WallStSmart

The Allstate Corporation (ALL)vsGilead Sciences Inc (GILD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Allstate Corporation generates 132% more annual revenue ($68.17B vs $29.44B). GILD leads profitability with a 28.9% profit margin vs 17.8%. GILD appears more attractively valued with a PEG of 0.38. ALL earns a higher WallStSmart Score of 77/100 (B+).

ALL

Strong Buy

77

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 5.7Quality: 6.5
Piotroski: 5/9

GILD

Strong Buy

72

out of 100

Grade: B

Growth: 5.3Profit: 9.5Value: 8.7Quality: 5.8
Piotroski: 6/9Altman Z: 1.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ALL.

GILDUndervalued (+44.2%)

Margin of Safety

+44.2%

Fair Value

$235.52

Current Price

$131.33

$104.19 discount

UndervaluedFair: $235.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALL6 strengths · Avg: 9.3/10
P/E RatioValuation
4.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
45.2%10/10

Every $100 of equity generates 45 in profit

EPS GrowthGrowth
338.4%10/10

Earnings expanding 338.4% YoY

Market CapQuality
$54.87B9/10

Large-cap with strong market position

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

GILD6 strengths · Avg: 9.3/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Return on EquityProfitability
40.7%10/10

Every $100 of equity generates 41 in profit

Operating MarginProfitability
37.4%10/10

Strong operational efficiency at 37.4%

Market CapQuality
$166.40B9/10

Large-cap with strong market position

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
23.4%8/10

Earnings expanding 23.4% YoY

Areas to Watch

ALL2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

PEG RatioValuation
2.622/10

Expensive relative to growth rate

GILD2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Altman Z-ScoreHealth
1.814/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ALL

The strongest argument for ALL centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 19.0%.

Bull Case : GILD

The strongest argument for GILD centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 28.9% and operating margin at 37.4%. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bear Case : ALL

The primary concerns for ALL are Revenue Growth, PEG Ratio.

Bear Case : GILD

The primary concerns for GILD are Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

GILD carries more volatility with a beta of 0.33 — expect wider price swings.

GILD is growing revenue faster at 4.7% — sustainability is the question.

ALL generates stronger free cash flow (3.5B), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ALL scores higher overall (77/100 vs 72/100), backed by strong 17.8% margins. GILD offers better value entry with a 44.2% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Allstate Corporation

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.

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Gilead Sciences Inc

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Gilead Sciences, Inc. is an American biopharmaceutical company headquartered in Foster City, California, that focuses on researching and developing antiviral drugs used in the treatment of HIV, hepatitis B, hepatitis C, and influenza, including Harvoni and Sovaldi.

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