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Side-by-side financial comparison of Allstate (ALL) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $846.8M, roughly 1.1× Trade Desk (The)). Allstate runs the higher net margin — 266.6% vs 22.1%, a 244.5% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 7.2%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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 ...
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
ALL vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $846.8M |
| Net Profit | $2.5B | $186.9M |
| Gross Margin | — | 80.7% |
| Operating Margin | -1400.3% | 30.3% |
| Net Margin | 266.6% | 22.1% |
| Revenue YoY | 7.2% | 14.3% |
| Net Profit YoY | — | 2.6% |
| EPS (diluted) | $9.25 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $17.3B | $739.4M | ||
| Q2 25 | $16.6B | $694.0M | ||
| Q1 25 | $16.5B | $616.0M | ||
| Q4 24 | $16.5B | $741.0M | ||
| Q3 24 | $16.6B | $628.0M | ||
| Q2 24 | $15.7B | $584.5M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $186.9M | ||
| Q3 25 | $3.7B | $115.5M | ||
| Q2 25 | $2.1B | $90.1M | ||
| Q1 25 | $595.0M | $50.7M | ||
| Q4 24 | $1.9B | $182.2M | ||
| Q3 24 | $1.2B | $94.2M | ||
| Q2 24 | $331.0M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.7% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | — | 81.1% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 30.3% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | — | 17.3% | ||
| Q2 24 | — | 16.2% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 22.1% | ||
| Q3 25 | 21.7% | 15.6% | ||
| Q2 25 | 12.7% | 13.0% | ||
| Q1 25 | 3.6% | 8.2% | ||
| Q4 24 | 11.7% | 24.6% | ||
| Q3 24 | 7.2% | 15.0% | ||
| Q2 24 | 2.1% | 14.5% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.39 | ||
| Q3 25 | $13.95 | $0.23 | ||
| Q2 25 | $7.76 | $0.18 | ||
| Q1 25 | $2.11 | $0.10 | ||
| Q4 24 | $7.07 | $0.36 | ||
| Q3 24 | $4.33 | $0.19 | ||
| Q2 24 | $1.13 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $2.5B |
| Total Assets | $124.0B | $6.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $1.3B | ||
| Q3 25 | $8.7B | $1.4B | ||
| Q2 25 | $9.6B | $1.7B | ||
| Q1 25 | $6.5B | $1.7B | ||
| Q4 24 | $4.5B | $1.9B | ||
| Q3 24 | $7.0B | $1.7B | ||
| Q2 24 | $5.3B | $1.5B |
| 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 | $2.5B | ||
| Q3 25 | $27.5B | $2.6B | ||
| Q2 25 | $24.0B | $2.7B | ||
| Q1 25 | $22.1B | $2.7B | ||
| Q4 24 | $21.4B | $2.9B | ||
| Q3 24 | $20.9B | $2.6B | ||
| Q2 24 | $18.6B | $2.4B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $6.2B | ||
| Q3 25 | $120.4B | $5.9B | ||
| Q2 25 | $115.9B | $6.0B | ||
| Q1 25 | $115.2B | $5.7B | ||
| Q4 24 | $111.6B | $6.1B | ||
| Q3 24 | $113.7B | $5.5B | ||
| Q2 24 | $108.4B | $5.2B |
| 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 | — | $311.6M |
| Free Cash FlowOCF − Capex | — | $285.3M |
| FCF MarginFCF / Revenue | — | 33.7% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | — | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $311.6M | ||
| Q3 25 | $3.3B | $224.7M | ||
| Q2 25 | $1.9B | $165.0M | ||
| Q1 25 | $2.0B | $291.4M | ||
| Q4 24 | $1.7B | $199.4M | ||
| Q3 24 | $3.2B | $273.3M | ||
| Q2 24 | $2.4B | $81.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $285.3M | ||
| Q3 25 | $3.2B | $158.3M | ||
| Q2 25 | $1.9B | $119.8M | ||
| Q1 25 | $1.9B | $232.3M | ||
| Q4 24 | $1.7B | $179.2M | ||
| Q3 24 | $3.1B | $224.6M | ||
| Q2 24 | $2.3B | $59.1M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 33.7% | ||
| Q3 25 | 18.8% | 21.4% | ||
| Q2 25 | 11.3% | 17.3% | ||
| Q1 25 | 11.4% | 37.7% | ||
| Q4 24 | 10.0% | 24.2% | ||
| Q3 24 | 18.9% | 35.8% | ||
| Q2 24 | 14.7% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.1% | ||
| Q3 25 | 0.3% | 9.0% | ||
| Q2 25 | 0.0% | 6.5% | ||
| Q1 25 | 0.6% | 9.6% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.4% | 7.8% | ||
| Q2 24 | 0.4% | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.67× | ||
| Q3 25 | 0.88× | 1.94× | ||
| Q2 25 | 0.89× | 1.83× | ||
| Q1 25 | 3.30× | 5.75× | ||
| Q4 24 | 0.88× | 1.09× | ||
| Q3 24 | 2.69× | 2.90× | ||
| Q2 24 | 7.13× | 0.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
