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Side-by-side financial comparison of Allstate (ALL) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, 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 1.7%, a 264.9% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 7.2%). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% 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 ...
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
ALL vs UPBD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.2B |
| Net Profit | $2.5B | $19.7M |
| Gross Margin | — | 49.0% |
| Operating Margin | -1400.3% | 4.8% |
| Net Margin | 266.6% | 1.7% |
| Revenue YoY | 7.2% | 10.9% |
| Net Profit YoY | — | -36.3% |
| EPS (diluted) | $9.25 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $17.3B | $1.2B | ||
| Q2 25 | $16.6B | $1.2B | ||
| Q1 25 | $16.5B | $1.2B | ||
| Q4 24 | $16.5B | $1.1B | ||
| Q3 24 | $16.6B | $1.1B | ||
| Q2 24 | $15.7B | $1.1B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $19.7M | ||
| Q3 25 | $3.7B | $13.2M | ||
| Q2 25 | $2.1B | $15.5M | ||
| Q1 25 | $595.0M | $24.8M | ||
| Q4 24 | $1.9B | $31.0M | ||
| Q3 24 | $1.2B | $30.9M | ||
| Q2 24 | $331.0M | $33.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.0% | ||
| Q3 25 | — | 48.3% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 47.1% | ||
| Q3 24 | — | 47.8% | ||
| Q2 24 | — | 49.4% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 4.4% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | — | 7.5% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 1.7% | ||
| Q3 25 | 21.7% | 1.1% | ||
| Q2 25 | 12.7% | 1.3% | ||
| Q1 25 | 3.6% | 2.1% | ||
| Q4 24 | 11.7% | 2.9% | ||
| Q3 24 | 7.2% | 2.9% | ||
| Q2 24 | 2.1% | 3.2% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.35 | ||
| Q3 25 | $13.95 | $0.22 | ||
| Q2 25 | $7.76 | $0.26 | ||
| Q1 25 | $2.11 | $0.42 | ||
| Q4 24 | $7.07 | $0.55 | ||
| Q3 24 | $4.33 | $0.55 | ||
| Q2 24 | $1.13 | $0.61 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $695.7M |
| Total Assets | $124.0B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $120.5M | ||
| Q3 25 | $8.7B | $107.0M | ||
| Q2 25 | $9.6B | $106.8M | ||
| Q1 25 | $6.5B | $107.3M | ||
| Q4 24 | $4.5B | $60.9M | ||
| Q3 24 | $7.0B | $85.1M | ||
| Q2 24 | $5.3B | $82.5M |
| 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 | $695.7M | ||
| Q3 25 | $27.5B | $687.3M | ||
| Q2 25 | $24.0B | $685.5M | ||
| Q1 25 | $22.1B | $679.2M | ||
| Q4 24 | $21.4B | $629.0M | ||
| Q3 24 | $20.9B | $611.8M | ||
| Q2 24 | $18.6B | $596.3M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.3B | ||
| Q3 25 | $120.4B | $3.2B | ||
| Q2 25 | $115.9B | $3.1B | ||
| Q1 25 | $115.2B | $3.0B | ||
| Q4 24 | $111.6B | $2.6B | ||
| Q3 24 | $113.7B | $2.6B | ||
| Q2 24 | $108.4B | $2.6B |
| 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 | — | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $41.6M | ||
| Q3 25 | $3.3B | $118.4M | ||
| Q2 25 | $1.9B | $7.8M | ||
| Q1 25 | $2.0B | $137.7M | ||
| Q4 24 | $1.7B | $-61.9M | ||
| Q3 24 | $3.2B | $106.2M | ||
| Q2 24 | $2.4B | $15.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $24.0M | ||
| Q3 25 | $3.2B | $97.9M | ||
| Q2 25 | $1.9B | $-10.4M | ||
| Q1 25 | $1.9B | $127.2M | ||
| Q4 24 | $1.7B | $-74.0M | ||
| Q3 24 | $3.1B | $88.3M | ||
| Q2 24 | $2.3B | $613.0K |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 2.0% | ||
| Q3 25 | 18.8% | 8.4% | ||
| Q2 25 | 11.3% | -0.9% | ||
| Q1 25 | 11.4% | 10.8% | ||
| Q4 24 | 10.0% | -6.9% | ||
| Q3 24 | 18.9% | 8.3% | ||
| Q2 24 | 14.7% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.5% | ||
| Q3 25 | 0.3% | 1.8% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.4% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 2.11× | ||
| Q3 25 | 0.88× | 8.96× | ||
| Q2 25 | 0.89× | 0.50× | ||
| Q1 25 | 3.30× | 5.56× | ||
| Q4 24 | 0.88× | -2.00× | ||
| Q3 24 | 2.69× | 3.44× | ||
| Q2 24 | 7.13× | 0.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
