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Side-by-side financial comparison of Allstate (ALL) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $654.0M, roughly 1.4× ZILLOW GROUP, INC.). Allstate runs the higher net margin — 266.6% vs 0.5%, a 266.1% gap on every dollar of revenue. On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 7.2%). Over the past eight quarters, ZILLOW GROUP, INC.'s revenue compounded faster (11.2% 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 ...
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
ALL vs ZG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $654.0M |
| Net Profit | $2.5B | $3.0M |
| Gross Margin | — | 72.8% |
| Operating Margin | -1400.3% | -1.7% |
| Net Margin | 266.6% | 0.5% |
| Revenue YoY | 7.2% | 18.1% |
| Net Profit YoY | — | 105.8% |
| EPS (diluted) | $9.25 | $0.01 |
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 | $654.0M | ||
| Q3 25 | $17.3B | $676.0M | ||
| Q2 25 | $16.6B | $655.0M | ||
| Q1 25 | $16.5B | $598.0M | ||
| Q4 24 | $16.5B | $554.0M | ||
| Q3 24 | $16.6B | $581.0M | ||
| Q2 24 | $15.7B | $572.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $3.0M | ||
| Q3 25 | $3.7B | $10.0M | ||
| Q2 25 | $2.1B | $2.0M | ||
| Q1 25 | $595.0M | $8.0M | ||
| Q4 24 | $1.9B | $-52.0M | ||
| Q3 24 | $1.2B | $-20.0M | ||
| Q2 24 | $331.0M | $-17.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 72.8% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 74.7% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 75.9% | ||
| Q2 24 | — | 77.3% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | -1.7% | ||
| Q3 25 | — | -0.4% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | — | -7.7% | ||
| Q2 24 | — | -6.6% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 0.5% | ||
| Q3 25 | 21.7% | 1.5% | ||
| Q2 25 | 12.7% | 0.3% | ||
| Q1 25 | 3.6% | 1.3% | ||
| Q4 24 | 11.7% | -9.4% | ||
| Q3 24 | 7.2% | -3.4% | ||
| Q2 24 | 2.1% | -3.0% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.01 | ||
| Q3 25 | $13.95 | $0.04 | ||
| Q2 25 | $7.76 | $0.01 | ||
| Q1 25 | $2.11 | $0.03 | ||
| Q4 24 | $7.07 | $-0.23 | ||
| Q3 24 | $4.33 | $-0.08 | ||
| Q2 24 | $1.13 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $768.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $4.9B |
| Total Assets | $124.0B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $768.0M | ||
| Q3 25 | $8.7B | $874.0M | ||
| Q2 25 | $9.6B | $587.0M | ||
| Q1 25 | $6.5B | $914.0M | ||
| Q4 24 | $4.5B | $1.1B | ||
| Q3 24 | $7.0B | $1.1B | ||
| Q2 24 | $5.3B | $1.2B |
| 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 | $4.9B | ||
| Q3 25 | $27.5B | $5.0B | ||
| Q2 25 | $24.0B | $4.7B | ||
| Q1 25 | $22.1B | $4.8B | ||
| Q4 24 | $21.4B | $4.8B | ||
| Q3 24 | $20.9B | $4.7B | ||
| Q2 24 | $18.6B | $4.5B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $5.7B | ||
| Q3 25 | $120.4B | $5.7B | ||
| Q2 25 | $115.9B | $5.4B | ||
| Q1 25 | $115.2B | $5.7B | ||
| Q4 24 | $111.6B | $5.8B | ||
| Q3 24 | $113.7B | $6.2B | ||
| Q2 24 | $108.4B | $6.6B |
| 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 | — | $72.0M |
| Free Cash FlowOCF − Capex | — | $44.0M |
| FCF MarginFCF / Revenue | — | 6.7% |
| Capex IntensityCapex / Revenue | — | 4.3% |
| Cash ConversionOCF / Net Profit | — | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $72.0M | ||
| Q3 25 | $3.3B | $105.0M | ||
| Q2 25 | $1.9B | $87.0M | ||
| Q1 25 | $2.0B | $104.0M | ||
| Q4 24 | $1.7B | $122.0M | ||
| Q3 24 | $3.2B | $171.0M | ||
| Q2 24 | $2.4B | $55.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $44.0M | ||
| Q3 25 | $3.2B | $73.0M | ||
| Q2 25 | $1.9B | $50.0M | ||
| Q1 25 | $1.9B | $68.0M | ||
| Q4 24 | $1.7B | $88.0M | ||
| Q3 24 | $3.1B | $138.0M | ||
| Q2 24 | $2.3B | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 6.7% | ||
| Q3 25 | 18.8% | 10.8% | ||
| Q2 25 | 11.3% | 7.6% | ||
| Q1 25 | 11.4% | 11.4% | ||
| Q4 24 | 10.0% | 15.9% | ||
| Q3 24 | 18.9% | 23.8% | ||
| Q2 24 | 14.7% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.3% | ||
| Q3 25 | 0.3% | 4.7% | ||
| Q2 25 | 0.0% | 5.6% | ||
| Q1 25 | 0.6% | 6.0% | ||
| Q4 24 | 0.3% | 6.1% | ||
| Q3 24 | 0.4% | 5.7% | ||
| Q2 24 | 0.4% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 24.00× | ||
| Q3 25 | 0.88× | 10.50× | ||
| Q2 25 | 0.89× | 43.50× | ||
| Q1 25 | 3.30× | 13.00× | ||
| Q4 24 | 0.88× | — | ||
| 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.
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
