Price (90d)
$267.00Signal Score (90d)
150Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $66.46B | $10.28B | $38.68 |
| 2024 | $63.52B | $4.67B | $17.22 |
| 2023 | $56.59B | $-188.00M | $-1.20 |
| 2022 | $50.62B | $-1.29B | $-5.03 |
| 2021 | $48.68B | $1.61B | $17.50 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $6.50 per share
Typical surprise +45.6% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$8.99 vs $6.06beat
- Wed, Apr 29$10.65 vs $7.31beat
- Wed, Feb 4$14.31 vs $9.83beat
- Wed, Nov 5$11.17 vs $7.67beat
- Wed, Jul 30$5.94 vs $3.25beat
- Wed, Apr 30$3.53 vs $2.52beat
Estimates and results for ALL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ALL's reported EPS growth of 21.9% a year over 4 years.
- EPS in 5 years
- $105.91
- Implied price
- $529.57
- Return from $261.41
- 15.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $263.29 — today's price is already 0.7% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 1 | 3 | 5 | 7 | 9 |
|---|---|---|---|---|---|
| 11.9% | -23.4% | -4.5% | 5.7% | 13.1% | 18.9% |
| 16.9% | -20.0% | -0.3% | 10.4% | 18.1% | 24.2% |
| 21.9% | -16.5% | 4.0% | 15.2% | 23.2% | 29.5% |
| 26.9% | -13.1% | 8.2% | 19.9% | 28.2% | 34.8% |
| 31.9% | -9.7% | 12.5% | 24.6% | 33.3% | 40.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (5)
- Newspymnts.com·1d ago·Neutral
Allstate Prepares for Quantum Computing Arrival Insurance company Allstate is investing in quantum computing now so that the company is ready to take advantage of the technology when it arrives, Allstate Chair, President and CEO Tom Wilson told The Wall Street Journal in a report published Friday (Aug. 14). Allstate plans to expand its quantum team that currently includes 10 people.
View source ↗ - Newswsj.com·1d ago·Neutral
Allstate CEO's Message on Quantum Computing: ‘Get on the Train' The insurance giant's chief executive says companies that ultimately want competitive advantage from quantum need to start investing in and learning about it now.
View source ↗ - Newsprnewswire.com·2d ago·Neutral
Allstate invests in the people behind every claim with new industry-leading training campus New Allstate Claims University strengthens the expertise of 23,000 claims professionals, helping customers navigate recovery with confidence after unexpected events Key takeaways Allstate opens a state-of-the-art 33,000-square-foot Allstate Claims University campus in Dallas, investing in the expertise of the 23,000 claims professionals who support approximately 8.5 million claims each year. Through immer
View source ↗ - Newsseekingalpha.com·7d ago·Negative
Allstate: The Turnaround Is Over, But The Easy Upside Is Gone Allstate confirmed its underwriting recovery with an 86.6% Q2 combined ratio and an exceptional 84.3% result for the first half. Auto remained highly profitable, while homeowners returned to underwriting profitability despite catastrophe losses, and both businesses resumed growth without abandoning pricing discipline. Valuation now hinges on sustaining a ~90% combined ratio; base case fair value is $315-$340, offering 17%-28% upside f
View source ↗ - Newsmarketbeat.com·7d ago·Neutral
Allstate Q2 Earnings Call Highlights Allstate NYSE: ALL reported higher second-quarter revenue, underwriting income and investment income as the insurer continued to expand policies across its auto, homeowners and protection-services businesses.
View source ↗