4 25 | 0.5% | 3.5% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 0.0% | 3.8% | ||
| Q1 25 | 0.6% | 3.1% | ||
| Q4 24 | 0.3% | 3.0% | ||
| Q3 24 | 0.4% | 4.2% | ||
| Q2 24 | 0.4% | 3.4% | ||
| Q1 24 | 0.3% | 2.7% |
| Q4 25 | 0.78× | 1.06× | ||
| Q3 25 | 0.88× | 1.44× | ||
| Q2 25 | 0.89× | 0.38× | ||
| Q1 25 | 3.30× | 1.93× | ||
| Q4 24 | 0.88× | 0.81× | ||
| Q3 24 | 2.69× | 1.48× | ||
| Q2 24 | 7.13× | 0.69× | ||
| Q1 24 | 1.37× | 2.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
TJX
| Marmaxx | $9.0B | 60% |
| Home Goods | $2.5B | 17% |
| TJX International | $2.0B | 14% |
| Tjx Canada | $1.5B | 10% |
