The Allstate Corporation (ALL)vsAlphabet Inc Class A (GOOGL)
ALL
The Allstate Corporation
$213.15
-0.24%
FINANCIAL SERVICES · Cap: $54.87B
GOOGL
Alphabet Inc Class A
$400.80
+0.71%
COMMUNICATION SERVICES · Cap: $4.82T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 520% more annual revenue ($422.50B vs $68.17B). GOOGL leads profitability with a 37.9% profit margin vs 17.8%. GOOGL appears more attractively valued with a PEG of 1.57. ALL earns a higher WallStSmart Score of 77/100 (B+).
ALL
Strong Buy77
out of 100
Grade: B+
GOOGL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ALL.
Margin of Safety
+38.7%
Fair Value
$649.51
Current Price
$400.80
$248.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Earnings expanding 338.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
3.0% revenue growth
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.7x book value
Comparative Analysis Report
WallStSmart ResearchBull 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 : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : ALL
The primary concerns for ALL are Revenue Growth, PEG Ratio.
Bear Case : GOOGL
The primary concerns for GOOGL are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ALL profiles as a value stock while GOOGL is a growth play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.27 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
ALL scores higher overall (77/100 vs 74/100), backed by strong 17.8% margins. GOOGL offers better value entry with a 38.7% 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.
Visit Website →Alphabet Inc Class A
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other INSURANCE - PROPERTY & CASUALTY Stocks
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