ACN vs ALL Stock Comparison

Scores Breakdown

Metric	ACN	ALL
📈 Growth	22/30	22/30
💰 Profitability	18/20	14/20
🏦 Financial Health	18/20	18/20
💵 Valuation	16/20	10/20
⚠️ Risk (lower is better)	4/10	6/10
Overall Score	80/100	68/100

Side-by-Side Summaries

ACN Analysis	ALL Analysis
📈 Growth & Financial Trajectory Over 8 quarters, revenues moved from $16.41B (2024 Q4) to $18.72B (2026 Q3), a cumulative rise of about 14%. Net income increased from roughly $1.68B to $2.34B, up about 39%, signaling improving operating leverage as scale widens. The trend shows quarterly fluctuations but an overall positive trajectory with gradually rising profitability. 💰 Margins & Cash Flow Gross margin remains in the 32-34% range, supporting durable profitability. Operating margin hovers around 16-17%, indicating meaningful operating leverage with revenue growth. Net cash flow from operating activities stays robust, averaging near $3.7B per quarter; the latest quarter shows a positive, albeit modest, overall cash position as investing and financing outflows offset operating cash flow. 🛡️ Balance Sheet & Liquidity Current assets around $28-29B vs. current liabilities near $19-22B, implying a healthy liquidity cushion (latest current ratio ~1.3–1.4). Noncurrent liabilities about $13-14B against equity of roughly $31-33B, with total assets near $63-69B, indicating solid balance-sheet resilience and solvency dynamics. ⚠️ Key Drivers & Risks Drivers: AI & Data/Cloud transformation demand; scalable global services with cross-sell opportunities. Risks: cyclicality in IT spend, valuation sensitivity to growth expectations, competitive intensity.	📈 Growth & Financial Trajectory Across 8 quarters, Allstate’s revenue rose from about $15.714B (2024-Q2) to about $16.941B (2026-Q1), up roughly 7.8%. Net income climbed from about $0.347B to $2.458B, a multi‑fold increase, with a notable surge in late‑2025 before a softer start in 2026. The trend is positive overall but shows quarterly volatility (e.g., 2025‑Q1 dip followed by stronger 2025‑Q3/Q4). End‑period profitability remains sensitive to cost structure and mix, yet margins improved from multi‑quarter lows to mid‑teens late in 2025 and into 2026. 💰 Margins & Cash Flow Operating margin ranged from about 2.7% (2024‑Q2) to about 28.4% (2025‑Q4), with several quarters in the mid‑teens, indicating substantial margin volatility but a capability to leverage scale when costs align with revenues. Net cash flow from operating activities remained positive in all quarters, averaging around $3.0B per quarter; notably, 2026‑Q1 shows operating cash flow near $3.56B. Investing cash flow was often negative, reflecting capital allocation and reserve considerations, while financing activity flow fluctuated, contributing to variances in overall cash balance. 🛡️ Balance Sheet & Liquidity Current assets consistently exceed current liabilities, yielding a healthy current ratio around 1.3x (roughly 1.29–1.34 over periods). Long‑term debt sits near $8.08B with total liabilities largely dominated by insurance reserves and operating liabilities, while equity (≈$21–31B across periods) provides a meaningful buffer; periods show equity around $24–31B and liabilities near $92–93B. ⚠️ Key Drivers & Risks Drivers: prudent pricing and reserving practices within P&C insurance; managing catastrophe exposure and capital allocation. Risks: quarterly earnings are sensitive to claim volatility and reserve adequacy; macro factors and regulatory changes can impact pricing and claims experience, affecting valuation sensitivity and downside scenarios.

ACN Analysis

ALL Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, revenues moved from $16.41B (2024 Q4) to $18.72B (2026 Q3), a cumulative rise of about 14%. Net income increased from roughly $1.68B to $2.34B, up about 39%, signaling improving operating leverage as scale widens. The trend shows quarterly fluctuations but an overall positive trajectory with gradually rising profitability.

💰 Margins & Cash Flow

Gross margin remains in the 32-34% range, supporting durable profitability.
Operating margin hovers around 16-17%, indicating meaningful operating leverage with revenue growth.
Net cash flow from operating activities stays robust, averaging near $3.7B per quarter; the latest quarter shows a positive, albeit modest, overall cash position as investing and financing outflows offset operating cash flow.

🛡️ Balance Sheet & Liquidity

Current assets around $28-29B vs. current liabilities near $19-22B, implying a healthy liquidity cushion (latest current ratio ~1.3–1.4).
Noncurrent liabilities about $13-14B against equity of roughly $31-33B, with total assets near $63-69B, indicating solid balance-sheet resilience and solvency dynamics.

⚠️ Key Drivers & Risks

Drivers: AI & Data/Cloud transformation demand; scalable global services with cross-sell opportunities.
Risks: cyclicality in IT spend, valuation sensitivity to growth expectations, competitive intensity.

📈 Growth & Financial Trajectory

Across 8 quarters, Allstate’s revenue rose from about $15.714B (2024-Q2) to about $16.941B (2026-Q1), up roughly 7.8%. Net income climbed from about $0.347B to $2.458B, a multi‑fold increase, with a notable surge in late‑2025 before a softer start in 2026.

The trend is positive overall but shows quarterly volatility (e.g., 2025‑Q1 dip followed by stronger 2025‑Q3/Q4). End‑period profitability remains sensitive to cost structure and mix, yet margins improved from multi‑quarter lows to mid‑teens late in 2025 and into 2026.

💰 Margins & Cash Flow

Operating margin ranged from about 2.7% (2024‑Q2) to about 28.4% (2025‑Q4), with several quarters in the mid‑teens, indicating substantial margin volatility but a capability to leverage scale when costs align with revenues.
Net cash flow from operating activities remained positive in all quarters, averaging around $3.0B per quarter; notably, 2026‑Q1 shows operating cash flow near $3.56B.
Investing cash flow was often negative, reflecting capital allocation and reserve considerations, while financing activity flow fluctuated, contributing to variances in overall cash balance.

🛡️ Balance Sheet & Liquidity

Current assets consistently exceed current liabilities, yielding a healthy current ratio around 1.3x (roughly 1.29–1.34 over periods).
Long‑term debt sits near $8.08B with total liabilities largely dominated by insurance reserves and operating liabilities, while equity (≈$21–31B across periods) provides a meaningful buffer; periods show equity around $24–31B and liabilities near $92–93B.

⚠️ Key Drivers & Risks

Drivers: prudent pricing and reserving practices within P&C insurance; managing catastrophe exposure and capital allocation.
Risks: quarterly earnings are sensitive to claim volatility and reserve adequacy; macro factors and regulatory changes can impact pricing and claims experience, affecting valuation sensitivity and downside scenarios.

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