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Side-by-side financial comparison of Allstate (ALL) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $566.0M, roughly 1.6× WillScot Holdings Corp). Allstate runs the higher net margin — 266.6% vs -33.1%, a 299.7% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -6.1%). Over the past eight quarters, WillScot Holdings Corp's revenue compounded faster (-1.8% 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 ...
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
ALL vs WSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $566.0M |
| Net Profit | $2.5B | $-187.3M |
| Gross Margin | — | 50.4% |
| Operating Margin | -1400.3% | -32.5% |
| Net Margin | 266.6% | -33.1% |
| Revenue YoY | 7.2% | -6.1% |
| Net Profit YoY | — | -310.0% |
| EPS (diluted) | $9.25 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $17.3B | $566.8M | ||
| Q2 25 | $16.6B | $589.1M | ||
| Q1 25 | $16.5B | $559.6M | ||
| Q4 24 | $16.5B | $602.5M | ||
| Q3 24 | $16.6B | $601.4M | ||
| Q2 24 | $15.7B | $604.6M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $-187.3M | ||
| Q3 25 | $3.7B | $43.3M | ||
| Q2 25 | $2.1B | $47.9M | ||
| Q1 25 | $595.0M | $43.1M | ||
| Q4 24 | $1.9B | $89.2M | ||
| Q3 24 | $1.2B | $-70.5M | ||
| Q2 24 | $331.0M | $-46.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | -32.5% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | -5.9% | ||
| Q2 24 | — | -0.9% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | -33.1% | ||
| Q3 25 | 21.7% | 7.6% | ||
| Q2 25 | 12.7% | 8.1% | ||
| Q1 25 | 3.6% | 7.7% | ||
| Q4 24 | 11.7% | 14.8% | ||
| Q3 24 | 7.2% | -11.7% | ||
| Q2 24 | 2.1% | -7.7% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $-1.02 | ||
| Q3 25 | $13.95 | $0.24 | ||
| Q2 25 | $7.76 | $0.26 | ||
| Q1 25 | $2.11 | $0.23 | ||
| Q4 24 | $7.07 | $0.48 | ||
| Q3 24 | $4.33 | $-0.37 | ||
| Q2 24 | $1.13 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $31.6B | $856.3M |
| Total Assets | $124.0B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $14.6M | ||
| Q3 25 | $8.7B | $14.8M | ||
| Q2 25 | $9.6B | $12.8M | ||
| Q1 25 | $6.5B | $10.7M | ||
| Q4 24 | $4.5B | $9.0M | ||
| Q3 24 | $7.0B | $11.0M | ||
| Q2 24 | $5.3B | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $3.6B | ||
| Q3 25 | $8.1B | $3.6B | ||
| Q2 25 | $8.1B | $3.7B | ||
| Q1 25 | $8.1B | $3.6B | ||
| Q4 24 | $8.1B | $3.7B | ||
| Q3 24 | $8.1B | $3.6B | ||
| Q2 24 | $8.1B | $3.5B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $856.3M | ||
| Q3 25 | $27.5B | $1.1B | ||
| Q2 25 | $24.0B | $1.0B | ||
| Q1 25 | $22.1B | $1.0B | ||
| Q4 24 | $21.4B | $1.0B | ||
| Q3 24 | $20.9B | $1.1B | ||
| Q2 24 | $18.6B | $1.2B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $5.8B | ||
| Q3 25 | $120.4B | $6.1B | ||
| Q2 25 | $115.9B | $6.1B | ||
| Q1 25 | $115.2B | $6.0B | ||
| Q4 24 | $111.6B | $6.0B | ||
| Q3 24 | $113.7B | $6.0B | ||
| Q2 24 | $108.4B | $6.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 4.15× | ||
| Q3 25 | 0.29× | 3.39× | ||
| Q2 25 | 0.34× | 3.55× | ||
| Q1 25 | 0.37× | 3.56× | ||
| Q4 24 | 0.38× | 3.62× | ||
| Q3 24 | 0.39× | 3.42× | ||
| Q2 24 | 0.43× | 2.88× |
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 | — | $158.9M |
| Free Cash FlowOCF − Capex | — | $149.7M |
| FCF MarginFCF / Revenue | — | 26.5% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $158.9M | ||
| Q3 25 | $3.3B | $191.2M | ||
| Q2 25 | $1.9B | $205.3M | ||
| Q1 25 | $2.0B | $206.6M | ||
| Q4 24 | $1.7B | $178.9M | ||
| Q3 24 | $3.2B | $-1.6M | ||
| Q2 24 | $2.4B | $175.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $149.7M | ||
| Q3 25 | $3.2B | $186.9M | ||
| Q2 25 | $1.9B | $199.0M | ||
| Q1 25 | $1.9B | $202.0M | ||
| Q4 24 | $1.7B | $176.6M | ||
| Q3 24 | $3.1B | $-4.9M | ||
| Q2 24 | $2.3B | $169.4M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 26.5% | ||
| Q3 25 | 18.8% | 33.0% | ||
| Q2 25 | 11.3% | 33.8% | ||
| Q1 25 | 11.4% | 36.1% | ||
| Q4 24 | 10.0% | 29.3% | ||
| Q3 24 | 18.9% | -0.8% | ||
| Q2 24 | 14.7% | 28.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.6% | 0.8% | ||
| Q4 24 | 0.3% | 0.4% | ||
| Q3 24 | 0.4% | 0.6% | ||
| Q2 24 | 0.4% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | 4.41× | ||
| Q2 25 | 0.89× | 4.28× | ||
| Q1 25 | 3.30× | 4.80× | ||
| Q4 24 | 0.88× | 2.01× | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 7.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
