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Side-by-side financial comparison of Allstate (ALL) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($17.3B vs $9.8B, roughly 1.8× US Foods Holding Corp.). Allstate runs the higher net margin — 22.1% vs 1.9%, a 20.2% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (5.1% vs 3.3%). Allstate produced more free cash flow last quarter ($2.9B vs $159.0M). Over the past eight quarters, Allstate's revenue compounded faster (6.6% CAGR vs 4.6%).
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 ...
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
ALL vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $17.3B | $9.8B |
| Net Profit | $3.8B | $184.0M |
| Gross Margin | — | 17.6% |
| Operating Margin | — | 3.3% |
| Net Margin | 22.1% | 1.9% |
| Revenue YoY | 5.1% | 3.3% |
| Net Profit YoY | 98.8% | 178.8% |
| EPS (diluted) | $14.24 | $0.82 |
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 | $9.8B | ||
| Q3 25 | $17.3B | $10.2B | ||
| Q2 25 | $16.6B | $10.1B | ||
| Q1 25 | $16.5B | $9.4B | ||
| Q4 24 | $16.5B | $9.5B | ||
| Q3 24 | $16.6B | $9.7B | ||
| Q2 24 | $15.7B | $9.7B | ||
| Q1 24 | $15.3B | $8.9B |
| Q4 25 | $3.8B | $184.0M | ||
| Q3 25 | $3.7B | $153.0M | ||
| Q2 25 | $2.1B | $224.0M | ||
| Q1 25 | $595.0M | $115.0M | ||
| Q4 24 | $1.9B | $66.0M | ||
| Q3 24 | $1.2B | $148.0M | ||
| Q2 24 | $331.0M | $198.0M | ||
| Q1 24 | $1.2B | $82.0M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 16.7% |
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 3.6% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | 22.1% | 1.9% | ||
| Q3 25 | 21.7% | 1.5% | ||
| Q2 25 | 12.7% | 2.2% | ||
| Q1 25 | 3.6% | 1.2% | ||
| Q4 24 | 11.7% | 0.7% | ||
| Q3 24 | 7.2% | 1.5% | ||
| Q2 24 | 2.1% | 2.0% | ||
| Q1 24 | 8.0% | 0.9% |
| Q4 25 | $14.24 | $0.82 | ||
| Q3 25 | $13.95 | $0.67 | ||
| Q2 25 | $7.76 | $0.96 | ||
| Q1 25 | $2.11 | $0.49 | ||
| Q4 24 | $7.07 | $0.28 | ||
| Q3 24 | $4.33 | $0.61 | ||
| Q2 24 | $1.13 | $0.80 | ||
| Q1 24 | $4.46 | $0.33 |
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 | $41.0M |
| Total DebtLower is stronger | $7.5B | $5.1B |
| Stockholders' EquityBook value | $30.6B | $4.3B |
| Total Assets | $119.8B | $13.9B |
| Debt / EquityLower = less leverage | 0.24× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9B | $41.0M | ||
| Q3 25 | $8.7B | $56.0M | ||
| Q2 25 | $9.6B | $61.0M | ||
| Q1 25 | $6.5B | $101.0M | ||
| Q4 24 | $4.5B | $59.0M | ||
| Q3 24 | $7.0B | $81.0M | ||
| Q2 24 | $5.3B | $405.0M | ||
| Q1 24 | $4.3B | $267.0M |
| Q4 25 | $7.5B | $5.1B | ||
| Q3 25 | $8.1B | $4.8B | ||
| Q2 25 | $8.1B | $4.7B | ||
| Q1 25 | $8.1B | $4.7B | ||
| Q4 24 | $8.1B | $4.8B | ||
| Q3 24 | $8.1B | $4.7B | ||
| Q2 24 | $8.1B | $4.6B | ||
| Q1 24 | $7.9B | $4.6B |
| Q4 25 | $30.6B | $4.3B | ||
| Q3 25 | $27.5B | $4.5B | ||
| Q2 25 | $24.0B | $4.6B | ||
| Q1 25 | $22.1B | $4.6B | ||
| Q4 24 | $21.4B | $4.5B | ||
| Q3 24 | $20.9B | $4.6B | ||
| Q2 24 | $18.6B | $5.0B | ||
| Q1 24 | $18.6B | $4.8B |
| Q4 25 | $119.8B | $13.9B | ||
| Q3 25 | $120.4B | $14.0B | ||
| Q2 25 | $115.9B | $13.8B | ||
| Q1 25 | $115.2B | $13.7B | ||
| Q4 24 | $111.6B | $13.4B | ||
| Q3 24 | $113.7B | $13.5B | ||
| Q2 24 | $108.4B | $13.7B | ||
| Q1 24 | $105.2B | $13.4B |
| Q4 25 | 0.24× | 1.18× | ||
| Q3 25 | 0.29× | 1.08× | ||
| Q2 25 | 0.34× | 1.02× | ||
| Q1 25 | 0.37× | 1.02× | ||
| Q4 24 | 0.38× | 1.06× | ||
| Q3 24 | 0.39× | 1.01× | ||
| Q2 24 | 0.43× | 0.92× | ||
| Q1 24 | 0.43× | 0.95× |
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 | $293.0M |
| Free Cash FlowOCF − Capex | $2.9B | $159.0M |
| FCF MarginFCF / Revenue | 16.7% | 1.6% |
| Capex IntensityCapex / Revenue | 0.5% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.78× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.0B | $293.0M | ||
| Q3 25 | $3.3B | $351.0M | ||
| Q2 25 | $1.9B | $334.0M | ||
| Q1 25 | $2.0B | $391.0M | ||
| Q4 24 | $1.7B | $283.0M | ||
| Q3 24 | $3.2B | $270.0M | ||
| Q2 24 | $2.4B | $482.0M | ||
| Q1 24 | $1.7B | $139.0M |
| Q4 25 | $2.9B | $159.0M | ||
| Q3 25 | $3.2B | $236.0M | ||
| Q2 25 | $1.9B | $257.0M | ||
| Q1 25 | $1.9B | $307.0M | ||
| Q4 24 | $1.7B | $178.0M | ||
| Q3 24 | $3.1B | $190.0M | ||
| Q2 24 | $2.3B | $413.0M | ||
| Q1 24 | $1.6B | $52.0M |
| Q4 25 | 16.7% | 1.6% | ||
| Q3 25 | 18.8% | 2.3% | ||
| Q2 25 | 11.3% | 2.5% | ||
| Q1 25 | 11.4% | 3.3% | ||
| Q4 24 | 10.0% | 1.9% | ||
| Q3 24 | 18.9% | 2.0% | ||
| Q2 24 | 14.7% | 4.3% | ||
| Q1 24 | 10.6% | 0.6% |
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.3% | 1.1% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.4% | 0.8% | ||
| Q2 24 | 0.4% | 0.7% | ||
| Q1 24 | 0.3% | 1.0% |
| Q4 25 | 0.78× | 1.59× | ||
| Q3 25 | 0.88× | 2.29× | ||
| Q2 25 | 0.89× | 1.49× | ||
| Q1 25 | 3.30× | 3.40× | ||
| Q4 24 | 0.88× | 4.29× | ||
| Q3 24 | 2.69× | 1.82× | ||
| Q2 24 | 7.13× | 2.43× | ||
| Q1 24 | 1.37× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
