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Side-by-side financial comparison of Allstate (ALL) and Zscaler, Inc. (ZS). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $788.1M, roughly 1.2× Zscaler, Inc.). Allstate runs the higher net margin — 266.6% vs -1.5%, a 268.1% gap on every dollar of revenue. On growth, Zscaler, Inc. posted the faster year-over-year revenue change (25.5% vs 7.2%). Over the past eight quarters, Zscaler, Inc.'s revenue compounded faster (22.5% 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 ...
Zscaler, Inc. is an American cloud security company based in San Jose, California. The company offers cloud-based services to protect enterprise networks and data.
ALL vs ZS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $788.1M |
| Net Profit | $2.5B | $-11.6M |
| Gross Margin | — | 76.6% |
| Operating Margin | -1400.3% | -4.6% |
| Net Margin | 266.6% | -1.5% |
| Revenue YoY | 7.2% | 25.5% |
| Net Profit YoY | — | 3.6% |
| EPS (diluted) | $9.25 | $-0.07 |
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 | $788.1M | ||
| Q3 25 | $17.3B | $719.2M | ||
| Q2 25 | $16.6B | $678.0M | ||
| Q1 25 | $16.5B | $647.9M | ||
| Q4 24 | $16.5B | $628.0M | ||
| Q3 24 | $16.6B | $592.9M | ||
| Q2 24 | $15.7B | $553.2M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $-11.6M | ||
| Q3 25 | $3.7B | $-17.6M | ||
| Q2 25 | $2.1B | $-4.1M | ||
| Q1 25 | $595.0M | $-7.7M | ||
| Q4 24 | $1.9B | $-12.1M | ||
| Q3 24 | $1.2B | $-14.9M | ||
| Q2 24 | $331.0M | $19.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 76.1% | ||
| Q2 25 | — | 77.0% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 78.6% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | -4.6% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | -3.7% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -0.5% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | -1.5% | ||
| Q3 25 | 21.7% | -2.4% | ||
| Q2 25 | 12.7% | -0.6% | ||
| Q1 25 | 3.6% | -1.2% | ||
| Q4 24 | 11.7% | -1.9% | ||
| Q3 24 | 7.2% | -2.5% | ||
| Q2 24 | 2.1% | 3.5% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $-0.07 | ||
| Q3 25 | $13.95 | $-0.11 | ||
| Q2 25 | $7.76 | $-0.03 | ||
| Q1 25 | $2.11 | $-0.05 | ||
| Q4 24 | $7.07 | $-0.08 | ||
| Q3 24 | $4.33 | $-0.09 | ||
| Q2 24 | $1.13 | $0.12 |
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 | $2.0B |
| Total Assets | $124.0B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $1.3B | ||
| Q3 25 | $8.7B | $2.4B | ||
| Q2 25 | $9.6B | $2.0B | ||
| Q1 25 | $6.5B | $1.8B | ||
| Q4 24 | $4.5B | $1.6B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $5.3B | $1.3B |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | $1.1B | ||
| Q1 25 | $8.1B | $1.1B | ||
| Q4 24 | $8.1B | $1.1B | ||
| Q3 24 | $8.1B | $1.1B | ||
| Q2 24 | $8.1B | $1.1B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $2.0B | ||
| Q3 25 | $27.5B | $1.8B | ||
| Q2 25 | $24.0B | $1.8B | ||
| Q1 25 | $22.1B | $1.6B | ||
| Q4 24 | $21.4B | $1.4B | ||
| Q3 24 | $20.9B | $1.3B | ||
| Q2 24 | $18.6B | $1.1B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $6.5B | ||
| Q3 25 | $120.4B | $6.4B | ||
| Q2 25 | $115.9B | $5.3B | ||
| Q1 25 | $115.2B | $5.0B | ||
| Q4 24 | $111.6B | $4.7B | ||
| Q3 24 | $113.7B | $4.7B | ||
| Q2 24 | $108.4B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | 0.64× | ||
| Q1 25 | 0.37× | 0.71× | ||
| Q4 24 | 0.38× | 0.80× | ||
| Q3 24 | 0.39× | 0.90× | ||
| Q2 24 | 0.43× | 1.04× |
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 | — | $448.3M |
| Free Cash FlowOCF − Capex | — | $431.0M |
| FCF MarginFCF / Revenue | — | 54.7% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $924.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $448.3M | ||
| Q3 25 | $3.3B | $250.6M | ||
| Q2 25 | $1.9B | $211.1M | ||
| Q1 25 | $2.0B | $179.4M | ||
| Q4 24 | $1.7B | $331.3M | ||
| Q3 24 | $3.2B | $203.6M | ||
| Q2 24 | $2.4B | $173.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $431.0M | ||
| Q3 25 | $3.2B | $190.6M | ||
| Q2 25 | $1.9B | $138.9M | ||
| Q1 25 | $1.9B | $164.4M | ||
| Q4 24 | $1.7B | $314.3M | ||
| Q3 24 | $3.1B | $154.2M | ||
| Q2 24 | $2.3B | $137.8M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 54.7% | ||
| Q3 25 | 18.8% | 26.5% | ||
| Q2 25 | 11.3% | 20.5% | ||
| Q1 25 | 11.4% | 25.4% | ||
| Q4 24 | 10.0% | 50.1% | ||
| Q3 24 | 18.9% | 26.0% | ||
| Q2 24 | 14.7% | 24.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.2% | ||
| Q3 25 | 0.3% | 8.3% | ||
| Q2 25 | 0.0% | 10.6% | ||
| Q1 25 | 0.6% | 2.3% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.4% | 8.3% | ||
| Q2 24 | 0.4% | 6.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 7.13× | 9.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
