Allstate (ALL) Stock Analysis
This is a peer-relative look at Allstate (ALL): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Insurance peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | ALL |
|---|---|
| Name | Allstate Corporation |
| Country/Region | United States |
| GICS Sector | Financials |
| GICS Industry Group | Insurance |
| GICS Industry | Insurance |
| GICS Sub-Industry | Property & Casualty Insurance |
| Market Capitalization | 64.80 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | June 3, 1993 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Total Return (1Y) | 33.12% | 19.00% |
| Total Return (3Y, Annualized) | 34.35% | 18.51% |
| Total Return (5Y, Annualized) | 17.12% | 11.89% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 24.54% | 27.81% |
| Beta (5Y) | 0.16 | 0.52 |
| Max Drawdown (5Y) | -27.35% | -37.87% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 1.19 | 0.49 |
| Sortino Ratio (1Y) | 1.74 | 0.77 |
Profitability
ROE (TTM)
Allstate (ALL) posts ROE of 45.22%, above the industry benchmark range. Equity is being turned into profit at an exceptional rate, but very high ROE should still be checked against leverage, buybacks, and the size of the equity base.
ALL
Insurance industry group
45.22%
Group distribution
- ALL
- 45.22%
- Max
- 38.88%
- Q3
- 22.63%
- Median
- 14.77%
- Q1
- 9.95%
- Min
- -6.23%
Largest peers
- AON
- 46.45%
- ALL
- 45.22%
- PGR
- 34.94%
- MRSH
- 27.57%
- TRV
- 26.51%
- CB
- 15.43%
- MFC
- 12.56%
Net Margin (TTM)
Allstate (ALL) keeps 17.81% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
ALL
Insurance industry group
17.81%
Group distribution
- Max
- 38.86%
- Q3
- 19.36%
- ALL
- 17.81%
- Median
- 11.21%
- Q1
- 5.05%
- Min
- -2.80%
Largest peers
- AON
- 22.54%
- MFC
- 20.04%
- CB
- 18.53%
- ALL
- 17.81%
- TRV
- 16.95%
- MRSH
- 14.26%
- PGR
- 12.85%
Operating Margin (TTM)
operating margin is set aside for Allstate (ALL) in Insurance: the operating-income line is not a clean boundary for this business model, so net margin, ROE, FFO, or industry-specific measures may be more useful.
Profitability Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| ROE (TTM) | 45.22% | 14.77% |
| ROA (TTM) | 7.52% | 2.80% |
| Net Margin (TTM) | 17.81% | 11.21% |
| Operating Margin (TTM) | -- | -- |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Allstate (ALL) grew revenue 5.60%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Allstate (ALL) grew earnings per share 124.01%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.
Growth Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 5.60% | 8.15% |
| Revenue Growth (3Y CAGR) | 9.84% | 11.40% |
| EPS Growth (YoY) | 124.01% | 21.77% |
| EPS Growth (3Y CAGR) | -- | 18.46% |
Financial Strength
Current Ratio (MRQ)
current ratio is set aside for Allstate (ALL) in Insurance: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for Allstate (ALL) in Insurance: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.
Financial Strength Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Allstate (ALL) has dividend yield of 1.61%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
ALL
Insurance industry group
1.61%
Group distribution
- Max
- 5.19%
- Q3
- 2.46%
- ALL
- 1.61%
- Median
- 1.13%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- MFC
- 4.25%
- ALL
- 1.61%
- TRV
- 1.23%
- CB
- 1.10%
- AON
- 0.82%
- PGR
- 0.09%
- MRSH
- 0.00%
Dividend Payout Ratio (TTM)
Allstate (ALL) has payout ratio of 9.03%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.
ALL
Insurance industry group
9.03%
Group distribution
- Max
- 86.52%
- Q3
- 35.84%
- Median
- 15.02%
- ALL
- 9.03%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- PGR
- 69.74%
- MFC
- 52.02%
- MRSH
- 43.94%
- AON
- 16.36%
- CB
- 13.72%
- TRV
- 12.23%
- ALL
- 9.03%
Dividend Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 1.61% | 1.13% |
| Dividend Payout Ratio (TTM) | 9.03% | 15.02% |
Valuation
P/E Ratio (TTM)
Allstate (ALL) trades at P/E ratio of 5.62, in the cheaper earnings-multiple quartile for its industry. Investors are paying less for each dollar of TTM earnings than they usually pay for comparable businesses.
ALL
Insurance industry group
5.62
Group distribution
- Max
- 30.58
- Q3
- 17.84
- Median
- 13.24
- Q1
- 9.20
- ALL
- 5.62
- Min
- 3.32
Largest peers
- MRSH
- 22.78
- AON
- 19.92
- MFC
- 17.41
- CB
- 12.47
- PGR
- 10.65
- TRV
- 9.90
- ALL
- 5.62
P/S Ratio (TTM)
Allstate (ALL) trades at 0.95 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
ALL
Insurance industry group
0.95
Group distribution
- Max
- 4.61
- Q3
- 2.41
- Median
- 1.30
- ALL
- 0.95
- Q1
- 0.91
- Min
- 0.10
Largest peers
- AON
- 4.39
- MRSH
- 3.15
- CB
- 2.26
- MFC
- 2.23
- TRV
- 1.57
- PGR
- 1.32
- ALL
- 0.95
P/B Ratio (MRQ)
Allstate (ALL) trades at 2.19 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
ALL
Insurance industry group
2.19
Group distribution
- Max
- 4.80
- Q3
- 2.68
- ALL
- 2.19
- Median
- 1.83
- Q1
- 1.26
- Min
- -0.14
Largest peers
- AON
- 7.81
- MRSH
- 6.01
- PGR
- 3.49
- TRV
- 2.33
- ALL
- 2.19
- MFC
- 2.05
- CB
- 1.87
Valuation Metrics
| Metric | Current stock: ALL | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 5.62 | 13.24 |
| P/S Ratio (TTM) | 0.95 | 1.30 |
| P/B Ratio (MRQ) | 2.19 | 1.83 |
| Free Cash Flow Yield (TTM) | -- | -- |